Big Name Season Recap | Real Vision™

1,396 views · Published 23 December 2018 · 2:42 · Indexed 8 November 2026

Channel: Real Vision Presents · 2018 · News & Politics

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This season on Real Vision, we brought our subscribers the biggest ideas, the biggest themes, and the biggest names in finance. From a secret airplane hangar, rogue Chinese billionaire Miles Kwok made a bold prediction about the fate of Alibaba's Jack Ma, while former White House strategist Steve Bannon argued that military conflict between the U.S. and China has become increasingly likely. Visionary investment strategist Kiril Sokoloff probed the mind of hedge fund titan Stanley Druckenmiller, while Kyle Bass sat down with renowned Harvard professor Graham Allison to discuss key geopolitical pressure points. Short selling legend Carson Block explained how his relentlessly investigative work led to threats on his life, and famed investors Tim Draper and Mike Novogratz made incredible predictions about the future of blockchain and bitcoin. Big ideas, big themes and big names – that’s what you get as a Real Vision subscriber.
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Real Vision™ is the destination for the world’s most successful investors to share their thoughts about what’s happening in today's markets. Think: TED Talks for Finance.  On Real Vision™ you get exclusive access to watch the most successful investors, hedge fund managers and traders who share their frank and in-depth investment insights with no agenda, hype or bias. Make smart investment decisions and grow your portfolio with original content brought to you by the biggest names in finance, who get to say what they really think on Real Vision™.

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Big Name Season Recap | Real Vision™
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Transcript:
One of the more incredibly revealing things Trump said when he went after the central bank is, we shouldn't be raising rates. Don't they know we have all this debt to issue coming up? But it's the chicken and the egg. The reason the debt has exploded-- again, there's no hurdle rate for investment. And when you can borrow money at zero, of course, debt is going to explode.
All the nomenclatures have just been happy talk. And the words don't really mean what they are. And it's people like yourself, it's people like Miles Kwok, it's people like Dr. Pillsbury that are now starting to question this.
Nobody can give China economy go to stable, reliable. Impossible. They know to jump in. They cheated the world. They make a fake economy.
You're starting to feel the tides turning in the last, call it six months. Everyone believes and understands and now knows that the Chinese steel 2 to $300 billion a year from us. And what is the US, what is our number one export in the world? It's our intellectual property.
In the book I describe what a Chinese friend explained to me, their strategy. They said, most companies have a strategy of R&D, so research and development. We have a strategy of RD&T, research development and theft. And actually, if you can steal intellectual property, it's a lot cheaper than having to research it yourself or develop it. So I would say, as a first approximation, they steal whatever they can get away with.
So what I think, as short activists, we need to do is-- when we see in INSYS,- we say this is what they're doing. if you don't change that, you're helping to keep a bit under the stock. You are giving them financial incentive to kill people. Don't think that your hands are clean.
As the 30-year-olds age, they're all going to be moving toward crypto. so the question is, if you're a politician, or a government official, are you going to get in front of that, or are you going to try to protect against it.And if you're going to try to protect against it, it's at your own peril.
There's two rivers that are running side by side. And we can conflate them when they don't need to be conflated. One is digitalization. That's happening. And one is blockchain.

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