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.  

Discussion List

  • Real Vision
    Daily Briefing with @"Ash Bennington" and @"Edward Harrison " Senior editor, Ash Bennington, joins
    Daily 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-…
    Real Vision 21 views 0 comments Started by Real Vision
  • Drew Bessette
    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
    Drew Bessette 8 views 0 comments Started by Drew Bessette
  • jason_z
    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…
    jason_z 1 view 6 comments Most recent by Farrell Murphy
  • max_w
    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…
    max_w 1 view 0 comments Started by max_w
  • Farrell Murphy
    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 …
    Farrell Murphy 1 view 0 comments Started by Farrell Murphy
  • Milton The Curator
    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…
    Milton The Curator 1 view 1 comment Most recent by max_w
  • Milton The Curator
    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…
    Milton The Curator 2 views 0 comments Started by Milton The Curator
  • Drew Bessette
    🦠🇪🇺🇺🇸🇬🇧🇩🇪🇮🇳🇯🇵🇧🇷🦠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
    Drew Bessette 2 views 0 comments Started by Drew Bessette
  • Milton The Curator
    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…
    Milton The Curator 21 views 2 comments Most recent by Raoul Pal
  • Milton The Curator
    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…
    Milton The Curator 1 view 0 comments Started by Milton The Curator
  • Milton The Curator
    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…
    Milton The Curator 3 views 0 comments Started by Milton The Curator
  • jason_z
    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…
    jason_z 5 views 0 comments Started by jason_z
  • jason_z
    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…
    jason_z 1 view 0 comments Started by jason_z
  • Milton The Curator
    @"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…
    Milton The Curator 1 view 0 comments Started by Milton The Curator
  • Cristofer
    What is crypto mining and how does it work?
    What is crypto mining and how does it work?
    Cristofer 2 views 2 comments Most recent by kyle_l
  • Real Vision
    @"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…
    Real Vision 1 view 1 comment Most recent by AL