Dance of Superpowers: Escaping ‘Thucydides’s Trap’
Graham T. Allison, professor of government at the Harvard Kennedy School, sits down with hedge fund giant Kyle Bass of Hayman Capital for a master class in geopolitics, economics, and history. These titans tackle the issue of China’s evolving role on the world stage through the juxtaposition of cultures, governments, and technology. Filmed on September 17, 2018 in Cambridge, Massachusetts.
The Increasing Importance of Politics in Investing
Through the lens of his background in distressed debt and high yield, Larry McDonald, best-selling author on the Lehman collapse and founder of the Bear Traps Report, sees plenty of macro investment opportunities, many of them driven by government and central bank policy. He tells Raoul Pal why he is bullish on Brazil yet bearish on Europe, where he believes creditors will face a “debt jubilee.” He also explains why, as an investment around climate change, we should forget about Tesla and look instead at lithium, nuclear, and natural gas. Filmed in Grand Cayman on February 21, 2019. Find more information at https://www.thebeartrapsreport.com
Decentralized Applications Are Market Serial Killer
Dan Morehead from Pantera Capital was one of the first major investors in Bitcoin and the early cryptocurrency technology. With the advent of tokenization, Dan assesses the impact that the next wave of decentralized applications will have on the world’s most valuable data monopolies and where the winners will emerge, as the Blockchain disintermediates venture capital in a post-capitalist era. Filmed on July 10, 2017, in San Francisco.
Jim Palotta, founder of Raptor Group, recounts his humble beginnings growing up in the North End of Boston and tells of his uniquely American story of how he broke into financial services in the early 80’s, after his father secretly barred him from his first job application. This video is excerpted from a piece published on Real Vision on March 12, 2019 entitled “Boston’s Billion-Dollar Man.”
David Dredge from the Fortress Convex Strategies Group sits with Real Vision to discuss a wide range of topics ranging from central bank dominion over markets, to the Fed's infamous Dual Mandate and onwards to the importance of searching for 'burned out' grass in the markets.
In Part One of this riveting conversation, Dr. Harald Malmgren shares behind-the-scenes conversations inside presidential administrations, which afford viewers a new perspective on a crucial period in US history. Tackling the "massaging" of economic data by the government, and expanding upon the true level of freedom that exists in today's markets, Dr. Malmgren pulls no punches whatsoever.
Incoming President Facing Recession and Policy Gridlock
Trusted advisor and senior trade negotiator to Presidents Kennedy, Johnson, Nixon and Ford, Dr Harald Malmgren knows how to get things done in Washington. Regardless of the US election result, Harald anticipates policy gridlock and a slow response to economic problems, with both parties in serious conflict and internally divided, while Harald also weighs in on the UK’s best options for post Brexit trade agreements.
Fred Hickey, founder and writer of The High Tech Strategist, speaks to Real Vision in Part One of a fascinating discussion on the macro forces affecting the world of technology. Fred highlights prices inflated by QE, the burgeoning bubbles in various industries, and the importance of conducting rigorous research in order to find true value in a world rife with rumours.
Chris Martenson, author, independent thinker and co-founder of PeakProsperity,com has some firm ideas on how to prepare for the next crisis, based on the inexorable rise in debt and the future challenges for the planet with energy and ecology. Change begins within, according to Chris, with a focus on social, living and emotional capital, as well as financial, to be in position to take advantage of the opportunities in alternative energy and food for the future. Filmed on April 11, 2017, in New York.
The Kyle Bass Interviews: Escaping Thucydides's Trap
Kyle Bass sits down with Graham T. Allison, professor of government at the Harvard Kennedy School, for a master class in geopolitics, economics, and history. These titans tackle the issue of China’s evolving role on the world stage through the juxtaposition of cultures, governments, and technology. Filmed on September 17, 2018 in Cambridge, Massachusetts.
Larry McDonald, author of The Bear Traps Report and New York Times best-selling author, joins Real Vision co-founder and CEO, Raoul Pal, to discuss his unconventional start in finance. Whether he was disguising himself as a pizza delivery man or selling meat to showcase his skills, perseverance and creativity define his story. This video is excerpted from a piece published on Real Vision on February 26, 2019.
The global reach of Jim Pallotta’s interests span from Boston to Rome. In addition to decades of success in public and private markets, Jim ventured into professional sports as co-owner of the Boston Celtics and of A.S. Roma, one of Italy’s most storied football clubs. In this interview with Brian Price, Pallotta explains how he achieved billionaire status through an uncanny ability to pick winners while also effectively assessing the character of the individuals he chooses to invest with. After working alongside Paul Tudor Jones for years, Jim launched Raptor Group in 2009, where he continues to explore unique opportunities within the esports, machine learning, and AI spaces. Filmed on February 27, 2019 in Boston.