He served as a senior economic advisor to JFK, LBJ, Richard Nixon and Gerald Ford. Now, Harald Malmgren returns to Real Vision with some advice for President Trump amid the threats of a full-blown trade war with China. In this interview with Brian Price, Harald explains that the U.S. auto industry will struggle to compete with Asia and predicts that the overall health of the global economy will soon be in jeopardy. Filmed on August 17, 2018 in New York.
Russell Clark of Horseman Capital has been building a short thesis on US shale oil and semiconductor stocks. He thinks that the decline in shale sand efficiency will be a force that drives the oil price higher and put downward pressure on the USD as future foreign investment diverts away from the US to alternative international opportunities. Filmed on October 11, 2018 in London.
In his much-anticipated return to Real Vision, Joe Duran, founder and CEO of United Capital, explains how the role of a chief executive has changed amid a turbulent political climate. Specifically, Joe discusses how he used introspection and behavioral economics in order to become a titan in the financial services business overseeing $24 billion in assets under management. Additionally, in this interview with Brian Price, Joe offers a plethora of perspectives on Nike, General Electric, Google, machine learning, Bitcoin, autonomous driving and President Trump. Filmed on October 3rd, 2018 in New York.
Michael Purves, chief global strategist and head of derivatives strategy at Weeden & Co., discusses the opportunity he sees in a particular energy ETF. He explains the technical and fundamental catalysts behind the trade, and lays out his derivatives trade, in this interview with Justine Underhill. Filmed on May 21, 2018.
Mark Newton, president and founder of Newton Advisors sees a technical breakout in crude oil. In this interview with Brian Price, Mark reviews the fundamentals driving the move, as well as the technical catalysts he’s looking at now. Filmed on September 25, 2018.
Bob Iaccino, chief market strategist for Path Trading Partners, says more pain is on the horizon for oil. He reviews the catalysts, the technical levels to watch for and discusses how low the commodity will go. Filmed on July 17, 2018.
Rob West, founder of Thunder Said Energy, explains that the energy markets are in transition for the third time in 200 years. New technologies are at the heart of this transition to more abundant and cleaner sources of energy. If investors continue to favor short-term returns over long-term projects, the potential for extreme spikes in future oil prices will only increase. Filmed on May 14, 2019 in London.
Joe Raia, managing director of global commodity futures at R.J. O’Brien, sits down with Rick Bensignor, CEO of the Bensignor Group, to discuss how the commodity futures markets have evolved over the past few decades. Working for some of the world’s largest brokerage and clearing firms - including Goldman Sachs, CME Group, and The New York Mercantile Exchange - Raia has helped create thousands of new financial products and has witnessed the technological revolution and consolidation of commodities futures trading markets and exchanges. Raia and Bensignor dive into the effects of high-frequency trading on oil futures markets, the changing size and scope of futures contracts and prices, and the outlook for the industry a low-interest rate world. Filmed on May 17, 2019 in New York.
Named the best performing pension fund CIO in the U.S. for an astonishing 7 years running, Red Cross CIO Greg Williamson shares his decades of accumulated investing experience with the brilliant Dr. Pippa Malmgren. In this timely and actionable interview, Greg discusses the degree of freedom required for a hedge fund to deliver absolute returns, the investment choices available in a world of geopolitical upheaval and unconventional monetary policy, and the opportunities materializing in sectors such as biotech, robotics, and energy.
Luke Gromen, from Forest for the Trees, gives Michael Green his perspective on China’s moves to disintermediate the dollar, through its development of gold contracts and trading for oil in RMB. While ultimately resulting in more money printing by the Fed, Luke envisages a non-US dollar-backed banking system spurred by China and Russia. Filmed on September 27, 2017 in New York.
Harley Bassman, founder of The Convexity Maven and inventor of the MOVE Index, sits down with Mike Green of Thiel Macro to talk volatility, MMT, and Bassman’s strategy for structuring his trades. In this no-holds-barred interview, Bassman also speaks to several indicators he’s using to determine when the volatility tide will turn. Filmed on May 22, 2019 at the EQDerivatives conference in Las Vegas.