He served as a senior economic advisor to JFK, LBJ, Richard Nixon and Gerald Ford. Now, Harald Malmgren returns to Real Vision with some advice for President Trump amid the threats of a full-blown trade war with China. In this interview with Brian Price, Harald explains that the U.S. auto industry will struggle to compete with Asia and predicts that the overall health of the global economy will soon be in jeopardy. Filmed on August 17, 2018 in New York.
Ben Melkman is a master of derivatives and trade structuring, having been mentored by some of the legends of the hedge fund business. In this Master Class, Ben explains his approach to identifying mispricings and gaining leverage from options in shifting economic paradigms. Filmed on February 9, 2017 in New York.
Aniket Shah, the head of sustainable investing at OppenheimerFunds, explains what sustainable investing is and why it matters. He discusses the history of the investment practice, delves into the ways in which it’s being integrated today, and forecasts what its future may hold. He also addresses the investment implications of climate change more specifically. Filmed on July 23, 2018 in New York.
Mark Cuban in Conversation with Kyle Bass - The Maverick Investor
Entrepreneur, Investor, Maverick. Mark Cuban arrives on Real Vision, in an incredible conversation with the equally legendary Kyle Bass, who finds out what makes the man from Shark Tank tick and his approach to investing, alongside some sharp insights on the future of AI, robotics and ICOs. Filmed on October 18, 2017, in Dallas.
Carlos Asilis, CIO of Glovista Investments LLC., features in this Master Class discussing macro themes both looking forward and in hindsight. Carlos gives his outlook for the dollar, treasuries, and the precious metals market, discusses his investment framework and risk assessment process, and looks back at the '97 Asian Crisis to see what lessons we can take away to apply in today's markets.
Max Wolff, chief economist at The Phoenix Group, makes the case for betting on rising volatility. He explains the catalysts and lays out his trade in this interview with Justine Underhill. Filmed on May 17, 2018.
Through 2017, Juliette Declercq of JDI Research was a leading advocate of U.S. dollar weakness and the above-consensus European growth. But she has recently spotted clear indications that the global economy has reached a turning point, and has shifted her outlook accordingly. Juliette outlines that change and highlights the tactical trades to employ during this transitional phase for markets. Filmed on May 16, 2018 in London.
Hugh Hendry, Founder & CIO of Eclectica Asset Management, joins us this week to take his place in the hallowed halls of Masterclass. In this exceptional hour-long interview covering a wide range of topics from the macro implications behind U.S. interest rates and their effect on treasuries, to the change in China's economic model from production to consumption, to the global opportunities and vulnerabilities he sees, this is an interview you'll be re-watching for months.
Tony Greer, founder of TG Macro, explains why he is betting against the GLD ETF despite being a long-term holder of physical gold. He also discusses his overall macro outlook, and explains he sees more upside for the dollar, in this interview with Justine Underhill. Filmed on August 15, 2018.
Britain is running out of time to negotiate its withdrawal from the European Union. The British government needs to make a deal with Europe and win approval from Parliament by the end of the year. In this conversation with Roger Hirst, Rupert Harrison of BlackRock, Helen Thomas of Blonde Money and Oliver Harvey of Deutsche Bank deliberate over whether the British pound, gilts or equities will be the best expression of the government’s success or failure. The clock is ticking. Filmed on September 28th, 2018 in London.
Peter Brandt is a classical chartist and a trading legend, in the foreign exchange and futures markets since 1975. In this exclusive five-part series, Peter shares his knowledge and the lessons he has learned, to develop a framework to trade successfully with chart-based analysis. In Episode 1, Peter takes Raoul Pal through his fascinating life story, from how he discovered charts and the importance of risk management, to the mentality of markets and what they can teach you about yourself.
Keith Dicker, the founder and chief investment officer of IceCap Asset Management, has a provocative thesis for how the next economic crisis will play out. He discusses the likely drivers, and explains why U.S. equities could actually perform impressively amid the turmoil. He also provides a warning on who stands to be hit the hardest. Filmed on July 19, 2018 in New York.