Real Vision is honestly one of the only place I go for investing ideas. It’s a financial media platform that was created to even the playing field when it come to access to ideas and information in finance. It’s like the Netflix of Finance, and provides entertainment as well as the knowledge to help you make better investment decisions, and get unbiased information from some of the world’s best investors.
Nick Brown is the CEO of Latitude Hotels, an African hospitality brand that aims to provide a hotel with a blend of the local community feel and the conveniences a traveler would have back home. In this conversation with Real Vision he discusses his operations in Malawi and Zambia, as well as the challenges and opportunities that come from investing and operating a business in Africa.
In this conversation Raoul Pal interviews Kiril Sokoloff, the founder of 13D Global Strategy and Research, about his views of the changing dynamics in markets today and what he sees next for the economy. Kiril Sokoloff draws from his decades of experience in finance and knowledge of economic history of help investors understand the world we live in and position their portfolio for future headwinds.
In this fascinating interview, Shannon McConaghy of Horseman Capital, outlines a thesis about the state of the Japanese Banking System. He explains how in the world of zero and negative interest rates, Japanese banks have been using accounting tricks to make their finances look better than they are, and the issues and potential contagion that may be caused by credit costs that are finally starting to rise.
Brian Reynolds, former chief market strategist at Rosenblatt Securities shares his perspective of the issues facing pensions funds. With a legal mandate to generate 7.5% returns, pension funds have been driven to take more risk by investing more in U.S. credit and using financial engineering to enhance returns. The risk/return profile of many pension funds is changing and taxpayers may be the ones paying the bill in the end.
In this interview with Grant Williams, Stephanie Pomboy, the founder and president of Macro Mavens explains the outcome of a decade of zero interest rates globally. Stephanie is a highly regarded macro economist, so the timing of this interview (shortly after the Fed pivoted their policy in early 2019) is perfect to get her perspective on the monetary policy implications on capital markets, as well the gaps in economic data and the difficulties these create in making predictions.
Keith McCullough, the founder and CEO of Hedgeye sits down with Raoul Pal to discuss his process-driven macroeconomic risk model his company provides, as well as diving into contemporary market factors. With passive index investing and market-neutral hedge fund strategies dominating the financial markets, it’s extremely important to understand macro risks and use some type of top down analysis even if your focus in bottom-up fundamental analysis.
Grant Williams interviews Milton Berg about the framework he has developed for identifying markets bottoms and tops. Milton Berg believes if you can properly identify a top or a bottom that is where a lot of money can be made or lost, in this interview he also shares historical examples including his experience in 1987’s Black Friday, economic indicators he uses, as well as the risks investors are making by completely ignoring turning points.
Diego Parilla, the managing partner at Quadriga Asset Partners outlines the distortions in markets today that have been caused by undying faith in central banks as well as the search for yield. These processes have created bubbles and therefore it is important to position for anti-bubbles (what assets will benefit most from bubbles popping). Remember Diego’s advice, “the investment game is a game where the number one rule of the game is they will change the rules.”
Alan Boyce is a former Fed economist and bond trader, who made the unlikely turn of becoming an agriculture investor. He is the co-founder and a member of the board of directors of Adecoagro (NYSE: $AGRO), a South American based agricultural company. This is one of the best interviews about agriculture investing (one of the most underrated sectors to invest in) I have ever came across.
This interview is between Kiril Sokoloff and Stanley Druckenmiller, former portfolio manager at George Soros’ Quantum Fund and one of the most successful fund managers of all time. This interview is a deep dive into Stanley Druckemiller’s views on politics, economics, and of course financial markets, as well as how he balances his philanthropic work and his happy personal life.
In this interview with Grant Williams, William Middelkoop of the Commodities Discovery Fund shares his knowledge of the history of monetary shifts and the potential implications if the U.S. dollar is usurped at the global reserve currency. William Middlekoop explains the potential effect of gold being reintroduced into the monetary system, and the excesses created by the current monetary system.
George Milling-Stanley is an expert on gold, with nearly 50 years of experience analyzing the yellow metal starting with 10 years as the mining editor at the Financial Times in 1975, as well as working across numerous financial institutions, 15 years as the managing director of global affairs at the World Gold Council, and now as the head of gold strategy at State Street Global Advisors. This interview provides great analysis from a mainstream gold bull (not bug).