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.
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.
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.
Raoul Pal sees many critical markets at absolutely key levels. He starts with the tech giants, explaining why Google’s chart has become “the most important in the world,” before moving on to a bevy of other stocks, indices, currencies and commodities. What will break first, and how bad could the damage get? Filmed March 29, 2018 in Grand Cayman.
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.
In the current climate of uncertainty, look for value, that’s according to Paul Isaac, CEO & Founder of Arbiter Partners Capital Management. Watch as he explains his investment framework and trading style.
Bubble Spotter Sees Fed Balance Sheet at $10T in Dangerous Markets
Doug Noland has a long history in hedge funds, as a noted short seller, but is best known for his ability to spot bubbles. He wrote about the mortgage finance bubble in 2002 and called the government finance bubble in April 2009. In this Master Class, Doug outlines where the cracks will appear in the current excess, running right to the heart of the monetary system.
In the much talked about Masterclass series, Dan Tapiero, a man who has worked with some of the biggest legends in finance, joins us to talk about his career and the launch of Gold Bullion International.
Urban Carmel makes a detailed case for remaining long U.S. equities. Carmel sees an investment landscape replete with bullish indicators — including tailwinds from a favorable employment picture, a strong housing market, and favorable signals from the U.S. Treasury curve. Filmed on May 29, 2018 in San Francisco.
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.