Real Vision Sep 25, 2014
Mark Hart - Master Class
In our Masterclass series, Corriente Advisors Principal, Mark Hart explains how he became one of the world's most successful hedge fund managers. Mark talks about his big home runs in subprime and European sovereign debt and explains his strategy towards the potential hard landing in China. Frank, open and full of insight - this Masterclass takes you inside one of the most brilliant minds in finance.
Real Vision Aug 17, 2018
Emerging Troubles
Tony Greer, founder of TG Macro, discusses his outlook for emerging markets as Turkey’s currency crisis fuels fears of financial contagion. He explains why he’s adding to his short position on an emerging market ETF in this interview with Justine Underhill. Filmed on August 15, 2018.
Real Vision Jan 19, 2018
Grant Williams in Conversation with Hugh Hendry
In the second of his new flagship series, Grant Williams travels to Saint Barthélemy in the Caribbean for a conversation with the founder of Eclectica Asset Management, Hugh Hendry. In a revealing and at times deeply personal discussion, Hugh discusses the rise and fall of Eclectica and explains how his experiences reflect the problems facing the wider hedge fund industry. Hugh also offers his thoughts on the pitfalls of arrogance as well as the pressures that stem from being a free spirit in an increasingly constrained world.
Real Vision Jun 04, 2018
Beat the Downturn with Deep Value
Des Kinch of Overseas Asset Management is an advocate of deep value investing. Since he believes that valuations for bonds and U.S. equities are at extreme levels, Des has gone hunting for opportunities in Asia and Europe, where he searches for deeply discounted and often illiquid investments that could weather a downturn in global markets. Filmed on May 14, 2018 in Grand Cayman.
Real Vision Oct 01, 2018
Reality’s Revenge on Emerging Markets
Daniel Lacalle, Chief Economist at Tressis Gestión, debunks the illusion of synchronized growth in a global economy fueled by low rates and rising debt. Lacalle tackles China, where he sees stimulus delivering less growth at progressively higher costs, as well as mounting risks in Argentina, Turkey, India, and other EM economies. Filmed on September 18, 2018 in Madrid.
Real Vision Oct 05, 2018
Dance of Superpowers: Escaping ‘Thucydides’s Trap’
Graham T. Allison, professor of government at the Harvard Kennedy School, sits down with hedge fund giant Kyle Bass of Hayman Capital for a master class in geopolitics, economics, and history. These titans tackle the issue of China’s evolving role on the world stage through the juxtaposition of cultures, governments, and technology. Filmed on September 17, 2018 in Cambridge, Massachusetts.
Real Vision Dec 18, 2015
David B. Iben - Master Class
David Iben, CIO of Kopernik Global Investors, sits with Real Vision for a fascinating Master Class on his far-reaching investing career. In this riveting hour, David explains his current focus on uranium and coal mining stocks, his outlook on U.S. versus emerging markets, and the opportunity cost in being invested in cash, stocks, or bonds when compared to particular resource and mining investments in which he anticipates a 5-10x upside.
Real Vision May 02, 2018
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.
Real Vision Aug 10, 2018
The Godfather of Sovereign Debt Management
From confronting maverick creditors to discipling rogue nations, attorney Lee Buchheit has spent his career maneuvering the world of distressed sovereign debt. When it came to dealing with Greece and Mexico, his success was unmatched, and in this interview with Greylock Chairman and CEO Hans Humes, Lee unveils how he operated during the Brady Era and also discusses his approach for negotiating with governments, banks and world leaders. Filmed on July 31, 2018 in New York.
Real Vision Oct 04, 2018
Euro in the Fall
Joseph Trevisani, senior analyst at FXStreet, revisits his short euro thesis. He updates the trade and reviews the near-term catalysts in this interview with Justine Underhill. Filmed on October 2, 2018.
Real Vision Aug 27, 2018
Going Long Gold
Max Wolff, chief economist at the Phoenix Group, is a buyer of gold. In this interview with Brian Price, Max says the yellow metal will become more attractive to investors once equity markets take a bearish turn. Max also lays out just how high he sees the ETF rising this year. Filmed on August 21, 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.