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Real VisionJuly 23, 2021
Raoul Pal & Julian Brigden: Diving into the Macro
Along with Real Vision senior editor Ash Bennington, Real Vision CEO and co-founder Raoul Pal welcomes Julian Brigden, co-founder of MI2 Partners, for his Real Vision Daily Briefing debut. As a special edition of the Daily Briefing, Pal and Brigden will be diving deep into their respective frameworks, discussing the differences in how they’re seeing the macro picture as well as rallying around where they are aligned.
"Reading the Soup" as a Crypto VC Firm
Picking the big fish in the sea of crypto is no easy task—George McDonaugh, co-founder and managing director of KR1 plc, and Keld van Schreven, co-founder and managing director of KR1 plc, join Real Vision CEO and co-founder Raoul Pal to share their expertise on early investing. Growing their company to a market cap of over $147 million, van Schreven and McDonaugh are both veterans in the investment space, dating back to the pre-Dot-Com era. With multiple 100x investments made through KR1, they give us a preview into the decision process that goes on behind the scenes, the consequences of being too early, and a fascinating discussion on the future of community-based economies. Filmed on July 14, 2021.
Real VisionJuly 23, 2021
Discovering Hidden Value in High-Yield Distressed Securities
Brian Higgins, co-founder and managing director at King Street Capital, joins Real Vision CEO and co-founder Raoul Pal to discuss high yield investments in distressed companies and the future of the industry with respect to increased central bank intervention. Higgins explains the classical view of distressed investing, which focuses on looking for good businesses with bad balance sheets that possess high yield debt. Distressed investing requires a unique skillset and understanding of legal and restructuring frameworks as well as the bankruptcy process. Pal and Higgins consider the need for a macro lens that complements micro analysis in order to take advantage of opportunities that arise. Filmed on July 19, 2021.

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