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Discussion List

  • Petr Pinkhasov
    12/1/2021 - Darius Dale Q&A For RVDB!
    Our friend @Darius Dale - Founder & CEO of 42 Macro joins Ash Bennington for today's Daily Briefing, live at 4PMEST! Have a question for the duo? Drop them below!
    Petr Pinkhasov 339 views 5 comments Most recent by jonas_l Real Vision
  • Petr Pinkhasov
    Tony Greer Daily Briefing Q&A
    Tony Greer joins Ash Bennington for today's Real Vision Daily Briefing. Have a question for the duo? Drop them below! Remember, Exchange members have priority for the Q&A!
    Petr Pinkhasov 242 views 7 comments Most recent by jens christian_b Real Vision
  • Petr Pinkhasov
    Exchange Takes Over Daily Briefing... Q&A w/ Petr & Weston
    I'm joined by @Weston Nakamura for today's Daily Briefing later today at 4PM EST! Drop your questions for us below!
    Petr Pinkhasov 159 views 3 comments Most recent by christopher_y Real Vision
  • Petr Pinkhasov
    11/24/2021 - Daily Briefing Q&A w/ Maggie Lake & Darius Dale!
    Darius Dale of 42 Macro joins Maggie Lake for today's Real Vision Daily Briefing! Have questions for Darius or Maggie? Drop them below! Remember that Exchange members have priority for the Q&A! @Darius Dale - Founder & CEO of 42 Macro
    Petr Pinkhasov 264 views 4 comments Most recent by Oliver M Real Vision
  • Petr Pinkhasov
    11/22/2021 - Gary Brode joins Maggie Lake For Daily Briefing!
    For today's Daily Briefing, Gary Brode joins Maggie Lake at 4PM EST! Drop your questions below for the duo to tackle when they go live! Remember, Exchange members have priority for the Q&A!
    Petr Pinkhasov 108 views 2 comments Most recent by fh_s Real Vision
  • Petr Pinkhasov
    11/19/2021 - Daily Briefing with Raoul Pal! Drop your questions!
    Happy Friday Real Vision! Raoul Pal joins Ash Bennington for today's Real Vision Daily Briefing, live at 4PM EST! Have questions for Raoul and Ash? Drop them below! Remember Exchange members have priority for questions!
    Petr Pinkhasov 545 views 12 comments Most recent by oso_p Real Vision
  • Petr Pinkhasov
    11/18/2021 - Daily Briefing with Maggie Lake and Katie Stockton!
    Katie Stockton joins Maggie Lake for today's Real Vision Daily Briefing. Have questions for the duo? Drop them below! Remember Exchange members have priority for Q&A!
    Petr Pinkhasov 147 views 4 comments Most recent by mashu_n Real Vision
  • Petr Pinkhasov
    Market Update: Yields, Tesla causing a ruckus + RVDB Q&A
    Stocks on the backfoot this morning as long end yield curve push north of 2%, scaring growth names. Here is an intraday chart of the 30 year yield Tesla has been at the top of the news cycle since Elon Musk sold off some of his stock. He continued the narrative over the weekend, threatening senator Bernie Sanders that he is going to sell more stock if he continues to be "targeted" Keep in mind TSLA now makes up a larger % of the equity index since its large risk in October, which cou…
    Petr Pinkhasov 135 views 0 comments Started by Petr Pinkhasov Real Vision
  • Petr Pinkhasov
    11/12/2021 Market Update + RVDB Q&A
    Markets on the up and up this morning. After a meager open, it seems like the spark upwards was helped by a very large synthetic long position had 0 days to expiration. c4650/sold p4650 dtx0 that sparked the rally below. TSLA was largely the culprit for any volatility this week after Elon decided that selling some shares to pay a tax bill was prudent. However, TSLA stock continues to slide although broad indices appear to be pinned on the gamma side. Crypto markets however are on the back foo…
    Petr Pinkhasov 118 views 1 comment Most recent by jason_b Real Vision
  • Petr Pinkhasov
    11/11/2021 RVDB Q&A! Maggie Lake + Tommy Thornton
    Happy Veterans Day and a big thanks to all current / former active service members. Tommy Thornton joins Maggie Lake for today's Real Vision Daily Briefing, live at 4PM EST! Have questions for the duo? Drop them below!
    Petr Pinkhasov 62 views 2 comments Most recent by premal_b Real Vision
  • Petr Pinkhasov
    Tony Tuesday, Daily Briefing Q&A
    Tony Greer joins Ash Bennington for today's Real Vision Daily Briefing. Have questions for the duo? Drop them below. As always, Exchange members get priority.
    Petr Pinkhasov 121 views 5 comments Most recent by mashu_n Real Vision
  • Petr Pinkhasov
    11/8/2021 Exchange Crew On Daily Briefing. Drop Your Questions.
    On today's Daily Briefing, I have the honor of hosting @Weston Nakamura and Samuel Rines for today's market chat. We will be discussing the infrastructure bill, fixed income and economic events along with crypto Please feel free to drop your questions for us below!
    Petr Pinkhasov 121 views 4 comments Most recent by Tommy MacLane Real Vision
  • Petr Pinkhasov
    11/5/2021 - RVDB Q&A with Ash Bennington & Jim Bianco
    Happy Friday! Jim Bianco joins Ash Bennington for today's Real Vision Daily Briefing. Have a question for the duo? Drop them below! Remember, Exchange members get priority for Q&A
    Petr Pinkhasov 98 views 4 comments Most recent by frank_r Real Vision
  • Petr Pinkhasov
    11/4/2021 Market Update + RVDB Q&A
    Nasdaq is now up 6 days in a row. Almost 14% off the recent swing lows. Dow struggling to make up some ground over the last couple of days while growth has really start to show promise. However, super high growth names in the ARKK basket are actually underperforming This is a little bit surprising considering they are large holders of TSLA stock which has gone parabolic! Rates have come off overnight after a surprise from the BOE, lowering the chance of a fed hike -- according to sources. Howev…
    Petr Pinkhasov 87 views 2 comments Most recent by Petr Pinkhasov Real Vision
  • Petr Pinkhasov
    11/3/2021 Market Update + RVDB Q&A w/ Darius Dale
    Happy Wednesday, Real Vision! Before you read the rest, make sure you check out Darius's market update: here Markets so far are pretty tame before the big FOMC meeting later. As I write out this report, we are only up around 16 basis points on the Nasdaq and down 8 on the S&P. Treasury bonds, perhaps the most volatile instrument on FOMC day, also down slightly Rates are up slightly on the backdrop of a more aggressive rate hike cycle. In case you missed it, the 5 year ran 4 basis points …
    Petr Pinkhasov 202 views 5 comments Most recent by Samuel Crawford Real Vision
  • Petr Pinkhasov
    Ask Your Questions For Ash + Tony!
    Tony Greer joins Ash Bennington for today's Real Vision Daily Briefing live at 4PM EST. Remember, Exchange members get priority on questions so drop them below for when the duo go live!
    Petr Pinkhasov 95 views 5 comments Most recent by Atticus Real Vision
  • Petr Pinkhasov
    Daily Briefing! Katie Stockton / Maggie Lake
    Katie Stockton joins Maggie Lake for today's Real Vision Daily Briefing, Live at 4PM EST! Katie provides research and color with a technical flavor at her research organization. If you have any questions regarding technicals or general macro ideas on the market, drop them below! Remember, Real Vision subscribers have priority for questions.
    Petr Pinkhasov 75 views 3 comments Most recent by Louis-P Real Vision
  • Petr Pinkhasov
    Raoul & Ash Q&A For Daily Briefing
    Raoul Pal joins Ash Bennington for today's Real Vision Daily Briefing Live at 4PM EST! Exchange members have priority for questions so be sure to drop them below!
    Petr Pinkhasov 303 views 6 comments Most recent by mikegordon Real Vision
  • Petr Pinkhasov
    Interest Rate Curves Obliterated... Market Update + RVDB Q&A Harry Melandri and Maggie Lake
    What a move in the short-term interest rate space. The Eurodollar Dec 23/24 calendar spread dropped by the most I've seen since there were big interest rate shifts. Take a peek at how much the German 10-year Bund future moved in the last 48 hours. These moves are really pushing the VaR desks limits, one would imagine. The spread between 5 and 30 year yields are really roaring. However, broad equities continue to drift higher as the VIX falls around 4% today. Major markets are nearing their all…
    Petr Pinkhasov 80 views 1 comment Most recent by fh_s Real Vision
  • Petr Pinkhasov
    Daily Briefing Q&A With Ash, Darius & Peter!
    Drop your questions below for today's Daily Briefing live at 4PM EST! Remember, Exchange members have priority for questions for the trio!
    Petr Pinkhasov 101 views 2 comments Most recent by Remain Calm Real Vision
  • Petr Pinkhasov
    VIX Going Up with Market... Daily Briefing Q&A Thread
    Jared Dillian joins Ash Bennington for today's Real Vision Daily Briefing. Lots of things to talk about broad markets-wise. First off, did anyone else notice that the VIX was going UP with the markets going UP? Weird. Are the volatility markets pricing something in? TSLA looks to be the only thing that is driving the market at the moment! I'm personally curious on what Jared thinks about this. Do you have any questions for the duo? Drop them below.
    Petr Pinkhasov 87 views 3 comments Most recent by ross_m Real Vision
  • Petr Pinkhasov
    Tony Greer + Ash Bennington On RVDB! Drop your questions!
    In case you went to go check if it was a Tuesday: no, it is not. Tony Greer has come to join us on this Monday afternoon for the Real Vision Daily Briefing live at 4! Lots of market happenings and price movements, so please ask your questions for the duo for when they go live at 4PM EST! Remember, Exchange questions get priority!
    Petr Pinkhasov 101 views 2 comments Most recent by douglas_n Real Vision
  • Petr Pinkhasov
    Correlations are BACK. Market Update / RVDB Q&A
    Equity markets off modestly. Seeing the Nasdaq take the grunt of the beating, which is strange, given that the bond markets had a strong rally today (lower yields). What I have really been tracking is the correlations back on the Yen to the treasury markets. The char below shows a 5 minute opening range chart of USDJPY on the top and the 30-year yield on the bottom. Inter-market flows are alive again. Cryptos are slightly weaker today, matching general tone of the market. Jim Bianco joins Maggi…
    Petr Pinkhasov 96 views 1 comment Most recent by John Ahearn Real Vision
  • Petr Pinkhasov
    Market Update / RVDB Q&A
    Happy Thursday everyone! Markets are slightly choppy today with most equity index products trading lower overnight and moving higher off the US open. Nasdaq outperforming up about 30 basis points and grinding back to highs. Cryptos largely on the downside but just a meager down move today. Bitcoin finally broke above 63K and holding 63,500. From the flows side, seeing that crude is having some substantial impacts on the bond yields which are moving lower intraday, but if Crude oil holds 81 it …
    Petr Pinkhasov 171 views 8 comments Most recent by Ralph Humphrey Real Vision
  • Darius Dale - Founder & CEO of 42 Macro
    Bears are trapped... will their performance chase fuel 7-10% SPX upside through January?
    Click on the following link to download the full report. And if you like what you see, please check us out at www.42macro.com. Cheers! 🚀 Darius Dale | Founder & CEO | 42 Macro Drop your questions below!
  • Petr Pinkhasov
    Everything Rally (Except the bonds). Market Update / Tony Greer Q&A
    Happy Tuesday RV Members! Markets up for the 5th session in a row, on the S&P 500. After making a solid bottom which we talked about the Dow Jones holding those critical support zones, we have come up about 5% off the low range lows. The Nasdaq is leading the upside charge today, even with the rates rising. Bar chart of the S&P 500 cash index 10-year yields now back to highs of October at around 1.625% Cryptos largely in the green with Bitcoin up ~2% After initially trading lower in th…
    Petr Pinkhasov 145 views 4 comments Most recent by john_c Real Vision
  • Petr Pinkhasov
    Daily Briefing Q&A - Dave Floyd & Maggie Lake
    Today, Dave Floyd joins Maggie Lake for the Real Vision Daily Briefing. Dave is an avid trader and runs the Aspen Trading Group. Dave's expertise revolves around technical analysis, so if you have any technical questions this is a great chance to get some insight! Drop your questions below!
    Petr Pinkhasov 140 views 3 comments Most recent by brian_d Real Vision
  • Petr Pinkhasov
    The Daily Briefing Q&A, With Jack Farley & Ash Bennington.
    Drop your questions for Jack And Ash!
    Petr Pinkhasov 116 views 3 comments Most recent by Remain Calm Real Vision
  • Petr Pinkhasov
    Markets Grind, Cryptos Grind.. but those bonds.. - Market Update / RVDB Q&A
    Markets a little bit all over the place here. The Dow Jones is down the most, mostly due to the AAPL chip shortage narrative and move lower off yesterday's action post-close. Nasdaq somewhat in the green and S&P slightly in the red. Cryptos continue their drift higher. @Raoul Pal posted a great chart yesterday comparing the price analog between Bitcoin now and 2013. Check it out here. The 52k prior high might be a good proxy for long trails. Noticing the HJ spring shoulder on Natural Gas …
    Petr Pinkhasov 119 views 2 comments Most recent by Oliver M Real Vision
  • Raoul Pal
    Prepare for Lift Off
    My last GMI, out a couple of weeks ago featured a section about how damned bullish i am about crypto for the next few months. I'll feature the article in Macro Insiders /RV Pro on the 24th too. But for everyone on The Exchange, this sums it up. (ETH is more bullish even than this!). Ive been using this chart for a year now and it works nearly perfectly. The difference is this time, I think it overshoots 2017's pattern to the upside by elongating.
    Raoul Pal 3K views 28 comments Most recent by carter_b Real Vision
  • Petr Pinkhasov
    Tony Tuesday! Ask Your RVDB Questions Below
    Tony Greer joins Ash Bennington for today's Real Vision Daily Briefing. Got questions? They might have answers! Drop them below as Exchange questions get priority for when they go live at 4PM EST.
    Petr Pinkhasov 136 views 5 comments Most recent by Atticus Real Vision
  • Petr Pinkhasov
    Daily Briefing Q&A Thread w/ Jack + Jared Dillian
    Drop your questions here for today's Daily Briefing! Quick update: Stocks somewhat mixed after a strong couple of days. Volume shelf sitting near 4360. The notes are holding the bottom end of a bottom trend channel back to the "scene of the crime" before NFP. Drop your questions for Jared & Jack!
    Petr Pinkhasov 180 views 4 comments Most recent by Ralph Humphrey Real Vision
  • Petr Pinkhasov
    Market Update: Full Bull. RVDB Questions? Drop Them Here
    Markets up up up again. Green across all world equity indices today. Nasdaq finally leading the charge again even with a strong rally on the yields today. Summer lows ended up holding well on the NQ Future. S&P breaking back above a short-term down-trend. Long term trends have broken down so would imagine some sort of resistance coming up soon but most likely closer to 4450 area than here. Treasuries with some heaviness today, possibly pricing in a solid jobs number tomorrow along with th…
    Petr Pinkhasov 222 views 8 comments Most recent by Ralph Humphrey Real Vision
  • Petr Pinkhasov
    Jobs Up, Critical Levels Holding, Bitcoin Surging. Market Update + RVDB Q&A
    Well, in typical ping pong fashion, the markets are back in the red today. This is now the 4th session where we closed lower after a strong up day. I mentioned on the week ahead about lackluster price action until we get a cleaner picture on employment. My thought today was that we might see some kind of resolution with regard to the ADP figure. ADP employment report printed a 568K increase in jobs versus the expected 430K. That is a pretty decent beat. Non-farm payrolls on Friday obviously mor…
    Petr Pinkhasov 187 views 4 comments Most recent by Ralph Humphrey Real Vision
  • Petr Pinkhasov
    Market Update + Daily Briefing Q&A 10/4/2021
    Markets trading lower, Nasdaq getting hit the most down almost 250 basis points. Ark Innovation (ARKK) down a fair bit today, dragging down a lot of the tech names. An increase in yields in the back half of September might have been the culprit for weaker tech markets. 10 year yield is hovering right around 1.5% Cryptos mostly in the red today as well, following the general weaker growth theme. Later today, Ash Bennington is hosting Dave Floyd live on RVDB at 4PM EST! Drop your questions for th…
    Petr Pinkhasov 209 views 1 comment Most recent by tushar_m Real Vision
  • Petr Pinkhasov
    The Snapback. Market Update & Daily Briefing Q&A
    The Dow has held last week's support. This has been an important level for most of this year. From a trend perspective, looks like it is holding up well. The Dow is leading the charge up 75bps so far this afternoon with the Nasdaq barely staying in the green. Crypto is absolutely on fire today, most of the basket is up around 8% on the day. The 40K support level ended up being critical which we pointed out on the market update the last few posts! Jim Bianco and Ash Bennington will be on the D…
    Petr Pinkhasov 145 views 2 comments Most recent by martin_s Real Vision
  • nick_c
    The Breakdown Season 2 is here!
    Summer is over, class is back in session! Jack and I are back and ready for season 2 of The Breakdown! In this week’s episode, Jack breaks down real yields and how they impact the economy and asset prices. Hope you enjoy! Links to the original interviews: https://www.realvision.com/shows/insider-talks/videos/insider-talks-september-2021-live?source_collection=bffd8077978045d7bf21b2bc6362a2d5https://www.realvision.com/shows/raoul-pal-the-journey-man/videos/is-inflation-here-to-stay?source_colle…
    nick_c 304 views 2 comments Most recent by tunckar Real Vision
  • Weston Nakamura
    Exchanging Lanes Season 2, Episode 1: The Trucking Crisis
    “If you bought it, a trucker brought it.” -Agents of the Velocity of Goods @Brad S & @Weston Nakamura return for Season 2 with a grim economic warning (again) - one that visibly disturbs Brad (and understandably so). Below are 2 examples of our discussion unfolding in real time: From Fedex earnings, this is the very first bullet point statement: “The impact of constrained labor markets remains the biggest issue facing our business, as with many other companies around the world, and the esti…
    Weston Nakamura 377 views 19 comments Most recent by Weston Nakamura Real Vision
  • Petr Pinkhasov
    Market Update / Daily Briefing with Dion Rabouin & Steven van Metre. Drop your questions below!
    Stock markets firmly in the green today after a volatile week before. The Dow Jones is leading the charge, up more than 1.5% on the day with the S&P 500 trailing at around 1.1% -- Nasdaq relative weakness only up 0.91% compared to the other major averages. Initial trend line resistance on the Dow is all the way back near 35,500 -- or roughly 2.2% from here. Bitcoin trying to stay back above the 40,000 area after breaking down in the medium term. In general, the crypto market has taken a br…
    Petr Pinkhasov 330 views 11 comments Most recent by fred_p Real Vision
  • Petr Pinkhasov
    Charting With Petr Episode 7
    Enjoy! Feel to drop requests or questions below.
    Petr Pinkhasov 125 views 3 comments Most recent by muddshir_h Real Vision
  • Darius Dale - Founder & CEO of 42 Macro
    Today's Daily Briefing Topic: Will Net Liquidity Inflect Sooner Than Expected? Let Us Know!
    One dynamic that has changed since we outlined our GOLDILOCKS view back in June is the evolution of the Debt Ceiling debate. Recall that we had initially assumed the CBO’s July estimate of early-November as the likely moment in which Treasury Secretary Yellen would exhaust the “extraordinary measures” she is currently undertaking to avoid breaching the statutory limit, which came back into effect in August after a ~2yr suspension. She has since updated her guidance to “sometime in October”. Fo…
    Closed Darius Dale - Founder & CEO of 42 Macro 221 views 8 comments Most recent by John Ahearn Real Vision
  • Petr Pinkhasov
    Turnaround Tueday = Tony Tuesday? Drop Your Questions For RVDB + Market Update
    Markets fairing better than yesterday with most indices steadily in the green this afternoon. Cryptos also stabilizing somewhat after a poor rut yesterday. Here are some of the top movers in the S&P 500 today. Have a question for Tony and Maggie for Daily Briefing later? Drop them below in the replies!
    Petr Pinkhasov 154 views 3 comments Most recent by john_c Real Vision
  • Petr Pinkhasov
    Market Update + Real Vision Daily Briefing w/ Dion Rabouin with Jim Bianco. Drop your questions!
    Markets very weak this Friday as per typical option quarterly expiration fashion. Cryptos mixed again as well. Stocks are sitting right on their 50-day moving average. It looks like this has been an area of support in the past. With growth and taper headlines at the top of the mind for most investors, will it be different on this dip? My view is that No, but I think we might make it harder and undercut the low end of the range before continuing the trend higher. However, lets hear it from the …
    Closed Petr Pinkhasov 196 views 6 comments Most recent by emma_m Real Vision
  • jack_f
    Market Update + Drop Your Questions For Daily Briefing
    Hello Exchange! I’m going on Real Vision Daily Briefing live at 4PM EST later with Ash Bennington and Dion Rabouin! Here is a quick market update: Stocks rather lackluster performance today after a strong rally off a 20 day low yesterday. No real dispersion this afternoon as all major indices down around 60 basis points. Cryptos slightly mixed this afternoon as well with Bitcoin struggling somewhat but Ethereum in the green. We continue to see the alt-coins outperform Bitcoin. What I am reall…
    jack_f 340 views 4 comments Most recent by william_h Real Vision
  • Darius Dale - Founder & CEO of 42 Macro
    We're talking China risk on the Daily Briefing later today. Drop your questions!
    Today’s refresh of the global economic calendar draws our attention to China’s August high-frequency GROWTH hard data, which were confirming of our GRID Model’s view of a deepening slowdown in the mainland economy. Retail Sales and Industrial Production both slowed to rates comparable to last summer, while Fixed Assets Investment slowed to a rate consistent with the end of last year. There are several key POLICY initiatives weighing on Chinese economic activity at the moment, and none of them …
    Closed Darius Dale - Founder & CEO of 42 Macro 113 views 5 comments Most recent by louis_j Real Vision
  • Petr Pinkhasov
    Real Vision Daily Briefing With Maggie Lake & Tony Greer! Drop Questions Here!
    Stocks so far through out the session. Crypto is the shining star today Along with 10-year yields! Bonds shooting higher on yields heading lower. Check out @Raoul Pal's quick take on what to make of the possible breakdown in yields / breakout in treasuries which was posted earlier in the session. Drop your questions for Tony & Maggie Below for the Daily Briefing live at 4PM EST! @Tony Greer
    Closed Petr Pinkhasov 111 views 1 comment Most recent by David Douglas Real Vision
  • Weston Nakamura
    RVDB Today: Japan Equities, China Evergrande, Crypto Price Action. Questions Please!
    Hello all, I’ll be on the Daily Briefing with @jack_f to discuss trade ideas and market themes, specifically- the bull case for long Japan (NKY / EWJ), China Evergrande and broader regulatory crackdown story, price action/behavior of crypto (BTC, ADA, ALGO), and more. Long NKY (vs DM indices) ’21 Jan - Apr, institutions sold ¥2.51tn in JP equities. Since May ‘21, foreigners sold ¥778bn. JP retail have been long Nasdaq/SPX.  ”Nobody” owns JP, hence YTD NKY worst performing major equity market (e…
    Closed Weston Nakamura 522 views 8 comments Most recent by John Ahearn Real Vision
  • Petr Pinkhasov
    Week Ahead 9-13
    Weekly Economic Calendar Charts Of Note: Posts To Check Out: Hey you (yes, you, reading this)...want to come to a Real Vision party in New York? Evergrande ETF Lay of the Land : Monday 13th September 2021
    Petr Pinkhasov 65 views 0 comments Started by Petr Pinkhasov Real Vision
  • shannon_s
    Hey you (yes, you, reading this)...want to come to a Real Vision party in New York?
    As you probably know by now, seven years ago this month, our 4 Co-Founders turned the lights on at “Real Vision Television.” It’s been a hell of a ride, and it’s all thanks to you… We’re celebrating all month and are excited to announce something big we’ve been working on – an in-person party in New York city on September 30th. (Yes...IN. PERSON.)  It’s going to be a couple of hundred Real Vision members, favorite contributors, and members of our editorial team. Obviously, we wish it could be m…
    shannon_s 404 views 19 comments Most recent by Bett Real Vision
  • Petr Pinkhasov
    Real Vision Daily Briefing w/ Maggie Lake and Tony Greer - Drop your questions!
    Market update: Equities trimmed their gains being up as much as .4% earlier in the session. News this morning is that more and more companies are concerned about delta variant. United Airlines expressed a delayed recovery this morning as well. US 10 year on the decline as well on the backdrop of weaker growth narratives. Drop your questions for Maggie and Tony below!
    Petr Pinkhasov 152 views 4 comments Most recent by jocelyn_r Real Vision
  • Petr Pinkhasov
    What Is Your Most Obvious Trade Now? Macro / Crypto?
    I'm personally still just holding Tezos on this marketing push from upper management to try and get as many enterprise partners as possible. From the markets side, I have no idea. Carbon idea I posted here seems like it is the easiest to hold but entries are tough when it is this high. Curious on your quick blurbs!
    Petr Pinkhasov 216 views 4 comments Most recent by Petr Pinkhasov Real Vision
  • Farrell Murphy
    New Exchange Walk Through
    Morning Everyone! I hope some of you got a chance to check out the new Exchange over the weekend. I recorded a short demo/ walkthrough of the main features of the new exchange and how to use the new site. Let me know in the comments below if you have any other questions. **One thing I forgot to mention in the video: all profile information- Display name, About Me, Job Title, Profile Picture- is all changed on your main RV profile and will appear on the Exchange automatically.
    Announcement Farrell Murphy 1.8K views 13 comments Most recent by Farrell Murphy Real Vision
  • Ralph Humphrey
  • Ralph Humphrey
    German court says EU rules apply to Nord Stream 2 pipeline
    https://www.reuters.com/business/energy/german-court-dismisses-challenge-nord-stream-2-pipeline-consortium-2021-08-25/ The Nord Stream 2 operator claims the rules, amended in 2019, were aimed at torpedoing the pipeline. The project is strongly opposed by many European governments, some of whom see it as a Russian state venture designed to increase the bloc's dependence on Russian gas. The rules will cost NS 2, which links Germany directly with Russia under the Baltic Sea, additional time and …
    Ralph Humphrey 5 views 0 comments Started by Ralph Humphrey Real Vision
  • Real Vision
    Real Vision Daily Briefing: Tony Greer!
    It's Tony Tuesday! Real Vision's Ash Bennington joins Tony Greer to discuss all things happening across various markets. From Crypto to Macro, they got you covered on what they see.  Drop your questions in for the duo below! 
    Real Vision 12 views 0 comments Started by Real Vision Real Vision
  • Ralph Humphrey
    What’s the biggest story no one is talking about?
    What’s the biggest story no one is talking about?
    Answered Ralph Humphrey 363 views 11 comments Most recent by pratap_v Real Vision
  • Petr Pinkhasov
    Top Posts / Morning Brief!
    Big bounce in China technology stocks overnight after a dismal year. The Hang Seng Tech index rallied 424 points overnight to close back above the July lows. Seeing stocks like JD and BABA showing big gap ups this morning on their ADRs. Treasuries continue to trade in relatively tame and sideways market. Yesterday's slight PMI miss coupled with poor consumer sentiment / lackluster retail sales have kept fixed income slightly propped up on what was a large rally in the "reopening" …
    Petr Pinkhasov 19 views 0 comments Started by Petr Pinkhasov Real Vision
  • Ralph Humphrey
  • Farrell Murphy
    Exciting News about The Exchange!
    Happy Monday everyone!  As some of you already have heard, our team here at RV has been working for the last few months on some major improvements for The Exchange- from usability improvements to new widgets, hot discussions, and increased privacy- to name just a few. We are implementing these improvements this week, so The Exchange will be down from Wednesday (8/25) to Friday (8/27) as we make all these changes live.  Once we are back up, no action is required on your part, you will be able …
    Farrell Murphy 82 views 5 comments Most recent by Farrell Murphy Real Vision
  • Real Vision
    Daily Briefing: Maggie Lake-Murray, Dion Rabouin & Darius Dale!
    Maggie Lake is a business anchor and correspondent for CNN International based at CNN's New York headquarters. Lake has covered a number of international business stories including the collapse of Lehman Brothers and seismic changes across the world of investment banking, the global financial crisis and subsequent U.S. economic recovery, European debt crisis, climate change as well as the latest technology trends impacting consumers and investors in Silicon Valley and beyond.  Dion Rabouin is …
    Real Vision 1 view 1 comment Most recent by TTC Real Vision
  • Weston Nakamura
    Week Ahead: 8/23-8/27 Calendar
    (Calendar only, Week Ahead Video coming later) US House of Reps back in session to vote on $1 trillion infrastructure bill + $3.5 trillion budget resolution Mon 8/23 Japan, Germany, France, UK PMI US existing home sales Earnings: JD.com Tues 8/24 Germany GDP US New Home Sales UST 2yr auction Earnings: Best Buy Wed 8/25 US Durable Goods Orders UST 5yr Auction Jackson Hole Day 1 Thurs 8/26 ECB Minutes  US GDP UST 7yr Auction Earnings: Dollar General, Dollar Tree Jackson Hole D…
    Weston Nakamura 25 views 1 comment Most recent by matthew_l Real Vision
  • jason_b
    btc worries of the moment
    With the current SPY setup, there are obvious concerns/doubts about how BTC will do over the next Month or 2 as the SPY does whatever type of correction this market will allow.  Basically, is BTC going to tank as the stock market works out the potential for a fed mistake vs. the hardened rails passive investing has put on the trajectory of the market?  This should help...   BTC/SPY compared to BTC for reference... I guess it's true.  When you divide by a constant you get a constant.  The …
    jason_b 16 views 8 comments Most recent by John Ahearn Real Vision
  • Petr Pinkhasov
    Top Posts To Check Out This Morning / Brief
    via Briefing: It's going to be a red start for the market after a red finish yesterday. The tails along the recent lows were finally taken out in full-throated fashion into the close yesterday, which has overleveraged positions scrambling to hedge in the futures market overnight. August is notorious for sudden sharp moves -- it comes with the territory when half the market is on vacation, volume is low, and ranges tighten up for stretches each day. Those involved end up using too much size t…
    Petr Pinkhasov 5 views 0 comments Started by Petr Pinkhasov Real Vision
  • Real Vision
    Real Vision Daily Briefing: Ash Bennington + Tommy Thornton
    Today's Top Stories: FTC Files Anti-Trust vs Facebook Facebook Unveils Metaverse Office Space Oil Falls On Weaker DXY Today, Ash and Tommy will be going over price action in the markets ranging from technology stocks to oil companies.  Please drop your questions below to get them in ahead of time! 
    Real Vision 1 view 4 comments Most recent by Tim Canepa Real Vision
  • Ralph Humphrey
    Ralph Humphrey 4 views 1 comment Most recent by John Ahearn Real Vision
  • absolut_a
    Hi Real Vision team, any planned videos outlining recent chinese regulation and the impacts on Ch...
    Hi Real Vision team, any planned videos outlining recent chinese regulation and the impacts on Chinese big tech going forward? I see there has been little coverage on this.
    Answered absolut_a 4 views 2 comments Most recent by Weston Nakamura Real Vision
  • denis_t
    What do you think about the hippo's idea?
    https://www.youtube.com/watch?v=2PRzQoSjlGU
    denis_t 3 views 0 comments Started by denis_t Real Vision
  • Real Vision
    Real Vision Daily Briefing: Ash + Darius Dale!
    Drop your questions below for Ash and Darius Dale today! Markets moving in an interesting fashion this morning. After a sudden drop lower yesterday, broad markets appear to be recovering. Crypto trading in a sideways range. What questions do you have for the duo? 
    Real Vision 5 views 2 comments Most recent by garrett_c Real Vision
  • sergi_n
    Optimal Investment Mindset in the crypto space and beyond (part 1)
    20 minute summarized presentation on the key points (Awareness, Coherence and Consistency) of the optimal investment mindset in the crypto space and beyond. Part 1 of a series of educational videos. Part 2 will be about Subconscious Beliefs System Coherence and how your Subconscious shapes your State and Decisions. Summary of the main factors that determine your performance and decision making. Key words: Emotional intelligence profile, FOMO, FEAR, Core Human Need, Stress and Performance. Incl…
    sergi_n 2 views 0 comments Started by sergi_n Real Vision
  • Stefan Clulow
    Roger Hirst: Inside the Episode
    Roger Hirst’s unpacking of Raoul‘s and Julian’s monthly session is usually great.  This month’s episode was superb and as good as last month’s episode.  Well worth the watch for a substantive cross-asset class recap.  I don’t know if it is only available for the RV Pro tier.  If it is, the RV powers that be should consider unlocking it from time to time.  
    Stefan Clulow 4 views 0 comments Started by Stefan Clulow Real Vision
  • Real Vision
    Ask Me Anything, With Jon Turek!
    Check out the interview between Jon Turek and Luke Kawa (Director at UBS Asset Allocation) here Jon Turek joins us for an "AMA" thread. If you don't know about Jon, he is the founder of JST Advisors and runs the Cheap Convexity blog. You can also find Jon on twitter, here. Jon has a long track record of providing unique insights into the global macro space. Over the next week or so, Jon will be answering questions on this thread. Give the thread a "follow" and ask away! 
    Real Vision 5 views 6 comments Most recent by Brad S Real Vision
  • Ralph Humphrey
  • Ralph Humphrey
    Interesting... Apparently, they don't see a black swan event in the "northeastern U.S." where th...
    Palantir Buys Gold Bars as Hedge Against ‘Black Swan Event’ https://www.bloomberg.com/news/articles/2021-08-17/palantir-buys-51-million-in-gold-bars-accepts-payment-in-gold   By Lizette Chapman August 17, 2021, 1:37 PM EDT Updated on August 17, 2021, 1:56 PM EDT Company spent $50.7 million on 100-ounce gold bars in August Customers can now pay for software in gold or Bitcoin Palantir Technologies Inc. said it’s preparing for another “black swan event” by stockpiling gold bars and invi…
    Ralph Humphrey 2 views 0 comments Started by Ralph Humphrey Real Vision
  • kavi_h
    Hey Everyone! Does anyone know if it is possible to download RV audo on android and play it in...
    Hey Everyone! Does anyone know if it is possible to download RV audo on android and play it in the background? When playing in the RV app it stops when changing app. I have tried to find the Audio files on file manager but cant locate them
    Answered kavi_h 23 views 3 comments Most recent by hamish_s Real Vision
  • Petr Pinkhasov
    Real Vision Daily Briefing: Tony Tuesday!
    Ash Bennington welcomes Tony Greer of TG Macro to analyze the day's price action as well as discuss broad economic indicators. With a slump in consumer sentiment and retail sales, Tony discusses will discuss his positioning and views on the market. Furthermore, Crypto has largely gone up since the last time Tony was on. Will be interesting to hear Ash and Tony's thoughts today.  Drop your comments below to get them in ahead of time for Real Vision Daily Briefing, live at 4PM! 
    Petr Pinkhasov 3 views 3 comments Most recent by Robert Sarno Real Vision
  • Ralph Humphrey
    Ralph Humphrey 2 views 1 comment Most recent by Ernesto Real Vision
  • Petr Pinkhasov
    Top Posts To Check Out This Morning!
    * Retail sales miss* I share a quick take on the miss on retail sales. * ETF Lay of the Land - Tues 17th August 2021* A lay of the land from an ETF perspective for the Equity markets. Thank you for sharing this everyday, Christopher! * BTC hash power... still bouncing back.* Mat Doe shares the hash rate from Bitcoin after the crackdown from China on mining.  * Edge of Tomorrow. 17th August 2021.* Matt gives us the backdrop for whats happening in the Asia-Pac space. Thank you for sharing y…
    Petr Pinkhasov 12 views 0 comments Started by Petr Pinkhasov Real Vision
  • Petr Pinkhasov
    Retail Sales Miss
    @Weston Nakamura talked about the idea that if you get sequential misses in both consumer sentiment and retail sales, you might see some fireworks short-term in the markets. U.S. retail sales fell in July by more than forecast, consistent with a steady shift in spending toward services and indicating consumers may be growing more price conscious as inflation picks up.  via Bbg:  The data suggest that consumers are beginning to curb spending on merchandise in favor of services now that many p…
    Petr Pinkhasov 2 views 1 comment Most recent by jeremiah_s Real Vision
  • Ralph Humphrey
    Here's a quick look at a few export metrics out of Asia.
    Chart #1 shows the shipping rates from Shanghai to (a) Los Angeles, (b) Rotterdam, and (c) New York, respectively. Chart #2 shows the USD value of merchandise exported from several countries in East and South East Asia between 2017 and 2021.
    Ralph Humphrey 3 views 0 comments Started by Ralph Humphrey Real Vision
  • Ralph Humphrey
    Michael Burry joins the list of ARKK shorts. I can almost hear Cathy Wood saying, "Stand in line...
    Michael Burry of ‘Big Short’ Bets Against Cathie Wood’s ARKK Michael Burry Photographer: Astrid Stawiarz/Getty Images https://www.bloomberg.com/news/articles/2021-08-16/-big-short-michael-burry-bets-against-flagship-cathie-wood-fund By Sam Potter August 16, 2021, 11:54 AM EDT Updated on August 16, 2021, 12:51 PM EDT Michael Burry, the investor made famous by “The Big Short” movie, has taken aim at one of Wall Street’s hottest stars. Burry’s Scion Asset Management owned bearish put cont…
    Ralph Humphrey 3 views 1 comment Most recent by jeremiah_s Real Vision
  • Ralph Humphrey
    Here is an update about the situation in Afghanistan from the Daily Mail. Apparently, the Afghan...
    China and Russia prepare to accept Taliban rule of Afghanistan: Beijing officials pose with leaders of militants and Kremlin has 'no plans' to evacuate its embassy due to 'good relations' https://www.dailymail.co.uk/news/article-9895753/China-Russia-prepare-accept-Taliban-rule-Afghanistan.html * China, Russia, Pakistan and Turkey all appear set to formally recognise Taliban rule in Afghanistan  * Most global powers are reluctant to recognise the rule of terror group overthrown by allied force…
    Ralph Humphrey 2 views 4 comments Most recent by john_c Real Vision
  • Real Vision
    Real Vision Daily Briefing: Ash, Jack & Jared Dillian
    On today's Real Vision Daily Briefing, we are joined by Jared Dillian of the Daily Dirtnap hosted by our own @Jack Farley and @Ash Bennington.   Today could be a good one as markets are quite volatile. We are seeing the VIX at 16.7, up 8% on the day from Friday's close. Small cap names seem to be taking the grunt of the selling this morning but then was reinforced by a broad tech sell off.  Drop your questions for the trio down below to get them in ahead of time! 
    Real Vision 3 views 2 comments Most recent by christopher_m Real Vision
  • Ralph Humphrey
    George Soros has opinions, and he is not afraid to share them. In this op-ed, Soros offers his o...
    Xi’s Dictatorship Threatens the Chinese State By George Soros Aug. 13, 2021 5:12 pm ET In his quest for personal power, he’s rejected Deng Xiaoping’s economic reform path and turned the Communist Party into an assemblage of yes-men. https://www.wsj.com/articles/xi-jinping-deng-xiaoping-dictatorship-ant-didi-economy-communist-party-beijing-authoritarian-11628885076 Xi Jinping, the ruler of China, suffers from several internal inconsistencies which greatly reduce the cohesion and effectiv…
    Ralph Humphrey 2 views 4 comments Most recent by dean_w Real Vision
  • Weston Nakamura
    Exchange Week Ahead: Mon Aug 16 - Fri Aug 20
    https://vimeo.com/587630433Mon Aug 16 Japan GDP China: Retail Sales, Industrial Production, Unemployment Rate 13-F filings deadline for quarter ending June 30 CME Major FX pairs futures expiry  Tues Aug 17 RBA Minutes Fed Powell Virtual Town Hall US Retail sales Earnings: Walmart, Home Depot Wed Aug 18 RBNZ Rate Policy Euro Area CPI UK CPI Canada CPI FOMC Minutes Earnings: Target, TJX, NVDA *Aug VIX futures expiry (see → SPX (quick) Sell Off on Wed 8/18 - Thurs 8/19 ) Thurs Au…
    Weston Nakamura 13 views 1 comment Most recent by i_n Real Vision
  • Ralph Humphrey
    Ralph Humphrey 4 views 1 comment Most recent by Stefan Clulow Real Vision
  • Ralph Humphrey
    How is “ifo” in the phrase "German Ifo" commonly pronounced?
    How is “ifo” in the phrase "German Ifo" commonly pronounced?
    Answered Ralph Humphrey 4 views 1 comment Most recent by Stefan Clulow Real Vision
  • david_g
    The Illusion of Bliss
    Jay Powell is a drug lord, the too big to fail banks are the lieutenants, Business and smaller banks are the hitmen, and the media are the Falcons. Everyone is hooked on fiat, few want to go to rehab, and most who do die of withdrawal(not keeping up with inflation). Some users move money around to feed their addiction. Some get really good at the dope game and insulate themselves from the inevitable. We root for Uncle Jay because sobriety(deflation) is more feared than normal inflation, despite…
    david_g 4 views 0 comments Started by david_g Real Vision
  • jason_b
    BTC + Coffee + Meditation + Macro = I'm coming for you Cathie!!! Ha!!
    BTC may be range bound for a while.  42-47. Go Alts. This is based on EWT and wonky tone of the markets. Risk taking in on pause in my eyes... everywhere in the traditional markets.  There is also a huge amount of money on the sidelines waiting like a puppy at the pound.  Again, Go Alts.  This a potential stage on which new legitimate markets are borne... With Sept. 13 hopefully being the potential climax of the great American socialist experiment which started in earnest in 2008, maybe …
    jason_b 1 view 0 comments Started by jason_b Real Vision
  • Real Vision
    Real Vision Daily Briefing: Jack Farley, Maggie Lake & Harry Melandri
    Harry Melandri has over 20 years of financial markets experience and has held leadership roles in rates portfolio management at DBAM, Aberdeen Asset Management and Brevan Howard; in macro research and strategy at the Bank of England and Medley Advisors; and in fixed income and rates derivatives trading at UBS and other investment banks.  Maggie Lake is a business anchor and correspondent for CNN International based at CNN's New York headquarters. Lake has covered a number of international busi…
    Real Vision 20 views 0 comments Started by Real Vision Real Vision
  • Stefan Clulow
    European Natgas, Gazprom and the EU Carbon Markets
    There is an interesting dynamic playing out in the European natural gas market.  Gazprom (read: Putin) wants a German certification body to give NS2 a thumbs up.  That body has a regulatory veto over NS2, a project that has been politically blessed recently by Germany and the US.  It is a very independent body in a very law-abiding country and I understand there are big legal concerns about whether NS2 adds to competition in the natgas market.  It doesn’t and instead entrenches Gazprom’s share …
    Stefan Clulow 6 views 2 comments Most recent by sam_c Real Vision
  • Ralph Humphrey
    What are the odds that Afghanistan falls to the Taliban. China, Pakistan, and other regional pla...
    What are the odds that Afghanistan falls to the Taliban. China, Pakistan, and other regional players are drawn in and ripple effects are felt throughout the world?
    Answered Ralph Humphrey 2 views 1 comment Most recent by sam_c Real Vision
  • Ralph Humphrey
  • Ed
    Raoul outlines an incredibly bullish case for etherium based on supply and demand. I have not hea...
    Raoul outlines an incredibly bullish case for etherium based on supply and demand. I have not heard anything about the value proposition that etherium offers users and whether a massive increase in price would impact that value proposition, both in absolute terms and relative to alternative cryptos that might substitute for etherium.
    Question Ed 29 views 0 comments Started by Ed Real Vision
  • Petr Pinkhasov
    Real Vision Daily Briefing: Ash, Weston and Petr
    Today I will be on RVDB alongside Ash Bennington and Weston Nakamura. We will be covering few things, most likely talk about the inflation/deflation debate, crypto (especially the poly hack) and maybe a couple of equities.  Do you have anything you want to ask us? Drop them in the comments below!
    Petr Pinkhasov 7 views 2 comments Most recent by lucia_a Real Vision
  • jeremiah_s
    Grant Williams - Life Lessons
    The most impactful Real Vision videos for me have been all the old ones by Grant Williams. I still watch those the most. Super cool interview with Grant: https://www.youtube.com/watch?v=3UQcXXcgFW8
    jeremiah_s 4 views 7 comments Most recent by stephen_m Real Vision
  • sam_c
    Momentum question, when is it better to look at distance from ath vs distance from a moving avera...
    Momentum question, when is it better to look at distance from ath vs distance from a moving average?
    Answered sam_c 15 views 6 comments Most recent by christopher_m Real Vision
  • jason_b
    Supply constraint inflation is just the beginning.
    It can happen without an increase in the money supply.  Even as the fed has been backdoor fighting this wave with reverse repo letting air out of the bag, the inflation story will not be over until the herd alphas (business owners) finds a clear and obvious spot to put their extra money.  All the inconsequential amounts of stimulus have been spent.  I suspect some kind of serious inflation in assets, hard or softer.    Bearish divergence in the S&P is lurking. Crypto is sitting in a great…
    jason_b 2 views 1 comment Most recent by Sam Mitchell Real Vision
  • Ralph Humphrey
    I was wondering if different age groups had significantly different inflation expectations, and i...
    I was specifically wondering if those who lived through 1970s inflation would be more likely to it today. The blue line shows that those over 60 are braced for much higher inflation.  Maybe if you lived through 70s-style inflation, your memory reflex of those years colors your view today. That's not to say the view is wrong. 
    Ralph Humphrey 3 views 1 comment Most recent by jeremiah_s Real Vision
  • Moritz Heiden
    The first REAL Real Vision Bot Portfolio
    Long time no Update from the survey or Bot. Since survey participation looks good I assume you are all following the updates on the website. A few days ago I moved to the next step: creating a real world example of the Bot‘s portfolio. The easiest solution and a natural choice was the Crypto portfolio. I chose Enzyme as a platform. The Team is very helpful and it helped that Mona, the CEO has already been on RV (https://www.realvision.com/shows/the-interview-crypto/videos/mona-el-isa-empowerin…
    Moritz Heiden 254 views 6 comments Most recent by sergi_n Real Vision
  • Petr Pinkhasov
    Daily Briefing: Jack Farley & Dion Rabouin hosting Peter Boockvar
    Today on Real Vision Daily Briefing, we are joined by Dion Rabouin, Peter Boockvar and our own Jack Farley to discuss inflation and what is going on in the markets.  Get your questions in for the trio below! 
    Petr Pinkhasov 2 views 2 comments Most recent by stephen_m Real Vision