Revered investment visionary Kiril Sokoloff, founder of 13D Global Strategy & Research, encapsulates the big picture trends better than anyone and Raoul Pal gets the chance to sit down with the legendary thinker to peer into the future of technology, including China’s quantum computer advantage, which has the potential to be the ultimate disruption, with an unhackable new form of internet, as well as long term challenges facing the US like health and demographics. Filmed December 8th, 2017 in Nassau, Bahamas.
Thomas Peterffy, the billionaire founder of Interactive Brokers, joins Real Vision to discuss how his company revolutionized the market-making industry and ultimately became the largest electronic brokerage in America. He describes how Interactive Brokers rendered traditional open-outcry exchanges obsolete, whose remarkable inefficiency he saw as a tremendous opportunity. Peterffy argues that high-frequency trading poses black-swan risks to markets worldwide, and proposes several solutions to mitigate those risks. Filmed on January 23, 2020, in West Palm Beach, Florida.
Reflationary Bias for Portfolio King – Hugh Hendry
Hugh Hendry is a master of portfolio construction, with the ability to limit the downside while positioned for the assymetric payoff. Speaking to Raoul Pal, Hugh explains how his portfolio is set up for reflation and a healing in Europe, as well as how that’s all put together with offsetting trades. Watch Hugh and Raoul debate the potential length of what could be the longest business cycle in history, the art of macro and the opportunities around the world. Filmed on June 27, 2017, in London.
Will rising demand drive lithium prices higher? Howard Klein, CEO of RK Equity Group and RK Equity Advisors, has nearly two decades of experience in the mining and energy sector, and sees lithium as a unique opportunity for a short-term investment. Klein names three major players in this space and discusses how pollution control, clean energy, and e-mobility contribute to its increasing use. Filmed on March 20, 2019.
Frontier markets specialist Larry Speidell favors a “boots on the ground” approach to his investments, and takes time out to visit the many countries in which he’s investing. Larry argues that far from being risky, a mix of frontier market investments can reduce portfolio volatility by targeting strong idiosyncratic stories that the majority of investors will simply overlook.
Grant Williams in Conversation with Leon G. Cooperman
Grant travels to Boca Raton to the home of Leon G. Cooperman, chairman and CEO of Omega Advisors. The two discuss the character traits which form the building blocks of Leon’s legendary career, his experiences at Goldman Sachs and Omega Advisors, along with his well-publicized run-in with the Securities and Exchange Commission. Leon explains his decision to return his investors’ money and concentrate on his own family office, and outlines his views on the importance of philanthropy – both for him and future generations of the Cooperman family. Filmed on November 7, 2018 in Boca Raton, Florida.
Howard Klein, CEO of RK Equity Group and RK Equity Advisors, joins Ed Harrison to discuss opportunity in the lithium industry. With nearly two decades of experience in the mining and energy space, Klein breaks down the growing market for lithium especially in batteries for electric vehicles. This video is excerpted from a piece published on Real Vision on March 28, 2019 entitled "The Lithium Bull."
Joseph Trevisani, Senior Analyst at FXStreet, breaks down the drivers of the current stasis in the global currency markets — and why he believes that period is about to end. Trevisani looks ahead to explore the structural changes he sees ahead and their potential impact for the dollar, the renminbi, the euro, the Japanese yen, and the complex of commodity currencies. Filmed on February 26, 2019 in New York.
With only 18 days until the UK referendum, we sit down with independent global analyst Marcus Ashworth to get his take on the knock-on effects in the UK, Europe and globally of a possible Brexit. Marcus questions the fundamental stability of the EU and discusses the policy divergence amongst the continent's largest economic powers.
In the eyes of Marc Chandler, chief market strategist at Bannockburn Global Forex, we are in only the third post-Bretton Woods U.S. dollar bull market. The question is: What does that mean for investors? Chandler gives his take on why and when this bull market peters out, and speaks to a few different ways to position portfolios over the next 6 to 24 months. Filmed on April 22, 2019 in New York.
Financial History Key to Understanding Political Future
Financial historian and independent research strategist Russell Napier thinks investors and financial professionals need a greater understanding of financial history, so much so that he built a ‘Library of Mistakes’ in Edinburgh, dedicated to the subject. Without understanding financial history, it’s impossible to forecast government intentions, which he says, with political paralysis in Europe, could result in financial repression, including capital controls, as central banking just isn’t working.