#Monetary / Fiscal Policy / Policy Makers

Trade Ideas Apr 19, 2018
Trade Ideas: Lower for Longer
Dr. Komal Sri-Kumar, president of Sri-Kumar Global Strategies, likes buying the 10-year Treasury bond. He discusses why yields should fall, in this interview with Alyona Minkovski. Filmed on April 16th, 2018.
Real Vision May 21, 2018
Volatility on the Rise?
Max Wolff, chief economist at The Phoenix Group, makes the case for betting on rising volatility. He explains the catalysts and lays out his trade in this interview with Justine Underhill. Filmed on May 17, 2018.
Real Vision Oct 20, 2017
Peter Schiff – Gold and The Dollar – Part 3
Brent Johnson’s journey to understand the outlook for the dollar and gold concludes with an extended interview with gold market legend Peter Schiff of Euro Pacific Capital. In this interview,Peter outlines the Fed’s contribution to global economic problems and suggests reflation in the next downturn will be impossible without causing a sovereign debt crisis. Filmed on October 11, 2017 in New York.
Trade Ideas Apr 12, 2018
A Yearn to Short Yen
Mark Spiegel, managing member at Stanphyl Capital, likes shorting the Japanese yen. He discusses why the currency should weaken, in this interview with Justine Underhill. Filmed on April 5th, 2018.
Trade Ideas Apr 19, 2018
Lower for Longer
Dr. Komal Sri-Kumar, president of Sri-Kumar Global Strategies, likes buying the 10-year Treasury bond. He discusses why yields should fall, in this interview with Alyona Minkovski. Filmed on April 16th, 2018.
Trade Ideas May 09, 2018
Bucking the Consensus
Joseph Trevisani, Senior Analyst at FXStreet, says dollar bears will soon be disappointed. He explains the catalysts and lays out his trade in this interview with Justine Underhill. Filmed on May 7, 2018.
Trade Ideas May 08, 2018
Harvesting Yield
Michele "Mish" Schneider, director of trading education and research at MarketGauge, is bullish on agriculture. She presents a trade on the relevant ETF in this interview with Alyona Minkovski. Filmed on April 30.
Real Vision Apr 16, 2018
A Risky Turn in the Business Cycle
Lakshman Achuthan of ECRI joins Real Vision once again to provide an update on where we are in the business cycle. He provides his short-term forecast, and discusses the potential long-term implications. He delves into the causes of the “secular stagnation” the global economy appears to be experiencing. Finally, he explains what most economists tend to get wrong about recessions. Filmed on April 6, 2018 in New York.
Real Vision May 02, 2018
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.
Real Vision Apr 25, 2018
The Market’s Late-Cycle Indicators
Alex Gurevich, CIO of HonTe Investments, has developed a framework of timing signals during a twenty-year global macro trading career. Now he says that a late-cycle signal has recently been triggered. And upon further investigation, he has found a pattern of confirmation that provides sufficient reason for him to adjust his investment outlook. Filmed on April 19, 2018 in San Francisco.
Real Vision Apr 23, 2018
Financial Crises: 2007-2008 and History’s Lessons
In this second part of a two-part piece, Richard Sylla, Professor Emeritus of Economics at New York University, shares his idiosyncratic view about the factors that led to the credit crisis. He also provides a historian’s perspective about the potential pre-crisis signs that investors might want to look out for. And he discusses the extent to which history has or has not prepared us to deal with the next crisis. Filmed on March 12, 2018 in New York.
Trade Ideas Apr 12, 2018
Trade Ideas: A Yearn to Short Yen
Mark Spiegel, managing member at Stanphyl Capital, likes shorting the Japanese yen. He discusses why the currency should weaken, in this interview with Justine Underhill. Filmed on April 5th, 2018.