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Investing

“Some of the biggest market events are around the release of economic data,” says Jamie McDonald. “And if time is our most valuable commodity, you need to know which macro data matters so you don’t waste yours.”

In this issue, we’ll cover 3 things:
– The basics of macro — and why it matters to markets
– The differences between surveys and hard data
– The macro data that you need to know

We’re back for Part 2 of our lesson on the business cycle with Real Vision co-founder and CEO, Raoul Pal.

In this issue, we’ll cover 3 things:
– Measuring the business cycle
– A powerful new secular regime driving markets
– Unlocking the new-look business cycle for investors

We’re buckling up for Part 1 of one of the most important lessons for any investor — the importance of the business cycle — with Real Vision co-founder and CEO, Raoul Pal.

In this issue, we’ll cover 3 things:
– Secular trends and themes that drive economic growth.
– Spotting new secular opportunities.
– The magic formula that powers global GDP.

We’re peeling back the curtain on one of the most important spectrums of investing to help answer the question: “What type of investor are you?”

Our expert today is Jamie McDonald, former hedge fund trader and host of this Investor Masterclass.

In this issue, we’ll cover 3 things:
– The value of experience and discovering what works for you.
– Fundamental analysis — how it works and why it’s successful.
– Technical analysis — charting the course to market returns.

Today we’re examining 2 of the most common investing strategies — growth and value — to help you better understand which approach works best with your unique goals and trading style.

In this issue, we’ll cover 3 things:
– Value investing — why it’s popular and how it works.
– Growth investing — how it differs and why it’s all the rage.
– How different market conditions and environments favor each style.

Real Vision co-founder and CEO Raoul Pal walks us through how the automated revolution that will change the way we live… and invest.

In this issue, we’ll cover 3 things:

– Raoul’s secular thesis for where financial markets and the economy are headed.
– The Exponential Age — what it is and what technologies it entails.
– How to invest in this brave new world.

Last September, as part of our hit series, Make or Break: Inflation, Jim Bianco of Bianco Research joined Real Vision co-founder and CEO Raoul Pal for a wide-ranging conversation about all things inflation and recession.

From the path of interest rates, inflation, and systemic risks like the banking crisis, the guys nailed some of their predictions. Other topics, though — like the future of labor, global energy supply, and the AI takeover — have yet to play out.

Perhaps in another 9 months, we’ll have all the answers…

After 2 decades in the industry, Russell Clark realized that the economy and market were functioning drastically differently post-COVID. That realization changed his entire framework.

In this issue, we’ll cover 3 things:
– Recognizing when your investment thesis is wrong — before it’s too late.
– Learning to adapt your framework in a new market environment.
– Implementing your new framework at inflection points.

We’re celebrating our tenth issue with a roundup of everything we’ve learned on the Game of Investing journey so far.

Whether you’ve been with us from the start or only just subscribed, it pays to refresh your memory. So, check out the summaries of our first 9 issues below.

The founder and CIO of Hayman Capital Management, Kyle rose to prominence as one of the few investors who bet big against the housing bubble during the Great Financial Crisis.

Since then, he’s continued to capitalize as an event-driven trader.

In this discussion, Kyle shares his approach to position-sizing, tips for developing an investment thesis, and how investors can know when to go on the offensive in these constantly evolving markets.

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