#UBS Group AG

Real Vision May 11, 2018
Gold's Evolving Role in Portfolios
Simon Mikhailovich, Co-Founder of the Tocqueville Bullion Reserve, returns to Real Vision to discuss the events that propelled him to become a gold investor. In this in-depth interview, Mikhailovich speaks with Real Vision's Grant Williams about gold's role in a portfolio and how it can be used to hedge against risk. Filmed on April 9, 2018 in New York.
Real Vision Oct 03, 2018
Red Flags for China
George Magnus, former Chief Economist at UBS and author of the recently published “Red Flags: Why Xi’s China Is in Jeopardy,” discusses the panoply of political and economic risks arrayed against China and its leader Xi Jinping: Ballooning debt, political instability, a demographic time-bomb, and the ever-looming threat of declining growth and a weakening currency. Filmed on September 27th, 2018 in London.
Real Vision Mar 16, 2016
Carlos Asilis - Master Class
Carlos Asilis, CIO of Glovista Investments LLC., features in this Master Class discussing macro themes both looking forward and in hindsight. Carlos gives his outlook for the dollar, treasuries, and the precious metals market, discusses his investment framework and risk assessment process, and looks back at the '97 Asian Crisis to see what lessons we can take away to apply in today's markets.
Real Vision Jun 15, 2018
James Aitken
The esteemed Australian hedge fund advisor James Aitken sits down with legendary financial writer Jim Grant for an insightful conversation about central bank stimulus, the European financial system, China’s future, short selling, and more. Aitken, the founder of Aitken Advisors, compares recent European crises to the current state of the European economy and markets. He also shares his philosophy about how to properly navigate fully valued markets. Filmed on May 30, 2018 in New York.
Real Vision May 25, 2018
Grant Williams in Conversation with William Strong
Grant travels to Fisher Island in Miami to meet a hugely experienced value investor who has seen the world change dramatically over the course of his career. Bill Strong explains how he manages to navigate an investment landscape with diametrically different conditions than those which prevailed when he began his time on Wall Street over 40 years ago. He also recounts his experiences in the Asian crisis of 1998 and the sub-prime crisis of 2008. Finally, he lays out what he thinks to be the biggest short opportunity he's ever seen. Filmed on May 3, 2018.
Real Vision Apr 13, 2016
Alex Batlin - Bitcoin
Alex Batlin, Senior Innovation Manager at UBS, discusses the implementation of blockchain technology into the banking industry, taking an in-depth look at the 'proof of stake' validation framework, the benefits to SMEs from the deflationary nature of these transactions, and alternative uses of the blockchain that may disintermediate the business of banks.
Real Vision Apr 17, 2019
Ominous Outlook for Autos and the Economy
Two of Real Vision’s most popular guests — Danielle DiMartino-Booth, CEO of Quill Intelligence, and Daniel Ruiz, founder of Blinders Off Research — discuss the intersection of the auto industry and employment. Joining Ash Bennington for Real Vision, the trio bring together the macro and micro to diagnose the state of the economy, in this episode of “The Exchange”. Filmed on April 11, 2019 in New York.
Real Vision Apr 16, 2019
The Rise and Fall of Credit Vol
Kieran Goodwin, co-founder of Panning Capital Management, joins Tony Greer of TG Macro to discuss the highs and lows of his quarter-century of trading experience. Goodwin and Greer take us all the way from the infancy of the CDO market and the 1990s emerging market crises to the uncanny low-volatility credit trading environment of today. In addition to his roots as a trader, hedge fund success, and hedge fund launch, Goodwin sheds light on his segue to more entrepreneurial pursuits. Filmed on March 27, 2019 in New York.
Real Vision Feb 13, 2019
China's Four Traps
Xi Jinping’s China may have a debt crisis coming in the near future. George Magnus, the former Chief Economist at UBS, explains the many reasons why China is a time-bomb waiting to explode. This is a clip excerpted from a video published on Real Vision on October 3, 2018.
Real Vision Sep 23, 2016
Interview with Dr. Simon Ogus
Real Vision favorite and old Asian hand Simon Ogus, Founder of DSGAsia, returns with incisive on-the-ground insight into the market outlook of Japan, Hong Kong, and China - and it's not all bad news.
Real Vision Feb 13, 2019
China's Four Traps
Xi Jinping’s China may have a debt crisis coming in the near future. George Magnus, the former Chief Economist at UBS, explains the many reasons why China is a time-bomb waiting to explode. This is a clip excerpted from a video published on Real Vision on October 3, 2018.
Real Vision Mar 03, 2017
Counting the Cost of Trade War with China
George Magnus is one of the most respected independent economists of his generation, formerly with UBS and now an associate with Oxford University’s China Centre. Counting the cost of a US trade war with China, George also gives his prognosis for the post-Brexit UK economy and the European Union at a critical point in its evolution. Filmed on February 1, 2017 in London.