Real Vision

Real VisionJanuary 09, 2020
Mega-Trends, Seasonality, & Earnings Season
Michele “Mish” Schneider returns to Technical Trader for the first time this year to deliver more insightful analysis breaking down what traders should have on their radar for 2020. Looking at seasonality, mega-trends, earnings reports, geopolitical concerns, and the potential for an uptick in inflation, Schneider makes a controversial call on Beyond Meat and reveals several opportunities in gold, sugar, and solar energy. Filmed on January 7, 2020 in Sante Fe, New Mexico.
Real VisionJanuary 08, 2020
"A Greenlight for Risk Assets"
Stephen Auth, chief investment officer of Federated Investors and author of "The Missionary of Wall Street," sits down with Real Vision’s Ed Harrison to explain why he's still bullish on stocks. He estimates that, with low interest rates and high corporate earnings, the S&P 500 still has room to run, with particular opportunities in energy and healthcare. Auth argues, in a secular bull market, a drawdown is a signal to buy rather than sell. Other topics include: inflation, ISM manufacturing data, and the importance of spirituality. Filmed on December 19, 2019, in New York.
Real VisionJanuary 07, 2020
2020's Intersection of Markets, Macro, and Politics
Jason Trennert, chairman of Strategas Partners, sits down with Vincent Catalano to explain how Wall Street research house is looking ahead to the coming year. Trennert shares his analysis of markets, the macro landscape, and the political environment heading into the 2020 election. Filmed on December 16, 2019 in New York.
Real VisionJanuary 06, 2020
Down the A.I. Rabbit Hole: Hedge Funds, Wall St, & Machine Learning
Artificial intelligence and machine learning are poised to "eat the world" — but how, exactly, do they work together on Wall Street to make money for traders? NYU business professor, data scientist, and hedge fund manager Vasant Dhar sits down with fellow hedge fund manager and mathematician Hari Krishnan to take a deep dive into the cutting edge where technology meets markets. Filmed on December 9, 2019 in New York.

Pages

Featured Videos

Real VisionDecember 30, 2019
Look Back at It (2019)
In the last episode of the year, Drew takes a look back at the most important themes we covered on "The One Thing," from investment process to trade war.
Real VisionDecember 02, 2019
Seeking Shelter through the Storm
In a market dominated by algorithms and stampeding crowds, how do you find an edge — especially at the end of a cycle? This week, Drew breaks down the conversation between Jim Grant and Sy Jacobs and reveals a leeward port for your portfolio.
Real VisionJanuary 14, 2020
Addicted to Yield: Wall Street's Dirty Little Secret
New York Times' bestselling author, former M&A investment banker, and long-time financial journalist, William Cohan, joins Ed Harrison to discuss the perilous state of U.S. credit markets, quantitative easing, junk bonds, and the ever-expanding pool of global debt. Predicated on the idea that persistently low interest rates have fueled distortions in the pricing of risk, Cohan argues that Wall Street has been developing a dangerous dependency that won't end profitably for the majority of investors. Filmed on January 7, 2020, in New York.