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Real VisionJune 01, 2020
Daily Briefing - June 1, 2020
Senior editor Ash Bennington hosts managing editor Ed Harrison to discuss how the roiling civil unrest in the U.S. could affect businesses and financial markets. They look at the correlation of the Citi Surprise index and bond yields, and Ed introduces three historical parallels to compare to the current moment. Ed and Ash reaffirm that Real Vision’s core remit is to analyze markets. In the intro, Jack Farley gives an overview of global PMI data and Goldman Sachs’ revised forecast for the S&P 500.
Real VisionJune 01, 2020
The Electrodollar: Venture Capitalism, Technology, and Silicon Valley
Venture capitalist, Bill Tai, has been at the intersection of venture capitalism and innovation since the early days of Silicon Valley before the orchards were replaced with technology company corporate headquarters. He joins Real Vision’s Raoul Pal to provide his uniquely qualified perspective, having experience on both the technology development and financing sides of Silicon Valley. Tai and Pal discuss data science, Tai’s explanation of the “waves of innovation,” and where Tai sees the next wave of innovation currently developing. Tai also talks about his early investment in Bitcoin, his view of digital assets separate from Bitcoin including CryptoKitties, digital currencies like Libra, and what he calls “the Electrodollar.” Filmed on May 27, 2020.
Real VisionMay 29, 2020
Daily Briefing - May 29, 2020
Senior editor Ash Bennington joins managing editor Ed Harrison to discuss the latest developments in markets and macro in the era of coronavirus. Bennington and Harrison talk through the risks and potential upside to growth as European institutions debate bailouts in Europe, the possible ripple effect of President Trump’s call to revoke Hong Kong’s special trade status, and the plausibility of the renminbi becoming a global reserve currency. In the intro, Real Vision's Peter Cooper discusses some of the latest economic data coming out of Canada.
Real VisionMay 29, 2020
The Ultimate Macro Phase Change
Russell Clark, CIO of Horseman Capital Management, sits down with Real Vision CEO, Raoul Pal, to discuss the new risk-reward paradigm he sees on the horizon. Clark explains why he believes that the past decade – characterized by low growth, falling commodity prices, and a strong dollar – is coming to an end. Clark and Pal look at ratios such as gold/oil and growth/value to interest rates, and Clark suggests that a prolonged wave of commodity price appreciation could become the new normal once aggregate demand returns to pre-crisis levels. Clark also discusses China and its Belt and Road Initiative in great detail. Clark and Pal consider the potential returns of assets within emerging markets, as well as commodities such as gold and oil. Filmed on May 26, 2020.

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