RV Blog Investing


Howard Marks, the legendary co-founder of Oaktree Capital Management, sat down with Real Vision in 2019.

In a world dominated by moral hazard and political polarization, Howard Marks shares his thoughts on how to navigate markets successfully.

Four years later, it seems like he might have been peering into his crystal ball. “Being too far ahead of your time is indistinguishable from being wrong…”

Does bucking the trend make you a better investor? Jason Shapiro, Principal of JS Trading, digs deeper into the art of contrarian trading.

The Game of Investing, Vol.7, covers: the risks of consensus investing, the power of contrarian positioning, and the value of understanding what is beyond our control.

We’re covering why it’s so important to challenge your own biases in this rapidly evolving world.
Our experts today are Real Vision co-founder Damian Horner and markets analyst Jamie McDonald. As Damian puts it, “it’s time to forget everything you think you know.”

A company will buy back shares of its stock to increase shareholder value by decreasing the number of shares. Each share represents a small stake in the underlying company. A portion of the company’s profits may then be distributed to all shareholders in the form of dividends. When the number of shares is reduced, the shareholders will receive a greater share of the profits.

To win as investors, we must fight a mental and emotional battle with ourselves. Understanding our own psychology helps us make the right decisions for our unique set of goals.

To paraphrase Adam Smith, if you don’t know who you are, the market is an expensive place to find out.

Last July, Real Vision launched The Real Investing Course — the flagship of our Real Vision Academy. It’s been a huge success; we’re pretty pleased to be helping thousands of Real Vision members become better, more confident investors.
Now we’re unlocking the doors to The Real Investing Course — making it available on its own, with no commitment to an annual membership. Why? It’s gloomy out there and since The Real Investing Course lives up to its name, our hope is to get it into the hands of as many investors as possible.

We’re throwing it back to Real Vision’s second Festival of Learning.

Economist Dr. Pippa Malmgren and renowned investor Jim O’Shaughnessy sat down to discuss the 2 common traits that have informed every stage of their decorated careers: curiosity and a lifelong commitment to learning.

We’re covering the business cycle — and how understanding the ebbs and flows of economic activity can help you analyze markets and build a sustainable portfolio.

This is a special guest post from Raoul Pal, our co-founder and CEO at Real Vision, and founder at Global Macro Investor. It might actually be the first blog post he’s written for us, and the reason for the special occasion is that we have just launched How to Unf*ck Your Future, a 2-week limited series that aims to do exactly what the name says.

Take it away, Raoul…

We’re going deep into the way-back machine of Real Vision — our chosen interview [paywalled] was filmed in 2015, but given that human nature takes millennia to change rather than years, it’s as valuable today as it was back then.

In it, Raoul Pal sits down with legendary fund manager Mark Hart and Tim Ferriss, the impressively multi-hyphenate entrepreneur-investor-author-lifestyle advisor.

At its core, the key lesson in this interview is how we all should be re-examining our habits and priorities in order to optimize the most valuable currency on earth: time.

Think of this episode as an evergreen lesson on ways to invest in yourself no matter what’s happening between the bells. Enjoy.


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