Podcast Episodes

Nancy Davis: When a Little Luck and a Lot of Hard Work Pay Off

Season 7

From a prop trading desk to the NYSE on IVOL's launch day, wiz portfolio manager Nancy Davis shares her journey. Nancy Davis, the founder, and CIO of Quadratic Capital Management, has enjoyed a stori…

Published on 2 years, 6 months ago

Unraveling the Liquidity Cycle with Raoul Pal & Darius Dale

Season 7

This episode of the Real Vision Daily Briefing was sponsored by Kalshi. Take a position on whether the US debt ceiling will be raised, or whether the Fed will hike rates. Sign up at kalshi.com/realvi…

Published on 2 years, 6 months ago

Is This the Top of the Economic Cycle? w/ Eric Johnston

Season 7

Kalshi sponsored this episode of the Real Vision Daily Briefing. Take a position on whether the US debt ceiling will be raised, or whether the Fed will hike rates. Sign up at kalshi.com/realvision to…

Published on 2 years, 6 months ago

Has the Equity Market Rally Run Its Course? w/ Cem Karsan

Season 7

This episode of the Real Vision Daily Briefing was sponsored by Kalshi. Take a position on whether the US debt ceiling will be raised, or whether the Fed will hike rates. Sign up at kalshi.com/realvi…

Published on 2 years, 6 months ago

Is There a Risk of Another Flare-up in Banking? w/ Geo Chen

Season 7

Kalshi sponsored this episode of the Real Vision Daily Briefing. Take a position on whether the US debt ceiling will be raised, or whether the Fed will hike rates. Sign up at kalshi.com/realvision to…

Published on 2 years, 6 months ago

UK Commercial Real Estate Is Undervalued w/ Tom Caddick

Season 1

Harry Melandri of MI2 Partners welcomes Tom Caddick, managing director at Nedgroup Investments, to explore why UK commercial real estate is an overlooked and particularly unique investment opportunit…

Published on 2 years, 6 months ago

Roy Behren: How a Risk Specialist Unlocks Market-Neutral Returns

Season 7

Roy Behren, co-president and co-CIO of Westchester Capital Management joins Samuel Burke to explain his strategy of generating low-risk, market-neutral returns. Then, he reveals his 3 favorite merger…

Published on 2 years, 6 months ago

Is The Fed Back in Play?

Season 7

Hot inflation data didn't impact the market, as it races higher on the back of an AI frenzy and talks of a debt ceiling agreement being reached.

Maggie Lake is joined by Dale Pinkert, trading coach at…

Published on 2 years, 6 months ago

What Are The Safe Haven Plays In This Messy Market? w/ Amelia Bordeau

Season 7

Maggie Lake is joined by Amelia Bourdeau, managing director at Diamond Standard, to give us her take on NVIDIA’s price action and the impact from the debt ceiling talks, along with her views on the U…

Published on 2 years, 6 months ago

Can Nvidia Top Lofty Expectations? w/ Thomas Thornton

Season 7

Maggie Lake is joined by Tom Thornton, founder of Hedge Fund Telemetry, to discuss the debt ceiling deadline, how it will impact bonds, and what it means for inflation moving forward. Tom will also s…

Published on 2 years, 6 months ago