logo
episode-header-image
Oct 2020
40m 57s

The Interview - Turkish Lira: A Recipe f...

Real Vision Podcast Network
About this episode
Michael Nicoletos, CIO and co-founder of Appletree Capital, is joined by John Floyd, head of macro strategies at Record Currency Management, to analyze the mounting pressures on the Turkish Lira as well as other emerging market (EM) currencies. Floyd breaks down his bearish thesis on the Turkish Lira (TRY), citing Turkey's deeply negative real rates, dwindli ... Show More
Up next
Nov 21
Bitcoin Tanks — Where Is the Bottom? | REKT Vision (November 21, 2025)
🔥 *Join the waitlist: https://rvtv.io/3IQ5Bs6* This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Spencer, CEO of Orange Cap Games & Spencer Ventures. They discuss the price action, BTC's potential support levels, position ... Show More
1h 5m
Nov 21
Market Reversal, Hot Payrolls, Yen Intervention & Crypto Turmoil: PALvatar Market Recap, November 21 2025
🔥 *The Future of Finance is HERE: Join the waitlist* https://rvtv.io/3IQ5Bs6 ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, Pa ... Show More
6m 16s
Nov 20
NFP Surprise, Nvidia’s Surge, and Crypto Adoption Gains: PALvatar Market Recap, November 20 2025
🔥 *The Future of Finance is HERE: Join the waitlist* https://rvtv.io/3IQ5Bs6 ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul Pal’s AI avatar, Palvatar. ⬜ In today’s update, Pa ... Show More
6m 44s
Recommended Episodes
Nov 2021
Why is Turkey's currency collapsing?
Turkey's currency has been in free fall this week, reaching a record low against the US dollar. The Lira's collapse has been sparked, in part, by President Recep Tayyip Erdogan doubling down on his controversial economic policies, such as demanding that the central bank cut inter ... Show More
17m 28s
May 2023
Why Turkish Elections And The Lira Matter To Global Macro Markets
As the first round of Turkish general elections result in a runoff round, with President Erdogan facing his toughest political challenge yet, Turkish assets have been exhibiting volatility - as one would expect given the uncertainty. However, the one asset class that remains stra ... Show More
59m 58s
Dec 2021
You bet your dollar-bottomed: Erdogan’s next gambit
<p>President Recep Tayyip Erdogan’s <a href="https://www.economist.com/europe/2021/12/21/turkeys-president-launches-a-plan-to-shore-up-his-plummeting-currency?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shown ... Show More
23m 20s
Nov 2021
Euro drama in currency markets
<p><strong>Read a transcript of this episode on FT.com</strong></p><p><a href="https://www.ft.com/content/896cc408-68c4-4fd1-960b-85bb18843384" rel="noopener noreferrer" target="_blank">https://www.ft.com/content/896cc408-68c4-4fd1-960b-85bb18843384</a></p><br><p>Ford and General ... Show More
10m 21s
Apr 2023
Turkey’s voters lose faith in Erdogan
<p>Companies have committed more than $200bn to US manufacturing projects since Congress passed sweeping subsidies last year, one of Charles Schwab’s largest investors sold its entire $1.4bn stake in the brokerage giant during last month’s banking turmoil, Turkish voters head to ... Show More
8m 56s
Dec 2021
You bet your dollar-bottomed: Erdogan’s next gambit
<p>President Recep Tayyip Erdogan’s <a href="https://www.economist.com/europe/2021/12/21/turkeys-president-launches-a-plan-to-shore-up-his-plummeting-currency?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shown ... Show More
23m 20s
Jul 2023
Turkey: Fixing a broken economy
A month on from the election in Turkey President Erdogan has promised to fix the economy. In this programme we find out more about Mehmet Simsek, the new finance minister, who says he'll return Turkey to rational economics and reduce inflation. We also hear from those running bus ... Show More
18m 21s