Real Vision: The Kiril Sokoloff Interviews

A life-long learner, Kiril Sokoloff is devoted to the pursuit of truth—in investments, in health, life and the living of it, wisdom of the ages, lessons of history as applied to the present, eternal truths and the way forward for humanity and the planet. The Kiril Sokoloff Interviews intends to capture that philosophy.Each episode affords the viewers an opportunity to sit in on a conversation with Kiril Sokoloff and a fellow deep-thinker as they discuss a wide array of topics and share insights that you would never get to hear anywhere else.<br>
Real Vision Aug 18, 2020
A Different China Perspective
Kiril Sokoloff interviews Weijian Shan, Chairman and CEO of PAG and the Managing Partner of PAG Asia Capital. Shan is one of Asia’s foremost investors and one of the great thinkers on the Chinese economy and U.S.-China relations. In a different kind of interview, Shan discusses how the impact of foreign occupation, civil wars, and invasions left deep scars on the Chinese people. He relates a gripping personal story. At the age of 15, during the Cultural Revolution, he was exiled to hard labor in the Gobi Desert where he spent six years. Along with the rest of China, he lost ten years of formal education. The desire to catch up was enormous. Not many years later, he was in a PhD program at Berkeley with Janet Yellen as his advisor. Shan also discusses why reforms of SOEs are likely to continue, although he hopes for much faster pace. Where are the best places to invest in Asia. Why IP protection in China is better than widely perceived. And, why the trade and technology wars are a zero-sum game. Shan has an MBA from the University of San Francisco and a Master’s and PhD from Berkeley. He was a professor at the Wharton School for six years and is the author of two books: Money Games: The Inside Story of How American Dealmakers Saved Korea's Most Iconic Bank and Out of the Gobi: My Story of China and America. Filmed on August 10, 2020.
Real Vision May 25, 2020
Will there be Hyperinflation or Deflation?
Kiril Sokoloff interviews Dr. Lacy Hunt of Hoisington Investment Management, the world's greatest monetary economist and expert on bonds, on the most important issues of the day. Dr. Hunt explains in very lucid language why many of today's beliefs about the global economy are incorrect: The Fed is not printing money now. QE1, QE2 and QE3 were also not printing money. The current massive U.S. fiscal programs will not stimulate the economy, only accelerate its long-term downward-growth trajectory. The productivity of debt has fallen sharply, and with it, the velocity of money. The best that can be expected from global growth post-COVID is 1% in real per-capita terms. Having reached the zero bound, current monetary policy may be counterproductive. The U.S. has no net national savings and is dissaving for the first time since the 1930s. This means there will not be capital to invest. Based on an examination of 24 over-indebted economies between 1900 and 2008, the over-indebtedness was solved through austerity. The Fed has the power to lend. It does not have the power to spend. However, if the Federal Reserve Act is changed to give the Fed the power to spend, it would result in hyperinflation. The early warning signs are there. The Bank of England may have crossed the Rubicon by giving £500 billion to the UK government to pay its bills. Filmed May 18, 2020.
Real Vision Apr 13, 2020
"The Most Powerful Business Model Ever Created"
Kiril Sokoloff interviews Pierre Lassonde, co-founder of Franco-Nevada. Lassonde is the world's best gold allocator, and one of its greatest wealth creators. Sokoloff and Lassonde discuss all the most important questions about gold. Will gold and the Dow once again sell at parity? How much gold should you have in your portfolio? What's the proper relationship between bullion and gold mining shares in your portfolio? And what's the risk of gold confiscation— should you be worried? Lassonde also discusses at length why the gold-royalty model he invented in the 1980s remains so powerful today. Finally, you will learn how Lassonde turned a $2 million investment in a gold royalty into over $1 billion of royalty cash flow for FNV’s shareholders. Will he be able to do it again? They don't call him "lucky Pierre" for nothing. Filmed on April 3, 2020.
The Kiril Sokoloff Interviews Sep 28, 2018
The Kiril Sokoloff Interviews - Stanley F. Druckenmiller
Investment visionary Kiril Sokoloff is embarking on a series of exceptional interviews from his personal contacts for Real Vision. In the second episode of his series, he sits down with a revered titan of the investment world: Stanley Druckenmiller. Druckenmiller has an unrivaled track record that spans many decades. But what might be most incredible is that even whilst becoming one of the world’s most successful money managers, Druckenmiller has also managed to maintain an incredibly balanced and happy life. This interview provides a unique opportunity to learn the previously unheard secrets of an investment legend. Filmed on September 6, 2018 in New York. Kiril Sokoloff is the chairman & founder of 13D Global Strategy & Research. To find out more about 13D Publications, visit 13D.com/RVSD.
Real Vision Sep 28, 2018
The Kiril Sokoloff Interviews - Stanley F. Druckenmiller
Investment visionary Kiril Sokoloff is embarking on a series of exceptional interviews from his personal contacts for Real Vision. In the second episode of his series, he sits down with a revered titan of the investment world: Stanley Druckenmiller. Druckenmiller has an unrivaled track record that spans many decades. But what might be most incredible is that even whilst becoming one of the world’s most successful money managers, Druckenmiller has also managed to maintain an incredibly balanced and happy life. This interview provides a unique opportunity to learn the previously unheard secrets of an investment legend. Filmed on September 6, 2018 in New York. Kiril Sokoloff is the chairman & founder of 13D Global Strategy & Research. To find out more about 13D Publications, visit 13D.com/RVSD.
The Kiril Sokoloff Interviews Jun 22, 2018
The Kiril Sokoloff Interviews: Ronnie Chan
Investment visionary Kiril Sokoloff embarks on a series of exceptional interviews from his personal contacts for Real Vision. In this first episode, Kiril sits down with Ronnie Chan, a leading Hong Kong property developer and early Chinese technology investor who has successfully straddled the diversity of eastern and western investment philosophies, becoming a trusted advisor to leaders across the world. Ronnie talks to Kiril about markets, politics and how to manage President Vladimir Putin on the public stage.
Real Vision Jun 22, 2018
The Kiril Sokoloff Interviews: Ronnie Chan
Investment visionary Kiril Sokoloff embarks on a series of exceptional interviews from his personal contacts for Real Vision. In this first episode, Kiril sits down with Ronnie Chan, a leading Hong Kong property developer and early Chinese technology investor who has successfully straddled the diversity of eastern and western investment philosophies, becoming a trusted advisor to leaders across the world. Ronnie talks to Kiril about markets, politics and how to manage President Vladimir Putin on the public stage.