Simon Mikhailovich, Co-Founder of the Tocqueville Bullion Reserve, returns to Real Vision to discuss the events that propelled him to become a gold investor. In this in-depth interview, Mikhailovich speaks with Real Vision's Grant Williams about gold's role in a portfolio and how it can be used to hedge against risk. Filmed on April 9, 2018 in New York.
The Chain continues on as Wences Casares, Founder / CEO of Xapo, delves into the worldview of Peter Briger, one of the world's most respected credit investors, Principal & Co-Chairman of the Board of Directors at Fortress Investment Group. In this enlightening conversation, Peter gives us his forecasts for the next 2 years in credit, goes into detail on his framework for investing in distressed debt, explains how he approaches risk while structuring a portfolio, and more - this link in The Chain provides an abundance of in-depth and actionable insight.
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.
Mike Green returns to tackle one of his favorite topics with two titans of the volatility world: equity specialist Chris Cole of Artemis Capital and “Mr. Convexity,” Harley Bassman, who invented the fixed income volatility index. The three dissect February’s “volmaggedon,” and debate whether this was merely the appetizer for a much larger event. Filmed at the Global EQD 2018 Conference in the Wynn Las Vegas on May 23, 2018.
David Trainer, CEO of New Constructs, lays out a bullish trade on GM. He discusses his analysis on the automaker and reveals his key metrics for measuring company performance in this interview with Justine Underhill. Filmed on August 2, 2018.
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.
In Part One of this momentous interview, investment legend Jim Rogers sits with Real Vision for a visionary Master Class, taking us back in time to the beginning of his career and walking us through a series of lessons learned as the world of investing slowly embraced the age of global connectivity. Weaving a series of anecdotes into a compelling picture of the evolution of Wall Street over the course of several decades, along the way Jim highlights long-term investing opportunities in the world today, and lays out his concerns over the domination of today's markets by central banks.
Chad Morganlander of Washington Crossing Advisors believes that Walgreens Boots Alliance is well-positioned to take on Amazon’s foray into drug retail industry. Chad lays out his trade in this interview with Brian Price. Filmed on July 2, 2018.
Thomas Thornton, founder of Hedge Fund Telemetry, presents a bearish thesis on IBM. Thornton warns that “Big Blue” is a vulnerable stock in an overbought sector. He explains the technical and fundamental catalysts behind the trade in this interview with Justine Underhill. Filmed on July 12, 2018.
Tony Greer, founder of TG Macro, lays out his bullish thesis on freight carrier and transportation stocks. He explains the technical and fundamental catalysts powering the trade in this interview with Justine Underhill. Filmed on June 21, 2018.
Joe Duran’s journey from a childhood in Zimbabwe’s civil war, to growing United Capital to over $17 billion in assets, has given him a unique perspective on the future of the wealth management industry. In this Master Class interview, Joe’s epic personal story is entwined with his views on survival in an ever changing industry, with the central aim of helping his clients live rich. Filmed on February, 8, 2017 in Newport Beach.