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.
In this wide-ranging interview, Richard Excell, senior portfolio manager at Wolverine Asset Management, sits down with Michael Green to lay out the massive changes he sees coming for the retail industry. From paying with bitcoin to tapping into the power of artificial intelligence, Richard believes there are numerous underutilized technological levers for retail titans like Amazon and Wal-Mart to pull. Yet when it comes to uncovering the best investments in the sector, Richard is doubling-down on the potential for using 'bots' amid his quantitative analysis. Filmed on March 20th, 2018 in Chicago.
Grant Williams in Conversation with David Stockman
From the ultimate insider as Ronald Reagan’s Director at the Office of Management and Budget to establishment pariah for his harsh criticism of the United States’ finances, David Stockman has been at the nexus of money and politics for over 40 years. With both the country’s politics and Donald Trump’s planned budget deficits firmly at the center of the financial world, David (who writes at "David Stockman's Contra Corner") takes us inside the political machine to help us understand the process and handicap potential outcomes. Filmed on April 9, 2018 in New York.
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.
Marc Levine, chairman of the Illinois State Board of Investment, has overhauled his pension's strategy by firing over 100 active managers and shifting to a reliance on passive management. He explains why he thinks pension managers around the world should follow his lead, in this interview with Michael Green, portfolio manager at Thiel Macro. Levine and Green also discuss the potential crisis of pension underfunding.
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 provides an update on some stock suggestions from earlier this year. He reviews his firm’s key criteria when buying a stock and reveals one of his latest additions, in this interview with Justine Underhill. Filmed on November 9, 2018.
In the much talked about Masterclass series, Dan Tapiero, a man who has worked with some of the biggest legends in finance, joins us to talk about his career and the launch of Gold Bullion International.
Perpetual Success in Credit Markets - Joshua S Friedman
Real Vision was honored to secure a rare interview with the legendary Joshua S Friedman earlier this year and in this Master Class presentation, we revisit the storied career of the co-founder of the $20 billion plus Canyon Capital hedge fund. In this interview, conducted by David Salem of Windhorse Capital Management, Josh offers deep insight into the practice of building and running an enduringly successful money management firm, from his perspective as a pioneer of credit and distressed debt markets. Filmed on April 12, 2017, in New York.
As 2018 draws to a close, global central bank liquidity will flip from net positive to net negative for the first time in a decade. Danielle DiMartino Booth joins Real Vision to explain her thesis that share buybacks have created positive momentum in US equity markets that until only recently have moved away from historically low volatility. The question is, can that volatility be contained as liquidity withdraws? Filmed on November 14, 2018 in New York.
In this hard-hitting Real Vision special, Raoul Pal presents the single most important financial topic of a generation — the Baby Boomer retirement crisis. He asks the hard questions: Can you afford to retire? How will the coming crisis impact your life? What risks are you unknowingly taking with your retirement? Moreover, will the insufficient retirement savings of the largest generation in history cripple the economy? Raoul also explores how savvy retirees might avoid — and even profit from — the threatening crisis. In addition, Raoul also offers a glimpse of a brighter future, in which smart millennials take control of their own financial destiny and side-step the crisis.
In a time of elevated volatility in equity markets, where can investors turn for principal protection and incremental income? Frazer Rice of Wealth Actually argues in favor of municipal bonds, discussing areas of potential opportunity and risk, as well as highlighting the unique attributes of the asset class. Filmed on January 2, 2019 in New York.