Style Channels

Contrarian

How Coronavirus Exposed the "Shaky Foundation"

What happens when an upheaval so massive forces financial markets, governments, and society to rethink how our systems work? Michael Krieger, author of the Liberty Blitzkrieg, joins Real Vision to explain what coronavirus and the response to the outbreak has revealed about the condition of American systems – from financial markets to the health care system. Tracing the story of financial markets and societal trends over the past two decades, Krieger outlines how our systems have been pushed to the brink – focusing on emergency policy responses and the everything bubble. He also provides viewers with potential solutions to the systemic decay that has been brought to the forefront by the coronavirus outbreak.

Growth

The Next Waves of the Financial Crisis

In the past few years, nobody could have predicted that a pandemic would be the catalyst sending shock waves through the entire global economy, plunging us into a bear market in record time. Some voices though have been screaming from the rooftops about the macroeconomic and structural weaknesses that left markets vulnerable to any potential disruption. One of those voices was Steen Jakobsen, CIO of Saxo Bank. In this interview with Roger Hirst, Jakobsen examines the weaknesses of a buyback-driven and debt-ridden market that have been quickly exposed by coronavirus. They also look into the future at how the crisis will affect real assets, the dollar, the banking system, and why, when all is said and done, we could see both inflation and deflation.

High Yield & Income

Coronavirus and the Macro Consequences

Eric Peters, CIO of One River Asset Management, joins Mike Green of Logica Capital to discuss the broader economic and financial conditions markets are experiencing amid coronavirus’ chaos. The pair discuss the current macro environment, volatility, government policy responses - both monetary and fiscal. Through their breakdown of a broad array of topics, Peters and Green tackle topics ranging from global supply chains to the merger of human and machine intelligence.

Cryptos, Gold, & Hard Assets

The Next Waves of the Financial Crisis

In the past few years, nobody could have predicted that a pandemic would be the catalyst sending shock waves through the entire global economy, plunging us into a bear market in record time. Some voices though have been screaming from the rooftops about the macroeconomic and structural weaknesses that left markets vulnerable to any potential disruption. One of those voices was Steen Jakobsen, CIO of Saxo Bank. In this interview with Roger Hirst, Jakobsen examines the weaknesses of a buyback-driven and debt-ridden market that have been quickly exposed by coronavirus. They also look into the future at how the crisis will affect real assets, the dollar, the banking system, and why, when all is said and done, we could see both inflation and deflation.

Foreign Exchange

The Next Waves of the Financial Crisis

In the past few years, nobody could have predicted that a pandemic would be the catalyst sending shock waves through the entire global economy, plunging us into a bear market in record time. Some voices though have been screaming from the rooftops about the macroeconomic and structural weaknesses that left markets vulnerable to any potential disruption. One of those voices was Steen Jakobsen, CIO of Saxo Bank. In this interview with Roger Hirst, Jakobsen examines the weaknesses of a buyback-driven and debt-ridden market that have been quickly exposed by coronavirus. They also look into the future at how the crisis will affect real assets, the dollar, the banking system, and why, when all is said and done, we could see both inflation and deflation.

Insurance

The Next Waves of the Financial Crisis

In the past few years, nobody could have predicted that a pandemic would be the catalyst sending shock waves through the entire global economy, plunging us into a bear market in record time. Some voices though have been screaming from the rooftops about the macroeconomic and structural weaknesses that left markets vulnerable to any potential disruption. One of those voices was Steen Jakobsen, CIO of Saxo Bank. In this interview with Roger Hirst, Jakobsen examines the weaknesses of a buyback-driven and debt-ridden market that have been quickly exposed by coronavirus. They also look into the future at how the crisis will affect real assets, the dollar, the banking system, and why, when all is said and done, we could see both inflation and deflation.

Private Equity

Coronavirus and the Macro Consequences

Eric Peters, CIO of One River Asset Management, joins Mike Green of Logica Capital to discuss the broader economic and financial conditions markets are experiencing amid coronavirus’ chaos. The pair discuss the current macro environment, volatility, government policy responses - both monetary and fiscal. Through their breakdown of a broad array of topics, Peters and Green tackle topics ranging from global supply chains to the merger of human and machine intelligence.

Short Selling

When The Everything Bubble Bursts

Keith McCullough, founder and CEO of Hedgeye Risk Management, joins Raoul Pal, CEO and co-founder of Real Vision, to explore what happens when a biological crisis turns into a financial crisis. They explain why they both think this liquidity crisis is far from over and why, as the deleveraging continues, the dollar will continue to reign supreme. They also examine whether shorting equities is worth the risk, how much juice is left in the bond trade, and if it’s too early to go into gold. Filmed on March 20, 2020, over Skype.

Activist

Crossing the ETF Divide

When he first sat down with Grant Williams in 2017 in a series called "The Dark Side of ETFs," Steven Bregman, president and director of research at Horizon Kinetics, dissected the problematic consequences of passive investing and the potential bubble that has since only grown. In 2020, he has not changed his tune. Ultimately, Bregman and Michael Green debate the risks and fallacies of a market dynamic, which Bregman argues presents incredible opportunity for investors willing to risk crossing the ETF divide. Filmed on January 20, 2020 in New York.

Energy

How Coronavirus Exposed the "Shaky Foundation"

What happens when an upheaval so massive forces financial markets, governments, and society to rethink how our systems work? Michael Krieger, author of the Liberty Blitzkrieg, joins Real Vision to explain what coronavirus and the response to the outbreak has revealed about the condition of American systems – from financial markets to the health care system. Tracing the story of financial markets and societal trends over the past two decades, Krieger outlines how our systems have been pushed to the brink – focusing on emergency policy responses and the everything bubble. He also provides viewers with potential solutions to the systemic decay that has been brought to the forefront by the coronavirus outbreak.