The Old Fund That Sees The Future

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Real VisionAugust 04, 2022
Tom Slater, one of the world's leading technology investors, has been at the top of Raoul’s to-interview list for a long time. Tom manages the Baillie Gifford Scottish Mortgage Trust – yeah, that name just sounds old and conservative, but these are tech investing pioneers. The Trust made its bones finding opportunities when and where other investors aren’t even digging, and it's outperformed the Nasdaq 100 by more than 400% since 2001. Tom’s team continues that work today. This is a must-watch conversation about investing in and profiting from The Exponential Age. Recorded on July 21, 2022.
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More Ultra Money Videos

Real VisionAugust 18, 2022
What Are They Smoking on Wall Street?
“What are they smoking?” is what smart-beta pioneer Rob Arnott wonders about Wall Street’s inflation forecasts through the end of 2022. In conversation with Real Vision’s Ash Bennington, Rob, the founder of Research Affiliates, makes the case for structurally higher inflation. He believes there’s a strong chance the Consumer Price Index could hit a fresh high before the year is out. He also thinks higher prices are going to stick, with the CPI printing materially higher through 2023 and into 2024. Rob talks about what the Federal Reserve can and can't do in such an environment, explains the real message the yield curve is sending (it’s not what you think), and identifies attractive areas of the market right now. As Rob puts it, “Successful investing isn’t hard, but it’s painful.” Recorded on August 12, 2022.
Real VisionAugust 17, 2022
Have We Reached Peak Hawkishness?
Although the decision to raise interest rates by 75 basis points was unanimous, minutes from the July meeting of the Federal Open Market Committee show multiple officials acknowledged a risk that the central bank could tighten “by more than necessary” in its effort to control inflation. Officials also observed that the bulk of tightening effects have yet to be felt, noting that unemployment would likely rise from here. Underscoring the global nature of this inflation phenomenon, the U.K. Consumer Price Index surged to a 40-year high of 10.1% in July. Darius Dale, the founder and CEO of 42 Macro, joins Real Vision’s Andreas Steno Larsen to talk about the FOMC minutes, what recent data, including U.S. retail sales, suggest about the Fed’s future path, and the worrying stagflationary signs from overseas. We also hear from Roger Hirst about what the CPI and interest rates can tell us about a recession. Watch the entire episode of Insider Talks featuring Roger Hirst here:
Real VisionAugust 16, 2022
Why This Energy Crisis Will Get Hotter
U.S. equity indexes continue to go higher despite accumulating evidence of slowing domestic and international economic activity and rising pressure on people and government in Europe and elsewhere due to energy and food shortages. The situation has grown particularly acute in Germany, where sentiment continues to slide amid drastically reduced natural gas supplies and a historic drought. Authorities there are reversing policy to keep at least three nuclear reactors running and supplying baseload power, as feelings about the once-verboten technology shift amid a resource-strangling war in Eastern Europe. Ash Bennington welcomes Tony Greer, the founder of TG Macro and the editor of the Morning Navigator, to talk about what energy markets are saying about global growth. We also hear from Wouter Jongbloed on the broader context and potential implications of Europe’s energy crisis. Watch the full interview with Wouter Jongbloed and Andreas Steno Larsen here:

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