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A Historical Look at Recession Watch (w/ Kiril Sokoloff & Raoul Pal)

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???? A Historical Look at Recession Watch (w/ Kiril Sokoloff & Raoul Pal)

Investment visionary Kiril Sokoloff, chairman and founder of 13D Global Strategy & Research, draws on his deep knowledge of history and on the interplay between different market forces in order to forecast what’s ahead — and to suggest how savvy investors ought to position themselves today. In this deep-diving conversation with Real Vision co-founder Raoul Pal, Sokoloff helps answer the most pressing questions around markets and the economy. He also provides a read on how other significant minds are making sense of the increasingly powerful forces that are shaking our financial world. Filmed on July 10, 2019 in upstate New York. To learn more about 13D Publications, visit Note: When this interview was filmed, gold was trading at about $1,400 per troy ounce.

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Disclaimer:
This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.
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???? Is A U.S. Recession Coming? with Raoul Pal | Recession Watch

Due to the precarious construction of the recent economic expansion, the resulting damage of a recession could be unusually devastating. In this deep-diving presentation, Raoul Pal presents many specific indicators of weakness, speaks to the potential market impact, and explains how a “doom loop” could quickly take matters from bad to catastrophic. He also suggests steps that savvy investors could take to prepare themselves. Finally, he previews some of the conversations he plans to have over the next two weeks on Real Vision, as he seeks to better understand both the current risks and the potential opportunities. Filmed on July 8, 2019 in New York.

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Disclaimer:
This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.
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???? The Kiril Sokoloff Interviews: Stanley F. Druckenmiller

Investment visionary Kiril Sokoloff is embarking on a series of exceptional interviews from his personal contacts for Real Vision. In the second episode of his series, he sits down with a revered titan of the investment world: Stanley F. Druckenmiller. Druckenmiller has an unrivalled track record that spans many decades. But what might be most incredible is that even whilst becoming one of the world’s most successful money managers, Druckmiller has also managed to maintain an incredibly balanced and happy life. This interview provides an unrivalled opportunity to learn the previously unheard secrets of an investment legend. Kiril Sokoloff is the chairman & founder of 13D Global Strategy & Research. To find out more about 13D Publications, visit Filmed on September 6, 2018 in New York.

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Real Vision is the destination for the world’s most successful investors to share their thoughts about what’s happening in today's markets. Think: TED Talks for Finance. On Real Vision you get exclusive access to watch the most successful investors, hedge fund managers and traders who share their frank and in-depth investment insights with no agenda, hype or bias. Make smart investment decisions and grow your portfolio with orginial content brought to you by the biggest names in finance, who get to say what they really think on Real Vision.

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Kiril Sokoloff: Founder And Chairman Of 13D Global Strategy & Research | Interview | Real Vision™

Revered investment visionary Kiril Sokoloff, founder of 13D Global Strategy & Research, encapsulates the big picture trends better than anyone and Raoul Pal gets the chance to sit down with the legendary thinker to peer into the future of technology, including China’s quantum computer advantage, which has the potential to be the ultimate disruption, with an unhackable new form of internet, as well as long-term challenges facing the US like health and demographics.

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About The Interview:
Unfiltered, long-form deep dives with the most successful investors in the world. In discussions across a range of subjects, we dig into the minds of the sharpest investors to find out what makes them tick. If you’ve ever wanted to learn from the best, this series is where to go.

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Real Vision™ is the destination for the world’s most successful investors to share their thoughts about what’s happening in today's markets. Think: TED Talks for Finance. On Real Vision™ you get exclusive access to watch the most successful investors, hedge fund managers and traders who share their frank and in-depth investment insights with no agenda, hype or bias. Make smart investment decisions and grow your portfolio with original content brought to you by the biggest names in finance, who get to say what they really think on Real Vision™.

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Big Picture: Founder And Chairman Of 13D Global Strategy & Research On Real Vision (w/ Kiril Sokoloff) | Interview | Real Vision™
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???? Do You Need To Prepare For Recession In 2019? (w/ Raoul Pal) | 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.

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The Answer: Is a Financial Crisis Coming? (w/ Raoul Pal) | Recession Watch


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Disclaimer:
This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

???? Will A Japanese Banking Crisis Lead to Global Recession? | Recession Watch

Shannon McConaghy of Horseman Capital paints a dour picture of the Japanese banking system. He reveals the accounting tricks that have allowed these banks to survive in a predominantly negative-interest-rate world, and discusses why credit costs are finally rising. Shannon warns of a potential meltdown that could have far-reaching ramifications, in this conversation with Real Vision’s Roger Hirst. Filmed on July 11, 2019 in London.

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Real Vision™ is the destination for the world’s most successful investors to share their thoughts about what’s happening in today's markets. Think: TED Talks for Finance. On Real Vision™ you get exclusive access to watch the most successful investors, hedge fund managers and traders who share their frank and in-depth investment insights with no agenda, hype or bias. Make smart investment decisions and grow your portfolio with original content brought to you by the biggest names in finance, who get to say what they really think on Real Vision™.

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Will A Japanese Banking Crisis Lead to Global Recession? | Recession Watch


For the transcript visit:

Disclaimer:
This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

???? Recession Crisis Indicators Explored (w/ Raoul Pal)

Is global recession coming – and if so, what should investors do about it? Here's a peek at the upcoming conversations we'll be releasing that explore the likelihood of a global recession. Subscribe so you don't miss a single interview.

Real Vision co-founder Raoul Pal is asking the questions that matter most for markets and addressing them with some of the world’s most insightful investors and analysts. In this piece, which has been compiled from videos that were previously released on Real Vision, we hear from experts including John Burbank, Kiril Sokoloff, Josh Wolfe, and Greg Weldon.

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Real Vision™ is the destination for the world’s most successful investors to share their thoughts about what’s happening in today's markets. Think: TED Talks for Finance. On Real Vision™ you get exclusive access to watch the most successful investors, hedge fund managers and traders who share their frank and in-depth investment insights with no agenda, hype or bias. Make smart investment decisions and grow your portfolio with original content brought to you by the biggest names in finance, who get to say what they really think on Real Vision™.

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Disclaimer:
This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

《領航者Visionaries》基里爾·索科洛夫 Kiril Sokoloff:聽不清但可以看很遠

Visionaries|Kiril Sokoloff: Cannot Hear Clearly but Can Forsee the Future 20181118
本期嘉賓:基里爾.索科洛夫——13D研究公司創始人 主席
本期節目專訪了著名投資策略家基里爾,聽他講訴了克服聽力不足取得成功的故事,也預測了接下來的政治經濟局勢。

???? How to Profit From A Recession - The Biggest Trade of the Century | Recession Watch

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Michael Oliver explains why the current data points to an imminent breakdown in the U.S. stock market. Oliver's analysis examines markets using an unorthodox style of technical analysis whereby price is secondary to momentum. He builds a case for his methodology using historical examples, and explains why the current data is setting off recession bells. Filmed on July 18, 2019 in Greensboro, North Carolina.

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Real Vision™ is the destination for the world’s most successful investors to share their thoughts about what’s happening in today's markets. Think: TED Talks for Finance. On Real Vision™ you get exclusive access to watch the most successful investors, hedge fund managers and traders who share their frank and in-depth investment insights with no agenda, hype or bias. Make smart investment decisions and grow your portfolio with original content brought to you by the biggest names in finance, who get to say what they really think on Real Vision™.

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Disclaimer:
This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

???? Will A Recession Crush Venture Capital in 2020? | Recession Watch

Josh Wolfe and Raoul Pal discuss the idea that inflated valuations in venture capital are being caused by the incremental buyer’s desperate search for growth and examine the indicators warning that the economic cycle is reaching an inflection point. Wolfe warns that if the cycle indeed turns, a liquidity crisis could emerge. Josh Wolfe is co-founder of Lux Capital. Raoul Pal is CEO of Real Vision. Filmed on July 9, 2019 in New York.

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About Real Vision™:
Real Vision™ is the destination for the world’s most successful investors to share their thoughts about what’s happening in today's markets. Think: TED Talks for Finance. On Real Vision™ you get exclusive access to watch the most successful investors, hedge fund managers and traders who share their frank and in-depth investment insights with no agenda, hype or bias. Make smart investment decisions and grow your portfolio with original content brought to you by the biggest names in finance, who get to say what they really think on Real Vision™.

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Will A Recession Crush Venture Capital? | Recession Watch


For the transcript visit:

Disclaimer:
This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.
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???? Does This Economic Data Point To Recession? | Recession Watch

Lakshman Achuthan, co-founder and COO of the Economic Cycle Research Institute, reveals his most potent data on global economic cycles in this interview with Raoul Pal. Achuthan notes that the global economy has been consistently slowing while some indicators are flashing recessionary. Filmed on July 9, 2019 in New York.

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Real Vision™ is the destination for the world’s most successful investors to share their thoughts about what’s happening in today's markets. Think: TED Talks for Finance. On Real Vision™ you get exclusive access to watch the most successful investors, hedge fund managers and traders who share their frank and in-depth investment insights with no agenda, hype or bias. Make smart investment decisions and grow your portfolio with original content brought to you by the biggest names in finance, who get to say what they really think on Real Vision™.

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For the transcript visit:

Disclaimer:
This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

The End of Business as Usual (w/ Paul Hodges) | Expert View

Paul Hodges, chairman of the pH Report, breaks down a unique set of economic data through the lens of the world’s third largest industry behind energy and agriculture — chemicals. Looking at the chemical capacity utilization, supply and demand dynamics, and activity in China, a pattern emerges. With an abnormal first quarter of 2019 and the benefit of near real-time information, Hodges holds that the data suggests the global economy could be set for a downturn. Filmed April 1, 2019 in London.

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About The Expert View:
Deep dive analysis from global experts exploring investment risks and opportunities. A perennial RV favorite, Expert View probes the minds of leading professionals of their respective fields and offers insight into every corner of financial markets.

About Real Vision™:
Real Vision™ is the destination for the world’s most successful investors to share their thoughts about what’s happening in today's markets. Think: TED Talks for Finance. On Real Vision™ you get exclusive access to watch the most successful investors, hedge fund managers and traders who share their frank and in-depth investment insights with no agenda, hype or bias. Make smart investment decisions and grow your portfolio with original content brought to you by the biggest names in finance, who get to say what they really think on Real Vision™.

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The End of Business as Usual (w/ Paul Hodges) | Expert View


Transcript:
For the full transcript:
Most of the data is pointing in the same direction, and it's not terribly optimistic. The chemicals are an obvious problem area, simply because you've got this major capacity build going on at the moment because of shale gas. I think that the role of a stimulus is played out. I think that China will continue to deleverage. So I'm Paul Hodges from the PH Report. And we look at the world and the world economy through the lens of the chemical industry. Why do we do that? Because the chemical industry is the third largest industry in the world after energy and agriculture. It gets into every corner of the world. Everything in the room which you'll be watching this interview is going to have chemicals in it. And the great thing is, we have very good, almost real-time data on what's happening. So our friends at the American Chemistry Council have data going back on production and capacity utilization since 1987. So 30 years of data, and we get that within around six to eight weeks of the end of the month. So whereas, if you look at IMF data, you're just looking at history. If you're like, we're looking at this is what's actually going on as of today. We look, obviously, upstream, as we would call it, at the oil and feedstocks markets, so we understand what's happening in that area. But we also-- because the chemical industry is in the middle of the value chain, you have to be like Janus. You have to look up and down at the same time, otherwise one of these big boys catches you out. And so we look downstream. And we particularly look at autos, at housing, and electronics, because those are the big three applications. And of course, they're pretty big for investors as well. So there's we see the relative balance between what's happening upstream, what's happening downstream, where is demand going, and then we see what's happening in the middle of that chain because that's where we're getting our data from. So our data matches on pretty well, it's worth saying, to IMF data. So changes in capacity utilization, which is our core, measurement, if you go back and plot that against history from the IMF, very, very good correlation. So what we're seeing at the moment-- and really, we've been seeing this since we did the interview in November-- is a pretty continuous downturn. One would have hoped, when we talked in November, we were talking about the idea that things have definitely cooled off. Some of that was partly due to the oil price coming down. Some of that was due to end of year destocking. Some of that was due to worries about trade policy. Lots of different things, but you would normally expect the first quarter to be fairly strong. And reasons for that are the first quarter-- this year, particularly-- was completely free of holidays. Easter was late, so there was nothing to interrupt you there. There was the usual Lunar New Year in China, but that always happens, so there's nothing unusual about that. And normally what happens is, that at the beginning of the new year, people restock.

???? 5 Obvious Indicators a Recession Is Coming in 2020 | Recession Watch

In these five short interviews, Raoul Pal gets a pulse on what’s happening on the ground in the worlds of metals, chemicals, shippers, autos and housing. Featuring Mark Hansen, CEO of Concord Resources, Paul Hodges, chairman of the pH Report, Harris Kupperman, president of Praetorian Capital, Daniel Ruiz, founder of Blinders Off Research, and Keith Jurow, Real Estate Analyst. Filmed on July 17 and July 18 in New York.

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About Real Vision™:
Real Vision™ is the destination for the world’s most successful investors to share their thoughts about what’s happening in today's markets. Think: TED Talks for Finance. On Real Vision™ you get exclusive access to watch the most successful investors, hedge fund managers and traders who share their frank and in-depth investment insights with no agenda, hype or bias. Make smart investment decisions and grow your portfolio with original content brought to you by the biggest names in finance, who get to say what they really think on Real Vision™.

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The Five Areas of the Economy Indicating A Coming Recession | Recession Watch


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This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

???? Why We are Already in a Recession (w/ Gary Shilling) | Real Vision Classics

Gary Shilling talks at length about why he thinks a recession has just started, making Treasuries still the asset class to own. But as he looks forward, Shilling also sees a bright future of technological advancement, productivity growth and above-trend economic growth. Filmed on June 18, 2019 in New York.

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Real Vision™ is the destination for the world’s most successful investors to share their thoughts about what’s happening in today's markets. Think: TED Talks for Finance. On Real Vision™ you get exclusive access to watch the most successful investors, hedge fund managers and traders who share their frank and in-depth investment insights with no agenda, hype or bias. Make smart investment decisions and grow your portfolio with original content brought to you by the biggest names in finance, who get to say what they really think on Real Vision™.

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Disclaimer:
This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

???? What Do Experts Say About Recession? Raoul Pal & Julian Brigden Debate | Recession Watch

What will the Fed do in the face of recession — and will it matter? Raoul Pal and Julian Brigden debate the likelihood of a full-on recession versus a recovery from the current slowdown. They also speak about which way the dollar will break, and which assets one wants to own over the next five years. Filmed on July 2, 2019 and made available to Macro Insiders subscribers on July 5.

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About Real Vision™:
Real Vision™ is the destination for the world’s most successful investors to share their thoughts about what’s happening in today's markets. Think: TED Talks for Finance. On Real Vision™ you get exclusive access to watch the most successful investors, hedge fund managers and traders who share their frank and in-depth investment insights with no agenda, hype or bias. Make smart investment decisions and grow your portfolio with original content brought to you by the biggest names in finance, who get to say what they really think on Real Vision™.

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Disclaimer:
This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.
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2019 Value Investing Conference | Keynote Speaker: Kiril Sokoloff

April 10, 2019: Kiril Sokoloff, Founder and Chairman of 13D Global Strategy & Research, was the Keynote Speaker at the Ben Graham Centre for Value Investing's 2019 Value Investing Conference in Toronto, Ontario, Canada. Mr. Sokoloff sat down for a conversation with Prem Watsa, Chairman and CEO of Fairfax Financial Holdings Ltd., to discuss the topic “Opportunities and Risks in the World Economies and Stock Markets”.

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China’s Entrepreneurs Can Rule The World (w/ Kiril Sokoloff) | Interview | Real Vision™

Full interview available exclusively for Real Vision subscribers:
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Revered investment visionary Kiril Sokoloff, founder of 13D Global Strategy & Research, encapsulates the big picture trends better than anyone and Raoul Pal gets the chance to sit down with the legendary thinker to peer into the future of technology, including China’s quantum computer advantage, which has the potential to be the ultimate disruption, with an unhackable new form of internet, as well as long-term challenges facing the US like health and demographics.

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About The Interview:
Unfiltered, long-form deep dives with the most successful investors in the world. In discussions across a range of subjects, we dig into the minds of the sharpest investors to find out what makes them tick. If you’ve ever wanted to learn from the best, this series is where to go.

About Real Vision™:
Real Vision™ is the destination for the world’s most successful investors to share their thoughts about what’s happening in today's markets. Think: TED Talks for Finance. On Real Vision™ you get exclusive access to watch the most successful investors, hedge fund managers and traders who share their frank and in-depth investment insights with no agenda, hype or bias. Make smart investment decisions and grow your portfolio with original content brought to you by the biggest names in finance, who get to say what they really think on Real Vision™.

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China’s Entrepreneurs Can Rule The World (w/ Kiril Sokoloff) | Interview | Real Vision™

Kiril Sokoloff and Stanley Druckenmiller on Jeff Bezos wealth increase

Raoul Pal: Bitcoin & the High Probability of a Global Recession

Raoul Pal is a former hedge fund manager, the publisher of the Global Macro Investor (a macro-economic and investment strategy research service), and the co-founder and CEO of Real Vision, which he describes as the 'Netflix of Finance' (Long-form interviews with the top investment and financial people in the world).
Prior to this interview, I had recently seen a thread Raoul made on twitter, in which he shared several charts which depicted an alarming state of affairs in the global financial system. I wanted to get Raoul on so I could pick his brain a bit about what he was seeing, how to 'play' this market, hie views on Bitcoin, and what Bitcoin's role will be in this rapidly changing environment.

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Raoul Pal on Bitcoin as a Global Recession Hedge

In this interview, I speak with Raoul Pal, economist and investment strategist. We take an in-depth look at the state of the global economy, whether we are on the brink of recession and the role Bitcoin may play as a hedge against legacy markets.

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****

The system has basically got you trapped in. The stock market is at all-time highs it's massively overvalued, what do you do with money? It's really difficult… and this is why, what I'm so interested in is, there's a group of people creating a parallel universe in which none of this applies, and that parallel universe is the Bitcoin universe.
- Raoul Pal

Location: Skype
Date: Tuesday, 20th July
Project: Real Vision Group
Role: Co-Founder & CEO

Chancellor on the brink of second bailout for banks the Times headline on 3rd Jan 2009 and the now infamous words included in the Bitcoin Genesis Block. This was Satoshi Nakamoto's message to the world as the Bitcoin protocol launched. Many believe this was also a carefully chosen message to establish Bitcoin’s role.

The U.K.'s Chancellor of the Exchequer was about to bail out the U.K.'s failing banks for a second time. At the same time, Satoshi was releasing Bitcoin into the world as a way of controlling your own wealth, and bypassing the seemingly broken banking system. Now 10 years later, the world's economy is again in a fragile state with many economists predicting another global economic recession.

Bitcoin is seen as the antithesis to traditional finance, and if the global economy does turn to a recession, people may seek solace in Bitcoin as a hedge against legacy markets.

Raoul Pal is a leading macroeconomist who has worked for Goldman Sachs, managed hedge funds and advised to some of the largest funds in the world. He now runs Real Vision, a digital content platform with the aim of getting leading economist traders and hedge fund managers from across the globe to share their thoughts with everyone. Not just the select few.

In this interview, we discuss the possibility of a global financial crash, how likely it is that Bitcoin will become a safe haven, Bitcoins volatility, Brexit, as well as:

- How to get people to care about Bitcoin
- The 2008 Global Financial Crisis
- Economic boom and bust cycles
- Bitcoins volatility being the sign of a free market
- How to protect our capital if there is another recession
- How the banking system will look in the future
- The threats from automation and AI
- How behavioural economics is changing the world

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