Paul Schulte, founder of Schulte Research, explains why Chinese tech companies, especially fintech firms, have stealthily gained advantages over their largest US rivals. Developing their models from scratch, Chinese businesses are leapfrogging the West, where finance is encumbered by old-school cartels and tech is contending with a consumer backlash and regulatory oversight. Filmed on April 24, 2018 in Hong Kong.
Mark Cuban in Conversation with Kyle Bass - The Maverick Investor
Entrepreneur, Investor, Maverick. Mark Cuban arrives on Real Vision, in an incredible conversation with the equally legendary Kyle Bass, who finds out what makes the man from Shark Tank tick and his approach to investing, alongside some sharp insights on the future of AI, robotics and ICOs. Filmed on October 18, 2017, in Dallas.
Technical analyst Mark Newton of Newton Advisors believes that healthcare is currently the market’s most attractive sector. In this interview with Brian Price, Mark explains how his bull thesis revolves around a specific ETF as well as a beaten-down healthcare giant. Filmed on June 25, 2018.
A decade after the last crisis, is another housing bubble brewing in North America? Los Angeles-based real estate investor Nick Halaris travels to two of the continent’s hottest markets – Vancouver and Seattle – to find out. By speaking to many different types of people at the center of those markets, Nick develops a 360-degree view of both cities. This allows him to draw his conclusion –and to leave viewers with an even more important question. Filmed from February 4th to March 6th, 2018.
Chad Morganlander, portfolio manager at Washington Crossing Advisors, lays out a bullish trade on Walmart. He discusses the catalysts and his positioning in this interview with Justine Underhill. Filmed on May 10, 2018.
Chad Morganlander of Washington Crossing Advisors believes that Walgreens Boots Alliance is well-positioned to take on Amazon’s foray into drug retail industry. Chad lays out his trade in this interview with Brian Price. Filmed on July 2, 2018.
Richard Excell, senior portfolio manager at Wolverine Asset Management, discusses why his call on Target and other big-box retailers has worked out, and forecasts what could be ahead for the space, in this section of an hour-long interview conducted by Michael Green.
Tony Greer, founder of TG Macro, lays out his bullish thesis on freight carrier and transportation stocks. He explains the technical and fundamental catalysts powering the trade in this interview with Justine Underhill. Filmed on June 21, 2018.
Real Vision's new flagship interview series premieres, as famed short seller Marc Cohodes joins Grant Williams for a candid and emotionally raw interview. In the first in a series of extended discussions with successful investors, Grant asks Marc about his short selection process, the difficulty of managing emotions when embroiled in a fight and his current battles with a series of companies he believes to be fraudulent. Marc offers a vicious takedown of biotech company MiMedx, and shares a gut-wrenching story of losing money during 2008, despite being perfectly positioned. Filmed November 21, 2017 in California.
Emerging Markets: From Vulnerability to Opportunity
At the beginning of 2017, Ed Misrahi of Ronit Capital was buying the Mexican peso in the aftermath of the U.S. election, when most investors were running the other way. The peso rallied aggressively in the first part of that year. Today, Ed still loves the long-term prospects across emerging markets, but sees excellent rewards from diversification and in leaving a little powder dry for better opportunities ahead. Filmed on May 3, 2018 in London.