A Taste of Real Vision

Understand the complex world of finance, business and the global economy with in-depth analysis from real experts.

The Kaplan Doctrine: Conservation, Preservation, and Value

Dr. Thomas Kaplan, legendary gold investor and philanthropist, joins Dan Tapiero of DTAP Capital to discuss his illustrious career in the natural resources space, some of Kaplan’s biggest winners, and the philanthropic efforts that he passionately pursues. In addition to his natural resource brilliance, he founded the Panthera Corporation, the world’s largest conservation effort to save the world’s big cats. Kaplan explains why both consolidation in the natural resources industry and global macroeconomic factors are aligning in a way that signals his latest venture, NOVAGOLD, could be the biggest opportunity he has ever encountered. Filmed on November 26, 2019 in New York.

Managing Chaos: The World of Distressed Sovereign Debt

Hans Humes, the chairman & CEO of Greylock Capital Management, has been involved in as many sovereign debt negotiations as any other individual in the history of finance. In this interview with attorney and former hedge fund manager Jay Newman, the two veteran investors span the globe by discussing the one common thread that brought Venezuela, Greece, Argentina and Puerto Rico into crisis. Filmed on May 10, 2018 in New York.

"The Biggest Opportunity Since Russia in the 90s"

Maciej Wojtal, founder and CIO of Amtelon Capital, is the only European asset manager focused on investing in Iranian equities. He sees this unloved market as an exciting opportunity where pessimism and international sanctions have taken a robust and diversified stock market down to the lowest valuations in the world. Wojtal makes the case for getting exposure, breaks down some of his favorite Iranian sectors, and addresses a wide spectrum of risks. Filmed on September 25, 2019 in London.

The Future of Macro Investing

Dan Tapiero, co-founder of Gold Bullion International, has grown increasingly focused on the potential for crypto to reorganize the entire world. In this conversation with Raoul Pal, he defines what bitcoin really is, and explains why he sees bitcoin as the future of investment even in the face of a possible recession. In Tapiero’s view, future generations may remember the creation of the internet as a critical step towards building this new system of currency — rather than seeing it as fostering greater centralization for a small group of companies. Filmed on July 9, 2019 in New York.


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