#United Kingdom

Real Vision Jan 19, 2018
Grant Williams in Conversation with Hugh Hendry
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.
Real Vision May 07, 2018
China Eyes the Prize in Global Fintech
Paul Schulte, founder of Schulte Research, explains why Chinese tech companies, especially fintech firms, have stealthily gained advantages over their largest US rivals. Developing their models from scratch, Chinese businesses are leapfrogging the West, where finance is encumbered by old-school cartels and tech is contending with a consumer backlash and regulatory oversight. Filmed on April 24, 2018 in Hong Kong.
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.
Real Vision Dec 08, 2017
Episode Five
What will the interactions among all the forces of social, political, and economic change mean for society going forward? Dee Smith puts the pieces together in the fifth and final episode of A World on the Brink, looking at what might be the ultimate causes of these changes and also exploring the crucial question of whether, and to what extent, the current systems and structures of the world will hold. Ultimately, the role of human nature and a look at history lend cause for both concern and for hope. https://www.realvision.com/world-brink-disclaimer/
Real Vision Feb 26, 2018
Zimbabwe: Opportunity & Risk in the Breadbasket of Africa
Zimbabwe has just been shaken by the ouster of its longtime president, Robert Mugabe, who held power in the country for nearly forty years. Now, John Legat, CEO and Lead Fund Manager of Imara Asset Management, brings us the story of political unrest and economic opportunity from on the ground in its capital city, Harare.
Real Vision Jul 16, 2018
The Mega-Trend Threats to Passive Investing
Niels Jensen, the CIO of Absolute Return Partners, outlines six mega-trends which he believes will devastate the performance of passive investing over the next decade. While the timing is difficult to predict, the trends are inevitabilities that will require significant tweaks to long term portfolio construction. Filmed April 19, 2018 in Twickenham, England.
Real Vision Jul 10, 2018
A Drugstore Immune to Amazon?
Chad Morganlander of Washington Crossing Advisors believes that Walgreens Boots Alliance is well-positioned to take on Amazon’s foray into drug retail industry. Chad lays out his trade in this interview with Brian Price. Filmed on July 2, 2018.
Real Vision May 25, 2018
Betting on an Emerging Rally
Michael Purves, chief global strategist and head of derivatives strategy at Weeden & Co., says now is the time to invest in emerging market fund EEM. He explains how he’s using options to bet on the popular ETF in this interview with Justine Underhill. Filmed on May 21, 2018.
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 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/
Trade Ideas May 02, 2018
Fitbit - Stepping Up Their Game
Max Wolff, chief economist of the Phoenix Group, revisits his long Fitbit trade, in this interview with Alyona Minkovski. Filmed on April 26, 2018.
Real Vision Apr 09, 2018
Lurking Dangers in Debt Derivatives
After being decimated in the wake of the financial crisis, the bespoke debt derivative market has grown rapidly in the past three years to over $100 billion today. David Meneret, CIO at Mill Hill Capital, sees lurking risks in this ballooning market. He explains the potential dangers, and walks us through the catalysts that threaten to trigger a wider downturn. Filmed on March 28, 2018 in New York.