Investment Ideas

Are Fossil Fuels Still Profitable in an ESG Era?

About Show

In "Investment Ideas," Real Vision seeks out the market's best medium- and longer-term opportunities. The show is designed to provide actionable takeaways for investors with longer time horizons.

About Host

Ed Harrison is a reporter, host and editor. Before joining Real Vision, he worked as a diplomat, investment banker and technology executive.

Episodes

How well are investor portfolios prepared for market crises? Philip…

Portfolio Construction Through a Behavioral Lens

Scott Burg, CIO and managing partner at Deer Park Road,…

Scott Burg: Identifying Opportunities and Risks in Structured Credit

Dan Suzuki, Deputy CIO at Richard Bernstein Advisors LLC, joins…

Dan Suzuki: A Regime Shift in the Investment Cycle

The Broadly Syndicated Loan (BSL) market is relatively new, having…

The Unique Advantages Broadly Syndicated Loans Offer Investors

Lyn Alden of Lyn Alden Investment Strategy joins Real Vision…

Reflation Rally or Market Bubble? The Yield Curve Will Show the Way

David Rosenberg, chief economist and strategist at Rosenberg Research Associates,…

A Rejection of the New “Roaring 20s” Recovery Narrative

Dan Zwirn, CEO and CIO of Arena Investors, returns to…

Liquidity Without Solvency: Investing Opportunities in the Current Credit Market Environment

Amanda Agati, chief investment strategist of PNC Financial Services Group,…

The Path Forward for Markets after Valuation Multiple Expansion

Sam Burns, chief strategist at Mill Street Research, joins Real…

Sam Burns: Are Central Banks Out of Bullets?

Darius Dale, managing director of Hedgeye Risk Management, joins Real…

Darius Dale’s Outlook for 2021

Jay Pelosky, CIO and co-founder of TPW Investment Management, joins…

Jay Pelosky – The Golden Age of Asset Allocation

With cases spiking and economic data surrounding the recovery slowing…