#Gold

Real Vision May 11, 2018
Gold's Evolving Role in Portfolios
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.
Real Vision Oct 22, 2018
Silver and Gold in the Modern Portfolio
The question of whether precious metals have a place in one's portfolio is a never-ending debate, but an equally important yet often-overlooked question is "how much"? Ned Naylor-Leyland of Merian Global Investors discusses the role that gold and silver can play, and the important differences between sizing bullion versus sizing mining stocks. He also provides his theory for why central banks continue to accumulate bullion in their own portfolios. Filmed on October 11, 2018, in London.
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 Oct 20, 2017
Peter Schiff – Gold and The Dollar – Part 3
Brent Johnson’s journey to understand the outlook for the dollar and gold concludes with an extended interview with gold market legend Peter Schiff of Euro Pacific Capital. In this interview,Peter outlines the Fed’s contribution to global economic problems and suggests reflation in the next downturn will be impossible without causing a sovereign debt crisis. Filmed on October 11, 2017 in New York.
Trade Ideas Apr 25, 2018
Going for the Gold
Nick Colas of DataTrek Research lays out a bullish trade on the yellow metal, in this discussion with Alyona Minkovski. Filmed on April 23.
Real Vision Aug 21, 2018
Shorting Gold
Tony Greer, founder of TG Macro, explains why he is betting against the GLD ETF despite being a long-term holder of physical gold. He also discusses his overall macro outlook, and explains he sees more upside for the dollar, in this interview with Justine Underhill. Filmed on August 15, 2018.
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 Sep 26, 2018
Gold in Trouble?
Louise Yamada, managing director of LY Advisors, says gold bulls have it all wrong. She reviews one of the most important ratios for the yellow metal, and key levels to watch out for, in this interview with Justine Underhill. Filmed on September 20, 2018.
Trade Ideas Apr 13, 2018
Trade Ideas: Silver is a Steal
Michael Purves, chief global strategist and head of derivatives strategy at Weeden & Co. likes buying silver. He sits down with Alyona Minkovski to discuss the catalysts, key levels to watch out for, and how to make the trade. Filmed on April 9th, 2018.
Trade Ideas Apr 13, 2018
Silver is a Steal
Michael Purves, chief global strategist and head of derivatives strategy at Weeden & Co. likes buying silver. He sits down with Alyona Minkovski to discuss the catalysts, key levels to watch out for, and how to make the trade. Filmed on April 9th, 2018.
Real Vision Aug 06, 2018
The Anatomy of Bubbles
Grant Williams, Simon Mikhailovich and Dan Oliver embark on a three part Exchange that dissects the recurring theme of capital misallocation, the financialization of economies and their social and political consequences. In this first part, they look at the anatomy of bubbles and highlight historical parallels going back thousands of years. The implications are all too familiar and suggest a dramatic outcome for the level of gold. Filmed on May 8, 2018 in New York.