#Emerging Markets

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 Jun 27, 2018
India s Investment Titans See Opportunity
What does the future hold for India – and where are the most compelling opportunities for investors now? Real Vision’s Alex Rosenberg sits down with two giants of the Indian investment industry to find out. Navneet Munot is CIO of SBI Funds Management, which is a joint venture of the State Bank of India. As such, he oversees more than $30 billion in investments, and runs India’s largest investment team. Saurabh Mukherjea is the CEO of Ambit Capital, which has consistently been rated India’s “most independent” brokerage, and is a prominent strategist and investment writer. In this conversation, the two experts touch on India’s economic future and the state of its markets. Filmed at CFA Society New York on June 7, 2018.
The Kyle Bass Interviews Nov 03, 2017
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.
Real Vision Jun 08, 2018
The Future of Crypto Investment
Dan Morehead and Joey Krug of the blockchain investment fund Pantera Capital sit down with Michael Green of Thiel Macro. The group explores the current state of cryptocurrency, blockchain technology, and the current investment environment. In addition, Morehead and Krug look ahead to the future of distributed ledger technology to explore how smart contracts will create value for users and investors by reducing transaction costs and eliminating middlemen. Filmed on May 22, 2018 in San Francisco.
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 20, 2018
The Call on China Telecom
Louis Llanes, founder of Wealthnet Investments, unpacks the case for upside in China Telecom shares. In his view, the company's cash flow and strong subscriber base create a unique competitive advantage that will allow the company to outrun the competition in the race to build 4G and 5G infrastructure in the world's most populous nation. Filmed on September 18, 2018 in Englewood, Colorado.
Real Vision Oct 20, 2017
Peter Schiff – Gold and The Dollar – Part 3
Brent Johnson’s journey to understand the outlook for the dollar and gold concludes with an extended interview with gold market legend Peter Schiff of Euro Pacific Capital. In this interview,Peter outlines the Fed’s contribution to global economic problems and suggests reflation in the next downturn will be impossible without causing a sovereign debt crisis. Filmed on October 11, 2017 in New York.
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 Aug 22, 2018
Macro Is Back
Raoul Pal, co-founder and CEO of Real Vision, takes a deep dive into current market conditions, and articulates the risks of a deflationary bust in this newly macro-driven environment. Raoul explores the emerging dollar rally, Asian currency weakness, and the historic short trade on US treasuries. He also touches on some specific ways to act upon his thesis. Filmed on August 20, 2018 in New York.
Trade Ideas May 08, 2018
Harvesting Yield
Michele "Mish" Schneider, director of trading education and research at MarketGauge, is bullish on agriculture. She presents a trade on the relevant ETF in this interview with Alyona Minkovski. Filmed on April 30.
Real Vision Oct 18, 2017
Virtualization - The Next Big Multi-Year Theme
Renowned macro manager Dan Arbess, outlines to Michael Green the opportunities in ‘Virtualization’—the displacement of capex and labor with integrated hardware/software – as a service. He sees this as a powerful driver of the next corporate profit cycle and competitiveness, benefitting shareholders but increasing wealth concentration and creating headwinds to job growth, which ultimately could challenge the consumer economy globally. Filmed on September 27, 2017, in New York.
Trade Ideas May 02, 2018
Fitbit - Stepping Up Their Game
Max Wolff, chief economist of the Phoenix Group, revisits his long Fitbit trade, in this interview with Alyona Minkovski. Filmed on April 26, 2018.