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.
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Would it be possible to have an Exchange for Quant/Rules based investing pls?Would it be possible to have an Exchange for Quant/Rules based investing pls? -
Question from a new investor - for the portion of your portfolio that you want to keep in liquid,...Question from a new investor - for the portion of your portfolio that you want to keep in liquid, cash equivalent assets, with little risk even when markets correct, what types of investments would you recommend? Thanks for the help.
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By the way, if you haven't met @"Jason Ziemianski" (he posts on here) he is the genius behind The...By the way, if you haven't met @"Jason Ziemianski" (he posts on here) he is the genius behind The Exchange and his team did an incredible job rolling it it out. @"Farrell Murphy" Is here to help manage the community. You'll met other Visionaries over time too. We will all be hanging out here...even Milton. -
Starting this thread for book recs considered to be "must reads" for this community. Please chime...Starting this thread for book recs considered to be "must reads" for this community. Please chime in!
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Goodreads on RV: Session 1 - Raoul PalHi there!Festival of Learning has come to an end. What a bGoodreads on RV: Session 1 - Raoul Pal Hi there! Festival of Learning has come to an end. What a blast it was! Truly grateful to Raoul, speakers and the amazing Real Vision Team. But true learning never stops. Here's a list of good reads recommended by Raoul. I've noted these down from various RV videos over the years. Really enjoyed these books. @"Raoul Pal", did I miss anything noteworthy? - Lords of Finance: The Bankers Who Broke the World by Liaquat Ahamed (2009) - htt…
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(Untitled)https://youtu.be/oH8_YMGyXDw -
THE Exchange is fantasticquestion Does Real Vision has accessories such hats pens t-shirts etcI thTHE Exchange is fantastic question Does Real Vision has accessories such hats pens t-shirts etc I think we should put it in placed if you are interesting just let me know or anybody that need accessories for their business good day
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The Exchange is fantastic (thank you RV) - really excited to see how this develops and feels like...The Exchange is fantastic (thank you RV) - really excited to see how this develops and feels like the amount of content is going to explode (in a positive sense). What are the best tactics others have found most useful to filter content so far? I've been using the influential user scoring system and exploring specific users' activity feeds. From there the notification system is helpful to keep me up-to-date on conversations in which I've already participated (or followed).
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Muss jetzt alles aud Englisch sein oder gibt auch DACHsprachige :) ?Muss jetzt alles aud Englisch sein oder gibt auch DACHsprachige :) ?
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Hello RV, The My videos stuff how does it work? I saved couple of videos and wanted to go back a ...Hello RV, The My videos stuff how does it work? I saved couple of videos and wanted to go back a check the list. But cant find a way.
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Hi Everyone. I just wanted to say hi. Great content here and thank you.Hi Everyone. I just wanted to say hi. Great content here and thank you.
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Something from The Archives on your Saturday! Lacy Hunt lays out his deflationary thesisIn this l...Something from The Archives on your Saturday! Lacy Hunt lays out his deflationary thesis In this long-awaited interview, Lacy Hunt lays out the basis of his deflationary thesis, explains how a debt unwind could be managed and outlines why he thinks the US will prove to be the most resilient market. -
Any plans for THE EXCHANGE to have a smart phone app? I'm on board with Raoul's position of kick...Any plans for THE EXCHANGE to have a smart phone app? I'm on board with Raoul's position of kicking twitter to the curb b/c of all the political garbage and would make it easy if this platform was accessible on the phone.
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I want to learn more about liquidity as an asset class. For background some months ago on Real V...I want to learn more about liquidity as an asset class. For background some months ago on Real Vision Dylan Grice was talking about liquidity as an asset class and he mentioned using Catastrophe bonds to hold his cash. I've been meaning to look into this but the space seems relatively obscure. Prior to last week I was torn between a rock and a hard place with "Cash is trash" on one hand and "Risk assets are too appealing to ignore" on the other hand. This week however ch… -
Great video with @"Raoul Pal" and Marc Cohodes, much of it was discussing tokenization. I find th...Great video with @"Raoul Pal" and Marc Cohodes, much of it was discussing tokenization. I find there is a lot of controversy around tokenization as it requires trust in the underlying entity issuing the token. The types of tokens discussed in the video; property, football players and, stocks would be interesting but I don't see how it's ownership can be enforced without a central party. Bitcoin works on the blockchain because it does not require trust and does not represent anything … -
Just as a guide, I see many of you are asking questions and my experience is that people are more...Just as a guide, I see many of you are asking questions and my experience is that people are more likely to answer if you show them your views or understanding first. Good luck!
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How lucky am i to be able to live in this time, Hello everyone, i hope you all are well and healt...How lucky am i to be able to live in this time, Hello everyone, i hope you all are well and healthy. i am a beginners in this economy game, and don't have much capital and still work on minimum wage and lost my job maybe its is good. and i love learning about money. please can you recommend me some books to learn fundamental of this assert class. like bonds,commodities,crypto, equities,forex etc.
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Can you put the latest Insider Talks (from the festival) on RV Pro?Can you put the latest Insider Talks (from the festival) on RV Pro?
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Daily Briefing with @"Raoul Pal" and @"Ash Bennington" Real Vision CEO, Raoul Pal, is joined by s...Daily Briefing with @"Raoul Pal" and @"Ash Bennington" Real Vision CEO, Raoul Pal, is joined by senior editor, Ash Bennington, to reflect on a week of extreme price action. They analyze the dramatic crash of U.S. equities on Thursday and its connection to the speculative activity in derivatives markets. After weighing the significance of Softbank's unmasking as the big "NASDAQ Whale" that has been buying a massive amount of calls on big tech stocks, Raoul and Ash … -
@"Raoul Pal" talks with short-seller Marc Cohodes about his rare long positionsMarc Cohodes is we...@"Raoul Pal" talks with short-seller Marc Cohodes about his rare long positions Marc Cohodes is well known as a confident and vocal short-seller willing to fight harder and dig deeper into a company than anyone else in the business. But when he sees the buying opportunity of a lifetime, he's just as willing to get to work on the long side and spread the good news. In this interview with Raoul Pal, Cohodes explains why the combination of a booming e-commerce business, the massive call …
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I had several people ask for the "Letter to my first year trading self" from the Real Vision Fest...I had several people ask for the "Letter to my first year trading self" from the Real Vision Festival of Learning talk I did the other day. Here it is and feel free to share it
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Can you give some example of techniques for scaling in and scaling out of trades and the percenta...Can you give some example of techniques for scaling in and scaling out of trades and the percentages also related to dollar cost averaging as I sense from RV comments over the years that deciding how to exit a trade is hard even for RV experts to explain. Entries are easier but also scaled entries being nuanced also deserve some attention for example when there is conviction to a trade entry but not enough to justify a full position size. I think if one of the speakers at the event can take on … -
Can you give some example of techniques for scaling in and scaling out of trades and the percenta...Can you give some example of techniques for scaling in and scaling out of trades and the percentages also related to dollar cost averaging as I sense from RV comments over the years that deciding how to exit a trade is hard even for RV experts to explain. Entries are easier but also scaled entries being nuanced also deserve some attention for example when there is conviction to a trade entry but not enough to justify a full position size. I think if one of the speakers at the event can take on …
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Definitely feels like The Exchange is going to give us all a chance to have meaningful conversati...Definitely feels like The Exchange is going to give us all a chance to have meaningful conversations and debates about markets and finance without all the bloody politics and social commentary on Twitter... that will be hugely refreshing! More signal, less noise...
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The latest RVDB format with different contributors has been awesome! As someone still developing ...The latest RVDB format with different contributors has been awesome! As someone still developing my knowledge and trading/investing style, it is incredibly helpful getting to hear different perspective, such as @"Edward Harrison ", @tgmacro, and @"Tommy Thornton" . Great work! -
Stories on my radar for today:Copper, retail evictions, Tesla, and moreCopper's new high, Tesla'Stories on my radar for today: Copper, retail evictions, Tesla, and more Copper's new high, Tesla's new equity offering, flatlining U.S. construction spending, credit card issuers' tough choice ahead - and more. -
I really enjoyed @"Edward Harrison "'s interview with Jay Pelosky - "The Higher You Go, The Harde...I really enjoyed @"Edward Harrison "'s interview with Jay Pelosky - "The Higher You Go, The Harder It Gets" Jay has some really interesting thoughts on the options available to investors at a time when the easy money has already been made. https://www.realvision.com/shows/investment-ideas/videos/jay-pelosky-the-higher-you-go-the-tougher-it-gets?source_collection=0f1c5bbe0e674d90bfb6ca11362bda31 What can investors do when the easy money has already been made? Managing edito…
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Daily Briefing with @"Ash Bennington" and @"Edward Harrison " How is it that the real economy canDaily Briefing with @"Ash Bennington" and @"Edward Harrison " How is it that the real economy can be so weak while the asset markets continue to fly? Real Vision managing editor Ed Harrison explores this and more with senior editor Ash Bennington. Ed and Ash discuss the ever-widening chasm between Wall Street and Main Street and use Hyman Minsky’s “two-price model” as a framework to understand this dichotomy, and they analyze how asset markets have responded differently to…
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@"Ash Bennington" talks with Logan Mohtashami about the housing market, bond yields, and mortgage...@"Ash Bennington" talks with Logan Mohtashami about the housing market, bond yields, and mortgage rates If you haven’t been living under a rock, you’ve probably heard the narrative that cities are dead and that white collar workers, now unburdened by the ability to work from home, are fleeing to the suburbs as fast as they can. Logan Mohtashami, lead analyst at Housing Wire, explains to Real Vision’s Ash Bennington why it is nothing more than an interesting narrative. He goes on to …
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Welcome the the Real Vision Exchange!! The Exchange is the meeting place for all of us to exchang...Welcome the the Real Vision Exchange!! The Exchange is the meeting place for all of us to exchange our ideas and thoughts. It's your chance to get involved and create valuable debate, discussion and your own content - be it video, PDF, weblinks, whatever! Here is a short video I just shot on my iPhone to show you just how easy it is...
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Throwback Sunday. Kyle Bass and John Burbank back in 2015 on spotting "signal events." The highly-Throwback Sunday. Kyle Bass and John Burbank back in 2015 on spotting "signal events." The highly-anticipated second link in The Chain sees Kyle Bass interview John Burbank of Passport Capital. In this riveting conversation, John discusses spotting the "signal events" that make real money, his criteria for sizing positions, and the creative mindset needed to perceive "what could be that isn't now."
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Hi all, I just wrote an article on the correlation between the S&P 500 and the VIX flipping posit...Hi all, I just wrote an article on the correlation between the S&P 500 and the VIX flipping positive. It features analysis from Jason Buck of the Mutiny Fund. (Jason is a peer of Mike Green and Chris Cole, if you didn't know.) Check it out! https://www.realvision.com/blog/taking-the-elevator-up Why has the VIX has been rising with the S&P 500? Real Vision's Jack Farley asked Jason Buck and checked the charts to try and find an answer. Read now.
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As promised, my wine thread from Twitter. Salud!It's Friday night on FinTwit, so it's booAs promised, my wine thread from Twitter. Salud! https://twitter.com/RaoulGMI/status/1299511237622063104It's Friday night on FinTwit, so it's booze night... It's been a while since my rum thread. Time to talk wine! Stories of bond villains, globalization and the world's most underpriced fine wine awaits (along with affordable rec's too) — Raoul Pal (@RaoulGMI) August 29, 2020
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Daily Briefing with @"Ash Bennington", @"Edward Harrison " , and @"Haley Draznin" Real Vision sen...Daily Briefing with @"Ash Bennington", @"Edward Harrison " , and @"Haley Draznin" Real Vision senior editor, Ash Bennington, and managing editor, Ed Harrison, react to the new U.S. consumer spending report out today from the Commerce Department. Despite gains for three consecutive months, momentum fell as the COVID-19 pandemic lingers and fiscal support dries up. They also discuss inflation rhetoric following yesterday's announcement from the Fed to keep interest …
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Get excited for The Festival of Learning! Secure your ticket now if you haven't already. With jus...Get excited for The Festival of Learning! Secure your ticket now if you haven't already. With just days to go before The Festival of Learning kicks off on Wednesday, Real Vision Co-Founder and CEO Raoul Pal and Real Vision Co-Founder and Chief Creative Officer Damian Horner are hosting a Pre-Party at 10.00am ET. They’ll be announcing more than 10 new additions to the festival line-up, answering your festival questions, and lots more. "Don’t have a ticket yet? You’re running out of time… G…
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Brent Johnson and Steven Van Metre discuss how federal monetary policy might be having the opposi...Brent Johnson and Steven Van Metre discuss how federal monetary policy might be having the opposite intended effects on lending Brent Johnson, CEO of Santiago Capital, is joined by Steven Van Metre of Steven Van Metre Financial to discuss the most pressing issues on the macro horizon. After exploring whether quantitative easing (QE) and low rates are inflationary or deflationary, Johnson and Van Metre take a deep dive into the plumbing of the Treasury market and specifically the operations of …
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I saw this on Twitter and thought it was so funny I had to post it here 🤣🤣 Amazing. pic.twitter.c...I saw this on Twitter and thought it was so funny I had to post it here https://twitter.com/PriapusIQ/status/1299301669067542529?s=20🤣🤣 Amazing. pic.twitter.com/SSdfDbKY49 — PiQ (@PriapusIQ) August 28, 2020 -
Dr. Komal Sri-Kumar and @"Edward Harrison " explore the trajectory of the economic recovery and d...Dr. Komal Sri-Kumar and @"Edward Harrison " explore the trajectory of the economic recovery and delve into the bond market. If there is such a thing as a hierarchical structure within capital markets, then it could be argued that the bond market lives at the top of it. More often than not, it is capable of seeing events long before anyone else, but more importantly, it can warn participants of impending doom or prosperity using yield as its main form of communication. The issue? Equi…
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Daily Briefing with @"Ash Bennington" and @"Edward Harrison " Senior editor, Ash Bennington, join...Daily Briefing with @"Ash Bennington" and @"Edward Harrison " Senior editor, Ash Bennington, joins managing editor, Ed Harrison, to discuss risk assets, credit markets, and the fiscal cliff. Within an environment of secular stagnation, they talk about the cross-asset play between bonds and equities as well as how overall credit tightening in the financials sector and the velocity of M2 money plummeting will have pernicious effects on growth. They also consider the dichotomy…
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Jeff Meyers and @"Max Wiethe" examine small cap stocksTo anyone that has been watching markets si...Jeff Meyers and @"Max Wiethe" examine small cap stocks To anyone that has been watching markets since the onset of COVID-19, it is no secret that large cap stocks have been at the epicenter of the action. Everywhere you look, people are talking about them as they continue theirxa0gravity-defyingxa0ascent. What about small cap stocks though? They may not be as flashy or well known as thexa0big, blue-chipxa0stocks,xa0but they too are capable of oversized returns.xa0To help usxa0understa…
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Robert Breedlove's discussion on bitcoin Robert Breedlove, CEO and CIO of Parallax Digital, argue...Robert Breedlove's discussion on bitcoin Robert Breedlove, CEO and CIO of Parallax Digital, argues that only two things in the universe are absolutely scarce – time and bitcoin. Until the invention of bitcoin, Breedlove says that gold had been the best monetary technology to transfer the value of time, but it is imperfect because it isn’t absolutely scarce. Bitcoin’s absolute scarcity, on the other hand, makes it the perfect monetary technology. He breaks down why the last two centuries of suc…
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Daily Briefing with @"Ash Bennington" and Tony Greer Senior editor, Ash Bennington, hosts Tony Gr...Daily Briefing with @"Ash Bennington" and Tony Greer Senior editor, Ash Bennington, hosts Tony Greer, editor of The Morning Navigator, to continue their discussion of the wild inflation trade. They first look at ExxonMobil getting the boot from the Dow Jones and how it reflects a weak energy sector and the rotation of tech upward, describing how the boom across tech subsectors is correlated to Fed policies. Tony also notes how the baton has been passed over to commodities as well as …
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Hey Everyone. We have a new team member here at Real Vision: Haley Draznin. Once she is up and rHey Everyone. We have a new team member here at Real Vision: Haley Draznin. https://twitter.com/edwardnh/status/1297954008901005312?s=20 Once she is up and running, we will all make sure she gets active here in the communityWelcome to @RealVision!! https://t.co/CYEQR1p0SU — Edward Harrison (@edwardnh) August 24, 2020
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Is this economic rally too good to be true? @"Raoul Pal" and Teddy Vallee the uncertainty Six mon...Is this economic rally too good to be true? @"Raoul Pal" and Teddy Vallee the uncertainty Six months ago, when COVID-19 first made its debut on the global stage, market participants were forced to take a step back as countries around the world shutdown. Not surprisingly, fear over how things would play out enveloped markets and sent them crashing. As we all know, that phase was short lived, and today, the opposite is true. Hope has taken over and equities have staged a spectacular co…
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Will Real Vision community become more popular than financial Twitter?Will Real Vision community become more popular than financial Twitter?
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Christina Ramirez and Michael Green discuss how COVID has made data even more important For much ...Christina Ramirez and Michael Green discuss how COVID has made data even more important For much of the population, analysis and projections of COVID-19 cases, mortality, and the associated policy response have brought forward the importance of statistical analysis and modeling techniques that many have never learned and, at best, probably haven’t used since long past college years. This has resulted in heated debate, politicization, and huge differences in policy decisions and attitudes acros…
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What is your favorite research tool for idea generation that you think is under followed (besides...What is your favorite research tool for idea generation that you think is under followed (besides RV of course)? -
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 hosts managing editor Ed Harrison to make sense of a series of financial news stories -- from the so-called “K-shaped” recovery to the struggles American college towns are facing to Facebook CEO Mark Zuckerberg’s ringing the alarm bell on TikTok. They also evaluate Tesla’s meteoric rise, looking at comments made by Joel Greenblatt, a legendary investor as well as a Real Vi…
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Larry McDonald and @"Raoul Pal" discuss the sustainability of soaring stocksWhat happens when the...Larry McDonald and @"Raoul Pal" discuss the sustainability of soaring stocks What happens when the monetary and fiscal engines run too hot? This is the question that Larry McDonald, New York Times bestselling author and founder of the Bear Traps Report, explores with Real Vision CEO, Raoul Pal. McDonald and Pal start by analyzing the valuations of high-flying tech stocks and discuss whether they will continue to soar or make an early landing. The pair then examine in detail the remark…
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Daily Briefing with @"Raoul Pal" and @"Ash Bennington"Real Vision CEO Raoul Pal is joined by sen...Daily Briefing with @"Raoul Pal" and @"Ash Bennington" Real Vision CEO Raoul Pal is joined by senior editor Ash Bennington to reflect on the future of markets at this unique juncture. Raoul begins by giving Ash a glimpse of how his “unfolding” thesis has evolved, particularly with regard to the dollar. The discussion of currencies naturally leads Raoul and Ash to talk about the ongoing meltdown of the Turkish Lira (TRY). Raoul explains the correlation between Bitcoin and th…
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Live with Adam Rozencwajg: Mine Fundamentals and Volatility @"Max Wiethe" When it comes to inves...Live with Adam Rozencwajg: Mine Fundamentals and Volatility @"Max Wiethe" When it comes to investing in the miners, there is one thing that we all know - They are volatile. And while volatility is part and parcel of the game, one must always question whether riding that volatility is actually worth it. Finding the answer to this question comes down to one thing: understating the fundamentals behind a good mine. What should you be looking for when conducting research on a mining comp…
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Bill Fleckenstein and Rick Rule discuss the precious metals bull market and investing in minersBi...Bill Fleckenstein and Rick Rule discuss the precious metals bull market and investing in miners Bill Fleckenstein, president of Fleckenstein Capital, sits down with Rick Rule, president and CEO of Sprott U.S. Holdings Inc., to talk about the macro drivers of the recent precious metals bull market and what to look for when investing in miners. Using their decades of experience in the industry, Rule and Fleckenstein explain why regardless of a specific price target and because precious metals inv…
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Daily Briefing with @"Ash Bennington" and @"Roger Hirst" Senior editor, Ash Bennington, hosts man...Daily Briefing with @"Ash Bennington" and @"Roger Hirst" Senior editor, Ash Bennington, hosts managing editor, Roger Hirst, to discuss ongoing global monetary and fiscal policy support, how central banks may need to adjust their course, and what the long-term ramifications would look like. Ash and Roger review the latest FOMC minutes and consider the effects of looser inflation targeting and the implementation of yield curve control. They dig deeper into the push and pull o…
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Today's "stories on our radar," i.e. market narratives we found compelling. @"Jason Ziemianski"Today's "stories on our radar," i.e. market narratives we found compelling. https://www.realvision.com/blog/stories-on-our-radar-august-20-2020 @"Jason Ziemianski" Here are today's biggest financial headlines: bad news from the IRS, textbook publishers' woes, and Johnson & Johnson's big bond sale
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Dan Oliver and Simon Mikhailovich discuss gold and the credit crisis History is often overlooked ...Dan Oliver and Simon Mikhailovich discuss gold and the credit crisis History is often overlooked and misunderstood, especially financial history. Dan Oliver of Myrmikan Capital, LLC and Simon Mikhailovich, managing director of The Bullion Reserve, explain the role of gold and the credit cycle through history, comparing today to the credit crises that have occurred roughly every 100 years since the 1720's – the Mississippi Bubble in France, Europe’s reckoning with a post-Napoleon order in the 1…
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Daily Briefing with @"Ash Bennington" and @"Roger Hirst" Senior editor, Ash Bennington, joins ma...Daily Briefing with @"Ash Bennington" and @"Roger Hirst" Senior editor, Ash Bennington, joins managing editor, Roger Hirst, to take a deep dive into the apex predator of currency markets: the U.S. dollar. Roger argues that the size and speed of the dollar’s fall is driven more by euro strength, flowing out from the ECB’s move toward debt mutualization, than it is by dollar weakness. He explains how certain EM currencies are still weakening as compared to the dollar and how…
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Live with @"Raoul Pal" and Lyn AldenThe unprecedented nature of everything going on today has mad...Live with @"Raoul Pal" and Lyn Alden The unprecedented nature of everything going on today has made topics such as the viability of fiat currencies, USD reserve status, Bitcoin, monetary/fiscal policy, and precious metals the talk of the town. Everyone is now wondering what these things mean and how they will impact their lives moving forward. No doubt, questions abound. However, by using macroeconomics as a lens, one can begin to understand not just what these seemingly complicated t…
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@"Raoul Pal" discusses gold mining stock investing with James RateshJames Rasteh, CIO and co-foun...@"Raoul Pal" discusses gold mining stock investing with James Ratesh James Rasteh, CIO and co-founder of Coast Capital, joins Real Vision CEO, Raoul Pal, to discuss successful strategies for investing in gold mining stocks. Overspending on exploration has for the past decade been the most heinous sin of gold miners, Rasteh tells Pal, and that’s why balance sheet discipline can help unlock deep pockets of value in stocks other investors have overlooked. Rasteh shares with Pal specific …
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The Daily Briefing Senior editor, Ash Bennington, hosts Tony Greer, editor of The Morning Navigat...The Daily Briefing Senior editor, Ash Bennington, hosts Tony Greer, editor of The Morning Navigator Newsletter, to discuss the S&P 500 breaking record highs and the wild inflation trade. Tony considers where inflation is cropping up and how dollar weakness is connected to a dovish Fed. He also talks about the biggest market movers—bitcoin, FANG stocks, precious metals, and miners—and where the market may be headed should low interest rates persist. Ash and Tony explore what is happening in…
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Peter Cecchini talks with @"Edward Harrison " about the Precious Metals bull market Peter Cecchi...Peter Cecchini talks with @"Edward Harrison " about the Precious Metals bull market Peter Cecchini, founder of AlphaOmega Advisors, LLC, joins Real Vision managing editor, Ed Harrison, to examine the state of global macro that leads into a discussion of the recent precious metals bull market. Cecchini and Harrion break down the lack of efficacy low-interest rates have in stimulating the economy and the knock-on effect that environment is having on gold and silver. Looking at the rel…
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My latest on Berkshire Hathaway's investment in Barrick Gold, as well as an analysis of a disloca...My latest on Berkshire Hathaway's investment in Barrick Gold, as well as an analysis of a dislocation with the U.S. housing market (featuring 17 charts). Very similar to what I discussed on the Real Vision Daily Briefing last night with @"Ash Bennington" and @"Max Wiethe" https://www.realvision.com/blog/berkshire-buys-barrick/ Foreclosures have stalled even as delinquencies approach 2010 levels, Berkshire's investment in Barrick Gold Corp, and a look at Precious Metals …
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Kirl Sokoloff sits down with Weijian Shan to discuss China Kiril Sokoloff interviews Weijian Shan...Kirl Sokoloff sits down with Weijian Shan to discuss China Kiril Sokoloff interviews Weijian Shan, Chairman and CEO of PAG and the Managing Partner of PAG Asia Capital. Shan is one of Asia’s foremost investors and one of the great thinkers on the Chinese economy and U.S.-China relations. In a different kind of interview, Shan discusses how the impact of foreign occupation, civil wars, and invasions left deep scars on the Chinese people. He relates a gripping personal story. At the age of 15, d…
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Precious Metals Week: Alexander Campbell Dissects Gold with @"Max Wiethe" When it comes to gold a...Precious Metals Week: Alexander Campbell Dissects Gold with @"Max Wiethe" When it comes to gold and other precious metals, macro runs the show. In essence, attempting to trade these assets without a solid understanding of the different macroeconomic factors that drive price, would be like trying to perform an operation without understanding how the human body works. It simply cannot be done. For this reason, it is paramount that you formulate a profound framework for what is going on…
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How important are individual names and explicit investment/trade ideas to the value you see in yo...How important are individual names and explicit investment/trade ideas to the value you see in your Real Vision Membership? Using the old saying about giving a man a fish vs teaching a man to fish, is Real Vision more like Fisherman's Monthly or The Fish of the Month Club to you? No wrong answers, we want to offer the right mix of what you want. -
Daily Briefing with @"Max Wiethe" @"Ash Bennington" Senior editor, Ash Bennington, is joined by e...Daily Briefing with @"Max Wiethe" @"Ash Bennington" Senior editor, Ash Bennington, is joined by editor, Max Wiethe, to talk gold, stocks, housing, and New York. After Ash analyzes the dismal Empire Manufacturing reading, he and Max discuss the NAHB housing number and explore what it means for the future of New York as professionals flee big cities for the safety of the suburbs. Ash and Max then interpret Goldman Sachs' increase of its price target for the S&P 500, which…
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The Interview: Lyn Alden and Ron Williams discuss Gold and Silver to Kickoff the weeklong coverag...The Interview: Lyn Alden and Ron Williams discuss Gold and Silver to Kickoff the weeklong coverage of precious metals Lyn Alden of Lyn Alden Investment Strategy is joined by Ron William of RW Advisory to kick off Real Vision’s weeklong coverage of precious metals. Alden conducts a macro analysis of gold and silver by comparing historically their prices relative to money supply, interest rates, and equity valuations, while William conducts his analysis using technical indicators and chart patte…
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Warren Irwin talks about Precious Metals and the mining space with @"Max Wiethe" It’s no secret t...Warren Irwin talks about Precious Metals and the mining space with @"Max Wiethe" It’s no secret that as of late, precious metals have become the talk of the town. Gold recently blasted through its all time high, while silver continues its seemingly unstoppable run. With so much excitement surrounding the two metals, however, one must exercise extreme caution and discipline when choosing a way to gain exposure since not all assets are cut from the same cloth --particularly when it co…
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Daily Briefing with @"Ash Bennington" and @"Raoul Pal" Real Vision CEO, Raoul Pal, is joined by s...Daily Briefing with @"Ash Bennington" and @"Raoul Pal" Real Vision CEO, Raoul Pal, is joined by senior editor, Ash Bennington, to reflect on the current state of markets. Raoul and Ash discuss the upcoming “precious metals week,” and Raoul shares his views on gold, silver, and mining stocks and provides insight into his trading framework. Raoul and Ash then turn to cryptocurrency: Raoul analyzes Bitcoin’s risk/reward characteristics, and Ash details the technological breakt…
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Can we add a Milton add a Milton topic for general questions to the RV channel? I just posted un...Can we add a Milton add a Milton topic for general questions to the RV channel? I just posted under RV Live but its not the best descriptor for the question. Thank you. --Chris
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I have seen a few posts about an RV slack channel but I couldn't find anything about it here or o...I have seen a few posts about an RV slack channel but I couldn't find anything about it here or on the main site. If it's in beta or GA can someone send me information about it? Thank you. --Chris
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Umm, guys, the way this truncated message showed up makes me think @"Chris Seifert" , who I'm sur...Umm, guys, the way this truncated message showed up makes me think @"Chris Seifert" , who I'm sure is lovely, is completely bizarre. "I consider Real Vision a great product and kudos to all involved. However, I'm surprised that we don't hear or read ... The car? The evil mastermind? I'm like "Wait, Raoul has bought Tesla? What? Evil mastermind? Quick think...Xi? No, smart but not mastermind. Definitely not any of the western leaders. WTF. So I avoid. Then, later, trying t…
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I'm going to assume that this is a general chat channel and/or ok to put up humor. If not, no big...I'm going to assume that this is a general chat channel and/or ok to put up humor. If not, no big deal being moved/moderated elsewhere.
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@"Edward Harrison " I think you did a great job with the interview below. I've heard a fair amoun...@"Edward Harrison " I think you did a great job with the interview below. I've heard a fair amount of Austrian economics, and read about it a bit, but this is a very bite-sized approach for non-economists/sophisticated retail investors. https://www.realvision.com/shows/the-interview/videos/the-austrian-perspective-on-recoveries-bubbles-and-monetary-policy For decades, the schools of economic thought that have informed monetary and fiscal policy decisions have been decidedly not Aust…
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I consider Real Vision a great product and kudos to all involved. But who is co-founder Damian ...I consider Real Vision a great product and kudos to all involved. But who is co-founder Damian Horner? However, I'm surprised that we don't hear or read more from him and am curious. So, I have to ask the following question: If Real Vision was a James Bond movie, which supporting character would Damian Horner most likely play? Would he be M? Q? The drink? The car? The evil mastermind?
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Just watched and then read the transcript of the Charlie McElligott interview with Ed. I thought...Just watched and then read the transcript of the Charlie McElligott interview with Ed. I thought I was smart, but now I don't believe I understand anything. Which of these three choice (or add one) do you think? 1. He's prescient and brilliant. Figure it out by reading/watching this _______ 2. He's full of technical words but has nothing to say. It's all obfuscation. 3. He talks a good game, but his predictions are wrong because _______. Thank you.
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Exciting to see how the community works... its a HUGe step forward for us, even in this beta phas...Exciting to see how the community works... its a HUGe step forward for us, even in this beta phase...
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@"Edward Harrison " sits down with Bill Erby to talk entrepreneurshipBill Erbey, CEO of Salt Pond...@"Edward Harrison " sits down with Bill Erby to talk entrepreneurship Bill Erbey, CEO of Salt Pond Holdings, is an entrepreneurial “renaissance man,” who for over 30 years has driven major change in areas ranging from energy to mortgage finance to internet technology. He tells Real Vision managing editor Ed Harrison about his storied career spanning multiple disciplines and gives a deep dive on his patented solution to decongest the internet. Erbey discusses his latest ventures in cry…
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The Expert View: Risk-On or Risk-OffThe terms risk-on and risk-off are tossed around liberally by...The Expert View: Risk-On or Risk-Off The terms risk-on and risk-off are tossed around liberally by market participants -- but what do they actually mean, and how can you determine truly whether the market is in one camp or the other? In this interview, Michael Gayed, author of the Lead-Lag Report and portfolio manager of the ATAC Rotation Fund, answers those questions and explains why risk-off does not guarantee a market downturn. He also describes the backtested indicators of treasury and util…
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Live with Luke Gromen- The Vicissitudes of [email protected]"Edward Harrison " In a world of dissenting viLive with Luke Gromen- The Vicissitudes of Markets @"Edward Harrison " In a world of dissenting views, contradictory ideas, and endless tergiversation both at the policy and market structure level, analysis takes on a life of its own. Increasingly, its rigor and intellectual depth must expand beyond traditional theories and thinking. In part, this is due to the unprecedented nature of the world we find ourselves in today, but more so, it is result of a looming tectonic shift in the …
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Daily Briefing with @"Ash Bennington" and @"Edward Harrison " Senior editor, Ash Bennington, joinsDaily Briefing with @"Ash Bennington" and @"Edward Harrison " Senior editor, Ash Bennington, joins managing editor, Ed Harrison, to discuss secular stagnation, initial jobless claims, and the fiscal cliff. They begin by exploring Ed’s takeaways from his interviews with Milton Berg and Charlie McElligott, their contrarian stances, and how price signal distortion is pointing toward secular stagnation. Ed and Ash also parse the differences between seasonally adjusted and non-…
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This is laugh out loud funny. @winklevoss and @tylerwinklevoss dropping BIG FACTS throughout the ...This is laugh out loud funny. @winklevoss and @tylerwinklevoss dropping BIG FACTS throughout the video pic.twitter.com/rl28Z4gvAJ — Pomp 🌪 (@APompliano) August 13, 2020 -
Hello everyone and welcome to the new community. You're part of the private beta. We want you to ...Hello everyone and welcome to the new community. You're part of the private beta. We want you to post everything and anything you think is relevant to you and other members. This includes reports, videos, tweets, trade ideas, polls, questions and whatever else you can find to share and discuss. Our entire team will be active so feel free to ask any questions you'd like answered by Raoul, Ed, Ash, Roger and the rest of the Real Vision team. We want you to be brutally honest with us. Don't hold b…
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I sat down with Michael Gayed on Tuesday to discuss the strategy he uses to determine risk-on or ...I sat down with Michael Gayed on Tuesday to discuss the strategy he uses to determine risk-on or risk-off and how he positions his fund accordingly. His ATAC mutual fund up over 60% this year using only 4-basic allocations. He was also one of the few managers to come on in March and put forward a bullish thesis. Discretion is important but sometimes rules based investing can help you in the craziest and noisiest of times. https://www.realvision.com/shows/the-expert-view/videos/risk-on-or-ris…
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Daily Briefing with @"Ash Bennington" Senior editor, Ash Bennington, joins Robert Leonard, VP of ...Daily Briefing with @"Ash Bennington" Senior editor, Ash Bennington, joins Robert Leonard, VP of Growth and Innovation at The Investor’s Podcast Network, to discuss how novice and millennial investors are currently navigating the markets. Robert explains how the real economy and markets are currently disconnected and how that lays the foundation for a future market correction. He also dives into his investment framework and how he combines both value and momentum strategies. Ash and …
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Live with Frank Cappelleri: The Other Side of GoldAs gold screams ever higher and the equity mark...Live with Frank Cappelleri: The Other Side of Gold As gold screams ever higher and the equity market approaches pre-COVID highs, many find themselves wondering, first, is this sustainable, and second, how much longer can the music actually keep playing? No doubt, fundamentals have led the charge in raising asset prices, but at a time when policy measures and market capitalization weighting structures of indices undermine macroeconomic realities, it becomes necessary to go beyond the balance she… -
The Restructuring Creed with Tony Alvarez and James RateshIn the coronavirus pandemic, many compa...The Restructuring Creed with Tony Alvarez and James Ratesh In the coronavirus pandemic, many companies have seen their revenue streams vanish and their balance sheets implode. How can businesses survive in the brave new world of COVID-19? This is the question that Tony Alvarez III, European Practice Leader at Alvarez and Marsal LP, and James Rasteh, CIO and Founder of Coast Capital, seek to answer in their exploration into business restructuring. Alvarez and Rasteh explore how companies can ada…
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🦠🇪🇺🇺🇸🇬🇧🇩🇪🇮🇳🇯🇵🇧🇷🦠Covid-19 Weekly Update August 12th @RaoulGMI #COVID19 As expected, there are now ...https://twitter.com/TetotRemi/status/1293545869472669697🦠🇪🇺🇺🇸🇬🇧🇩🇪🇮🇳🇯🇵🇧🇷🦠Covid-19 Weekly Update August 12th @RaoulGMI #COVID19 As expected, there are now more than 20 million Covid-19 cases globally. It took forty-five days to double from ten million... pic.twitter.com/pyaIV4a8PX — Remi Tetot (@TetotRemi) August 12, 2020
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Daily Briefing with @"Ash Bennington" Senior editor, Ash Bennington, joins Tyler Neville to discu...Daily Briefing with @"Ash Bennington" Senior editor, Ash Bennington, joins Tyler Neville to discuss secular stagnation and the financial chicanery happening in markets. With stocks rising above global GDP, Ash and Tyler consider how the increase in bond issuance has been electric all while yields aren’t rising. Tyler also argues how people look at markets through a political lens, but not a demographic lens, and how demographics can further shape an investor's understanding of what’s…
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Return of the Turning Point Master with Milton Berg and @"Edward Harrison " Milton Berg, Founder ...Return of the Turning Point Master with Milton Berg and @"Edward Harrison " Milton Berg, Founder and CIO of Milton Berg Advisors, joins managing editor Ed Harrison to analyze the technical patterns and market internals on his radar. From his repository of over 10,000 indicators, Berg selects and discusses the ones he thinks are most compelling, such as 5-day breadth thrust, consecutive volume-up days, and the put/call ratio. Berg then observes that the equity markets are behaving lik…
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In Charts We Trust with Peter BrandtThe expression, “there’s more than one way to skin a cat” is ...In Charts We Trust with Peter Brandt The expression, “there’s more than one way to skin a cat” is a perfect analogy for how investors, traders and participants of all kinds view financial markets. While the goal of generating a profit never changes, the way individuals go about making decisions vary substantially. Some choose macro for example to build an argument for why gold and Bitcoin may appreciate. While others prefer looking at charts to determine where price could go. Peter Brandt of F…
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Julian Brigden releases his flash update to his trades. Available to Real Vision Pro members only...Julian Brigden releases his flash update to his trades. Available to Real Vision Pro members only. Over the last few weeks, Julian made some progress in quite a few of his trades, with a number breaching key levels. Now, as the market works to digest both these moves and the latest headlines, he wants to give you all some updated price points to watch. Though he still sees potential for further upside across many of his trades (Silver at 50 anyone?...), it’s time to move our stops and make sure…
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Real Vision's @"Max Wiethe" sits down with Peter Brandt of Factor LLC to talk Bitcoin, precious m...Real Vision's @"Max Wiethe" sits down with Peter Brandt of Factor LLC to talk Bitcoin, precious metals and FX on this week's Real Vision Live. The expression, “there’s more than one way to skin a cat” is a perfect analogy for how investors, traders and participants of all kinds view financial markets. While the goal of generating a profit never changes, the way individuals go about making decisions vary substantially. Some choose macro for example to build an argument for why gold and…
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@"Edward Harrison " sits down with Charlie McElligott from Nomura Global in this week's episode o...@"Edward Harrison " sits down with Charlie McElligott from Nomura Global in this week's episode of Investment Ideas Charlie McElligott, managing director for cross-asset strategy at Nomura Global Markets, joins Real Vision’s managing editor, Ed Harrison, to discuss his view of reversal potential for financial market over the next three to six months. McElligott breaks down what he views as crowded trades that might be over-positioned and prone to momentum reversal. He explains how rec…
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What is crypto mining and how does it work?What is crypto mining and how does it work? -
@"Raoul Pal" interviews Diego Parrilla in latest episode of The Interview.Diego Parrilla, portfol...@"Raoul Pal" interviews Diego Parrilla in latest episode of The Interview. Diego Parrilla, portfolio manager and author of “The Anti-Bubbles” and “The Energy World,” returns to discuss his poignant predictions that are coming to fruition one-by-one in this conversation with Real Vision CEO and co-founder, Raoul Pal. As well, Parrilla gives a master class on how he has developed his own macro framework and the subsequent portfolio construction and management that has served him extreme…
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