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.
Britain is running out of time to negotiate its withdrawal from the European Union. The British government needs to make a deal with Europe and win approval from Parliament by the end of the year. In this conversation with Roger Hirst, Rupert Harrison of BlackRock, Helen Thomas of Blonde Money and Oliver Harvey of Deutsche Bank deliberate over whether the British pound, gilts or equities will be the best expression of the government’s success or failure. The clock is ticking. Filmed on September 28th, 2018 in London.
Why does increased NASA funding mean Qatar could lose an honor? Alex, Justine and Roger discuss the companies and countries that stand to profit from the next era of space exploration. Filmed on September 21, 2018.
Victor Haghani, Founder of Elm Partners Management LLC, presents a riveting Master Class that explores his career of fixed income arbitrage trading at Salomon Brothers, giving an inside look into the risky trades they were involved in, how models were not as present as many believe, the process of unwinding positions when the fund crashed and his epiphany to leave the financial industry for some years and return to learn how to invest in a family office form.
How can investors position themselves to profit from irrational markets? Diego Parrilla of Quadriga Asset Management explores the opportunities behind bubbles — and their funhouse mirror opposite, anti-bubbles — which result from artificially suppressed prices. Filmed on October 16, 2018 in New York.
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.
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.
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.
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.
Simon White of Variant Perception takes a look at the underlying causes of weakness in emerging markets. There are many parallels with previous crisis, but some of the best opportunities will be in timing the turnaround rather than chasing the sell-off. Filmed in on August 22, 2018 in London. A link to their research paper ‘Understanding EM Crises’ can be found at http://www.variantperception.com/realvision.
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.
Former Bank of England Governor Mervyn King takes a seat with Jim Grant as the legendary financial writer brings the biggest names to Real Vision, with the candor to elicit the insights that you won’t see anywhere else. Mervyn King, Baron King of Lothbury, navigated the financial crisis during his decade at the helm of the UK central bank. Now he reflects on the absurdity of market models and widespread blindness as to what created the financial crisis, which impedes both the recovery and efforts to prevent another crisis in the future. Filmed on November 15, 2017 in New York.