Real Vision
Real Vision posts only. Please post in the category closest to the topic of your post or in the "General" category for all other topics.
Category List
Discussion List
-
Is now the time to invest in vices? @"Haley Draznin" sits down with Catharine DockeryNo matter ho...Is now the time to invest in vices? @"Haley Draznin" sits down with Catharine Dockery No matter how the economy is doing, people around the world continue to drink, smoke, gamble, and have sex. So, why not invest in vice industries? Catharine Dockery, founding partner of Vice Ventures, an early-stage venture capital fund, invests exclusively in non-traditional companies that are typically avoided by investors and even prohibited due to vice clauses. She shares her investment philosoph… -
Thursday 10/15/2020ACTUAL TRADE BREAKDOWN! Thought this might be fun to take you through my mental breakdown of a trade I made yesterday. Lots of little pieces lined up and I executed swiftly. Too bad I coupled that with a ridiculously optimistic options trade that I didn’t think out and spewed money on. Good luck today! -
Haley Draznin & Catharine Dockery Talk Vice.Video with @Haley Draznin : I Loved the content because I have been reading and looking at Vice stocks before (MO, BTI, any oil company is considered "vice" by some, LMT, SWBI, AOUT). But none of those seems to have generated better returns than the overall market 🤷♂️ some even make you lose money. So to call it Recession-Proof .... The facts don't seem to agree (see VICEX performance below). The fun thing for the vice stocks is that there is some pricing power and that the pro…
-
Daily Briefing with @"Edward Harrison" and @"Jack Farley" Real Vision managing editor, Ed Harriso...Daily Briefing with @"Edward Harrison" and @"Jack Farley" Real Vision managing editor, Ed Harrison, is joined by editor, Jack Farley, to break down today’s bank earnings reports and look forward to the fate of the credit markets. Ed shares his framework for understanding the K-shaped bifurcation between investment banks relying on a flurry of IPOs and bond issuance and commercial banks who are left with spotty loans and narrowing net interest margins. Jack guides viewers th…
-
@"Ash Bennington" sits downs with Kelly Rodriques to discuss the public market and the growing in...@"Ash Bennington" sits downs with Kelly Rodriques to discuss the public market and the growing interest in alternatives to IPOs What are the advantages and disadvantages of a company going public? Kelly Rodriques, CEO of Forge, an online trading platform that facilitates and brokers investments in shares of large private companies (so-called “pre-IPO” companies), speaks to Real Vision senior editor, Ash Bennington, about the booming public market and why private companies are turning …
-
How weather drives commodity prices with Shawn Hackett and @"Max Wiethe" On October 14th at 12PM...How weather drives commodity prices with Shawn Hackett and @"Max Wiethe" On October 14th at 12PM EDT, Shawn Hackett of Hackett Financial Advisors will be joining Real Vision editor, Max Wiethe, to review his thesis for how changing weather patterns due to solar cycles will drive the prices of soft commodities higher over the coming years. Hackett will also be answering viewers’ questions live on weather changes and soft commodities. To revisit his thesis, see his Expert View release…
-
Scene: The world is going into a second wave lockdown from a global pandemic. The hero of our sto...Scene: The world is going into a second wave lockdown from a global pandemic. The hero of our story escapes the totalitarianism of his concrete jungle to reflect on his life journey, write his memoir and live off-grid in the mountains for a year with no access to internet. The local post office is a short hike away. As an old friend which books would you send him ?
-
The Exchange Sentiment Survey (Week 2)After last week's survey yielded some great first insights into the #bitcoin love of Real Vision Exchange users, it's time for round two. Like last time we wants to know see how you all think about the markets. We would love to get an idea how you are thinking about markets for one and 3 months ahead. We did a little bit of finetuning, the changes include: * There is no the possibility to answer 'no opinion' to the market questions * Your view and position on volatility is included * The bo…
-
Wednesday 10/14/2020Remember when you could go to a nice local coffee shop and sit down, get comfy and watch an RV video? Me neither.
-
Daily Briefing with @"Ash Bennington" and Tony GreerReal Vision senior editor Ash Bennington welcoDaily Briefing with @"Ash Bennington" and Tony Greer Real Vision senior editor Ash Bennington welcomes Tony Greer of TG Macro back to the Daily Briefing to make sense of big moves today in equities, bonds, and the dollar. Greer analyzes the latest CPI reading through the lens of the ECB’s piggy-back announcement that it too would let inflation run hot. Greer then breaks down today’s bond rally as the dollar retracement coincided with significant sector rotations in the S&P 500. B…
-
Election Coverage on Real VisionWe are just 21 days away from the U.S. Election. Our election coverage will focus on the implication and opportunities the results will have on you from an investment perspective. Are there specific topics and guests you want to hear from? Comment below! @Shannon Staton
-
Tuesday 10/13/2020It’s just starting to feel like a day is coming with a massive upside meltup or a 5+% downside in these equity markets... which will it be?!?! Dun dun dunnn Be careful out there and play smart! Question of the Day: Whats your biggest leak (weakness) in trading/investing? - Do you struggle with executing an idea? Do you have bad bankroll management? Do you tilt and dump money by over committing? Do you never commit? Do you listen to too many opinions from others?
-
Great RV VideoI could be wrong on this but it seems like a lot of the older RV videos have kind of been forgotten. I really enjoy finding things that are overlooked or maybe hidden so I have been going through a lot of the RV videos that were made over 5 years ago. There are so many amazing nuggets. The guy in this video has had some of the best returns in the industry and yet I have never heard his name before I watched the video. Check it out https://www.realvision.com/shows/master-class/videos/mark-hart-…
-
Within the next 18 months, oil stocks and crude oil will:Within the next 18 months, oil stocks and crude oil will:
-
Monday 10/12/2020Fresh week, fresh blood! Holiday trading is usually pretty blah but you never know in this environment! Question of the Day: Where are the best places to move with a new family in the states?! - We are going to leave Chicago and are fairly set on San Diego for a multitude of reasons. Here I would be reading an increase in taxes for an increase in quality of life (I used to live in SD and it’s my favorite place... however I have started to consider other fiscally responsible decisions lik…
-
Any one investing in Uzbekistan or in that region? If so what are the opportunities and vehicles ?Any one investing in Uzbekistan or in that region? If so what are the opportunities and vehicles ? -
ATTN: EVERYBODY (yes, you too)- regardless of your market experience, your performance until now,...ATTN: EVERYBODY (yes, you too)- regardless of your market experience, your performance until now, your investment style, objectives, risk tolerance, your respective asset classes/portfolio construction, and your view of markets themselves... If starting with a clean slate NOW, and looking over the next decade to 2030 (& excluding using any passive, benchmark tracking index ETF/product, as well as robo-advisory), I believe I will:
-
Sunday 10/11/2020Welcome to my hood! Just thought I would pop around my neighborhood and show all of the non Americans a little glimpse into Chicago life. Hope all are well rested for the upcoming trading week!
-
Real Vision Exchange Survey: ResultsThank you all for participating. An amazing number of 138 participants answered the first round of the survey. I moved the description of the results as well as a comparison to CFTC sentiment and sentiment obtained by Real Vision Bot to a preliminary dashboard. The survey will get its own dashboard on our website in the next weeks. GO TO THE DASHBOARD Some results will get more meaningful once we have a longer history of the survey and be compared against their own history and the RV intervie…
-
When do RealVision members post the most content?Most users post at 15:00, 17:00, and 21:00 UTC. People post the most on Thursday and Friday and the least on Sunday. @The Classical Charts and Swing Trading Blog @Moritz Heiden -
Would you today make the same bet that Ted Seides made with Warren Buffet in 2008 that hedge fund...Would you today make the same bet that Ted Seides made with Warren Buffet in 2008 that hedge funds will outperform the S&P 500 over the next 10 years?
-
Lyn Alden is live answering questions NOW in her exchange!Submit your questions here: https://exchange.realvision.com/group/lyn-alden @Lyn Alden
-
What's the plan moving forward – finance & where to put your money?Not seen a topic like this yet, unless I've missed something? I've been watching some of Raoul's older videos, especially the ones where he talks about the coming retirement crisis. Looks like COVID, and other elements, have hastened the factors present in those previous discussions. Some of the advice Raoul gives to combat that coming crisis is a) own a business and b) invest in Bitcoin. I own multiple businesses and the vast majority of my investment capital is in Bitcoin & crypto. An…
-
#ICYMI - In Case You Missed It@Max Wiethe @Jack Farley and I recap some of our favorite interviews on Real Vision this week. What stood out to you? Comment below.
-
The Future of the Cannabis Industry with Jonathan Sandleman and @"Haley Draznin" Is the cannabis ...The Future of the Cannabis Industry with Jonathan Sandleman and @"Haley Draznin" Is the cannabis sector turning a new leaf? Jonathan Sandelman, CEO of Ayr Strategies, a vertically integrated U.S. multi state operator (MSO), sees the industry growing rapidly as existing markets expand, new markets open, and more states legalize both medical and recreational cannabis. He shares his journey from Wall Street to leading a publicly traded cannabis company, launching as a SPAC and operating…
-
Pensions in Crisis with Fredrik Nerbrand and @"Raoul Pal" In the first part of his exploration in...Pensions in Crisis with Fredrik Nerbrand and @"Raoul Pal" In the first part of his exploration into demographics, Raoul Pal speaks to CIO Fredrik Nerbrand about the structural threats that pensions face. A chief investment officer of a family office, Nerbrand shares his analysis on how a country’s future growth pattern is inextricably linked with its demographic curve and how countries that can’t replace their working-age population face dire risks as their aging populations stop wor…
-
Raoul's Exploration into Demographicsbegins today. He interviews Fredrik Nerbrand about how a country’s future growth pattern is inextricably linked with its demographic curve and how countries that can’t replace their working-age population face dire risks as their aging populations stop working and start replacing stocks with bonds in their portfolio. Nerbrand is the chief investment officer of a family office and he and @Raoul Pal share how investors can prepare for these dangers, and how being aware of these risks is actually… -
The Real Vision Survey - Please vote!If you haven't yet voted in the Real Vision Survey, then please take the time to do so. It will add so much value to all of us. Thanks! https://exchange.realvision.com/post/the-exchange-sentiment-survey-vote-now-5f7da96a231e0307098d95ab -
TIL: the worlds biggest pension fund (Japan's GPIF) mainly uses passive strategies.Source: "Breaking Down the Elements of Passive Management to Enhance Sophistication: GPIF Initiatives"
-
-
REAL VISION ASK ME ANYTHING WITH ED HARRISON AND ASH BENNINGTONHi Visionaries, On Friday Ed and Ash are going to be doing an AMA, which will air on Monday. Please post your questions here - what would you like to know? About anything - what to make of SPACs, whether additional fiscal stimulus is coming, at exactly what age did Ash be come a diehard soccer fan - they will answer it! It can be about the process of the Real Vision editorial team as well @Edward Harrison @Ash Bennington
-
The Exchange Sentiment Survey. Vote now!The Exchange Sentiment Survey The Twoquants (@Moritz Seibert and @Moritz Heiden ) have been instructed by their AI overlord, the Real Vision Bot, to pick the brains of the Real Vision Exchange members (and the brain of @Raoul Pal) We already knows that you guys are amazing traders. Hence, we really wants to see how you all think about the markets. We would love to get an idea each week how you are thinking about markets for one and 3 months ahead. CLICK HERE TO GO TO THE SURVEY …
-
-
Ted Seides is going live answering questions at 11am EST in his Capital Allocators Exchange!ask Ted questions now at this link https://exchange.realvision.com/group/capital-allocators -
Daily Briefing with @"Ash Bennington", @"Edward Harrison" , and @"Jack Farley" Senior editor Ash...Daily Briefing with @"Ash Bennington", @"Edward Harrison" , and @"Jack Farley" Senior editor Ash Bennington and managing editor Ed Harrison break down another day of risk-on sentiment as the market evaluates the state of President Trump’s health and the chances of another round of fiscal stimulus. Ed explores whether the term “depression” is appropriate, through the lens of his interview today with David Rosenberg. Ed and Ash then look at how duration risk and po…
-
Can we please have more content on picking stock strategy going into the insolvency phase? I've n...Can we please have more content on picking stock strategy going into the insolvency phase? I've noticed local SMEs failing, leaving clear winners, and pondering if we will see this occurring for corporations, and which sectors. I'm keen to understand what driving factors the experts use, for example is it debt or the ability to reduce costs to serve. Thanks :)
-
Real Vision Sentiment and Volatility (2020-10-05)Real Vision Bot was running smoothly parsing all the interviews and extracting sentiment last week. I wanted to take the time and share some interesting things I saw in last week's sentiment. This is always ongoing research, so just a little snapshot. RV sentiment vs CFTC sentiment for the week of 28.09.2020 - 04.10.2020 First of all, similar to the week before we see that US Equity sentiment is still bullish while CFTC sentiment remained bearish. As highlighted before, these differences i…
-
-
George Goncalves Q&A TODAY 5pm EST in his Exchange!Submit questions in George's exchange and he will answer them directly!! Click here to ask your questions @George Goncalves
-
Daily Briefing with @"Raoul Pal" and @"Ash Bennington" Real Vision CEO and co-founder, Raoul Pal,...Daily Briefing with @"Raoul Pal" and @"Ash Bennington" Real Vision CEO and co-founder, Raoul Pal, joins senior editor, Ash Bennington, to interpret the latest financial newsflow. Raoul explores the possibility of a top forming in U.S. equities through the lens of his "GMI crash pattern." He and Ash then analyze President Trump's diagnosis of COVID-19 and investigate its potential market impact. Raoul then talks about today's interview with hedge fund legend Dmitry…
-
@"Raoul Pal" with Dmitry BalyasnyDmitry Balyasny, CEO and founder of Balyasny Asset Management, i...@"Raoul Pal" with Dmitry Balyasny Dmitry Balyasny, CEO and founder of Balyasny Asset Management, is an elusive legend of the investment business. In this interview with Real Vision CEO Raoul Pal, Balyasny gives an inside glimpse of the hedge fund industry, discussing his full investment philosophy on idea generation, asset allocation, position sizing, and risk management. Balyasny, who runs a multi-strategy book across many different funds, discusses the role of global macro investing…
-
@"Raoul Pal" with Dmitry BalyasnyDmitry Balyasny, CEO and founder of Balyasny Asset Management, i...@"Raoul Pal" with Dmitry Balyasny Dmitry Balyasny, CEO and founder of Balyasny Asset Management, is an elusive legend of the investment business. In this interview with Real Vision CEO Raoul Pal, Balyasny gives an inside glimpse of the hedge fund industry, discussing his full investment philosophy on idea generation, asset allocation, position sizing, and risk management. Balyasny, who runs a multi-strategy book across many different funds, discusses the role of global macro investing…
-
Live with Nancy Davis and Jason BuckThe saying “this time it’s different” is perhaps the most dan...Live with Nancy Davis and Jason Buck The saying “this time it’s different” is perhaps the most dangerous on Wall Street. Whether this shibboleth applies to the current markets is the question that Jason Buck, CIO of the Mutiny Fund, and Nancy Davis, CIO of Quadratic Capital Management, explore in this latest edition of Real Vision Live. Buck and Davis analyze historical volatility regimes and explore the value of cross-asset option portfolio construction. Davis discusses her interest rate volat…
-
Goodreads on RV: Session 2 - Mike GreenHi there everyone! For the Session 2 of Goodreads on RV I have a special treat - a recommended reading list from Mr. Mike Green himself! Almost every of Mike's interviews has a question in the comments asking for his reading recs. Here are some answers for you! This list is based on Mike's public appearances and personal input as well (thank you Mike) and is by no means exhaustive. This post has been updated Here it is in no particular order: * The Autobiography of Benjamin Franklin by Benj…
-
Max Weithe was telling Julian about a DoubleLine credit fund in the AMA video. Can you share tha...Max Weithe was telling Julian about a DoubleLine credit fund in the AMA video. Can you share that info with us? Curious to read more about it.
-
"The Distillery, a time-saving summary, delivered weekly" This is listed as a feature for Essenti..."The Distillery, a time-saving summary, delivered weekly" This is listed as a feature for Essential users but I've been an Essential member for a year and have never seen it. Deprecated, or am I missing it?
-
#ICYMI: In Case You Missed It#ICYMI - Welcome to In Case You Missed It. Each week the Real Vision editorial team - @Jack Farley @Max Wiethe and I - pow-wow on our favorite interviews of the week. Share with us what you enjoyed learning on Real Vision this week in the comments below.
-
Culture and Rules of Engagement* Posts should be thoughtful discussions — not promotional links to external content. Sometimes, posts require a supporting evidence. Just remember, the exchange is a place for discussion -- not for promotion. Nobody likes to be spammed. * It’s perfectly acceptable to disagree (even to disagree passionately) with something that’s been posted. When we disagree, we criticize the ideas not the person. We’re here to learn together and from each other; If you disagree with something, provide eviden…
-
@"Raoul Pal" and Keith Rabois discuss Innovation in the Covid EraVenture capitalist Keith Rabois,@"Raoul Pal" and Keith Rabois discuss Innovation in the Covid Era Venture capitalist Keith Rabois, a general partner with Peter Thiel’s Founders Fund, is widely known for his early-stage startup investments and his executive roles at PayPal, LinkedIn, and Square. He sits down with Real Vision CEO and co-founder, Raoul Pal, to discuss the evolution of innovation in Silicon Valley over the last two decades, highlighting its entrepreneurial spirit and the revolutionary power of technolo…
-
@"Jack Farley" discusses the housing market with Keith JurowKeith Jurow, columnist at MarketWatch...@"Jack Farley" discusses the housing market with Keith Jurow Keith Jurow, columnist at MarketWatch, returns to Real Vision to provide a strategic update on the precarious state of the U.S. housing market. Jurow shares with Real Vision’s Jack Farley his analysis on how the black-swan of COVID-19 is squeezing the U.S. housing market from all sides and threatens to burst the housing and mortgage bubble. Incorporating data such as existing home sales, record low mortgage rates, as well as…
-
A question for those pro bitcoin/pro fixed supply currencies in general:How do you deal with the deflation that comes along with a fixed money supply? First you must make the assumption that your fixed currency system worked perfectly, meaning no inflow/outflow problem. Now there is only x amount of money and therefore prices would not be increasing yearly due to inflation. But, the essence of technological advancement is increasing efficiency and it is therefore inherently deflationary. Better farming equipment means more corn per acre; a better tv means more pi…
-
Daily Briefing with Peter Boockvar, @"Edward Harrison" and @"Haley Draznin" on "The Pain Trade"ReDaily Briefing with Peter Boockvar, @"Edward Harrison" and @"Haley Draznin" on "The Pain Trade" Real Vision managing editor Ed Harrison hosts Peter Boockvar, chief investment officer of Bleakley Advisory Group and editor of The Boock Report. Boockvar shares his macro analysis on what he calls "the pain trade": companies that have been the most hurt by COVID-19 and have the most to gain from re-opening. Boockvar and Harrison review the latest economic da…
-
-
What's the tool of choice for managing your portfolios across multiple accounts? I have not find ...What's the tool of choice for managing your portfolios across multiple accounts? I have not find a tool that provides really good functionality, do folks here use something and are happy with it?
-
Peter Zeihan's geopolitical landscape updateHighly recommend Peter's work in unpacking the realities of what's going on around the world. Great geopolitical context alongside macroeconomic perspectives. His RV interview from a couple years ago lays some great groundwork. The update conversation from a couple months ago is also helpful for current perspective. https://www.youtube.com/watch?v=D6Nb2Mhyi8A
-
Julian talks with @"Max Wiethe" about the inflection point we are atAt 2:00pm EDT, Julian is host...Julian talks with @"Max Wiethe" about the inflection point we are at At 2:00pm EDT, Julian is hosting an “Ask Me Anything” session for Pro and Blacklist members as a follow-up on his Expert View from Monday, September 28th, “Markets, Monetary Policy, and Society: A Major Inflection Point” and take any questions viewers have.
-
Strauss Zelnick and Christian Alexander talk Big DataStrauss Zelnick, chairman and CEO of Take-Tw...Strauss Zelnick and Christian Alexander talk Big Data Strauss Zelnick, chairman and CEO of Take-Two Interactive and partner at ZMC, joins headhunter Christian Alexander of Macro Link to share the lessons he learned on his journey to the top of the media world. Take-Two Interactive is one of the largest gaming companies, and its stock is up over 900% since Zelnick became its CEO in 2011. Zelnick discusses his investment philosophy and compares the advantages and disadvantages of the film busines…
-
Hi Real Vision Members, Haley here. I'm on the editorial team. Let's play a game... Give me a top...Hi Real Vision Members, Haley here. I'm on the editorial team. Let's play a game... Give me a topic/guest you want to learn about and we will invite them on the program... We want to include you as part of our editorial process. Cheers!
-
How much time do you dedicate to watching Real Vision each week? We offer A LOT, so I'm curious ...How much time do you dedicate to watching Real Vision each week? We offer A LOT, so I'm curious how much everyone consumes. -
Which hedge fund strategy do you think will outperform as we continue on our path to recovery?Which hedge fund strategy do you think will outperform as we continue on our path to recovery?
-
Real Vision Member FeedbackHi Real Vision Members, My name is Marco and I am a Product Design lead here at Real Vision. In the past week, we've seen incredible participation from our members about how they use our platform on a daily basis. We've been launching new initiatives left and right but wanted to hear from you directly. What is the number #1 feature request or user experience improvement you'd like us to make on realvision.com? Anything goes. Thanks! -
I myself don't have an answer for this yet and I'll try to find my own... but... GUN TO YOUR HEAD...I myself don't have an answer for this yet and I'll try to find my own... but... GUN TO YOUR HEAD... what is your favorite/most impactful Real Vision video you've seen to date? Would be great to develop a list of MUST WATCH RV content.
-
Hello Real Vision Community. I've decided to give RVPro a shot for 3 months and try to get the mo...Hello Real Vision Community. I've decided to give RVPro a shot for 3 months and try to get the most out of it to justify buying the yearly membership. Having to work for a living, I only have about 2 hours I can spend on the Real Vision website. Can anyone recommend what are the must view/see reports/videos I should always check on RV? Perhaps the names of the series that are most informative?
-
The Interview with Leon G. Cooperman and @"Edward Harrison" Legendary investor Leon G. Cooperman,...The Interview with Leon G. Cooperman and @"Edward Harrison" Legendary investor Leon G. Cooperman, chairman and CEO of Omega Family Office, Inc., joins Real Vision managing editor Ed Harrison for a conversation about his career journey from Goldman Sachs to founding his hedge fund, Omega Advisors, and later converting it into a family office. Cooperman weighs in on the lasting impact the coronavirus pandemic will have on the U.S. economy and what this means for the future of capitalis…
-
Trend Shifts with Michael Oliver and @"Max Wiethe" As the past several days in markets have been ...Trend Shifts with Michael Oliver and @"Max Wiethe" As the past several days in markets have been filled with volatile price action that is disquieting investors, Real Vision’s Max Wiethe sits down with Michael Oliver, CEO of Momentum Structural Analysis, to discuss the immediacy in trend shifts. Oliver argues that the major asset classes will experience their biggest moves on an expedited timeline as opposed to incremental change over years. He shares how this acceleration in changin…
-
HELP NEEDED! Hello fine people of the exchange....I'm the head of Finance at Real Vision, and I'm...HELP NEEDED! Hello fine people of the exchange....I'm the head of Finance at Real Vision, and I'm looking for some help. As many of you know, we're looking at enhancing our educational content here at RV and we're looking at adding a trading course, only problem is, I'm not exactly the worlds most knowledgeable on trading! So I'm looking for 3 volunteers to take the course over the next 2 weeks and provide feedback. If you're interested just reply here and I'll be in touch...
-
Daily Briefing with @"Ash Bennington" and @"Edward Harrison" Real Vision senior editor Ash BenningDaily Briefing with @"Ash Bennington" and @"Edward Harrison" Real Vision senior editor Ash Bennington hosts managing editor Ed Harrison to make sense of the biggest 3-day breakout in equities since April. Through the lens of Ed’s most recent piece in "Credit Writedowns." Ed and Ash explain why low interest rates tend to make growth stocks more valuable relative to value stocks, and why the recent rally in small-cap value stocks might be short-lived. Ed looks forw…
-
Julian kicks off Week 2 of "Has Everything Changed?" We kicked off week one of “Has Everything Ch...Julian kicks off Week 2 of "Has Everything Changed?" We kicked off week one of “Has Everything Changed?” with Raoul’s take on the question. Here to kick off an equally exciting week two is Julian Brigden, founder of MI2 Partners. As Real Vision Pro members already know, Julian and Raoul rarely agree on everything, and in this interview, you’ll get a completely different perspective. Brigden argues that the biggest effects from COVID are not course-altering changes, but rather the acc…
-
RealVisionBot: Last week's sentiment extracted from Real Vision interviewsLast week's Real Vision sentiment was surprisingly bullish compared to sentiment extracted from the Commitment of Traders (COT) reports by the CFTC. #Bitcoin sentiment was mostly in line with what we witnessed from the COT, but equity sentiment was more bullish on RV. Definitely something to watch out for, especially after some trend indicators such as the Totem Trend Index or the TopTradersUnplugged Trend Barometer show extremely weak equity trend. The big question is of course, if this is a…
-
Has anyone had any experiences as an investor in Volaris’ Tail Hedge product/strategy? #tailhedge...Has anyone had any experiences as an investor in Volaris’ Tail Hedge product/strategy? #tailhedge
-
Technology, Interfaces, and Communication Dynamics.Great interview from Patrick Schumacher on Creative Technology Solutions https://www.youtube.com/watch?v=OFajDBg4L5k -
Experts don't know what they don't know more frequently than you expect.I really liked RP's "how to position" .pdf, I hope you all have read it. While I am with him on a lot of things (BTC and the big investment), I find it curious sometimes when smart guys get duped. The radiologist comment on that one was one such example [tailwinds]. It is funny that I find in particular areas, even really smart guys often get burned by not knowing what they don't know. I think you all should have a look at this not just due to it being something about radiology, but b…
-
This might be a stupid question, so beware... I upgraded to pro for the quarter and I want to fol...This might be a stupid question, so beware... I upgraded to pro for the quarter and I want to follow the trades, but my UK brokerage account typically doesn’t offer the product, ability to short, and others like Plus500 are too levered for my liking. Not particularly eager to lose my shirt with leverage just yet, so can anyone recommend a platform where I can short stocks without leverage? Thanks
-
Can anybody guess where and how Real Vision started?Can anybody guess where and how Real Vision started?
-
Hi all - @"Max Wiethe" and I broke down this week's set of interviews for "Has Everything Changed...Hi all - @"Max Wiethe" and I broke down this week's set of interviews for "Has Everything Changed" - check it out for a quick peek behind the curtain of Real Vision:
-
Amazing interview - Raoul mentioned a interview with James Goldsmith... it's a must watch in orde...Amazing interview - Raoul mentioned a interview with James Goldsmith... it's a must watch in order to understand the past 25 years and the current US political situation: https://www.youtube.com/watch?v=4PQrz8F0dBI&feature=emb_logo Also, there's a nice dovetail in here w/ what Michael Saylor was saying about everything being a tech company. Deflation hits every industry because every significant business is a technology business Sir James Michael "Jimmy" Goldsmith (26 February 1…
-
Will China's (DCEP) headstart on CBDC and their move toward forming an East Asia digital currency...Will China's (DCEP) headstart on CBDC and their move toward forming an East Asia digital currency (CN, JP, SK, HK basket) challenge USD hegemony in a meaningful way over the next 3-5 years? What role if any would an IMF digital SDR play in the ongoing digital transformation?
-
Thought I would share as a lot of people recommended using crypto.com as the place to buy assets.Thought I would share as a lot of people recommended using crypto.com as the place to buy assets. https://www.reddit.com/r/Bitcoin/comments/iz0wd4/cryptocom_copying_your_clipboard_on_app_launch/ Crypto.com copying your clipboard on app launch 😡 from Bitcoin
-
I have an existential question regarding RealVision Pro and the @"Raoul Pal" "In Focus" pdf that ...I have an existential question regarding RealVision Pro and the @"Raoul Pal" "In Focus" pdf that was kindly released to everyone. In the pdf, he says: "... they made most of their wealth on one or two big, life-changing bets. Almost no one gets rich trading unless they build out a trading platform and collect management fees." So my question is: Isn't RealVision Pro a service that helps teach us to make shorter term trades? Is that not contrary to what he is sayi…
-
Hi everyone! First, a disclosure. I have absolutely no internal approval for this (I'll ask for f...Hi everyone! First, a disclosure. I have absolutely no internal approval for this (I'll ask for forgiveness later 😬 ) - so it may not ever see the light of day. However, if there is interest, I promise to try to make it happen. I have been fascinated by the crazy variety of professions and backgrounds that we have in the Real Vision community. I think it would be incredibly fun to have @"Raoul Pal" interview someone who works in something that isn't related at all to finance. Maybe a… -
I would like to see more on the ENERGY markets on RV. For such an important macro component, I t...I would like to see more on the ENERGY markets on RV. For such an important macro component, I think RV has been deficient in this area lately. How about a fresh interview with Leigh Goehring or Adam Rozencwajg? Or some other energy commentator with a contrary take, even someone telling us oil is going to $10/bbl? More frequent updates with Warren Pies, from whom I learn much. I know it is a "bad" market now but it seem like an opportunity to me. Prices on the energy majors seem ou…
-
Daily Briefing with @"Dave Floyd" and @"Edward Harrison" Managing editor, Ed Harrison, joins Dave...Daily Briefing with @"Dave Floyd" and @"Edward Harrison" Managing editor, Ed Harrison, joins Dave Floyd, founder of Aspen Trading, to review and analyze today’s price action. Ed and Dave first discuss the continuing sell-off in equities and examine Dave’s bearish position on the S&Ps. They also consider the dollar’s move upward, what opportunities may exist for the yen as a result, and how low volatility in bonds is prompting higher volatility in the FX space. Finally, …
-
Covid and Deflation with Jeff Booth and Raoul PalLast time Jeff Booth, author of “The Price of To...Covid and Deflation with Jeff Booth and Raoul Pal Last time Jeff Booth, author of “The Price of Tomorrow,” was on Real Vision, he discussed why the central banks’ constant money printing to combat deflation is only a losing battle and how technology contributes to the strengthening of secular deflationary trends. With the arrival of COVID-19 this year, Jeff and Real Vision CEO and co-founder, Raoul Pal, discuss how the pandemic has catalyzed this scenario by contextualizing it within the curren…
-
If you are interested in portfolio construction and particularly in options, you need to watch Ja...If you are interested in portfolio construction and particularly in options, you need to watch Jason Buck's conversation with Diego Parrilla. Diego and Jason put on a clinic and show how different asset classes interact with each to build a "team" of positions within your portfolio. A lot of macro insights as well. Almost 2 hours longs and 0 dislikes so far... the people have spoken 😁 https://www.realvision.com/shows/live/videos/how-to-parlay-the-ultimate-volatility-regime-change?…
-
Bit of a random post I'll admit, but just wanted to say I'm incredibly excited to see how the Exc...Bit of a random post I'll admit, but just wanted to say I'm incredibly excited to see how the Exchange develops. I can't wait for knowledgeable experts who we have seen on Real Vision videos like @"Lyn Alden" to build Exchanges on here and share their views and knowledge. Real Vision has already revolutionised the finance industry by bringing us long form interviews with experts who share their views, knowledge and frameworks, but imagine being able to interact with them here on the … -
@"Raoul Pal" Have you ever connected with Gary Vaynerchuk directly? Was on a webinar with him ear...@"Raoul Pal" Have you ever connected with Gary Vaynerchuk directly? Was on a webinar with him earlier today. He's obviously deep in the advertising realm but seems to have a good grasp of macro business factors swirling around. It's a bit tangential to most content here and he's a character for sure, but nonetheless I think a conversation between you two for RV could be very intriguing to discuss how big companies and brands are navigating consumer habits moving forward, what that …
-
Since EU Banks were in the news can someone explain or guide me to a good explainer about those T...Since EU Banks were in the news can someone explain or guide me to a good explainer about those Trillions in Derivative exposure Deutsche Bank allegedly had (back in 2016 I think) I always thought this was mostly sensational clickbait but still curious what it was about.
-
In the attached PDF I look at:- Loan delinquency rates.- COVID cases in developed and emerging maIn the attached PDF I look at: - Loan delinquency rates. - COVID cases in developed and emerging markets. - Google Mobility across continents and at city level (Retail, public transport, workplace, residential). - Foot traffic across industry. - Traffic data. - CityMapper and Open Table restaurant bookings. - Unemployment and FRED data, including advanced retail and the recession probability index.
-
you need a more curated app to run the forums here - duplicated entries by mistake (by myself as ...you need a more curated app to run the forums here - duplicated entries by mistake (by myself as well) - and duplicated questions - you wanna take the question topics and turn them into a thread - and an ongoing conversation that we all come back to over and again - and that then acts as a knowledge base - rather than have the same question with 1-2 answers scattered all over the place. in order to do that you need database style headings where you can more easily scroll down lists of topics …
-
This might cause large scale abuse but why wouldn’t the world return to normal in the next say 2 ...This might cause large scale abuse but why wouldn’t the world return to normal in the next say 2 years, the reason I ask this is China had MERS and SARS and a few other deadly viruses but that has never stopped the Chinese’s people from flying or living life as per normal, it may have cause some changes to habit over the short term but it was short term. -
Daily Briefing with @"Ash Bennington" and @"Edward Harrison" Real Vision senior editor, Ash Benni...Daily Briefing with @"Ash Bennington" and @"Edward Harrison" Real Vision senior editor, Ash Bennington, and managing editor, Ed Harrison, discuss a volatile day in markets. Ed and Ash analyze today's sell-off in stocks, gold, and silver as well as a significant rally in bonds. They then consider the resignation of Nikola founder, Trevor Milton, the rumors of European bank consolidation, and the passing of Supreme Court Justice Ruth Bader Ginsberg. Ed looks forward to his in…
-
The Insolvency Phase“Insolvencies happen insidiously, slowly, miserably, bit by bit.” “How did y...The Insolvency Phase “Insolvencies happen insidiously, slowly, miserably, bit by bit.” “How did you go bankrupt? Two ways. Gradually, then suddenly.” Ernest Hemingway. This is an Expert View you are not going to want to miss. https://rvtv.io/3iQOkwR Real Vision CEO and co-founder, Raoul Pal, kicks off an exciting two weeks of content by explaining why we are endeavoring to answer the ultimate question, “has everything changed?” As well, Pal switches hats into his role as head of GMI to u…
-
Hi everyone! Have you checked out our new campaign yet "Has Everything Changed?" We are speaking ...Hi everyone! Have you checked out our new campaign yet "Has Everything Changed?" We are speaking to top industry leaders over the next fews weeks to answer this question and explore the shifting trends the coronavirus pandemic has accelerated. Industries are literally being reinvented as we speak -- real estate, technology, travel, hospitality. We have guests from all sectors joining us to discuss what's ahead for the global economy. Is there anyone top of mind you want to hear from? …
-
With banks in the news here’s Raoul Pal from a 2/2/2016 CNBC interview Raoul Pal, Global Macro I...With banks in the news here’s Raoul Pal from a 2/2/2016 CNBC interview https://cnb.cx/2w6vYlc Raoul Pal, Global Macro Investor Publisher, explains his concern over European banks and lists his troubled bank list.
-
Lots of people talk about (the importance of )quickly cutting losses. I always wondered what is q...Lots of people talk about (the importance of )quickly cutting losses. I always wondered what is quick after price drops -3/ -5 /-10? A week a month a quarter? All I understand the loss math gets wild after 10%.
-
One of the most important things in this new endeavor (which I support enthusiastically) is to se...One of the most important things in this new endeavor (which I support enthusiastically) is to set the right foundation. These next few months will determine that. Again, i am no expert, but past mistakes in social media (Tagworld 2006) and observation of successful models have led me to these observations. 1. if you create a great foundation, it will fill up with great content. Example is Quora. Heavily moderated initially, it became a virtuous circle. 2. If you allow spam / trolling to cree…
-
Why is it so hard to sit on your hands when there is nothing to tradeWhy is it so hard to sit on your hands when there is nothing to trade
-
Raoul Pal already mentioned it on Friday's daily briefing, but for everyone who might have missed...Raoul Pal already mentioned it on Friday's daily briefing, but for everyone who might have missed it: Not only will RealVisionBot continue to do his weekly summary of Interview Sentiment vs CFTC data, we will augment this dataset with the weekly sentiment of you, the users of 'the Exchange'. All of the data, RV Bot, CFTC and User sentiment will be made available for you to play with it and create your own insights. We are still figuring out the details, but as a little teaser let me highlig…
-
Dear Real Vision team, Can we please get Peter Brandt's Masterclass series re-uploaded onto Real ...Dear Real Vision team, Can we please get Peter Brandt's Masterclass series re-uploaded onto Real Vision? Sorry for pushing this so hard but I view it as the single most revolutionary series of videos / media I have ever consumed to develop my trading. I can't promise I won't keep bugging you guys until it pops back up or if there's a definitive "Nope!" given to me, but I will say I understand you guys must be very busy with the launch of the Exchange and I certainly appreciate eve…
-
How I use Real VisionHow I use Real Vision
Popular Tags
- Macroeconomics 2,344
- Bitcoin 2,119
- Cryptocurrency 2,025
- Equities 1,340
- Investment Ideas 999
- Charts & Reports 804
- Trade Ideas 723
- Currency 626
- Commodities 601
- Portfolio Management 575
- Derivatives & Options Trading 557
- Gold 496
- Bonds 490
- Stocks 489
- Ethereum 398
- Daily Briefing 378
- Futures 316
- Markets 291
- Raoul Pal 280
- Insider Talks 275
- Crypto 262
- Precious Metals 259
- DeFi 259
- Crypto Exchanges 247
- Inflation 230