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

  • Weston Nakamura
    Options Comments pulled from FoL channel from Mike Green
    In Tom Thornton and Mike Green's panel,@John Sundheim asked the following question which I wanted to highlight, as Mike responded  in great depth immediately following the session. Want to share with those who may have missed it: John Sundheim question:  In Summary can Mike and Tom verbalize a short list of the criteria mentioned with terms like "25 delta" and asymmetric payouts given a little more detail. Mike Green: Short list of the criteria: 1. Buy an option that matches your …
    Weston Nakamura 1 view 12 comments Most recent by matt_d
  • sam_c
    Interesting event on Fraud from Berkeley Law
    If you are interested in fraud / short selling this might be for you. It's a paid event but keep an eye on the #FraudFest journos always spoil the goodies. https://berkeleyfraudfest.com/   https://twitter.com/dianabhenriques/status/1407747938940555267?s=19  
    sam_c 2 views 0 comments Started by sam_c
  • yassine_l
    Dfinity Investment Thesis
    Disclaimers: 1- This way further in the risk spectrum, I assume you already have a good allocation to BTC/ETH and looking outside of DeFi into the wider Web3 spectrum! 2- This is a long post and can be used as an entry point to do more research and get started understanding and learning about the new decentralized technology infrastructure! Added a tl,dr at the top for people who don’t have time. 3- I am a techie working at a "traditional" cloud company so I am either biased or hav…
    yassine_l 13 views 11 comments Most recent by goncalo_g
  • Stefan Clulow
    Message to UI Team: iPad User Experience
    I don’t think I’m alone in disliking one aspect of the UI for the RV iPad app.  The app is a huge improvement from the last one.  At least I think it is.  I can’t really tell because I don’t really use it.  I used to use it almost all of the time, but now the UI sucks. @Travis Kimmel @Weston Nakamura The app should default to the horizontal viewing mode.  This issue was flagged a while back amidst a series of complaints about having to view videos in vertical mode on the then new iPad app.  Ex…
    Stefan Clulow 1 view 1 comment Most recent by Weston Nakamura
  • Weston Nakamura
    Welcome Petr to Team Exchange!
    https://vimeo.com/[email protected] Murphy and I are very excited to introduce the community to a big addition to the Exchange team: @Petr Pinkhasov ! Please welcome (and obviously follow) Petr, great dude, sharp and market knowledgeable (just watch the video lol).  Let’s make him feel at home just as you do with me and each other,  - Petr joining will take the Exchange onward and upward! �
    Weston Nakamura 2 views 9 comments Most recent by matthew_l
  • Farrell Murphy
    RVDB Live! Submit your questions
    @Weston Nakamura and @Jack Farley will be on RVDB Live today and will be answering questions from The Exchange. Any questions not answered live will be answered afterwards here. Comment under this post to ask your questions! https://www.youtube.com/watch?v=aa58QihWq3I
    Farrell Murphy 1 view 7 comments Most recent by jeremiah_s
  • max_w
    FNMA and FNMAS
    Bad day for the GSEs. Mixed Supreme Court case ruling. Haven't had time to go through it all but they are down bad. Best article I can find thus far:  https://www.npr.org/2021/06/23/999877525/supreme-court-grants-a-reprieve-to-agency-that-runs-fannie-freddie  
    max_w 11 views 10 comments Most recent by max_w
  • Real Vision
    Festival of Learning: Day 1 - How To Join
    Starting at 10:00am EST… HOW TO JOIN: ★ Find your email: “[Reminder] The Festival is starting – your link to join inside” 1. First, please make sure you’re logged in to realvision.com (which you should be if you’re logged into the Exchange - but make sure). Once you’ve done that, go to your email “[Reminder] The Festival is starting – your link to join inside”   2. Now that you’re logged in, you can access the Festival by clicking the icon in the email that looks like this: 3. In ca…
    Real Vision 5 views 0 comments Started by Real Vision
  • Farrell Murphy
    Weekly Influence Points Winners! Wk 6/14
    Congrats to our Weekly Influence points winners from last week! You guys are responsible for making the The Exchange awesome! @Steven Van Metre  @Stefan Clulow  @Wissam Ali  Reminder: Our Top 3 Weekly Influence Point earners will win $10 towards Real Vision Shop and the Top 5 Monthly Influence Point Earners will win $25 towards Real Vision Shop. See Details Here As a reminder we will have 3 new weekly winners next week so everyone is still in the game for next week! 
    Farrell Murphy 1 view 2 comments Most recent by matthew_l
  • Weston Nakamura
    Weston Nakamura 1 view 0 comments Started by Weston Nakamura
  • Weston Nakamura
    Weekly Roundup + Global Markets Review: USD & FX, USTs, Equities, Options & Quarter Expiry, Gold ...
    https://vimeo.com/565456248Not my typical weekly roundup at all ↑ Markets Reviewed / Examined & Explained  In this note- market related matters from the week: •Global Central Banks •Geopolitical Risk  •”The Dollar” / the yen, FX •UST yields •Gold & crypto  •June quarterly options expiry/meme calls I was going to discuss markets on RVDB Thurs but didn’t make it on. Not every day is a markets discussion day- but day after FOMC certainly was. We saw some major moves that had left…
    Weston Nakamura 5 views 26 comments Most recent by Matthew Paley
  • marguerita_l
    Digital Euro discussion
    Many implicating of CBDCs. Why is this not discussed in the main stream press? Or are there any US forums where the possible implementation paths,  ramifications and ethics are discussed? https://www.eventbrite.de/e/digital-currencies-beyond-borders-international-implications-of-cbdcs-tickets-158416495001
    marguerita_l 2 views 0 comments Started by marguerita_l
  • Matthew Johnson
    Daily routine
    Hey all, I was just curious to hear about your daily routines of the different prices and indices you check. i.e. do you start your day by looking at the VIX, MOVE index, 2 - 10 spread etc..
    Matthew Johnson 1 view 3 comments Most recent by matt_d
  • jeremiah_s
    Boss Move
    The guy who built this is a complete boss:  https://twitter.com/pheathwa/status/1405664600570298369https://www.yapmandu.com/ @Paul Heath Lets go bro!  It basically aggregates all the Twitter posts of the RV people so you don't miss anything they say.  
    jeremiah_s 6 views 3 comments Most recent by Paul Heath
  • jeremiah_s
    Great Resource
    Really cool resource that is simplistic yet comprehensive. @Roger Hirst is one of the writers as well.  https://thelykeion.com/ Get it!
    jeremiah_s 8 views 0 comments Started by jeremiah_s
  • Stefan Clulow
    Three Cheers for Ed Harrison, and the Fed’s Statements
    I had some thoughts on the Fed’s actions today (below), but want to say a word first about Ed Harrison’s departure. I have a mixed reaction to Ed Harrison’s plan to move on from RealVision. I first encountered  Ed in the very early days of Zero Hedge in 2008 and then watched his show Boom Bust on RT.  I read his articles when I found them post-GFC, but got a whole new view during the dark days last March when the world was ending and I discovered RV (via an RV interview of Dan Zwirn posted on…
    Stefan Clulow 3 views 3 comments Most recent by Stefan Clulow
  • Real Vision
    Real Vision Group SEZC, the company behind Raoul Pal’s financial media brand, is closing in on a ...
    Real Vision Group SEZC, the company behind Raoul Pal’s financial media brand, is closing in on a $35 million Series C, CoinDesk has learned.
    Real Vision 14 views 2 comments Most recent by Brad S
  • Weston Nakamura
    If you can pick the mind of 1 or 2 people from the Exchange (about anything), who would it be? Us...
    If you can pick the mind of 1 or 2 people from the Exchange (about anything), who would it be? Use names & “@“ tag. Also feel free to write what / why (i.e. @Moritz Heiden - want to know how quants look at markets- tickers? Charts? Lines of code? @Matt Daniell to learn how to develop a bulletproof daily process and stay disciplined to it.)
    Answered Weston Nakamura 3 views 5 comments Most recent by jeremiah_s
  • Weston Nakamura
    Exchange Exclusive: How To ESG - Dr. Indranil Ghosh w/ Ash Bennington & Weston Nakamura
    https://vimeo.com/555247663Alternative video title: “How To Prosperity”  I have the privilege of participating alongside @Ash Bennington for a tri-continental discussion with Dr. Indranil Ghosh of Tiger Hill Capital and author of Powering Prosperity:  A Citizen's Guide for shaping global prosperity   - sharing insights exclusively for the Exchange. (MIT trained, formerly with Abu Dhabi Sovereign Wealth Fund, Bridgewater Associates, McKinsey & Co).  Through his unique perspective, Indranil…
    Weston Nakamura 2 views 15 comments Most recent by henry_d
  • Farrell Murphy
    Weekly Influence Points Winners! Wk 6/7
    I am posting on time for once this week (lol). Congrats to our Weekly Influence points winners from last week. Thank you all for making The Exchange awesome! @Pablo Malvar Fernandez  @Claudio Delgado  @Bradley Snyder  Reminder: Our Top 3 Weekly Influence Point earners will win $10 towards Real Vision Shop and the Top 5 Monthly Influence Point Earners will win $25 towards Real Vision Shop. See Details Here As a reminder we will have 3 new weekly winners next week so everyone is still in th…
    Farrell Murphy 1 view 9 comments Most recent by matthew_l
  • Ian Read
    Bitcoin to $200,000, how?
    More detail here: https://www.readtheticker.com/Pages/Blog1.aspx?65tf=4232_bitcoin-to-200000-review-2021-06   Here is why BTCUSD to $200,000 is now on the table in 2021. During a period of heavy money printing with higher debt levels the FED must choose between two of the following to avoid a collapse: 1) Higher stock prices. 2) Keeping the economy and employment positive. 3) US dollar strength. The above is known as the economic 'Dollar Trinity' choice. The FED and the DEM's (US mid term…
    Ian Read 5 views 0 comments Started by Ian Read
  • sam_c
    Scale from 1-5 how true is this meme? Feel free to comment too.
    Scale from 1-5 how true is this meme? Feel free to comment too.
    Poll sam_c 1 view 3 comments Most recent by jason_b
  • jason_b
    Recipes for manias, and crypto
    1: An economy near the end of.a debt super cycle with more gilded coins in the hands of people who don't know how to treat them 2: a novelty/new tech that is picking up steam with the Haves' 3:the new item has to be easily attainable have it's own vernacular to lip 5: Lack of oversight (like riding down the highway before the rising sun has appeared) Crypto in the US:  1: Economic outlook: check  2: Lambos: Check 3: Only hurdle is KYC: check; Mining, proof of stake; check 5: Defi multip…
    jason_b 2 views 4 comments Most recent by jason_b
  • jason_b
    Can the fed directly and positively effect the employment rate?
    If the price of oil is the price of energy and the amount of energy needed to create something is directly related to the price of all things, then the trend in demographics is the is the on/off switch for whether or not our monetary policy works.  The rate limiting factor in the speed with which a population grows is the age to sexual maturity, so we as a species are inherently slow at changing our demographics.  Add on top of that the delayed age at which women are getting pregnant, and the a…
    jason_b 2 views 1 comment Most recent by jason_b
  • Aaron Godeaux
    Can anyone think of any good reasons to tokenize commodities? I don't see any clear advantages, a...
    Can anyone think of any good reasons to tokenize commodities? I don't see any clear advantages, and I see potential large problems regarding immutability.
    Answered Aaron Godeaux 1 view 6 comments Most recent by John G
  • Weston Nakamura
    Exchanging Lanes: Debut Episode
    https://vimeo.com/561587797 This has the potential to be the greatest experiment to test the superiority of the Exchange against everyone/thing else. I truly believe that a truck driver and a D student can self-generate a better grasp of the real economy than so called economists, market participants, academics, policy makers and anyone else - precisely because we are taking a highly unconventional (and highly rational) approach. But we need your help - so if you have anything (really- anything…
    Weston Nakamura 1 view 55 comments Most recent by Aaron Brill
  • claudiodelgado.eth
  • Farrell Murphy
    Weekly Influence Points Winners! Wk of 6/1
    Congratulations to last week's winners and thanks for all your contributions! @Moritz Heiden  @Seahyung Park  @Oliver Anderson    Reminder: Our Top 3 Weekly Influence Point earners will win $10 towards Real Vision Shop and the Top 5 Monthly Influence Point Earners will win $25 towards Real Vision Shop. See Details Here As a reminder we will have 3 new weekly winners next week so everyone is still in the game for next week!
    Farrell Murphy 1 view 9 comments Most recent by Seahyung
  • pcl_scotland
    Regarding Wider Trading Privileges for UK Retail Investors
    Hello RV'ers, As you all know, or would correctly suppose, UK retail investors are limited in relation to how they can express an investment, (unless they have 1,000,000 GBP or over on account). Can anyone advise if the limitations of retail in relation institutional trading is due to UK GOV (guidance or UK law), or Brokerage (guidance or regulation)?   If a UK retail investor gained a CFA UK Level 4 Certificate in Investment Management (unit 1 & 2 entry-level qualification; https://www.…
    pcl_scotland 2 views 0 comments Started by pcl_scotland
  • esther_p
    Please assume I am a neophyte to the cryptocurrency space when responding to my question. I resid...
    Please assume I am a neophyte to the cryptocurrency space when responding to my question. I reside in the US and am a citizen of both the US and Canada. I also have bank accounts in both countries. I want to buy Cryptocurrency with both US and Canadian dollars beginning with minimum investments while I set up the right template for myself and gain confidence in its efficacy. Suggestions?
    Question esther_p 1 view 0 comments Started by esther_p
  • Stephen Selvey
    Are cyclical versions of History like the Fourth Turning valid?
    Recently I listened to a couple interviews with Niall Ferguson regarding his new book, “Doom”, in which he basically said cyclical versions of history aren’t valid. He was even asked directly about Neil Howe’s, The Fourth Turning, theory. I know many people, myself include, are rather Neil Howe devotees. Since both of these men make regular appearances on Real Vision I wonder if they’d be willing to discuss this topic.    I‘m big fans of both, and don’t feel qualified to critique either one‘s…
    Stephen Selvey 1 view 5 comments Most recent by Richard Mayor
  • sam_c
    Submit a trade idea to Dan McMurtrie & friends and maybe win some money, have fun along the way.
    Dan has appeared on RV a couple of times already and is now looking for ideas and talent.  so if you think you have both of those you should participate in this challenge:  Free to enter:    https://twitter.com/SuperMugatu/status/1401909691987419136?s=20  How to submit:  [email protected] by July 9th   Pitch what you think is really good. Even so, if it's long it better be worth it. If it's small it better be insanely good.   Dan's interview before the big crash last year.  h…
    sam_c 1 view 0 comments Started by sam_c
  • Stefan Clulow
    Good for decarbonization tech, less bullish for copper in the mid- to long term
    Copper supplies are arguably (clearly?) insufficient to electrify the world to the extent that everyone seems to want.  However, a novel technology has been developed, after decades and decades of trying by engineers and metallurgists, to recover previously unrecoverable and uneconomic copper deposits using existing processing capex and workflows.  It probably puts a dent in @Raoul Pal ‘s notion that copper could be an exponential asset en route to the Big Green Future… Mitsubishi Corporation …
    Stefan Clulow 1 view 0 comments Started by Stefan Clulow
  • Moritz Heiden
    Real Vision Exchange Survey Week 23/2021: Results
    I'm back at the desk this week and can give you some details on the latest survey results. Today is also macro portfolio rebalancing day (every Monday at close). Yesterday, the Bot already rebalanced the Crypto portfolios. I did some major updates behind the scenes, preparing the Bot for being able to scan more efficiently through the interviews. He gets a database update and I'm including a more flexible way to incorporate any huggingface transformers NLP models. Probably, this update will ta…
    Moritz Heiden 8 views 10 comments Most recent by kevin_i
  • ant_h
    I just read a really useful paper on index (inflation) linked bonds (linkers).
    It's only 12 pages and easy to understand. It covers a variety of concepts including duration, how linkers behave in different economic environment, volatility, and liquidity. Anyway here's the link in case you want to read it. An Introduction to Inflation-Linked Bonds by Werner Krämer, Managing Director, Economic Analysis at Lazard Asset Management. Published 2017.  https://www.lazardassetmanagement.com/docs/sp0/6034/AnIntroductionToInflation-LinkedBonds_LazardResearch.pdf  Also, if you kno…
    ant_h 2 views 5 comments Most recent by ant_h
  • karunaBkk
    Donate to Brink
    Just donated to Brink , a non-profit focused on educating developers for BTC. I am BTC hodl-er and believe in its role  ..https://brink.dev/donate
    karunaBkk 1 view 0 comments Started by karunaBkk
  • Cristofer
    Festival of Learning V-Survey
    Hey everyone! How do you learn? The Festival of Learning is kicking off in 20 days (not that we’re counting), so we want to hear from you… Real Vision interns are working on something that will help Real Vision members learn from each other… (Oh, and there are prizes, too…) Announcing… V Questions: Project Learning Here’s what we want you to do – Take part in V Questions… an OG Real Vision format where you answer 5 questions in quick succession (although, in this version we are not requir…
    Cristofer 2 views 12 comments Most recent by Cristofer
  • simon_b
    Are there any professional traders on here ? If so - would you at all be interested in forming a ...
    Are there any professional traders on here ? If so - would you at all be interested in forming a private group to discuss views/opportunities etc... ?
    Answered simon_b 2 views 5 comments Most recent by eduard_k
  • Weston Nakamura
    RVDB After Hours on the Exchange: Jack & Weston Walk Through and Discuss Constructing a Real Opti...
    We did none of the things @Jack Farley  promised at the end of today‘s RVDB, and instead we just discussed an options trade that we both have a position in.  https://vimeo.com/558830991As always- here’s my “this is not investment advice” disclaimer:  DO NOT TRADE THIS. IF YOU TRADE THIS, YOU WILL LOSE 100% OF YOUR MONEY. THIS IS A VERY STUPID BAD IDEA AND IS NOT TO BE REPLICATED REGARDLESS OF YOUR LEVEL OF TRADING EXPERIENCE. THIS IS NOT EVEN “FOR ENTERTAINMENT PURPOSES ONLY,” THIS IS FOR MON…
    Weston Nakamura 3 views 11 comments Most recent by John Ahearn
  • Ian Read
    Gold with Gann Angles
    Link for more detail : https://www.readtheticker.com/Pages/Blog1.aspx?65tf=4229_gold-gann-angle-update-2021-06   Chart 1 - Gold has been running up the Gann 1x4 blue angle. Notice how corrections are bouncing of this Gann angle (red arrows).          
    Ian Read 1 view 0 comments Started by Ian Read
  • Farrell Murphy
    Round 2: Weston and Jack on RVDB Live- Submit your questions!
    @Weston Nakamura and @Jack Farley will be on RVDB Live again today and will be answering questions live from The Exchange. Comment under this post to ask your questions!   Topic: EQUITIES AND BONDS RETREAT AS “BANG” STOCKS SQUIRM See Weston’s latest post to be discussed on RVDB:  The Lira & BTC + Gold Explained https://www.youtube.com/watch?v=GhEPL2Uddss
    Farrell Murphy 18 views 9 comments Most recent by matthew_l
  • matthew_l
    Am I allowed to post a PDF about CBDC meeting on crypto? It's not a pay service
    It's not a pay service but idk their EULA flawlessly and I couldn't learn it in time to matter. Let me know!
    matthew_l 1 view 2 comments Most recent by matthew_l
  • simon_b
    simon_b 1 view 9 comments Most recent by simon_b
  • Farrell Murphy
    RVDB Live- Submit your Questions!
    @Weston Nakamura and @Jack Farley will be doing RVDB Live Today and taking questions from The Exchange. Ask your questions for Weston and Jack in the comments under this post for them to answer live!   See Here for the charts! https://www.youtube.com/watch?v=oicXAqG6gKA
    Farrell Murphy 1 view 9 comments Most recent by i_n
  • mat_d
    The Real Vision social token
    So RV Team, I have a question... Are you guys working on or considering a Real Vision Social / Community token?  I'd love to participate, and invest, in an experiment around some form of tokonomics model for the Real Crypto tier.  Also what would happen if we incentivise Exchange contributors with some form of RV token?  This thought was spurred from a video call between Wissam, Jeremiah & myself and a few posts I've been seeing on the exchange. Thoughts?
    mat_d 11 views 20 comments Most recent by mat_d
  • Moritz Heiden
    Update from the Real Vision Bot.
    Sorry for not posting the weekly results in a timely manner lately. If you are taking those as an early indicator, it's always updated on Sunday on the Bot's website (www.realvisionbot.com). If you only look at the charts, you might only miss my description of events. I'll return to the normal schedule of discussing the results on the Exchange shortly. For the moment I'm working on new features for the Bot. One feature will be to search the interviews for any keyword and display the informatio…
    Moritz Heiden 7 views 3 comments Most recent by sam_c
  • Real Vision
    Real Vision managing editor Ed Harrison sits down with Darius Dale, founder and CEO of 42 Macro, ...
    Real Vision managing editor Ed Harrison sits down with Darius Dale, founder and CEO of 42 Macro, to lay out his investment framework for markets and provide a strategic update on his macro outlook for this year. He introduces his GRID regime framework, which measures, tracks, and contextualizes the rate of change in key macro variables across time and geographies to evaluate their impact on a wide array of asset classes. Using this model, he offers his insights into the trajectory of economic g…
    Real Vision 1 view 0 comments Started by Real Vision
  • sam_c
    Demographics and pensions china
    There has been news in china regarding the new kid policy. You can now have 3.  But seems like when they allowed 2 in 2016 it didn't really increase baby making. 2016 new 2 kid policy wasn't a huge success.   Popular Economic Reasons given for lower birthrate; -woman are working and are financially independent, child bearing either postponed or less attractive. -education and housing have become really expensive. -Chinese take care of their elderly parents. And since they retire early…
    sam_c 1 view 5 comments Most recent by gregg_c
  • Farrell Murphy
    Monthly Influence Point Winners!
    I hope everyone had a good long weekend. Congratulations to our monthly winners and thanks for all you do for The Exchange community! @Wissam Ali  @John Crockett  @Sam Colt  @John Doe  @Pablo Malvar Fernandez    Reminder: Our Top 3 Weekly Influence Point earners will win $10 towards Real Vision Shop and the Top 5 Monthly Influence Point Earners will win $25 towards Real Vision Shop. See Details Here As a reminder we will have 3 new weekly winners next week so everyone is still in the g…
    Farrell Murphy 1 view 16 comments Most recent by Ernesto
  • sam_c
    Apart from Cathie Wood, what other active manager is making big returns? I like passive but if yo...
    Apart from Cathie Wood, what other active manager is making big returns? I like passive but if you call yourself active the last 12 months have been filled with opportunities. Who took advantage? Min aum 1B +
    Answered sam_c 1 view 1 comment Most recent by pascal_m
  • sam_c
    Epic Games, Inc V Apple
    In case anyone here interested in that case.  Here is all the material that is being presented in the courts.  Benedict Evans dug up these slides about all the app stores in China.    https://twitter.com/benedictevans/status/1399292996823269377?s=20However, he is sneaky and expects people to pay for his premium newsletter to basically read public info (F-That)   https://twitter.com/benedictevans/status/1399297446484889600?s=20So i dug into all those files in the hope to find that one presen…
    sam_c 3 views 2 comments Most recent by sam_c
  • Weston Nakamura
    Being productive on Memorial Day - learn blockchain
    https://vimeo.com/557232337This is for everyone. Non crypto folks to blockchainbusters and everyone in between. Don't let a D student surpass you!  watch → HOW BLOCKCHAINS WORK: A VISUAL WALKTHROUGH  Anders Brownworth w/ @Ash Bennington 
    Weston Nakamura 1 view 2 comments Most recent by Brad S
  • Real Vision
    Beeneet Kothari, managing partner at Tekne Capital, welcomes Joe Lonsdale, partner at 8VC, to dis...
    Beeneet Kothari, managing partner at Tekne Capital, welcomes Joe Lonsdale, partner at 8VC, to discuss public markets, growing tech companies, and Covid-19. Lonsdale argues that the technology sector will experience continued growth as investors and policymakers recognize its important role in maintaining the global economy during the Covid-19 crisis. Lonsdale draws on his experience as a co-founder of Palantir to explain the unusual growth pattern that disruptive technology companies can experi…
    Real Vision 1 view 0 comments Started by Real Vision
  • The future belongs to the visionaries.
  • Weston Nakamura
    Exchange Exclusive: NFL’s Sean Culkin (Mr. “Pay Me In BTC”)
    Ladies & Gents of The Exchange- see the Exchange Exclusive video below, courtesy of @Ash Bennington interviewing Sean Culkin, professional American football tight end, and first NFL player to convert 100% of his salary from USD to BTC.  Watch him talk about his background, his journey of learning (with a big shout out to RV of course), and his reasoning behind how he arrived at this decision - to be (ir)responsibly compensated in this particular scarce asset over fiat. And what else lies a…
    Weston Nakamura 1 view 3 comments Most recent by matthew_l
  • jason_b
    crypto opportunity right now
    I'm just thinking through this, so help me out by commenting if you would....Ahem (Raoul/Ash, the weekend is near and obligations are fewer.) All of crypto is the same trade.  All the charts follow BTC, essentially.  If  that is true, think of a pack of reindeer or caribou or some shit that climbs mountains to eat and avoid predators.  The fastest and the strongest ran up the prior hill (first leg of the potentially massive run up in crypto prices) the fastest and the farthest and got to the …
    jason_b 5 views 1 comment Most recent by an_s
  • jason_b
    Thought that wont get out of my head...
    Special and Standard both work in SLR... Tapering is too disruptive and the static coming off the banks due to collateral being low needs to be addressed.  
    jason_b 2 views 0 comments Started by jason_b
  • sam_c
    Full employment as a policy, what does that mean? What country has this? And does it work at scal...
    Full employment as a policy, what does that mean? What country has this? And does it work at scale?
    Answered sam_c 1 view 4 comments Most recent by sat_p
  • Weston Nakamura
    LIVE: House Financial Services Committee
    https://www.youtube.com/watch?v=TspaxncgkjcFor those who saw my posting from yesterday’s Senate hearing ↓  LIVE: Senate Banking Committee Annual Grilling of Bank CEOs Thanks for reading, and I hope you rewarded yourselves with my 2 embedded market ideas happening on AMC & Ford getting gamma strangled into expiry tomorrow. AMC was +15%, Ford was +7% yesterday. AMC another +15% today/now, Ford another +7%.
    Weston Nakamura 1 view 0 comments Started by Weston Nakamura
  • Dave Thompson
    interesting interview topic
    Hey Jack, Ash, et al! This could be an interesting topic. Angel investor entrepreneur Arvin Bhangu, Waterloo, Ontario, and his startup: https://www.therecord.com/news/waterloo-region/2021/05/26/buying-a-house-with-bitcoin-waterloo-entrepreneur-aims-to-create-global-real-estate-market-on-universal-currency.html?rf Dave
    Dave Thompson 1 view 0 comments Started by Dave Thompson
  • Farrell Murphy
    Weekly Influence Points Winners!
    Congrats to last week's winners! Remember you can win the weekly prize once a quarter and the monthly one every 6 months. @Matthew Lansing  @John Crockett  @Craig P  In case you forgot: Our Top 3 Weekly Influence Point earners will win $10 towards Real Vision Shop and the Top 5 Monthly Influence Point Earners will win $25 towards Real Vision Shop. See Details Here
    Farrell Murphy 1 view 10 comments Most recent by mat_d
  • Moritz Heiden
    Welcome Gus!
    I just wanted to welcome @GUSTAVO SMOCOVICH  to the Exchange. Gus is working with us (@Moritz Seibert  and me) in Brazil and has a wealth of experience in Latin America. I wanted to point this out because if you need any contacts or advice, he‘s the guy to approach. Needless to say that he is a fantastic character, and if this Corona thing wouldn’t be have happened, we would most likely sip Caipirinhas right now and tackle the markets.
    Moritz Heiden 9 views 11 comments Most recent by ulrich_u
  • Moritz Heiden
    Real Vision Exchange Survey Week 21/2021: Results
    Latest results from the Real Vision Survey. Find all the updates on www.realvisionbot.com The website now features * Crypto Survey: results from the latest crypto survey * Portfolios: crypto portfolios, weights and performance In addition, I did some fixes on weight and performance charts. Mainly there was a problem with the weekly update of the weights and the performance accidentally did not update some positions. That's fixed now. Crypto survey summary Ethereum still leading. I made the…
    Moritz Heiden 3 views 5 comments Most recent by matthew_l
  • Raoul Pal
    Question everyone:
    How often each day do you check market prices and charts?
    Raoul Pal 3 views 28 comments Most recent by ollie_s
  • BRANDON GRZYWA
    How will the crypto ecosystem disrupt insurance as we know it?
    How will the crypto ecosystem disrupt insurance as we know it?
    Answered BRANDON GRZYWA 2 views 1 comment Most recent by jeremiah_s
  • dyutiman_d
    Manhattan Meetup
    Hi guys,  As the city opens up, any interest in a physical meetup? Perhaps in Central Park? Or do you guys prefer a bar, or perhaps an outdoor patio? Discussing investment theses in person would be exciting, plus getting to know new people to learn from. Dyutiman attention: @George Stanoev 
    dyutiman_d 2 views 0 comments Started by dyutiman_d
  • Ian Read
    Bitcoin sell off was planned, and believe it or not the ASIAN traders a big with Gann Angles, let...
    For more go to the link Ref: https://www.readtheticker.com/Pages/Blog1.aspx?65tf=4215_bitcoin-gann-angle-forecast-2021-05 Gann Angle and T Theory Time study. Bitcoin is the fastest moving price unit per time unit ever. This is why the Gann Angle 1x1 chart is narrow and very tall.  Gann Angles starting from the Mt Gox High. The Gann Angle 1x1 picked the 2017 high, and so far its picked the high in 2021 with the 1x2, but is it the final high for this bull cycle, who knows (see video below), th…
    Ian Read 1 view 0 comments Started by Ian Read
  • Weston Nakamura
    Weekly Roundup Expo Age 2: Goldman CFO Marty Chavez (Explained & Interviewed), Jim Bianco Debut o...
    https://vimeo.com/554023402Marty Chavez: How a Silicon Valley / Stamford PhD in machine learning with zero trading background became CFO of Goldman & turned GS into a technology firm w/ @Raoul Pal  Jim Bianco‘s RV Crypto Debut ← Voluntary & Early Career “Retraining” w/ @Ash Bennington  The Exponential Age of Massive Widespread Job & Career Destruction w/ Art Bilger  Expo Age Week 1 Roundup w/ @Edward Harrison  
    Weston Nakamura 1 view 11 comments Most recent by lex_w
  • Jeff glover
    This seems concerning. What are your thoughts? If the SEC pauses ETF rollout I'm assuming the rec...
    This seems concerning. What are your thoughts? If the SEC pauses ETF rollout I'm assuming the recent crypto carnage will continue short term. https://mobile.twitter.com/jchervinsky/status/1396475007308554243The speed & severity of this crash gives the SEC an easy excuse to deny this year's Bitcoin ETF proposals. Price action appears driven by derivatives trading on unregulated offshore exchanges, the SEC's big concern all along. I wouldn't rule an ETF out yet, but chances are low. — Jake…
    Answered Jeff glover 3 views 5 comments Most recent by mat_d
  • D H
    Dear RV, I love crypto and have been involved since the early days but I have a question that bug...
    Dear RV, I love crypto and have been involved since the early days but I have a question that bugs me. As a hivemind, we are so focused on today's developments but the errors of tomorrow could come back to haunt us and the question is: if one can accidentally "lose one's BTC/Crypto on a boating trip" and then hand down (through informal inheritance) your coins to your family/inheritors Ad Infinium creating a permanent wealth class/rent-seeking class -- that's super dangerous for socie…
    Answered D H 3 views 4 comments Most recent by allen_a
  • sam_c
    JPM Deck on china
    Here is a deck with lots of data on China:          here its interesting to see how different MSCI China is from the S&P 500   For the Bond people     
    sam_c 5 views 3 comments Most recent by dagobert_h
  • manuel nathaniel_c
    Harry Dent and his ideas of an Exponential Age. Video from 5 years ago..
    I though it was a good idea an share this interview from 5 years ago: https://www.realvision.com/shows/the-interview/videos/interview-with-harry-dent  Now that the Exponential Age 2 week video has ended.  
    manuel nathaniel_c 2 views 2 comments Most recent by ross_m
  • Andrew Whitefield
  • The future belongs to the visionaries.
    255 24/7 DAYS OF BITCOIN
    Saturday 22th 2021 : Day 255 Elon FUD assult. Chinese Government deeply versed in Game Theory issuing crafted doublespeak. Whales scooping up BTC. The leveraged liqidated and weak hands disspersed.  Bitcoin- A rabbit hole of infinite depth and dimensions. A global community, ecosystem, industry,  tools, charts, analysis, AI, literature, books, academia, philosophy, economics, start-ups, podcasts, news, key figures, conferances, debates, art, food, fashion, music and culture. You do not find t…
    The future belongs to the visionaries. 1 view 2 comments Most recent by The future belongs to the visionaries.
  • Real Vision
    Tune in LIVE Today at 5:30PM EST
    WRAPPING UP “THE EXPONENTIAL AGE” – HAPPY HOUR SPECIAL WITH RAOUL PAL AND HUGH HENDRY
    Real Vision 5 views 1 comment Most recent by lena_y
  • Jeffrey Lin
    If we're in a massive deflationary world as Raoul explains, what macro asset is the best bet? How...
    If we're in a massive deflationary world as Raoul explains, what macro asset is the best bet? How will BTC fare in a deflationary world, especially if "old world" debt and other issues leak into crypto with CBDC?
    Answered Jeffrey Lin 3 views 2 comments Most recent by wissam_a
  • Real Vision
    Technological progress has the power to unlock human potential by delivering remarkable efficienc...
    Technological progress has the power to unlock human potential by delivering remarkable efficiency; however, by so doing, it can also inflict a severe burden on workers whose jobs are the subject of this disruption. This risk is one which Art Bilger, venture capitalist and founder of WorkingNation, has set out to document and alleviate. In this conversation with Coast Capital founder and chief investment officer James Rasteh, Bilger argues that technological trends such as self-driving cars and…
    Real Vision 6 views 0 comments Started by Real Vision
  • dani_b
    First-ever auction for U.K. emission allowances
    The auction cleared at £43.99 a metric ton, equivalent to about $62. That placed prices for U.K. allowances 2.7% higher than futures prices in the European Union’s carbon market, the world’s largest. https://www.wsj.com/articles/u-k-polluters-face-higher-costs-as-breakaway-carbon-market-goes-live-11621425610  
    dani_b 2 views 0 comments Started by dani_b
  • Real Vision
    Live RVDB w/ Weston and Jack!
    https://www.youtube.com/watch?v=y6EhjRH9PX4
    Real Vision 1 view 18 comments Most recent by matthew_l
  • sam_c
    sam_c 2 views 0 comments Started by sam_c
  • percy_p
    Should I be concerned? KRBN vs. Crypto, Carbon is not as uncorrelated as I had hope.
    Should I be concerned? KRBN vs. Crypto, Carbon is not as uncorrelated as I had hope.
    Answered percy_p 10 views 7 comments Most recent by unforgettable talent,_l
  • sam_c
    For those of you worried about real yields and inflation.
    From the DB default study  I have the full default report dm me if you want it. 
    sam_c 1 view 0 comments Started by sam_c
  • Real Vision
    Famed longevity pioneer Aubrey de Grey, Chief Science Officer of SENS Research Foundation, joins ...
    Famed longevity pioneer Aubrey de Grey, Chief Science Officer of SENS Research Foundation, joins Geoffrey Woo, Founder and Chairman of Health Via Modern Nutrition Inc., for an enlightening conversation about advances in longevity, the investments and technologies that extend life, and the challenges and opportunities of a world in which people live longer. He walks us through his damage repair therapies with a focus on rejuvenation, prevention, and wearable technologies. Filmed on May 17, 2021.…
    Real Vision 3 views 1 comment Most recent by John Hache
  • Sean Lakha
    Death and Cryptos
    IMPORTANT question:  How are you all doing estate planning with your crypto?  God forbid, if something were to happen to you, how have you planned to pass your crypto to your family?  1) Will they be able to find your hardware wallet and know the appropriate passwords etc to access the crypto?   2) If your crypto is at an exchange, how will your family be able to access it?  They will likely not be able to access your phone to get past the exchange's 2 factor Authentication.  How have you plann…
    Sean Lakha 3 views 6 comments Most recent by John G
  • dani_b
    The Carbon market
    Don't say you didn't hear about the Carbon trade on RV first. Now its on CNBC An annual Carbon Market Survey by Refinitiv, published on May 11, found that the cost of polluting in Europe is increasingly influencing investment decisions. Its survey of 303 respondents — mostly traders or regulated emitters in the global carbon market — also found that the majority believe EU carbon prices will continue to rise in the coming months. One issue currently afflicting the scheme is so-called “carbon …
    dani_b 31 views 8 comments Most recent by Ernesto
  • John Narvaiz
    The technological bluff of the exponential age
    I have enjoyed this series tremendously. Excellent; however, I find it disturbing for a number of reasons. TECHNOLOGY since ancient times has been understood as a distructive force, but possibly redemable. Philosophers, priests, mystics, politicians, leaders, many people from differant walks of life like artists, writers have warned about the giddiness of our dependance on technolgy. And history has shown that the benafit is somewhat questionable. Now there is no avoiding it for sure, but what …
    John Narvaiz 1 view 7 comments Most recent by John Narvaiz
  • Real Vision
    Searchlight Capital partner and former FCC Chairman Ajit Pai joins Real Vision managing editor Ed...
    Searchlight Capital partner and former FCC Chairman Ajit Pai joins Real Vision managing editor Ed Harrison to lay out a roadmap for understanding the rapidly changing technology landscape as well as the associated investment opportunities and regulatory hurdles. Pai takes on subjects from the importance of closing the digital divide, the building of ubiquitous fixed line broadband connectivity, the coming of 5G, the productivity and healthcare enhancements from telehealth to the need for precis…
    Real Vision 1 view 1 comment Most recent by matthew_l
  • Chad Arnold
    Recent Video with Nitya Sharma
    For anyone that has watch the latest in the "Exponential Age" series, and the specific video with Nitya Sharma. I have questions, but don't exactly know how to phrase them. I haven't even sorted out my own thoughts on the matter. This is more to elicit thoughts. This is also directed more towards those of you who not only invest in crypto, but believe in some of the core principles of the space.  Decentralization being chief among other important ones. IndiaStack and even the specif…
    Chad Arnold 2 views 4 comments Most recent by Chad Arnold
  • Moritz Heiden
    Real Vision Exchange Survey Week 20/2021: Results
    I'm late with the review of last week's survey and this week's allocation. However, I have good reasons. I finished the first version of the new Real Vision Bot Website: www.realvisionbot.com It's still lacking the charts for the Crypto survey, but now everything is in one place. The big benefit: I manage the complete process/pipeline and the website is highly automated in the backend on AWS. More time for building features and bringing new charts instead of dealing with broken dashboards or q…
    Moritz Heiden 4 views 3 comments Most recent by Weston Nakamura
  • Somdatta Bhattacharya
    Regarding inflation
    The recent inflation numbers need to be considered in some perspective. The fact that the prices have increased means businesses have more money in their hands which they can use to invest in increasing wages, to levels lucrative enough to draw absconding Americans back into the workforce. This is really a way of lifting the economy by its own bootstraps and hence a healthy rate of inflation isn't too bad. At one point the businesses would realize that there is a sweet spot which maximizes thei…
    Somdatta Bhattacharya 1 view 0 comments Started by Somdatta Bhattacharya
  • frederic_r
    Raoul's moves
    I found out a few days ago when browsing tweeter that Raoul has recently changed his cryto allocation. He no longer holds 75% BTC / 25% ETH like he mentionned last year but 25% BTC, 55% ETH, 20% other crypto. That's a huge shift and I wish we would be made aware of it. I understand RV is not giving financial advice per say but Raoul's change of frame of mind could benefit especially lower experienced Essential members, the individual who's trying to navigate these difficult waters. If you read …
    frederic_r 10 views 10 comments Most recent by percy_p
  • dani_b
    Jeffrey Gundlach can't find a new truck to buy
    "I actually bought a truck a couple of weeks ago. And the lot, the car dealer's a big car dealership, they had no new trucks. There weren't any," Gundlach recalled. Because of the chip shortage, "all he had on his entire lot were used trucks," the investor added — meaning he had to settle for a used one. According to Gundlach, the truck he purchased had 8,000 miles on it, but was only $2,000 less than the sticker price of a brand new truck. "The fella who sold it to …
    dani_b 1 view 4 comments Most recent by percy_p
  • dani_b
    If you have to choose between TSLA or Bitcoin for the next 2 years...
    If you have to choose between TSLA or Bitcoin for the next 2 years...
    Poll dani_b 3 views 7 comments Most recent by Vincent Schantz
  • Real Vision
    On this week's segment of "The Vision," Nick Correa recaps the first week of Real Vision's newest...
    On this week's segment of "The Vision," Nick Correa recaps the first week of Real Vision's newest campaign, "Welcome to the Exponential Age," and presents the second week's schedule, which will feature Nitya Sharma, Ajit Pai, Geoffrey Woo, Dr. Aubrey de Grey, James Rasteh, Art Bilger, and more.
    Real Vision 1 view 0 comments Started by Real Vision
  • Weston Nakamura
    Exchange Roundup: The Exponential Age Week 1 with Ed Harrison
    Week's Roundup with special guest @Edward Harrison making his Exchange debut! https://vimeo.com/548755341
    Weston Nakamura 2 views 6 comments Most recent by Weston Nakamura
  • Real Vision
    Week 1, Day 5: Nikolai Ardey, VW GroupVolkswagen Group Innovation Executive Director Nikolai Arde...
    Week 1, Day 5: Nikolai Ardey, VW Group Volkswagen Group Innovation Executive Director Nikolai Ardey joins Real Vision's Raoul Pal for an exclusive interview about the future of electric and autonomous vehicles, the advanced technology involved in cars as they become part of the Internet of Things, and an increase in shared mobility in megacities and developing countries. Ardey lays out a clear roadmap and strategy for the most feasible and reasonable ways that Volkswagen is adopting zero-emissi…
    Real Vision 2 views 0 comments Started by Real Vision
  • Stefan Clulow
    More Industry viewpoints, please.
    I’m looking forward to the interview with the VW technology strategist tomorrow.  RV brings in a great many fine financial types, but I think there is value from hearing the candid views of industry participants.  For example, the global miners have great content on their websites, like this 2020 review and outlook for commodities from BHP.   If RV can find the author of this report and put him in front of a knowledgeable interviewer, we’d all gain a better view of the commodity markets from an…
    Stefan Clulow 3 views 0 comments Started by Stefan Clulow
  • Farrell Murphy
    Weekly Influence Point Winners! Wk of 5/3
    Sorry for the delay this week, but congrats to this week's winners! I think all of you are at least 2X winners now (remember you can win the weekly prize once a quarter and the monthly one every 6 months).  Don't spend it all at once guys @Jeremiah S  @John Ahearn  @Matt Daniell  In case you forgot: Our Top 3 Weekly Influence Point earners will win $10 towards Real Vision Shop and the Top 5 Monthly Influence Point Earners will win $25 towards Real Vision Shop. See Details Here
    Farrell Murphy 1 view 7 comments Most recent by Ernesto
  • Real Vision
    Week 1, Day 4: Azeem Azhar Azeem Azhar, founder of Exponential View, joins Real Vision managing e...
    Week 1, Day 4: Azeem Azhar Azeem Azhar, founder of Exponential View, joins Real Vision managing editor Ed Harrison to explain how the accelerating pace of technological progress is rapidly transforming business and life as we know it. Azhar identifies how technologies such as vaccines, renewable energy, and additive manufacturing (commonly known as "3D printing") are advancing at a rate faster than previously thought possible. He and Harrison discuss the "winner-take-all" d…
    Real Vision 1 view 0 comments Started by Real Vision
  • shaun feeley
    I’m thinking about moving some of my btc into eth, I’m uncertain at the moment if the ratio will ...
    I’m thinking about moving some of my btc into eth, I’m uncertain at the moment if the ratio will move back towards btc like it did last cycle. Interested in what people are thinking here.
    Answered shaun feeley 2 views 3 comments Most recent by Bastian