Real Vision Jul 26, 2018
Short-Term Rates and Cheap Vodka
Why will rising yields on Treasury notes sink the cheapest vodkas? Alex, Roger and Justine discuss. Plus, a controversial USDA maneuver to clamp down on speedy traders. And finally, Raoul Pal joins to present a special offer. Filmed on June 23, 2018.
The Interview Jan 12, 2018
Rising Risks for Tech Giants
Fred Hickey, editor of The High Tech Strategist, provides his unique take on the state of the technology sector, in this conversation with Tommy Thornton. Cutting through the valuations quandary, Fred questions the price people are paying for Apple, spells out the overseas regulatory threats for Facebook and Google, and offers a reminder that pioneers are the ones that can end up with arrows in their backs. Filmed December 21st, 2017 in New Hampshire.
Real Vision May 22, 2018
Car Stocks to Reverse?
Max Wolff, chief economist at The Phoenix Group, revisits his short trade on GM. He explains why he still likes betting against the auto giant in this interview with Justine Underhill. Filmed on May 17, 2018.
Trade Ideas Apr 30, 2018
Car Trouble
Max Wolff, chief economist of The Phoenix Group, likes betting against General Motors. He discusses the trade idea in this interview with Alyona Minkovski. Filmed on April 26, 2018.
Real Vision Mar 26, 2018
A New Housing Bubble?
A decade after the last crisis, is another housing bubble brewing in North America? Los Angeles-based real estate investor Nick Halaris travels to two of the continent’s hottest markets – Vancouver and Seattle – to find out. By speaking to many different types of people at the center of those markets, Nick develops a 360-degree view of both cities. This allows him to draw his conclusion –and to leave viewers with an even more important question. Filmed from February 4th to March 6th, 2018.
Real Vision Jul 24, 2018
Canada Bear
Larry McDonald, creator of The Bear Traps Report, discusses his bearish trade on the Canadian dollar. He highlights why excessive leverage and exposure to China are key factors that could spark a downturn in Canada’s economy, in this interview with Justine Underhill. Filmed on July 19, 2018.
Real Vision Jul 05, 2018
Bottled-Up Value?
Peter Boockvar, Chief Investment Officer at Bleakley Advisory Group, discusses the opportunity he sees in beverage container maker Crown Holdings. He explains the fundamental catalysts that could rocket the stock higher in this interview with Justine Underhill. Filmed on June 28, 2018.
Real Vision Aug 02, 2018
Almond Milk and Stamp Storage
Why will rising popularity of almond milk make it more expensive to store postage stamps? Justine, Roger and Alex discuss. Plus, Ash shares what he learned about corporate blockchain. Filmed on July 30, 2018.
Real Vision May 02, 2018
Trade Wars: The Unraveling of the Geopolitical World Order
Geopolitical strategist Peter Zeihan, author of The Accidental Superpower, delves into the breakdown of global trade. Using geography, demographics, security and economic trends, he explores why the geopolitical framework that developed after WWII is dissolving and which countries stand to benefit. Filmed April 25, 2018 in New York City.
Real Vision Dec 15, 2017
Grant Williams: In Conversation with Marc Cohodes
Real Vision's new flagship interview series premieres, as famed short seller Marc Cohodes joins Grant Williams for a candid and emotionally raw interview. In the first in a series of extended discussions with successful investors, Grant asks Marc about his short selection process, the difficulty of managing emotions when embroiled in a fight and his current battles with a series of companies he believes to be fraudulent. Marc offers a vicious takedown of biotech company MiMedx, and shares a gut-wrenching story of losing money during 2008, despite being perfectly positioned. Filmed November 21, 2017 in California.
Real Vision Jun 05, 2018
Rosy Outlook for Gardening Stock
Tony Greer, founder of TG Macro, joins Justine Underhill to discuss why he’s bullish on Scotts Miracle-Gro. He explains why the gardening company’s post earnings plunge as an opportunity to get in on an upward swing. Filmed on May 30th, 2018.
Real Vision Jul 09, 2018
A Cautionary Tale For Globalization
While companies continue to pursue global dominance, Robert Salomon, NYU Stern professor and author of “Global Vision: How Companies Can Overcome the Pitfalls of Globalization,” is waving a flag of caution. Salomon says there are several crucial factors that managers are not considering when expanding operations overseas, which include the varying political, cultural and economic views in different nations. Filmed April 24, 2018 in New York.