meta_pixel
Tapesearch Logo
Log in
Real Vision: Finance & Investing

Adventures in Finance 2 - Geopolitical Framework for Investing

Real Vision: Finance & Investing

Real Vision

Business, Business News, News, Investing

4.21K Ratings

🗓️ 2 February 2017

⏱️ 55 minutes

🧾️ Download transcript

Summary

No investor can afford to ignore geopolitics anymore. Understand why you need a geopolitical analysis framework and how to use it to your advantage. In our ‘Things I Got Wrong’ segment, Louis Gave, Co-founder of Gavekal Research shares his errors about the liberalization of capital in China. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

Picture yourself on a beach, retired early and enjoying financial freedom.

0:06.7

If this is your dream, then now's the time to level up your investing game, and Real Vision can

0:12.1

help you. We arm you with the knowledge, the tools, and the network to succeed on your financial journey on your own terms.

0:20.0

Take control of your future and visit real vision.com

0:24.4

forward slash free.

0:25.8

That's real vision.

0:26.9

com forward slash free. What does Vlatimer Putin want to do in Ukraine or in Syria or in the Baltics? I don't know.

0:43.3

Thus you want to recreate the Soviet Union? I would if I ran Russia. I mean who knows?

0:48.1

Just like a school yard with bullies is a very peaceful school yard if there's a one big bully. Now normatively morally we may not like it, but hey, he or she, they impose order.

1:02.0

This week on Adventures in Finance, Geopolitics takes center stage in our commentary feature.

1:08.0

Yeah, this week I revisit a conversation I hope with Marco Pepich, the chief geopolitical strategist at BCA research in

1:13.4

Montreal last year. Populism in Europe is mutating and it's mutating into a

1:18.2

form that I as an investor don't really care about. As an investor the only only thing I care about, given that I don't

1:24.8

invest in the euros, is are these guys going to take their countries out of the euro area

1:28.6

or not? Bringing fresh insight to this timeless interview, is co-founder of Real Vision Raoul Pal.

1:34.0

Is the role of government to drive GDP growth or is it to look after the population

1:39.0

and maybe sacrifice GDP growth?

1:42.0

And my co-host and co-founder of Real Vision, Grant Williams.

1:45.1

What's happening here, if these Central Banks are actually being taken places

1:49.2

rather than going to where they want to go,

1:52.1

people really have to look at this through a whole new framework.

1:57.0

Also on this week's show we have our long short segment where Grant and I go through the good and not so good stories of the week.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Real Vision, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Real Vision and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2025.