#Russia

Trade Ideas Apr 20, 2018
Refining the Trade
Tony Greer of TG Macro likes buying Marathon Petroleum Corporation. He discusses his trade idea, in this interview with Alyona Minkovski. Filmed on April 16th, 2018.
The Interview Jan 12, 2018
Rising Risks for Tech Giants
Fred Hickey, editor of The High Tech Strategist, provides his unique take on the state of the technology sector, in this conversation with Tommy Thornton. Cutting through the valuations quandary, Fred questions the price people are paying for Apple, spells out the overseas regulatory threats for Facebook and Google, and offers a reminder that pioneers are the ones that can end up with arrows in their backs. Filmed December 21st, 2017 in New Hampshire.
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.
The Kyle Bass Interviews Nov 03, 2017
Mark Cuban in Conversation with Kyle Bass - The Maverick Investor
Entrepreneur, Investor, Maverick. Mark Cuban arrives on Real Vision, in an incredible conversation with the equally legendary Kyle Bass, who finds out what makes the man from Shark Tank tick and his approach to investing, alongside some sharp insights on the future of AI, robotics and ICOs. Filmed on October 18, 2017, in Dallas.
Real Vision Jun 04, 2018
Beat the Downturn with Deep Value
Des Kinch of Overseas Asset Management is an advocate of deep value investing. Since he believes that valuations for bonds and U.S. equities are at extreme levels, Des has gone hunting for opportunities in Asia and Europe, where he searches for deeply discounted and often illiquid investments that could weather a downturn in global markets. Filmed on May 14, 2018 in Grand Cayman.
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 Apr 20, 2018
Trade Ideas: Refining the Trade
Tony Greer of TG Macro likes buying Marathon Petroleum Corporation. He discusses his trade idea, in this interview with Alyona Minkovski. Filmed on April 16th, 2018.
Real Vision Oct 18, 2017
Virtualization - The Next Big Multi-Year Theme
Renowned macro manager Dan Arbess, outlines to Michael Green the opportunities in ‘Virtualization’—the displacement of capex and labor with integrated hardware/software – as a service. He sees this as a powerful driver of the next corporate profit cycle and competitiveness, benefitting shareholders but increasing wealth concentration and creating headwinds to job growth, which ultimately could challenge the consumer economy globally. Filmed on September 27, 2017, in New York.
Real Vision Oct 13, 2017
Episode One
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/
Real Vision Jun 05, 2018
Rosy Outlook for Gardening Stock
Tony Greer, founder of TG Macro, joins Justine Underhill to discuss why he’s bullish on Scotts Miracle-Gro. He explains why the gardening company’s post earnings plunge as an opportunity to get in on an upward swing. Filmed on May 30th, 2018.
Real Vision May 21, 2018
Emerging Markets: From Vulnerability to Opportunity
At the beginning of 2017, Ed Misrahi of Ronit Capital was buying the Mexican peso in the aftermath of the U.S. election, when most investors were running the other way. The peso rallied aggressively in the first part of that year. Today, Ed still loves the long-term prospects across emerging markets, but sees excellent rewards from diversification and in leaving a little powder dry for better opportunities ahead. Filmed on May 3, 2018 in London.
The Kiril Sokoloff Interviews Jun 22, 2018
The Kiril Sokoloff Interviews: Ronnie Chan
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.