Paul Schulte, founder of Schulte Research, explains why Chinese tech companies, especially fintech firms, have stealthily gained advantages over their largest US rivals. Developing their models from scratch, Chinese businesses are leapfrogging the West, where finance is encumbered by old-school cartels and tech is contending with a consumer backlash and regulatory oversight. Filmed on April 24, 2018 in Hong Kong.
Technical analyst Mark Newton of Newton Advisors says now is the time to bet against the high-yielding real estate investment trusts. He explains the catalysts and lays out the trade in this interview with Brian Price. Filmed on May 14th, 2018.
Steven Bregman, president of Horizon Kinetics, presents his long-term bearish trade on the utilities. He explores the factors pressuring utilities ETFs, and explains how to offset the negative carry, in this interview with Justine Underhill. Filmed on June 4, 2018.
Michael Purves, chief global strategist at Weeden & Co., discusses the short-term problems he sees in large-cap tech stocks. He explains how he’s using options to bet on tech sector weakness in this interview with Justine Underhill. Filmed on July 23, 2018.
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.
Larry McDonald, creator of The Bear Traps Report, explains why he sees higher volatility on the horizon. He discusses his analysis, and lays out two ways to make the trade, in this interview with Justine Underhill. Filmed on July 19, 2018.
Max Wolff, chief economist at The Phoenix Group, explains why he thinks U.S. high yield bonds are massively overbought. He discusses two ETFs and key levels to watch in this interview with Justine Underhill. Filmed on June 21, 2018.
In this hard-hitting Real Vision special, Raoul Pal presents the single most important financial topic of a generation — the Baby Boomer retirement crisis. He asks the hard questions: Can you afford to retire? How will the coming crisis impact your life? What risks are you unknowingly taking with your retirement? Moreover, will the insufficient retirement savings of the largest generation in history cripple the economy? Raoul also explores how savvy retirees might avoid — and even profit from — the threatening crisis. In addition, Raoul also offers a glimpse of a brighter future, in which smart millennials take control of their own financial destiny and side-step the crisis.