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Real Vision: Finance & Investing

"Is Everything a Bubble?" Wrap-Up - Highlights and Takeaways for Today's Markets

Real Vision: Finance & Investing

Real Vision

Business News, Business, Investing, News

4.11.1K Ratings

🗓️ 20 February 2021

⏱️ 54 minutes

🧾️ Download transcript

Summary

Tune in for this special edition of the Daily Briefing to hear from editor Max Wiethe, managing editor Ed Harrison, and Real Vision CEO and co-founder Raoul Pal . Together, they discuss their thoughts on the interviews from Real Vision’s campaign, “Is Everything a Bubble?” and explore how these various interviews all connect to what’s occurring in the markets right now. They will also answer questions from the audience about the campaign and Real Vision itself. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

Hello, everyone. Welcome to this special live edition of the Real Vision Daily Briefing.

0:16.5

For Real Vision, I'm Max Weathy. I'm joined today by two of my colleagues, Ed Harrison,

0:21.4

our editor here, and then as well, Rao Powell, our glorious leader, Rao. Ed, thank you so much for

0:26.6

joining me today. Great to be here as ever, Max.

0:29.8

All right. So we are wrapping up our campaign for the last two weeks. I think all of us have

0:37.1

done a couple of interviews. You know, looking at this question is everything a bubble and really

0:41.9

more importantly, the subheading of the campaign. You know, why that's potentially the wrong question.

0:47.6

So Rao, I want to start with you. You've done a handful of interviews. What have you taken away

0:52.8

from the different people you've gotten to speak to about this question?

0:57.2

I mean, firstly, this whole thing is the power of Real Vision, right? We compose a question

1:04.1

that everybody wants to know the answer to. And I set off the campaign by kind of framing it all

1:09.7

to say, look, it's a crazy time. I don't really know what the hell is going on.

1:15.1

I know the secular changes and the cyclical stuff going on and the speculation.

1:21.1

And what's so amazing about Real Vision is we can just pose it to the world's smartest people.

1:26.6

And so what do you guys think? And you know, it just blows me away. I first did this years ago

1:33.5

about the oil market. I figured out something we was going on in the oil market. And I got a bunch

1:37.7

of experts together and it was like a massive breakthrough in realising how powerful this is

1:43.7

to get questions answered that people really need the answers to. And for me, I learned a lot.

1:52.3

It was exactly as I thought the answers were going to come back. It's a bubble.

1:58.2

But maybe not in what you think it is. And some things of real long-lasting major changes

2:05.8

and other things are speculative mayhem. So it's kind of, and other things are market structural.

2:11.4

It's kind of everything is all tied up together in this. If I spoke briefly about Mark Cuban,

...

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