Mike Novogratz of Galaxy Digital Capital Management joins Real Vision’s Raoul Pal for a deep dive into the world of crypto. The two heavyweights delve into the major opportunities and risks, discuss crypto’s influence on institutions, and predict what could be ahead for the space. Filmed on July 31, 2018 in New York.
Kathleen Moriarty, known as "SPDR Woman" for her role in building the legal framework behind world's first and largest ETF, SPY, talks with us about the future of passive investing. Moriarty gives us a behind-the-scenes look at the challenges she faced when launching the first gold ETF, GLD, and how it compared to her work with the Winklevoss twins on their application for a bitcoin ETF. Filmed on March 5th, 2018.
In the second of his new flagship series, Grant Williams travels to Saint Barthélemy in the Caribbean for a conversation with the founder of Eclectica Asset Management, Hugh Hendry. In a revealing and at times deeply personal discussion, Hugh discusses the rise and fall of Eclectica and explains how his experiences reflect the problems facing the wider hedge fund industry. Hugh also offers his thoughts on the pitfalls of arrogance as well as the pressures that stem from being a free spirit in an increasingly constrained world.
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.
The Kiril Sokoloff Interviews - Stanley F. Druckenmiller
Investment visionary Kiril Sokoloff is embarking on a series of exceptional interviews from his personal contacts for Real Vision. In the second episode of his series, he sits down with a revered titan of the investment world: Stanley Druckenmiller. Druckenmiller has an unrivaled track record that spans many decades. But what might be most incredible is that even whilst becoming one of the world’s most successful money managers, Druckenmiller has also managed to maintain an incredibly balanced and happy life. This interview provides a unique opportunity to learn the previously unheard secrets of an investment legend. Filmed on September 6, 2018 in New York. Kiril Sokoloff is the chairman & founder of 13D Global Strategy & Research. To find out more about 13D Publications, visit 13D.com/RVSD.
In the much talked about Masterclass series, Dan Tapiero, a man who has worked with some of the biggest legends in finance, joins us to talk about his career and the launch of Gold Bullion International.
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.
Keith Dicker, the founder and chief investment officer of IceCap Asset Management, has a provocative thesis for how the next economic crisis will play out. He discusses the likely drivers, and explains why U.S. equities could actually perform impressively amid the turmoil. He also provides a warning on who stands to be hit the hardest. Filmed on July 19, 2018 in New York.
Peter Boockvar, chief investment officer at Bleakley Advisory Group and editor of The Boock Report, has a plan for betting against European and Japanese sovereign bonds. He presents the catalysts, and lays out the trade, in this interview with Real Vision’s Alex Rosenberg. Filmed on July 30, 2018.
While companies continue to pursue global dominance, Robert Salomon, NYU Stern professor and author of “Global Vision: How Companies Can Overcome the Pitfalls of Globalization,” is waving a flag of caution. Salomon says there are several crucial factors that managers are not considering when expanding operations overseas, which include the varying political, cultural and economic views in different nations. Filmed April 24, 2018 in New York.
Adam Rodman, founder and CIO of Segra Capital Management, provides a peek into his portfolio. He is still excited about uranium, thinks gold miners could be at a turning point, and sees deep value in specialist ocean-going tankers. He also relives the experience of being short an Argentinian equity market that was rising perilously against him. Filmed on July 3, 2018 in Dallas.
Political divisions in Europe took center stage in 2017 as the economic recovery gained momentum. In the final part of the View Ahead series, we’ve scoured the continent to canvass the sharpest minds on the issues dominating investment thought on the continent now. Kit Juckes of Société Générale looks at foreign exchange, Frederik Ducrozet of Pictet takes the macro outlook, Sean Corrigan of Cantillion Consulting covers markets and Marc Ostwald of ADM presents the view on politics.