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Real Vision

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  • sam_c
    Okay interesting Tom Thornton likes OXY not a fan of tech.
    Mr Thorton is hoping for a return to More normalcy & less pandemic so right now he said he had positions in financials and energy which he thinks will do better than the market since these stocks are still in the covid ditch.  looking at my personal RDSA drama I hope he is right.  But if you are going to position for a "back to normal" situation it looks like the market expects Big Beer (BUD) to profit more than Big oil (look at the jump from the covid news compared to shell)…
    sam_c 2 views 2 comments Most recent by sam_c
  • renzo_c
    Back in 2012, Bain & Company published an interesting report; A World awash in money. https://www...
    Back in 2012, Bain & Company published an interesting report; A World awash in money. https://www.bain.com/insights/a-world-awash-in-money. Basically they were right. Real Vision (Raoul Pal in particular) provided great insights on demographics, % rates, retiree baby boomer problems etc... However don't we have too many financial assets for too few GDP? A 10 to 1 ratio seem kind of difficult to sustain ? Any thoughts? Capital trends through 2020.
    Question renzo_c 19 views 0 comments Started by renzo_c
  • Weston Nakamura
    Danny Blanchflower takes live headline reaction to Janet Yellen as Treasury Sec
    happening now in The Aftermath: POLICY CHALLENGES DON'T CARE WHOSE SIDE YOU'RE ON with @Edward Harrison: Mid-panel, WSJ headline hits saying Janet Yellen is Biden's pick for Treasury Sec  ...which panelist Danny Blanchflower of Dartmouth College, former BOE MPC member & personal friend of Janet Yellen reacts to in real time as a positive:  ""...who would vote against Janet Yellen?" (re: Senate confirmation) Perfect timing, perfect panel, as Biden starts to release details…
    Weston Nakamura 1 view 3 comments Most recent by will_m
  • Weston Nakamura
    The Aftermath LIVE: VOLATILITY IN THE TIME OF VOLATILITY
    well that was cool.. but onto markets!! LIVE NOW: VOLATILITY IN THE TIME OF VOLATILITY Cem Karsan, Founder and Senior Managing Partner of AEGEA Capital Managementand Kai Volatility Advisors Jason Buck, CIO Mutiny Fund Submit questions to the Speakers LIVE here access code 4635706
    Weston Nakamura 1 view 3 comments Most recent by ElleGee
  • Weston Nakamura
    Dan Rather is The Exchange
    Dan Rather has had direct and immeasurable impact on hundreds of millions of lives over decades of US/world history, by informing the public.  The very fact that he is currently dissecting this very role of informing the public to us, the Real Vision community of the thousands of various media networks and audiences he can go to do so, speaks volumes. "...going forward, what's going to be required is a better educated, better informed news CONSUMER..."  "...its going to be in…
    Weston Nakamura 12 views 1 comment Most recent by jaymes_r
  • Weston Nakamura
    The Aftermath LIVE: Dan Rather & Niall Ferguson
    oh shit. happening now.. A CONVERSATION WITH DAN RATHER (with Niall Ferguson) CLICK HERE This one won't be archived forever! On-Demand access available until Dec. 23rd. Submit questions to the Speakers LIVE here access code 4635706  
    Weston Nakamura 1 view 0 comments Started by Weston Nakamura
  • Weston Nakamura
    The Aftermath LIVE: Dee Smith & Pippa Malmgren
    LIVE NOW DEBRIEF & LIVE Q&A WITH DEE SMITH AND DR. PIPPA MALMGREN (CLICK HERE) Submit questions to the Speakers LIVE here access code 4635706  
    Weston Nakamura 3 views 4 comments Most recent by Weston Nakamura
  • Weston Nakamura
    The Aftermath: Dee Smith "A WORLD ON THE BRINK"
    The Aftermath: Dee Smith "A WORLD ON THE BRINK"  @Raoul Pal & Dee Smith referencing 5 part series ↓  See A WORLD ON THE BRINK (CLICK HERE) Created for Real Vision subscribers in 2017
    Weston Nakamura 9 views 0 comments Started by Weston Nakamura
  • Paul Harte
    With the gulf between the real economy in recession and most asset markets hitting new highs, can...
    With the gulf between the real economy in recession and most asset markets hitting new highs, can this new paradigm ever evolve without that repricing of markets?
    Answered Paul Harte 12 views 2 comments Most recent by nivtej_d
  • Weston Nakamura
    Submit Live Questions at Menti
    The Aftermath: Submit Questions at menti.com  (Enter Code: 4635706)
    Weston Nakamura 1 view 0 comments Started by Weston Nakamura
  • sam_c
    Urban - Rural
    Dee Smith is talking about the Urban-Rural divide and the ideological difference between the two.      Actually, 538 has done a whole post on this too (2019 with 2016 presidential election data):  https://projects.fivethirtyeight.com/republicans-democrats-cities/ If you need it there is a gen Z take on American Lies that is pretty intense to watch but well done:  https://www.youtube.com/playlist?list=PLwJ5--dklP0ATxL1IN2hoVrLTHTI20bcB  
    sam_c 1 view 0 comments Started by sam_c
  • Weston Nakamura
    Kicking Off The Aftermath in 10 mins...
    Access to The Aftermath I have my ticket - How do I join? First, we recommend that you log-in on Monday morning 10-15 minutes before the event starts. You don’t want to miss the opening… If you just bought or registered for your ticket, you should already be logged in when you click the link in your email.  But if not, here’s how to log in and verify your access: 1. First, visit the Agenda page.  2. Click on the session title (How Did We Get Here?) 3. You’ll be brought to a new page, and…
    Weston Nakamura 2 views 1 comment Most recent by iHDAA
  • sam_c
    Global public pensions report 2020 from the Official Monetary and FinancialInstitutions Forum (OM...
    RV has made really good videos that talked about all the different issues pensions face.  But in case you wanted extra readings here is this Global pension report you can look into, it is made by insiders and lets you peek at how they see the world.  There is something in it for everyone, PE, Governance, return assumptions, portfolio construction and also Demographics.    Do you outperform your pension fund?  . Canada Loves PE too At the end, there is also a nice overview of the t…
    sam_c 1 view 11 comments Most recent by Dean McClelland
  • Moritz Heiden
    Real Vision Exchange Survey Week 7: Results
    Thank you all for participating. Real Vision Bot evaluated the results of last week's survey and added some charts to the Exchange Survey Dashboard describing how sentiment and positioning have change compared to the previous week. GO TO THE DASHBOARD While Bitcoin was effortlessly breaching $18k, I decided to take up on the @Sam Colt's great idea to ask about the participants Crypocurrency holdings. Special topic: Crypo Turns out, there is only one true crypto king and his name is Bitcoin.…
    Moritz Heiden 3 views 14 comments Most recent by Moritz Heiden
  • violeta_d
    Some thoughts on Covid-19 vaccine
    I am thinking about some numbers and I struggle to find a logical explanation about what's going on. Please feel free to disagree with me. I am looking for different views.  Right now about 200,000 people test positive in US every day and it is likely that numbers will grow in the next  months.  At the current rate 6 million Americans crate immunity every month. Considering the actual number is probably significantly higher, in a year from now you will likely have more than 100 million America…
    violeta_d 1 view 2 comments Most recent by violeta_d
  • Farrell Murphy
    LIVE Daily Briefing today with Raoul and Ed
    Tune in here for a Special Edition live streamed Daily Briefing “A Bad Winter for the Global Economy” with @Raoul Pal  and @Edward Harrison  at 4:30 EST https://vimeo.com/481760916
    Farrell Murphy 2 views 3 comments Most recent by Weston Nakamura
  • Weston Nakamura
    RV Presents: The AFTERMATH (Mon 23rd & Tues 24th)
    Election Day may have passed, but uncertainty is FAR from gone in a world where markets and policy collide like never before in modern history. Understanding the implications, not just of what's ahead, but what just happened, is critical.  Joe Biden and Donald Trump have broken records as getting the most and 2nd most popular votes in US history, with the highest voter turnout in over a century. Nearly 160 million Americans voters are deeply engaged in the political system. Shouldn't you be as…
    Weston Nakamura 4 views 6 comments Most recent by suraj_d
  • Weston Nakamura
    THANK YOU from myself & the Exchange
    With gratitude and admiration, I am awarding @Muhammed Banday and @Jeremiah S  with free admission to our upcoming must-attend festival event The Aftermath, for their proactive contributions of expertise and value extraction that they have provided to the Exchange community's overall benefit.  @Muhammed Banday, thank you for the front-line work that you do every day out there, truly admirable, and of course thank you for stepping up to the moment and keeping us informed. @Jeremiah S thank you …
    Weston Nakamura 1 view 5 comments Most recent by muhammed_b
  • Farrell Murphy
    Real Vision VIDEOS OF THE WEEK
    If you didn’t get a chance to see all the Real Vision videos this week, you're in luck. Our RV team has chosen all their favorite videos from this week. Click below to watch their picks!          The Breakdown with Nick and Jack                Bonds          Precious Metals          Forex           Real Estate          Commodities         Crypto         Macro Chat         Equities 
    Farrell Murphy 6 views 0 comments Started by Farrell Murphy
  • Raoul Pal
    This is an amazing video and a great example of The Hive Mind - expert commentary and analysis by...
    https://exchange.realvision.com/post/covid-lockdowns-and-its-potential-impact-on-the-us-consumer-5fb7448b5695855d1b5e034c
    Raoul Pal 2 views 2 comments Most recent by iHDAA
  • byron_l
    How about Real Vison creating a Financial History Series or Channel about the biggest financial e...
    How about Real Vison creating a Financial History Series or Channel about the biggest financial events in history, the best way to learn is from our history
    Answered byron_l 1 view 2 comments Most recent by sam_c
  • saji_m
    Sunak faces worst hit to UK finances since second world war
    https://www.linkedin.com/posts/goodtogreat_sunak-faces-worst-hit-to-uk-finances-since-activity-6735081349708951552-wdsm https://www.ft.com/content/2883c55f-e4e1-40c2-9075-62c96dd6ecd8 Rishi Sunak is preparing to publish what allies describe as a “scary” outlook for the UK economy in next week’s spending review, containing the largest downgrade in economic performance and the public finances since the second world war. When the chancellor delivers his statement to the House of Commons next Wed…
    saji_m 1 view 1 comment Most recent by steve_c
  • nivtej_d
    Post pandemic what global trends do you predict? Just listened to Felix Zulauf and Dr. Faber on T...
    Post pandemic what global trends do you predict? Just listened to Felix Zulauf and Dr. Faber on The End Game. Both see a potential moved towards “socialist” economic polices as a post covid 19 trend as governments struggle with low growth. Thoughts?
    Answered nivtej_d 1 view 3 comments Most recent by Johnathan Jessen
  • Moritz Heiden
    Real Vision Exchange Survey (Week 7)
    I can't believe it, this is already the 7th! survey week and participation rates are still strong. Thank you all for your great support! To celebrate the launch of @Real Vision Crypto and inspired by @Sam Colt I included a special question about details of your crypto holdings!  Really curious to see the answers and potential diversification needs for my own crypto portfolio! CLICK HERE TO GO TO THE SURVEY Like last time we wants to know see how you all think about the markets. We would …
    Moritz Heiden 4 views 2 comments Most recent by Moritz Heiden
  • Weston Nakamura
    Volatility Today - Nov VIX Expiry, CVOL, RV Live: VIX vs VAX
    In the volatility space today: * Nov VIX futures & options last trade date → expiry * CME’s new CVOL Index introduced  * RV LIVE at 3pm EST: Naufal Sanaullah, EIA All Weather Partners   Nov ”ELECTION VIX” to expire. Post election massive selling of vol premium has been large contributor to SPX ↑ (see note from yesterday) ↓  WATCH for Major VIX Expiry, Nov Last Trade Date Tomorrow → SPX Pivot Point?   CME announced new volatility indices: CVOL, for release H12021 (CME LINK HERE) Vol ind…
    Weston Nakamura 1 view 1 comment Most recent by John Ahearn
  • matt_d
    Today's RVDB Dave Floyd
    Just a quick post - today's chat with Ash and Dave Floyd was action packed with so much good advice for short term traders.  Both Ash and Dave need to be two-thumbs'd-up.   Interesting too and to Dave's point - last night (for me - yesterday for the US) some random chatter (Bloomberg) was two of the top quant hedge funds (Renaissance and Two Sigma) have been utter duds (useless) in 2020.  Their historical back-testing apparently has never seen a 2020. That aside, Dave's advice was great - I d…
    matt_d 4 views 3 comments Most recent by Moritz Heiden
  • jack_f
    ASK ME AND ED ANYTHING YOU WANT
    Hi all, on Thursday I will be hosting @Edward Harrison on the Daily Briefing. It will be an AMA where you can ask me and Ed anything you want to know. Please post your questions as comments below. Don't be shy!  EDIT: this AMA will air next Thursday (Thanksgiving Day,) not this Thursday. Also, thank you so much for these fantastic questions! I look forward to discussing them with Ed!! 
    jack_f 2 views 22 comments Most recent by sam_c
  • will_k
    Can someone direct me to the Hive portfolio that Raoul mentions on Twitter? I am a Pro member. ...
    Can someone direct me to the Hive portfolio that Raoul mentions on Twitter? I am a Pro member. Thanks.
    Answered will_k 22 views 2 comments Most recent by sam_c
  • saji_m
    East vs. West (COVID-19): The Gods Must be Crazy!
    https://www.linkedin.com/posts/goodtogreat_east-vs-west-covid-19-the-gods-must-be-activity-6734529138310438912-6L4X Today is the First Anniversary Since the First Case of COVID Was Found in China
    saji_m 2 views 8 comments Most recent by saji_m
  • dale_s
    I saw a recent tweet about an 'Exchange portfolio', is there an index or portfolio that is tracke...
    I saw a recent tweet about an 'Exchange portfolio', is there an index or portfolio that is tracked on the Exchange? thanks!
    Answered dale_s 14 views 1 comment Most recent by Moritz Heiden
  • Weston Nakamura
    Is The Exchange Working? (Podcast w/ Matt Daniell)
    Last week, @Matt Daniell posted a simple question:  Is The Exchange Working? (link) For which he got a lot of feedback from Exchange members. I purposely didn’t interject into the conversation, and watched intently from the sidelines.  Over the weekend, I called Matt (who is based in Australia - my side of the planet for once!) to discuss, and had a great conversation about The Exchange that many may feel they can relate to. Matt was also kind enough to let me record our call for the benefit…
    Weston Nakamura 2 views 21 comments Most recent by matt_d
  • dani_b
    What was the best trade idea you got from the RV Exchange?
    I just gave you 3 trade ideas in the last month:  TSLA to join the S&P500 from 7 days ago: https://exchange.realvision.com/post/stalking-tsla-expected-entry-to-the-s-p500-5faa6d6f0c5b785fdc75554b Yesterday it was announced that it will join the index in December: https://www.spglobal.com/spdji/en/media-center/news-announcements/#indexNews   GBTC low premium opportunity from OCT 7th: https://exchange.realvision.com/post/gbtc-low-premium-opportunity-5f7de2b80b23a767be73e3af Yeste…
    dani_b 1 view 1 comment Most recent by sam_c
  • Moritz Heiden
    Real Vision Exchange Survey Week 6: Results
    Thank you all for participating. Real Vision Bot evaluated the results of last week's survey and added some charts to the Exchange Survey Dashboard describing how sentiment and positioning have change compared to the previous week. GO TO THE DASHBOARD Some interesting observations OBSERVATIONS   For both, the 1m horizon, most participants saw European equities heading considerably lower. US and EM equities were better off than their European counterparts, but still the view on Equities …
    Moritz Heiden 2 views 0 comments Started by Moritz Heiden
  • sanjeev_c
    Thanks for `The Distillery` report
    It's a great aid to help me select which videos I need to listen and get an overall summary.   Are these available for past weeks on the website?
    sanjeev_c 4 views 0 comments Started by sanjeev_c
  • saji_m
    Nail in the Coffin of our Empire (World’s Biggest Free-Trade Deal): The Gods Must be Crazy!
    As I mentioned in my book, “We need to secure the leadership of the Trans-Pacific Partnership (TPP) and prepare it to take steps to counter China…... Unfortunately, the current administration withdrew from the partnership in 2017, and China took advantage of US withdrawal.” Sadly, as happened in the past two years, the current administration even boycotted the third year in a row, the ASEAN meeting that is happening now (this weekend). https://www.youtube.com/watch?v=pfx_BBr6-2AAs a result, t…
    saji_m 5 views 0 comments Started by saji_m
  • Aaron Espinoza
    What is your individual specific inflation/deflation rate on expenses? From past 5 years? I know ...
    What is your individual specific inflation/deflation rate on expenses? From past 5 years? I know it's almost impossible if you didn't keep receipts for everything and didn't spend more because of life like growing family but looking back at it could help us understand where we are at rate wise hopefully.
    Question Aaron Espinoza 1 view 0 comments Started by Aaron Espinoza
  • dani_b
    The walking man 5 ways of knowledge
    Beautiful story telling by Dr. Ken Long about the 5 ways of knowledge. Music in courtesy of Bill Scheidt from Sewa Beats.    https://www.youtube.com/watch?v=tFLrZZeidu8
    dani_b 2 views 0 comments Started by dani_b
  • saji_m
    The Last Laugh of The Crocodile in The Yangtze: The Gods Must be Crazy!
    https://www.linkedin.com/posts/goodtogreat_the-last-laugh-of-crocodile-in-the-yangtze-activity-6732923271613943808-9OqJ Let me confess that I am a voodoo worshipper of "Crocodile In The Yangtze," aka Jack Ma (http://www.crocodileintheyangtze.com/). It is not because a school teacher was magically turned into one of the wealthiest people on earth – because of his guts to laugh at the mightiest Empire (communist) on earth. I am not sure where to where to draw the line between geniuses …
    saji_m 2 views 0 comments Started by saji_m
  • Weston Nakamura
    The MOST Real Vision (adjective) + RV EXCHANGE-esq interview of all time: Jack Schwager of Market...
    This interview is a must watch for anybody/everybody → THE SECRETS OF “UNKNOWN MARKET WIZARDS” Jack Schwager, author of Market Wizards (if you dont know what Market Wizards’s is.. go find out, like right now), being interviewed by @Moritz Seibert  from MunichRe but better known to us as (one of) Two Quants and their weekly Exchange Sentiment Survey (if you haven’t taken the 22 seconds to do this week’s survey.. go do that, like right now) This is the most “Real Vision-y” and RV EXCHANGE relat…
    Weston Nakamura 2 views 16 comments Most recent by mel_s
  • Weston Nakamura
    Real Vision VIDEOS OF THE WEEK
    Happy Friday! Hope everyone had a good week - but in case you were too busy, no worries! RV Team picked out the top Videos of the Week below, enjoy! Equities Bonds Commodities Precious Metals Crypto Macro Chat Forex Real Estate Exchange Exclusive Explainer of the Week: Macro
    Weston Nakamura 1 view 1 comment Most recent by b_t
  • Weston Nakamura
    🇯🇵NKY key breakout + BOJ’s ETF “market impact”
    On Monday, during the period between the post-Biden/Harris victory weekend until pre-Pfizer/COVID vaccine announcement, NKY225 hit a multidecade high (AGAIN- note different global market hours - unlike Asia & partial Europs, we never actually got to see what the pure US cash equity market reaction was to ✓Biden/Trump because Pfizer headlines hit mid Europe / pre-US open w/ retail locked out from multiple brokerage crashes - see comments section for my explanation). but with still a lot …
    Weston Nakamura 1 view 7 comments Most recent by christopher_m
  • Real Vision
    Daily Briefing with @"Ash Bennington" and @"Edward Harrison" Senior editor, Ash Bennington, and m...
    Daily Briefing with @"Ash Bennington" and @"Edward Harrison" Senior editor, Ash Bennington, and managing editor, Ed Harrison, break down the pausing of the rotation out of growth and into value as cases and hospitalization in the U.S. surge to unseen levels. Ash breaks down Bill Ackman's hedge against investment grade credit, and Ed explores how much central bank liquidity there is on the sidelines waiting to buoy asset prices. The pair also discuss taxes, the outcome of th…
    Real Vision 2 views 0 comments Started by Real Vision
  • Johnathan Jessen
    Johnathan Jessen 1 view 12 comments Most recent by john_s
  • Moritz Heiden
    The Exchange Sentiment Survey (Week 6)
    Will the Corona Vaccine raise the market's main sail or did you already jump on the #bitcoin life raft? Tell us what you think in our @RealVision Exchange survey, determine the direction the survey portfolio and beat the #ArtificialIntelligence. CLICK HERE TO GO TO THE SURVEY Like last time we wants to know see how you all think about the markets. We would love to get an idea how you are thinking about markets for one and 3 months ahead.  CLICK HERE TO GO TO THE SURVEY   If you want to ha…
    Moritz Heiden 4 views 8 comments Most recent by Lexi L.
  • wissam_a
    Improve the plus offering on RV
    @Max Wiethe can I submit suggestions to improve the plus offering on RV?
    wissam_a 1 view 1 comment Most recent by max_w
  • Raoul Pal
    This is the value of The Exchange.... INCREDIBLE!
    Two Real Vision members made this really useful, insightful and well done video together. Definitely worth your time. @John Fadool is a true expert and JS did a brilliant job conduction the interview. Bravo guys! https://exchange.realvision.com/post/election-politics-and-markets-5fab64b8f99be4059465a123
    Raoul Pal 5 views 1 comment Most recent by Weston Nakamura
  • Real Vision
    Daily Briefing with @"Ash Bennington" and Tony GreerSenior editor, Ash Bennington, joins Tony Gre...
    Daily Briefing with @"Ash Bennington" and Tony Greer Senior editor, Ash Bennington, joins Tony Greer, editor of the Morning Navigator, to examine the latest euphoric episode in markets. Greer discusses how the rotation in the markets demonstrates their renewed focus on a post-pandemic world as the pattern from the last several months of trading is coming undone. He shares his thoughts on the appropriate balance of a political perspective to a market outlook, where inflation will begin…
    Real Vision 7 views 0 comments Started by Real Vision
  • Real Vision
    Live With @"Raoul Pal" and @"Julian Brigden" In this month's Insider Talk, Raoul and Julian will ...
    Live With @"Raoul Pal" and @"Julian Brigden" In this month's Insider Talk, Raoul and Julian will be going live at 2:15 PM EDT on November 11th to discuss their recent thoughts and answer questions from all of our Real Vision members.
    Real Vision 8 views 0 comments Started by Real Vision
  • Mark Szulc
    Questions for the RVDB team
    Trump supporters are consumers of large media/tech companies which have are prohibiting, shadow banning, and denoting information as false about voter fraud and Hunter Biden.  (As you know, the news industry has promoted the Russia collusion story almost daily and now the Hunter Biden laptop story is someone deemed as not even worth one story).  Statistics are now showing massive downloads of competitor apps to Twitter, Facebook, and the news media.  What's the market play on Twitter, Facebook,…
    Mark Szulc 1 view 0 comments Started by Mark Szulc
  • Real Vision
    @"Raoul Pal" and Gordon Ritter discuss SaaS and the evolution of the software sector Cloud invest...
    @"Raoul Pal" and Gordon Ritter discuss SaaS and the evolution of the software sector Cloud investor Gordon Ritter, founder of Emergence Capital, one of the first venture capital firms to invest exclusively in software-as-a-service, or SaaS, manages portfolio companies that have a market cap of $400B+ and 13 IPOs or exits greater than $500 million, including high-profile exits like Zoom and Salesforce. He joins Real Vision founder and CEO, Raoul Pal, for a conversation about the evolu…
    Real Vision 1 view 1 comment Most recent by tj_s
  • phillip_l
    Reading list
    After watching Raoul's Bitcoin life raft piece I decided to read The Fourth Turning which was a phenomenal book. It's also left me hungry for more great reads. I'd love to see a section on the Exchange where people can share and discuss what they are reading. Meanwhile, I'd love some more recommendations if anyone has read anything recently that they haven't been able to put down.
    phillip_l 22 views 8 comments Most recent by Matt Jacobs
  • Moritz Heiden
    Real Vision Exchange Survey Week 5: Results
    Thank you all for participating. Real Vision Bot evaluated the results of this week's survey and added some charts to the Exchange Survey Dashboarddescribing how sentiment and positioning have change compared to last week. IMPORTANT NEW FEATURES: ANIMATED DAILY CHARTS. MORE BELOW GO TO THE DASHBOARD Some interesting observations and new features. OBSERVATIONS   For both horizons most participants saw equities heading considerably lower. US and EM equities were slightly better off tha…
    Moritz Heiden 1 view 1 comment Most recent by jaymes_r
  • gervais_z
    What happened to the show knock on effect
    What happened to the show knock on effect
    Answered gervais_z 1 view 1 comment Most recent by jason_z
  • Carlos Gomes
  • tarek_s
    The Election, Metals, and Uncertainty
    Today is November 6th, we still do not have a President-elect, and the legal fight over ballots and vote-counting seems destined to drag on for weeks, if not months. For those investors determined to allocate capital based upon the election outcome, the uncertainty can be paralyzing. We can expect a likelihood of a split government, but there is no certainty beyond that. My solution is to follow price. In my last piece, I noted that precious metals were trending up, and the US Dollar was trend…
    tarek_s 1 view 1 comment Most recent by J Ver
  • Moritz Heiden
    The Real Vision Exchange portfolio
    Based on the weekly @Real Vision Exchange survey I track the performance vs an artificial intelligence based portfolio that uses the interview extracted by the RealVisionBot. He sold his #bitcoin on Monday and switched to Gold... Big mistake If you want to participate in this week's survey and make sure that the Exchange portfolio beats the AI, the current survey is still open! CLICK HERE TO GO TO THE SURVEY   If you want to have look at the results of the previous survey, CLICK HERE. Real…
    Moritz Heiden 68 views 2 comments Most recent by Moritz Heiden
  • Real Vision
    RV Videos of the Week!
    Good news if you didn’t get a chance to see all the Real Vision videos this week. Our team has put together all their top choices. Click below to watch their picks!       Bonds       Precious Metals       Forex        Real Estate        Commodities       Crypto       Macro Chat       Equities   
    Real Vision 4 views 2 comments Most recent by jason_z
  • Moritz Heiden
    The Exchange Sentiment Survey (Week 5)
      Cast your vote in this week's Real Vision Exchange survey and determine the Exchange's tracking portfolio. Beat the Bot, who has his own tracker based on @Real Vision interview sentiment.  CLICK HERE TO GO TO THE SURVEY Like last time we wants to know see how you all think about the markets. We would love to get an idea how you are thinking about markets for one and 3 months ahead.  CLICK HERE TO GO TO THE SURVEY   If you want to have look at the results of the previous survey, CLICK H…
    Moritz Heiden 1 view 0 comments Started by Moritz Heiden
  • sam_c
    sam_c 1 view 4 comments Most recent by jaymes_r
  • Louis Llanes
    Opportunities abound. Watch our discussion about decision-making in the investment world now.http
    Opportunities abound.  Watch our discussion about decision-making in the investment world now. https://www.youtube.com/watch?v=krpbTU0P6vo 
    Louis Llanes 1 view 1 comment Most recent by jason_z
  • sam_c
    Twitter thread of bank strategists comments on US election results
    https://twitter.com/RobinWigg/status/1323866154285338624?s=19
    sam_c 1 view 0 comments Started by sam_c
  • Louis Llanes
    Tradable Double-Bottom in US Energy Stocks
    A potential double bottom in energy stocks is tradable.  A small scale-in with a stop below the recent low will likely be played by market participants.  Traders will consider a small initial position with increasing exposure if the sector continues to rise.  An opening up of the economy would support this trade; however, this is an anticipation trade with higher volatility.   US Energy Stocks (XLE)    
    Louis Llanes 4 views 0 comments Started by Louis Llanes
  • Real Vision
    @"Raoul Pal" discusses COVID-19, the U.S. Elections, and how to navigate the economic risks Speak...
    @"Raoul Pal" discusses COVID-19, the U.S. Elections, and how to navigate the economic risks Speaking as the founder of Global Macro Investor, Raoul Pal gives Real Vision members a timely update on how the increased spread of COVID-19 and the upcoming U.S. elections impact his outlook for the dollar, banks, bonds, gold, and bitcoin. Disagreeing with the dominant reflation narrative, Pal thinks that central banks will scramble to paper over the cracks left by governments. Pal therefore…
    Real Vision 1 view 0 comments Started by Real Vision
  • Real Vision
    Daily Briefing with @"Ash Bennington" and @"Tommy Thornton" Real Vision senior editor, Ash Bennin...
    Daily Briefing with @"Ash Bennington" and @"Tommy Thornton" Real Vision senior editor, Ash Bennington, welcomes Tommy Thornton, president of Hedge Fund Telemetry, to break down his framework for trading markets as the U.S. Presidential election rapidly approaches. Thornton looks at market sentiment and trader positioning, concluding that investors are net long this market, which limits upside potential, with extremely low short interest. Bennington and Thornton explore pric…
    Real Vision 8 views 0 comments Started by Real Vision
  • Louis Llanes
    Small Caps, Big Tech, Bitcoin & Gold
    https://www.youtube.com/watch?v=_NxxqrHPq4w
    Louis Llanes 1 view 0 comments Started by Louis Llanes
  • sam_c
    Example of the narrative for Random events I just found in the wild (WSJ)
    So the media always has to provide a convincing narrative to explain events.  These things are usually more random than we would like to admit.  anyway here is a funny example.  Beware of headlines 🤷‍♀️😂  
    sam_c 2 views 2 comments Most recent by jack_f
  • Pedro Nunes
    I would like to talk to companies specialized in creating security tokens. I’m interested to unde...
    I would like to talk to companies specialized in creating security tokens. I’m interested to understand how it could change business models across the value chain in E&P industry. Could anyone suggest some names or share some contacts?
    Answered Pedro Nunes 3 views 1 comment Most recent by jason_z
  • Moritz Heiden
    Real Vision Exchange Survey Week 4: Results
    Thank you all for participating. Real Vision Bot evaluated the results of this week's survey and added some charts to the Exchange Survey Dashboarddescribing how sentiment and positioning have change compared to last week. GO TO THE DASHBOARD Some interesting observations: Market outlook (short term) For both, the 1m horizon, most participants saw equities heading considerably lower. US and EM equities were slightly better off than their European counterparts. Bond yields are expected to he…
    Moritz Heiden 1 view 6 comments Most recent by sam_c
  • sam_c
    CBDC ; Christine exploring the possibility of launching the digital Euro.
    https://twitter.com/Lagarde/status/1322859717329301504?s=19
    sam_c 1 view 1 comment Most recent by Mike Re
  • Carl-Wilhelm Björkendahl
    Starting my career in finance
    I´m a 19-year-old guy from Finland trying to start my career in finance. Therefore, I would love to get some help from wiser and older people. At the moment I´m in the army until the end of 2020. In the autumn of 2021 I will start studying finance at Hanken School of Economics. However, before embarking on my studies I want to improve my CV. So my question is, what can I do to improve my CV before going to university? My prelimenary plan is to get some experience from a private equity firm. C…
    Carl-Wilhelm Björkendahl 1 view 1 comment Most recent by Koncept
  • Real Vision
    The RV Team's Favorite Videos of the Week!
    Missed some of the RV videos this week? Don’t worry we have you covered. Click below to watch the RV Team's picks of the week!         Bonds         Precious Metals         Forex          Real Estate          Commodities         Crypto         Macro Chat         Equities 
    Real Vision 12 views 1 comment Most recent by Robert Kruthoffer
  • sam_c
    I wonder psychologically does a 5% drop now feels like a 10% drop because you might think it's th...
    I wonder psychologically does a 5% drop now feels like a 10% drop because you might think it's the start of something horrible? Just you know given the latest bear market was super quick like 16 days.
    Poll sam_c 1 view 4 comments Most recent by john_s
  • Moritz Heiden
    RealVision Bot FEAR Index
    With lockdowns approaching and more time at my hand for the fun project that the Real Vision Bot is I took the last couple of evenings to teach the Bot the methodology of Da, Engleberg and Zhao (2015). He's now able to analyze the frequency of words related to economic concerns such as "recession", "bankcruptcy", "unemployment" etc in all the Real Vision interviews and put them into an Index, the FEAR (Bot) Index.  The Index is the sentiment based equivalent of VI…
    Moritz Heiden 36 views 0 comments Started by Moritz Heiden
  • Real Vision
    Kiril Sokoloff and @"Raoul Pal" discuss the precious metals bull market Kiril Sokoloff sits down ...
    Kiril Sokoloff and @"Raoul Pal" discuss the precious metals bull market Kiril Sokoloff sits down with Raoul Pal to discuss why he believes the bull market for precious metals is only in its fourth inning. All-in costs of gold production are under $1000 compared to the current price of $1900, creating profit margins never seen before in the industry. In effect, the gold mining companies have become free-cash flow machines. With US federal deficits growing as far as the eye can see, an…
    Real Vision 1 view 0 comments Started by Real Vision
  • Moritz Heiden
    The Exchange Sentiment Survey (Week 4)
    While reality hits the markets, why not look ahead and fill out our weekly sentiment survey? Like last time we wants to know see how you all think about the markets. We would love to get an idea how you are thinking about markets for one and 3 months ahead.  CLICK HERE TO GO TO THE SURVEY   If you want to have look at the results of the previous survey, CLICK HERE or check out the last summary. The survey will be open each week from Wednesday (around 9am EST) to Saturday (9am EST). Resu…
    Moritz Heiden 1 view 1 comment Most recent by christopher_m
  • Real Vision
    Daily Briefing with @"Ash Bennington" and Tony GreerSenior editor Ash Bennington welcomes Tony Gr...
    Daily Briefing with @"Ash Bennington" and Tony Greer Senior editor Ash Bennington welcomes Tony Greer of TG Macro back to the Daily Briefing to make sense of price action in equities, bonds, currencies, and commodities. Tony reviews Monday’s rout in U.S. stocks and corresponding pop in the VIX, and explores why FX volatility was so low. He and Ash then discuss Bitcoin’s surge upon the news that Paypal is allowing bitcoin transactions on its platform. They look at durable goods orders,…
    Real Vision 1 view 0 comments Started by Real Vision
  • Real Vision
    @"Roger Hirst" and Lee Robertson discuss passive and active investing strategies Managing editor,...
    @"Roger Hirst" and Lee Robertson discuss passive and active investing strategies Managing editor, Roger Hirst, sits down with Lee Robertson, CEO and founder of Octomembers.com, to explore how the future of active management will impact the opportunities and risks available to investors. Robertson attributes the current outflows from active into passive not only to insufficient performance to justify active manager's higher fees, but also to a younger cohort of investors entering the …
    Real Vision 1 view 0 comments Started by Real Vision
  • hou lam_c
    Hi, just wondering. How's everyone's asset allocation looking like right now?
    I am doing 25% cash, 25% PM (12.5% Gold, 12.5% silver), 10% BTC, 25% Equities, 5% (investing in myself), 10% searching for some ideas.  
    hou lam_c 1 view 3 comments Most recent by christopher_m
  • sam_c
    Be mindfull of Indexes.
    Be mindfull of this marketcap weighted indexes:   Looks scary but I mean SAP is 24% of this Index and is down about 22% today... Another example of this would be trackers of small countries like NL, BE but also Korea (samsung = 30% of the index). Im sure there are more examples but just understand that these ETF's can be very concentrated and not as diversified as you might think.   
    sam_c 1 view 0 comments Started by sam_c
  • sam_c
    Basics: Strength & Weakness of IPO SPAC & Direct Listings.
    I hope this small table helps people understand the differences between IPO / SPAC and Direct Listing. I don't think this table is complete but the basics seem to be here.  I personally don't fully understand the weaknesses of a direct listing because I don't understand what post-issuance price support would mean.  plz help @Weston Nakamura . 
    sam_c 4 views 2 comments Most recent by Timothy Flocke
  • cris_a
    Fibonacci Time projections. How to use the Trend Based Fib Time tool in Tradingview charting.
    A great tool to use in addition to Elliot Wave counting is the Fib time . Here i explain how to accurately get that done.  https://www.youtube.com/watch?v=6aIM2a8jJHY
    cris_a 109 views 0 comments Started by cris_a
  • Moritz Heiden
    Real Vision Exchange Survey Week 3: Results
    Thank you all for participating. Real Vision Bot evaluated the results of this week's survey and added some charts to the Exchange Survey Dashboard describing how sentiment and positioning have change compared to last week. GO TO THE DASHBOARD Some interesting observations:   Market outlook (short term) Most participants saw equities as well as the currencies (USD, EUR, AUD) heading slightly lower. US and EM equities were a little bit better off than their European counterparts (at least f…
    Moritz Heiden 2 views 8 comments Most recent by Moritz Heiden
  • Amandeep Reddy
    Hey! Where do you guys recommend for Options and Forex Investing? I live in India
    Hey! Where do you guys recommend for Options and Forex Investing? I live in India
    Answered Amandeep Reddy 1 view 1 comment Most recent by krishna_p
  • Real Vision
    The Real Vision Team's Video Picks of the Week!
    Click the links below to watch:            Bonds            Forex            Commodities           Crypto           Precious Metals           Real Estate            Macro Chat           Equities 
    Real Vision 2 views 0 comments Started by Real Vision
  • Cory Milne
    Wasn't there supposed to be an interview between Mike Green and Ben Melkman? I was really lookin...
    Wasn't there supposed to be an interview between Mike Green and Ben Melkman? I was really looking forward to that one, but I haven't seen anything???
    Answered Cory Milne 1 view 1 comment Most recent by Cristofer
  • sam_c
    Vaccines in Brazil
    As a follow up to John Floyd's view on the Real and because Brazil is a G10 country that represents 5% in developing market indices its worthwhile to touch base on how vaccine development is moving on there.  There are a lot of stories but I think this is the most important info:  QUICK * Brazil is trying to secure quick access to a vaccine * Deal with China and Sao Paulo state is undone because of politics * ArtsZeneca Deal includes data and technology transfers. * Vaccine production will …
    sam_c 1 view 0 comments Started by sam_c
  • Real Vision
    @"Edward Harrison" and Joel Greenblatt discuss Investing and Societal Issues With a phenomenal in...
    @"Edward Harrison" and Joel Greenblatt discuss Investing and Societal Issues With a phenomenal investment track record greater than perhaps even Warren Buffett and George Soros, Joel Greenblatt is renowned as one of the world's greatest investors in history. Yet recently, he has turned his gaze beyond markets to focus his attention on fixing problems in society, ranging from banking and retirement to education and even immigration. In this interview with managing editor Ed Harrison, …
    Real Vision 1 view 1 comment Most recent by sam_c
  • Real Vision
    Daily Briefing with @"Ash Bennington" and Jared DillianSenior editor, Ash Bennington, joins Jared...
    Daily Briefing with @"Ash Bennington" and Jared Dillian Senior editor, Ash Bennington, joins Jared Dillian, editor of The Daily Dirtnap, to discuss the art of portfolio construction and his current outlook on markets. Dillian shares his thoughts on why investors whose sole focus is on returns fail and how to structure a portfolio that properly accounts for risk. He also breaks down how he gets exposure in real estate as well as how he's thinking about the implications of the Fed backs…
    Real Vision 1 view 1 comment Most recent by John Sundheim
  • Real Vision
    Charles Kennedy talks with @"Edward Harrison" about investing in the healthcare field Real Vision...
    Charles Kennedy talks with @"Edward Harrison" about investing in the healthcare field Real Vision managing editor, Ed Harrison, is joined by Charles Kennedy, MD, CEO and managing partner of Blue Ox Healthcare Partners, a healthcare private equity company, to discuss the radical innovations within the industry that are saving lives, cutting costs, and making medical care more accessible to all. Kennedy gives specific details on companies in which Blue Ox has invested -- in fields rang…
    Real Vision 1 view 0 comments Started by Real Vision
  • amol_g
    Regarding RVDB w/ Thomas Thornton
    Curious where Tom saw a Demark 13 for BTC on last night's RVDB. Because I'm not seeing a Demark 13 on any time frame or any exchange or any instrument. I've checked Coinbase, Bitmex, Kraken, CME futures, GBTC, and I've checked daily, weekly, monthly charts.
    amol_g 1 view 0 comments Started by amol_g
  • james j p_m
    I am working with a growth stage Saas venture helping enable their salesforce and GTM team. In Ja...
    I am working with a growth stage Saas venture helping enable their salesforce and GTM team. In January we are organising their Sales Kick-Off event 🚀. Can you VISIONARIES recommend any virtual guest keynote speakers that would ideally motivate, and give the group a memorable session? We have a good budget to create an awesome event 🎸
    Answered james j p_m 2 views 2 comments Most recent by sam_c
  • Moritz Heiden
    The Exchange Sentiment Survey (Week 3)
    Can everyone who indicated that he was long Bitcoin in the last survey (90% of responses) please stop watching the price chart for a second? Thank you, now that I might have your attention: The new survey is live! CLICK HERE TO GO TO THE SURVEY Like last time we wants to know see how you all think about the markets. We would love to get an idea how you are thinking about markets for one and 3 months ahead.  CLICK HERE TO GO TO THE SURVEY   If you want to have look at the results of the p…
    Moritz Heiden 1 view 0 comments Started by Moritz Heiden
  • tgwtom
    tgwtom 1 view 0 comments Started by tgwtom
  • jaymes_r
    Wednesday 10/21/2020
    Mike Mike Mike  WHAT DAY IS IT? 🐪🐪🐪🐪🐪🐪🐪🐪🐪🐪🐪 Vix still creeping higher... ominous markets, highly reactive to any little thing.  I’ll be sizing down and playing safe!     Have you considered futures trading?  Find out why I like them in today’s video!
    jaymes_r 3 views 0 comments Started by jaymes_r
  • Real Vision
    Joe Walker, John Turner, and William Quinn discuss the history of financial bubblesJoe Walker is ...
    Joe Walker, John Turner, and William Quinn discuss the history of financial bubbles Joe Walker is joined by John D. Turner and William Quinn, authors of "Boom and Bust: A Global History of Financial Crises", for a journey through the history of financial bubbles. Turner and Quinn explain their thinking on why financial manias occur using their theory on "the bubble triangle". They then share with Walker their in-depth analysis of particular manias such as the British Bicycle…
    Real Vision 1 view 0 comments Started by Real Vision
  • Real Vision
    Daily Briefing with @"Ash Bennington" and @"Edward Harrison" Senior editor, Ash Bennington, is jo...
    Daily Briefing with @"Ash Bennington" and @"Edward Harrison" Senior editor, Ash Bennington, is joined by managing editor, Ed Harrison, to interpret how the rising COVID-19 infections in Europe and the U.S. will impact markets. Ed conducts a deep dive on best practices for containing the virus while mitigating the economic damage, reviewing protocols in Norway, Sweden, Belgium, and New Zealand, and Ash looks at how China’s remarkable GDP growth could be related to its own co…
    Real Vision 1 view 0 comments Started by Real Vision
  • Real Vision
    Eva Moskowitz of Success Academy discusses the importance of Charter Schools with @"Haley Draznin...
    Eva Moskowitz of Success Academy discusses the importance of Charter Schools with @"Haley Draznin" Are charter schools a wise addition to your investment portfolio? Charter schools receive less public funding from local and state taxes and federal programs than their district school counterparts, so they seek private funding in efforts to be able to operate to their fullest capacity. Programs like the New Market Tax Credit (NMTC) and opportunity zones provide several incentives for …
    Real Vision 1 view 0 comments Started by Real Vision
  • sam_c
    BALANCE SHEET RECESSIONS with Richard Koo
    Thanks @Max Wiethe for reposting the interview with Richard Koo.  It reminded me that in the past when his book " The Holy Grail of Macroeconomics: Lessons from Japan's Great Recession" was published in 2009 a couple of years later the European governments went for the Austerity policy ( largely because of zeGermans). Austerity had the goal of reducing the debt levels of govs and to reduce spending, exactly the opposite policy of what Richard Koo would have advised doing.    Read m…
    sam_c 3 views 1 comment Most recent by douglas_n
  • Moritz Heiden
    Real Vision Exchange Survey (WEEK 2): Results
    Thank you all for participating. Real Vision Bot evaluated the results of this week's survey and added some charts to the dashboard describing how sentiment and positioning have change compared to last week. It was definitely worth including the question on Volatility as results are very clearly indicating that participants expect short term vol to rise.  Short term RV sentiment compared to last week We already saw negative sentiment towards Equities in the previous survey. This has now int…
    Moritz Heiden 1 view 4 comments Most recent by Ernesto
  • krishna_p
    RV exchange vs Twitter
    Over the last week i have been using RV exchange for debate and discussion and to learn information over Twitter. Even today just after i went past few tweets, I could not help but to switch to RVExchange. RV exchange is gaining traction as the platform for Finance and Investing Community. Network effects are kicking in at high gear! Great value add for the user and RV_Exchange might turn out to be the Instagram analogous for RV house. Congratulations and wish the team all the very best!  On a …
    krishna_p 1 view 1 comment Most recent by krishna_p