Real Vision

Real VisionOctober 16, 2019
Understanding Bitcoin, Gold, and Monetary Anchors
Robert Breedlove, CEO and CIO of Parallax, joins Real Vision to explain the difference between hard money and soft money. He uses the history of money and global monetary systems to argue that bitcoin is the “hardest” form of money in existence. Breedlove argues that, because bitcoin has solved the classic “divisibility problem” presented by gold, it will eventually replace gold as the anchor of a new monetary system. Filmed on September 24, 2019 in New York.
Real VisionOctober 15, 2019
A New Macro World for Gold and Bitcoin
What role do gold and bitcoin play in the shifting macro landscape? Dan Tapiero, founder of DTAP Capital, argues that the macro world is nearing an inflection point, and any number of risks could push markets into meltdown. He explains why investors should have exposure to both gold and bitcoin in this unpredictable macroeconomic environment. Pointing out risks in geopolitics, monetary policy, and equity markets, Tapiero says a potential financial disaster triggered by policy actually failing could be the trigger for a major gold bull market and the widespread adoption of bitcoin. Filmed on October 10, 2019 in New York.
Real VisionOctober 15, 2019
Keep on Smiling: SmileDirectClub
John Jannarone, editor-in-chief of IPO Edge, analyzes the recent IPO of SmileDirectClub and discusses his contrarian bullish outlook for the stock. He also reviews his losing trade on iPic Entertainment, updates his thesis on Colony Capital, and notes how traders can take advantage of the current opportunities in this interview with Jake Merl. Filmed on October 10, 2019.
Real VisionOctober 14, 2019
Grant's Observations: Money, Credit, and Financial Repression
Jim Grant, the legendary editor of Grant’s Interest Rate Observer, has something to say to Mario Draghi, Ben Bernanke, SoftBank, WeWork, and other financial luminaries. Grant joins Real Vision to discuss the “most consequential price in capitalism,” and the role of money and credit in an economy rife with extreme central bank intervention. Grant argues that the recent interest rate distortions and financial engineering pose unprecedented risks to the capital system and that the mounting stockpiles of debt spell further trouble. Filmed on October 3, 2019 in New York.

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Featured Videos

Real VisionJuly 27, 2019
Takeaways from Recession Watch
Over the past two weeks, Raoul Pal has tried to determine the risk of a recession, and to gauge the potential consequences that could result. In this concluding piece, Raoul Pal explains what he’s learned through the past two weeks of programming, and provides some insights about how best to invest both in a rebound scenario and in a downturn. Filmed on July 17, 2019 in New York.
Real VisionOctober 14, 2019
Grant's Observations: Money, Credit, and Financial Repression
Jim Grant, the legendary editor of Grant’s Interest Rate Observer, has something to say to Mario Draghi, Ben Bernanke, SoftBank, WeWork, and other financial luminaries. Grant joins Real Vision to discuss the “most consequential price in capitalism,” and the role of money and credit in an economy rife with extreme central bank intervention. Grant argues that the recent interest rate distortions and financial engineering pose unprecedented risks to the capital system and that the mounting stockpiles of debt spell further trouble. Filmed on October 3, 2019 in New York.
Real VisionOctober 07, 2019
The Monetary System is Broken
Jeff Snider, head of global research at Alhambra Investment Partners, has been covering the repo market breakdown since May 2018. With the recent spike in repo rates, it seems like the rest of the market has finally started to take notice. Snider explains why this problem is not coming up out of the blue and breaks down why he views recent market moves as a sign that the banks are telegraphing their knowledge of major threats to the monetary system. Filmed on September 27, 2019 in New York.