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.
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.
As populism continues to become a bigger player on the world stage, Larry McDonald, creator of The Bear Traps Report, highlights the high-stakes presidential election in Brazil. In this interview with Justine Underhill, he explains his thesis and lays out his specific trade. Filmed on October 10, 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.
How can investors position themselves to profit from irrational markets? Diego Parrilla of Quadriga Asset Management explores the opportunities behind bubbles — and their funhouse mirror opposite, anti-bubbles — which result from artificially suppressed prices. Filmed on October 16, 2018 in New York.
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/
Ari Paul, CIO and managing partner of BlockTower Capital, joins Real Vision's Ash Bennington for a wide-ranging conversation about the future of blockchain and cryptocurrency. Paul unpacks his views on the risks and opportunities in crypto-assets now, and discusses the ways in which he draws on his background as a traditional asset portfolio manager to make better decisions. Filmed on October 23, 2018 in New York.
In this wide-ranging yet deep-diving interview, Mark Hart and Worth Wray of Corriente Advisors sit down with Raoul Pal to examine some of the most profound ways in which our world is changing. Hart and Wray lay out their forecast for the huge geopolitical shift that’s seeing China gain an even footing with the U.S., and discuss what it could mean for global economies and macro markets. They then discuss the incredible rise of bitcoin, as well as the changing of the generational guard.
From confronting maverick creditors to discipling rogue nations, attorney Lee Buchheit has spent his career maneuvering the world of distressed sovereign debt. When it came to dealing with Greece and Mexico, his success was unmatched, and in this interview with Greylock Chairman and CEO Hans Humes, Lee unveils how he operated during the Brady Era and also discusses his approach for negotiating with governments, banks and world leaders. Filmed on July 31, 2018 in New York.
What does cheaper South African biltong have to do with a rally in large-cap U.S. tech stocks? Roger, Justine and Alex discuss the knock-on effects of the shifts in emerging market currencies. Filmed on September 10, 2018.
Max Wolff, chief economist at the Phoenix Group, is a buyer of gold. In this interview with Brian Price, Max says the yellow metal will become more attractive to investors once equity markets take a bearish turn. Max also lays out just how high he sees the ETF rising this year. Filmed on August 21, 2018.
Is China’s sphere of influence extending into Latin America? Dee Smith of the Strategic Insight Group, Elizabeth Economy of the Council on Foreign Relations and Christopher Sabatini of Columbia University outline the extent to which China is expanding its operations — and by so doing, courting both allies and pariahs of the United States. Should America view this as a direct threat, or is China simply extending the reach of its Belt and Road initiative in order to maintain essential raw material supply chains? Filmed on September 26, 2018 in New York.