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 Sep 17, 2018
Why Gold Miners Can Finally Shine
James Rasteh of Coast Capital Management is a deep-value investor who has turned his sights on the gold miners. He points out that these stocks have destroyed billions of dollars in capital, and have chronically underperformed the gold price, even during rallies. According to Rasteh, the managers are the problem, and yet they have paid themselves millions. He says it’s now time for a change. Filmed on September 11, 2018 in New York.
Real Vision Nov 17, 2017
Short Seller's Paradise
John Hempton of Bronte Capital, notable for uncovering fraudulent and dubious accounting practices in multi-billion market cap stocks, joins Real Vision for an extended interview to discuss his short selling framework and the opportunities he’s seeing in the market, which includes as many shorts as he wants, but very few longs. Filmed in Sydney on November 9, 2017.
Real Vision Jul 17, 2018
A Copper-bottomed Stock
Tony Greer, founder of TG Macro, lays out his bullish trade on mining company Freeport-McMoRan. He highlights why the stock has been able to maintain its uptrend, despite copper’s recent slide, in this interview with Justine Underhill. Filmed on July 12, 2018.
Real Vision Feb 16, 2018
Grant Williams in Conversation with Anthony Deden: Part II
The second part of this first-ever interview with Tony Deden, chairman of Edelweiss Holdings. Tony's focus on scarcity and endurance in his investment portfolio and the stewardship of what he thinks of as irreplaceable capital has led him to reinvent the discipline of value investing. Tony's thoughtful, patient approach to the allocation of his investors' capital has yielded exceptional returns – and his disciplined investment philosophy offers an eye-opening insight into many of the problems inherent in the modern-day asset management business. Filmed January 18th-20th, 2018 in Grindelwald, Switzerland.
Real Vision Oct 29, 2018
Diagnosing Monetary Disorder
Bill Fleckenstein, president of Fleckenstein Capital, joins legendary financial writer Jim Grant to discuss their perspectives on Fleckenstein’s career, the precious metals markets, and the last decade of central bank misbehavior. The esteemed pair break down some of the biggest challenges facing investors today. Filmed October 10, 2018 in New York.
Real Vision Sep 21, 2018
Grant Williams in Conversation with Ross Beaty
Grant travels to western Canada for a conversation with Pan American Silver Chairman, Canadian Mining Hall of Fame inductee, and Order of Canada recipient Ross Beaty. The two discuss Ross's extraordinary career as a serial entrepreneur across multiple different resources, and pick apart the successes and failures that have shaped one of the most successful mining executives of the last half century. Ross describes his successful ventures in silver, gold, copper, and alternative energy, and explains his deep philanthropic commitment to the environment, in a fascinating and engaging conversation. Filmed on July 23, 2018 in Bowen Island, British Columbia.
Real Vision Feb 09, 2017
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
Real Vision Feb 26, 2019
The Other White Metal
Michael Purves, chief global strategist at Weeden & Co., outlines his bullish outlook on palladium. He makes an interesting comparison to silver’s action in 2011, and outlines the key levels to watch, in this conversation with Brian Price. Filmed on February 25, 2019.
Real Vision Feb 01, 2019
Playing Electric Vehicles
Larry McDonald, founder of The Bear Traps Report, returns to Real Vision to explain the coming investment opportunities around electric vehicles. He notes specific commodities that should benefit, highlights particular companies and recommends two different ways to capture the move, in this interview with Justine Underhill. Filmed on January 31, 2019.
Real Vision Dec 11, 2015
Interview with Keith Neumeyer
Keith Neumeyer, President & CEO of First Majestic Silver Company, sits with Real Vision for a penetrating look into silver, the "strategic metal." From an exploration of his early investments in silver deposits and mines, to silver's forecast as an owned asset, to its dual-uses in both currency and industry, Keith establishes a compelling case for owning silver.
Real Vision Dec 06, 2017
Uranium: A Glowing Opportunity?
Is it time for investors to get into uranium? Adam Rodman of Segra Capital Management sees the makings of an unusual opportunity in a very unusual commodity. Breaking down the supply and demand sides of the equation, Adam lays out the upside potential, and explains how investors can get involved. Filmed on November 29, 2017 in Dallas.