The Last Great Commodity Bull Run Dwight Anderson Master Class
Legendary commodities investor Dwight Anderson sits down with veteran macro manager. Dan Tapiero for a ‘Master Class’ of commodity hedge fund investing, with actionable insights into some of Dwight’s favored trades. There’s also a rare glimpse into his incredible backstory and the contrasting philosophies of mentors, Julian Robertson and Paul Tudor Jones, who he partnered with to launch Ospraie, which became the world’s biggest commodity hedge fund firm.
In Part Two of this extraordinary Master Class, Jim Rogers discusses how he created an investment framework from motorbiking across the world, why the current investment landscape in Asia may be more promising than it seems, where he is focusing his investments, and the knock-on consequences of central bank mechanisms to artificially stabilize the economy.
Carlos Asilis, CIO of Glovista Investments LLC., features in this Master Class discussing macro themes both looking forward and in hindsight. Carlos gives his outlook for the dollar, treasuries, and the precious metals market, discusses his investment framework and risk assessment process, and looks back at the '97 Asian Crisis to see what lessons we can take away to apply in today's markets.
Modern Manipulation: Behavioral Economics in a Technological World
Raoul Pal sits down with Dee Smith of Strategic Insight Group to cover a host of problems facing the world today. In particular, they tackle the issue of technology companies and state actors using behavioral economics to shape the world to their advantage. They also discuss about globalization and the current economic moment more generally. Filmed on August 28, 2018 in New York.
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.
Grant travels west to talk with Evergreen GaveKal CIO David Hay about the changing dynamics surrounding perhaps the most important aspect of finance - the relationship between manager and investor. David explains how that relationship has shifted over his 40 year career, the challenges those shifts have caused and what each side must try to do in order to preserve this all-important relationship. Filmed October 19, 2018 in Bellevue, Washington.
A World on The Brink, begins with Episode One, where host Dee Smith examines the complex world we live in and looks at how we have got to where we are today. In trying to gain an understanding, we delve back through history to the 300-year-old Westphalian Order and then move forward to the liberal international system and the rules based order. Together we explore how the many complex systems, agreements and structures from across centuries govern how our modern-day world functions and how in 2017 these systems are coming under increasing pressure. https://www.realvision.com/world-brink-disclaimer/
Ari Paul, CIO and managing partner of BlockTower Capital, joins Real Vision's Ash Bennington for a wide-ranging conversation about the future of blockchain and cryptocurrency. Paul unpacks his views on the risks and opportunities in crypto-assets now, and discusses the ways in which he draws on his background as a traditional asset portfolio manager to make better decisions. Filmed on October 23, 2018 in New York.
In this wide-ranging yet deep-diving interview, Mark Hart and Worth Wray of Corriente Advisors sit down with Raoul Pal to examine some of the most profound ways in which our world is changing. Hart and Wray lay out their forecast for the huge geopolitical shift that’s seeing China gain an even footing with the U.S., and discuss what it could mean for global economies and macro markets. They then discuss the incredible rise of bitcoin, as well as the changing of the generational guard.
Investment visionary Kiril Sokoloff embarks on a series of exceptional interviews from his personal contacts for Real Vision. In this first episode, Kiril sits down with Ronnie Chan, a leading Hong Kong property developer and early Chinese technology investor who has successfully straddled the diversity of eastern and western investment philosophies, becoming a trusted advisor to leaders across the world. Ronnie talks to Kiril about markets, politics and how to manage President Vladimir Putin on the public stage.
Natalie Howard is a highly experienced debt practitioner in the UK institutional property market, with a strong background in commercial real estate securitizations. As alternative lenders move in to fill the void in this space that followed the financial crisis, Natalie charts their rise, comparing the market opportunity, regulation and risk reward with the US, as investors seek yields to match ever increasing liabilities. Filmed on July 18, 2017, in London.
Khaled Abdel Majeed founded London based MENA Capital, which is one of the longest running Middle Eastern focused hedge funds and he has an enviable track record investing in these markets. Understand the pitfalls and rewards of investing in a region full of geopolitical risk and appreciate the relationship between oil and market valuations. Filmed on August 14, 2017, in London.