The home of stock ideas and strategies that run against the herd in search of undervalued companies cheap or ideas left for dead by other investors but which have the potential to deliver above average returns.

Real Vision Sep 20, 2019
Europe's Lurking Asset Allocation Crisis
Philipp Vorndran, investment strategist at Flossbach Von Storch for a decade and former chief investment strategist at Credit Suisse Asset Management, speaks bluntly about Europe’s money management business and the approach he is taking at his firm to maximize total return for investors. He shares his global perspective in the face of an uncertain outlook for investment in European-based companies. In addition to detailing his firm’s asset allocation strategies, Vorndran also tackles the need for physical gold, and addresses the coming crisis in European pension companies who are universally under-leveraged to equities. Filmed on August 30, 2019 in Cologne, Germany. Learn more about Macro Insiders here:
Real Vision Sep 20, 2019
Becoming a "Fool on the Hill"
Whitney Tilson, founder and CEO of Empire Financial Research, talks to Ed Harrison about how a few big risks he took early in his career allowed him to grow his fledgling hedge fund. Heeding the advice of Warren Buffet provided him the perspective to identify the opportunities in non-consensus equities through the dotcom bubble. Tilson shares why that perspective helped develop his investment process. This clip is excerpted from a video published on Real Vision on September 13, 2019 entitled “The Endless Hunt for Value.”
Real Vision Sep 16, 2019
Learning How to Spot Turning Points
Milton Berg, CIO of Milton Berg Advisors, talks to Grant Williams about his discovery of technical analysis after being one of the first one thousand people to earn the CFA charter. Realizing the need to find an edge, Berg combined his own self-guided understanding of financial markets and his skeptical thoughts on the lessons of Benjamin Graham to build an investment process. This clip is excerpted from a video published on Real Vision on July 12, 2019 entitled “The Turning Point Master.”
Real Vision Sep 13, 2019
The Endless Hunt for Value
Value investor Whitney Tilson, founder and CEO of Empire Financial Research and the former managing partner of hedge fund Kase Capital, details his transformation from momentum trader to an investor living by Warren Buffett’s dictum that “it’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” In this conversation with Ed Harrison, Tilson explains why he sees WeWork pulling its IPO and eventually going bankrupt, lays out the case for Amazon and Fannie Mae, and speaks to the outlook for beaten-up European financials. Filmed on September 9, 2019 in New York.
Real Vision Sep 04, 2019
The Escalating Battle Between the U.S. and China
Marko Papic, partner and chief strategist at the Clocktower Group, sits down with Mike Green of Thiel Macro to discuss the growing conflict between the U.S. and China. Focusing on the internal incentives driving leaders’ actions, Papic predicts increased financial volatility and geopolitical instability. Papic also talks about the potential for opportunity amid the uncertainty. Filmed on August 27, 2019 in Los Angeles.
Real Vision Sep 02, 2019
When Geopolitics Moves Markets
David Metzner, managing partner at ACG Analytics, sits down with Real Vision’s Ed Harrison to discuss influential geopolitical events around the world. He breaks down the trade war between the United States and China, international efforts to restructure debt, and the impact of Latin America on the global markets - specifically mentioning Puerto Rico, Argentina and Brazil. Metzner and Harrison also consider the possibility of the Trump administration privatizing Fannie Mae and Freddie Mac. Filmed on August 14, 2019 in New York.
Real Vision Aug 30, 2019
How Technical Analysis Beat Black Monday
Milton Berg, CIO of Milton Berg Advisors, tells Grant Williams how his investment process — which focuses on psychology and technical analysis — allowed him to brace for the 1987 market crash. This clip is excerpted from a video published on Real Vision on July 10, 2019 entitled “The Turning Point Master.”
Real Vision Aug 23, 2019
The High-Stakes Intersection of Politics and Finance
Anthony Scaramucci, founder and managing partner of Skybridge Capital and former White House communications director, sits down with Larry McDonald, founder of The Bear Traps Report, for a conversation filled with insights about markets, politics, and career decisions. Scaramucci and McDonald speak about the U.S. dollar, the active vs. passive debate, and the 2020 election. They also share their advice for making the most out of a career in finance. Filmed on August 14, 2019 at Hunt & Fish Club in New York. Find more information about Larry McDonald’s work at
Real Vision Aug 14, 2019
The Breakdown of Globalization
Ian Bremmer, president and founder of GZERO Media and the Eurasia Group, joins Vincent Catalano to talk about the fracturing of the global geopolitical system. Bremmer points to the splintering of technological networks, the expansion of trade wars, and the rise of nationalism as evidence of this phenomenon. This clip is excerpted from a video published on Real Vision on July 24, 2019 entitled, “A Geopolitical Recession.”
Real Vision Aug 02, 2019
A Geopolitical Recession
Ian Bremmer, president and founder of GZERO Media and the Eurasia Group, sits down with Vincent Catalano to discuss the fracturing of the global geopolitical order. In their conversation, Bremmer identifies where the breakdown in globalization is happening, and why mistrust of legacy institutions is growing. Bremmer also reveals why geopolitical conflict is a huge risk factor for global markets, and what a less globalized world means for investors. Filmed on July 24, 2019 in New York.
Real Vision Jul 12, 2019
The Turning Point Master
Milton Berg’s distinguished career includes stints with the titans of the hedge fund world, including George Soros, Stanley Druckenmiller, and Michael Steinhardt. In this conversation with Real Vision co-founder Grant Williams, Berg explains how he developed a framework for spotting major market tops and bottoms. He provides examples from history, speaks to some of the signals he’s looking at right now, and warns that many investors ignore turning points at their own peril. Filmed on July 10, 2019 in New York.
Real Vision Jul 09, 2019
The Pension Nightmare
Paul RT Johnson Jr., CIO of Chicago Educational Research Foundation and former trustee at Illinois State University Retirement System, reveals the massive inefficiencies in the management of pension funds and how the use of derivatives could help. Paul talks candidly about the giant fiscal issues that Illinois and other public pensions face as their unfunded liabilities create a demographic problem of mass proportion. Filmed on May 22, 2019 in Las Vegas.