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.
Russell Clark of Horseman Capital has been building a short thesis on US shale oil and semiconductor stocks. He thinks that the decline in shale sand efficiency will be a force that drives the oil price higher and put downward pressure on the USD as future foreign investment diverts away from the US to alternative international opportunities. Filmed on October 11, 2018 in London.
In his much-anticipated return to Real Vision, Joe Duran, founder and CEO of United Capital, explains how the role of a chief executive has changed amid a turbulent political climate. Specifically, Joe discusses how he used introspection and behavioral economics in order to become a titan in the financial services business overseeing $24 billion in assets under management. Additionally, in this interview with Brian Price, Joe offers a plethora of perspectives on Nike, General Electric, Google, machine learning, Bitcoin, autonomous driving and President Trump. Filmed on October 3rd, 2018 in New York.
Michael Purves, chief global strategist and head of derivatives strategy at Weeden & Co., discusses the opportunity he sees in a particular energy ETF. He explains the technical and fundamental catalysts behind the trade, and lays out his derivatives trade, in this interview with Justine Underhill. Filmed on May 21, 2018.
Mark Newton, president and founder of Newton Advisors sees a technical breakout in crude oil. In this interview with Brian Price, Mark reviews the fundamentals driving the move, as well as the technical catalysts he’s looking at now. Filmed on September 25, 2018.
Bob Iaccino, chief market strategist for Path Trading Partners, says more pain is on the horizon for oil. He reviews the catalysts, the technical levels to watch for and discusses how low the commodity will go. Filmed on July 17, 2018.
Master commodities investor Leigh Goehring sits down with legendary financial writer Jim Grant in this wide-ranging but deep-diving interview. Mr. Goehring and Mr. Grant discuss the outlook for crude oil at length, before moving on to natural gas, uranium, copper and gold. They also discuss the broader reasons for investing in commodities, and examine what it takes to be a great investor in the natural resources space. Filmed on January 24, 2018 in New York.
The Micro Structure of Oil Markets - Jonathan Goldberg
Having built his reputation trading oil with Goldman Sachs and Glencore, Jonathan Goldberg ventured into starting energy hedge fund firm BBL Commodities. In this interview with Jawad Mian, Jonathan delves into the micro structure of oil markets and explains his approach to trading the energy spectrum, while sharing insights into time horizons and position sizing, as well as new ways to think about investing in commodities. Filmed on January 24, 2017 in New York
Named the best performing pension fund CIO in the U.S. for an astonishing 7 years running, Red Cross CIO Greg Williamson shares his decades of accumulated investing experience with the brilliant Dr. Pippa Malmgren. In this timely and actionable interview, Greg discusses the degree of freedom required for a hedge fund to deliver absolute returns, the investment choices available in a world of geopolitical upheaval and unconventional monetary policy, and the opportunities materializing in sectors such as biotech, robotics, and energy.
Luke Gromen, from Forest for the Trees, gives Michael Green his perspective on China’s moves to disintermediate the dollar, through its development of gold contracts and trading for oil in RMB. While ultimately resulting in more money printing by the Fed, Luke envisages a non-US dollar-backed banking system spurred by China and Russia. Filmed on September 27, 2017 in New York.
Episode Three of ‘The Big Story – Oil’ picks apart the role of Saudi Arabia in the market and their incentive for keeping the price high, ahead of the world’s biggest IPO of Saudi Aramco. But can Saudi control the market until then while the US is increasing market share. Raoul continues his research to finalize his trade position.
Tony Greer of TG Macro runs through the fundamental case for copper. He hits on supply & demand, notes key drivers to the thesis, and explains how to take advantage of the opportunity, in this interview with Justine Underhill. Filmed on February 27, 2019.