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Real VisionMay 18, 2020
Mike Novogratz, founder and CEO of Galaxy Digital Holdings, is one of the most prominent advocates for digital assets and blockchain technology, but he's also a successful and well-respected former macro hedge fund manager. In this interview with Real Vision CEO and founder, Raoul Pal, Novogratz puts his macro hat back on to help viewers make sense of a world in crisis. He explains how he thinks reopening will play out for different types of businesses, the political ramifications of the crisis on the U.S. presidential election, and the best macro trades he sees for 2020. He also discusses bitcoin, the effect of big names like Paul Tudor Jones declaring their bullishness, and his philanthropic endeavors in prison reform. Filmed on May 13, 2020.
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More Ultra Money Videos

Real VisionSeptember 28, 2020
Julian Brigden -- Markets, Monetary Policy, and Society: A Major Inflection Point
We kicked off week one of “Has Everything Changed?” with Raoul’s take on the question. Here to kick off an equally exciting week two is Julian Brigden, founder of MI2 Partners. As Real Vision Pro members already know, Julian and Raoul rarely agree on everything, and in this interview, you’ll get a completely different perspective. Brigden argues that the biggest effects from COVID are not course-altering changes, but rather the acceleration of the inevitable. He explains how markets and even society as a whole have been brought to a major inflection point and provides his view on the assets that will help investors come out on top when the dust finally settles. Filmed on September 23, 2020.
Real VisionSeptember 25, 2020
Daily Briefing - September 25, 2020
Managing editor, Ed Harrison, and senior editor, Ash Bennington, come together to analyze the price action in stocks, bonds, and currencies. Ed looks forward to his interview with Leon Cooperman, and Ash interprets the latest economic data, including today’s dismal print for durable goods orders. They then consider the latest political news and discuss how the upcoming presidential election will impact markets. In the intro, Ash speaks to Real Vision editor, Jack Farley, about stocks, credit spreads, and a steepening VIX curve.
Real VisionSeptember 25, 2020
Hendry and Treue: The Immortal Trades
Hugh Hendry, founder and former CIO of Eclectica Asset Management, is joined by Bob Treue, founder of Barnegat Fund Management, to put on a clinic of idea generation. Due to its consistently high returns, Treue’s fund is ranked by Bloomberg as the world’s #1 fixed-income arbitrage fund. Treue shares with Hendry his process for consistent success and recounts some several of his grand-slam trades -- from arbitraging the spread between U.S. Treasurys and their inflation-protected counterparts to relative value plays on the yield curve for U.K gilts. Hugh Hendry can be found on HughHendry.com, on Instagram and Youtube as @hughhendryofficial, as well as on Twitter at @hendry_hugh.

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