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Discussion List

  • jack_f
    Market Update + Drop Your Questions For Daily Briefing
    Hello Exchange! I’m going on Real Vision Daily Briefing live at 4PM EST later with Ash Bennington and Dion Rabouin! Here is a quick market update: Stocks rather lackluster performance today after a strong rally off a 20 day low yesterday. No real dispersion this afternoon as all major indices down around 60 basis points. Cryptos slightly mixed this afternoon as well with Bitcoin struggling somewhat but Ethereum in the green. We continue to see the alt-coins outperform Bitcoin. What I am reall…
    Announcement jack_f 211 views 4 comments Most recent by william_h Real Vision
  • Petr Pinkhasov
    Market Update + Real Vision Daily Briefing w/ Dion Rabouin with Jim Bianco. Drop your questions!
    Markets very weak this Friday as per typical option quarterly expiration fashion. Cryptos mixed again as well. Stocks are sitting right on their 50-day moving average. It looks like this has been an area of support in the past. With growth and taper headlines at the top of the mind for most investors, will it be different on this dip? My view is that No, but I think we might make it harder and undercut the low end of the range before continuing the trend higher. However, lets hear it from the …
    Petr Pinkhasov 72 views 5 comments Most recent by jamie_b Real Vision
  • Petr Pinkhasov
    Real Vision Daily Briefing With Maggie Lake & Tony Greer! Drop Questions Here!
    Stocks so far through out the session. Crypto is the shining star today Along with 10-year yields! Bonds shooting higher on yields heading lower. Check out @Raoul Pal's quick take on what to make of the possible breakdown in yields / breakout in treasuries which was posted earlier in the session. Drop your questions for Tony & Maggie Below for the Daily Briefing live at 4PM EST! @Tony Greer
    Closed Petr Pinkhasov 117 views 1 comment Most recent by David Douglas Real Vision
  • Petr Pinkhasov
    Week Ahead 9-13
    Weekly Economic Calendar Charts Of Note: Posts To Check Out: Hey you (yes, you, reading this)...want to come to a Real Vision party in New York? Evergrande ETF Lay of the Land : Monday 13th September 2021
    Petr Pinkhasov 58 views 0 comments Started by Petr Pinkhasov Real Vision
  • Petr Pinkhasov
    Real Vision Daily Briefing w/ Maggie Lake and Tony Greer - Drop your questions!
    Market update: Equities trimmed their gains being up as much as .4% earlier in the session. News this morning is that more and more companies are concerned about delta variant. United Airlines expressed a delayed recovery this morning as well. US 10 year on the decline as well on the backdrop of weaker growth narratives. Drop your questions for Maggie and Tony below!
    Petr Pinkhasov 129 views 4 comments Most recent by jocelyn_r Real Vision
  • Petr Pinkhasov
    What Is Your Most Obvious Trade Now? Macro / Crypto?
    I'm personally still just holding Tezos on this marketing push from upper management to try and get as many enterprise partners as possible. From the markets side, I have no idea. Carbon idea I posted here seems like it is the easiest to hold but entries are tough when it is this high. Curious on your quick blurbs!
    Petr Pinkhasov 180 views 2 comments Most recent by seahyung_p Real Vision
  • Farrell Murphy
    New Exchange Walk Through
    Morning Everyone! I hope some of you got a chance to check out the new Exchange over the weekend. I recorded a short demo/ walkthrough of the main features of the new exchange and how to use the new site. Let me know in the comments below if you have any other questions. **One thing I forgot to mention in the video: all profile information- Display name, About Me, Job Title, Profile Picture- is all changed on your main RV profile and will appear on the Exchange automatically.
    Announcement Farrell Murphy 1.6K views 13 comments Most recent by Farrell Murphy Real Vision
  • Ralph Humphrey
  • Ralph Humphrey
    German court says EU rules apply to Nord Stream 2 pipeline
    https://www.reuters.com/business/energy/german-court-dismisses-challenge-nord-stream-2-pipeline-consortium-2021-08-25/ The Nord Stream 2 operator claims the rules, amended in 2019, were aimed at torpedoing the pipeline. The project is strongly opposed by many European governments, some of whom see it as a Russian state venture designed to increase the bloc's dependence on Russian gas. The rules will cost NS 2, which links Germany directly with Russia under the Baltic Sea, additional time and …
    Ralph Humphrey 8 views 0 comments Started by Ralph Humphrey Real Vision
  • Real Vision
    Real Vision Daily Briefing: Tony Greer!
    It's Tony Tuesday! Real Vision's Ash Bennington joins Tony Greer to discuss all things happening across various markets. From Crypto to Macro, they got you covered on what they see.  Drop your questions in for the duo below! 
    Real Vision 10 views 0 comments Started by Real Vision Real Vision
  • Ralph Humphrey
    What’s the biggest story no one is talking about?
    What’s the biggest story no one is talking about?
    Answered Ralph Humphrey 341 views 11 comments Most recent by pratap_v Real Vision
  • Petr Pinkhasov
    Top Posts / Morning Brief!
    Big bounce in China technology stocks overnight after a dismal year. The Hang Seng Tech index rallied 424 points overnight to close back above the July lows. Seeing stocks like JD and BABA showing big gap ups this morning on their ADRs. Treasuries continue to trade in relatively tame and sideways market. Yesterday's slight PMI miss coupled with poor consumer sentiment / lackluster retail sales have kept fixed income slightly propped up on what was a large rally in the "reopening" …
    Petr Pinkhasov 14 views 0 comments Started by Petr Pinkhasov Real Vision
  • Ralph Humphrey
  • Farrell Murphy
    Exciting News about The Exchange!
    Happy Monday everyone!  As some of you already have heard, our team here at RV has been working for the last few months on some major improvements for The Exchange- from usability improvements to new widgets, hot discussions, and increased privacy- to name just a few. We are implementing these improvements this week, so The Exchange will be down from Wednesday (8/25) to Friday (8/27) as we make all these changes live.  Once we are back up, no action is required on your part, you will be able …
    Farrell Murphy 84 views 5 comments Most recent by Farrell Murphy Real Vision
  • Real Vision
    Daily Briefing: Maggie Lake-Murray, Dion Rabouin & Darius Dale!
    Maggie Lake is a business anchor and correspondent for CNN International based at CNN's New York headquarters. Lake has covered a number of international business stories including the collapse of Lehman Brothers and seismic changes across the world of investment banking, the global financial crisis and subsequent U.S. economic recovery, European debt crisis, climate change as well as the latest technology trends impacting consumers and investors in Silicon Valley and beyond.  Dion Rabouin is …
    Real Vision 2 views 1 comment Most recent by t_t Real Vision
  • Weston Nakamura
    Week Ahead: 8/23-8/27 Calendar
    (Calendar only, Week Ahead Video coming later) US House of Reps back in session to vote on $1 trillion infrastructure bill + $3.5 trillion budget resolution Mon 8/23 Japan, Germany, France, UK PMI US existing home sales Earnings: JD.com Tues 8/24 Germany GDP US New Home Sales UST 2yr auction Earnings: Best Buy Wed 8/25 US Durable Goods Orders UST 5yr Auction Jackson Hole Day 1 Thurs 8/26 ECB Minutes  US GDP UST 7yr Auction Earnings: Dollar General, Dollar Tree Jackson Hole D…
    Weston Nakamura 18 views 1 comment Most recent by matthew_l Real Vision
  • jason_b
    btc worries of the moment
    With the current SPY setup, there are obvious concerns/doubts about how BTC will do over the next Month or 2 as the SPY does whatever type of correction this market will allow.  Basically, is BTC going to tank as the stock market works out the potential for a fed mistake vs. the hardened rails passive investing has put on the trajectory of the market?  This should help...   BTC/SPY compared to BTC for reference... I guess it's true.  When you divide by a constant you get a constant.  The …
    jason_b 17 views 8 comments Most recent by John Ahearn Real Vision
  • Petr Pinkhasov
    Daily Briefing: Ash Bennington + Mike Green!
    Volatility starting to come off, bitcoin is holding firm and Mike Green joins Ash Bennington to discuss markets.  Please drop your questions for the duo for Daily Briefing Live at 4PM! 
    Petr Pinkhasov 3 views 2 comments Most recent by Igor Sorokin Real Vision
  • Petr Pinkhasov
    Top Posts To Check Out This Morning / Brief
    via Briefing: It's going to be a red start for the market after a red finish yesterday. The tails along the recent lows were finally taken out in full-throated fashion into the close yesterday, which has overleveraged positions scrambling to hedge in the futures market overnight. August is notorious for sudden sharp moves -- it comes with the territory when half the market is on vacation, volume is low, and ranges tighten up for stretches each day. Those involved end up using too much size t…
    Petr Pinkhasov 1 view 0 comments Started by Petr Pinkhasov Real Vision
  • Real Vision
    Real Vision Daily Briefing: Ash Bennington + Tommy Thornton
    Today's Top Stories: FTC Files Anti-Trust vs Facebook Facebook Unveils Metaverse Office Space Oil Falls On Weaker DXY Today, Ash and Tommy will be going over price action in the markets ranging from technology stocks to oil companies.  Please drop your questions below to get them in ahead of time! 
    Real Vision 3 views 4 comments Most recent by Tim Canepa Real Vision
  • Ralph Humphrey
    Ralph Humphrey 2 views 1 comment Most recent by John Ahearn Real Vision
  • absolut_a
    Hi Real Vision team, any planned videos outlining recent chinese regulation and the impacts on Ch...
    Hi Real Vision team, any planned videos outlining recent chinese regulation and the impacts on Chinese big tech going forward? I see there has been little coverage on this.
    Answered absolut_a 1 view 2 comments Most recent by Weston Nakamura Real Vision
  • denis_t
    What do you think about the hippo's idea?
    https://www.youtube.com/watch?v=2PRzQoSjlGU
    denis_t 4 views 0 comments Started by denis_t Real Vision
  • Real Vision
    Real Vision Daily Briefing: Ash + Darius Dale!
    Drop your questions below for Ash and Darius Dale today! Markets moving in an interesting fashion this morning. After a sudden drop lower yesterday, broad markets appear to be recovering. Crypto trading in a sideways range. What questions do you have for the duo? 
    Real Vision 5 views 2 comments Most recent by garrett_c Real Vision
  • sergi_n
    Optimal Investment Mindset in the crypto space and beyond (part 1)
    20 minute summarized presentation on the key points (Awareness, Coherence and Consistency) of the optimal investment mindset in the crypto space and beyond. Part 1 of a series of educational videos. Part 2 will be about Subconscious Beliefs System Coherence and how your Subconscious shapes your State and Decisions. Summary of the main factors that determine your performance and decision making. Key words: Emotional intelligence profile, FOMO, FEAR, Core Human Need, Stress and Performance. Incl…
    sergi_n 4 views 0 comments Started by sergi_n Real Vision
  • stefan_c
    Roger Hirst: Inside the Episode
    Roger Hirst’s unpacking of Raoul‘s and Julian’s monthly session is usually great.  This month’s episode was superb and as good as last month’s episode.  Well worth the watch for a substantive cross-asset class recap.  I don’t know if it is only available for the RV Pro tier.  If it is, the RV powers that be should consider unlocking it from time to time.  
    stefan_c 4 views 0 comments Started by stefan_c Real Vision
  • Real Vision
    Ask Me Anything, With Jon Turek!
    Check out the interview between Jon Turek and Luke Kawa (Director at UBS Asset Allocation) here Jon Turek joins us for an "AMA" thread. If you don't know about Jon, he is the founder of JST Advisors and runs the Cheap Convexity blog. You can also find Jon on twitter, here. Jon has a long track record of providing unique insights into the global macro space. Over the next week or so, Jon will be answering questions on this thread. Give the thread a "follow" and ask away! 
    Real Vision 1 view 6 comments Most recent by Brad S Real Vision
  • Ralph Humphrey
  • Ralph Humphrey
    Interesting... Apparently, they don't see a black swan event in the "northeastern U.S." where th...
    Palantir Buys Gold Bars as Hedge Against ‘Black Swan Event’ https://www.bloomberg.com/news/articles/2021-08-17/palantir-buys-51-million-in-gold-bars-accepts-payment-in-gold   By Lizette Chapman August 17, 2021, 1:37 PM EDT Updated on August 17, 2021, 1:56 PM EDT Company spent $50.7 million on 100-ounce gold bars in August Customers can now pay for software in gold or Bitcoin Palantir Technologies Inc. said it’s preparing for another “black swan event” by stockpiling gold bars and invi…
    Ralph Humphrey 4 views 0 comments Started by Ralph Humphrey Real Vision
  • kavi_h
    Hey Everyone! Does anyone know if it is possible to download RV audo on android and play it in...
    Hey Everyone! Does anyone know if it is possible to download RV audo on android and play it in the background? When playing in the RV app it stops when changing app. I have tried to find the Audio files on file manager but cant locate them
    Answered kavi_h 17 views 3 comments Most recent by hamish_s Real Vision
  • Petr Pinkhasov
    Real Vision Daily Briefing: Tony Tuesday!
    Ash Bennington welcomes Tony Greer of TG Macro to analyze the day's price action as well as discuss broad economic indicators. With a slump in consumer sentiment and retail sales, Tony discusses will discuss his positioning and views on the market. Furthermore, Crypto has largely gone up since the last time Tony was on. Will be interesting to hear Ash and Tony's thoughts today.  Drop your comments below to get them in ahead of time for Real Vision Daily Briefing, live at 4PM! 
    Petr Pinkhasov 1 view 3 comments Most recent by Robert Sarno Real Vision
  • Ralph Humphrey
    Ralph Humphrey 8 views 1 comment Most recent by ernesto_r Real Vision
  • Petr Pinkhasov
    Top Posts To Check Out This Morning!
    * Retail sales miss* I share a quick take on the miss on retail sales. * ETF Lay of the Land - Tues 17th August 2021* A lay of the land from an ETF perspective for the Equity markets. Thank you for sharing this everyday, Christopher! * BTC hash power... still bouncing back.* Mat Doe shares the hash rate from Bitcoin after the crackdown from China on mining.  * Edge of Tomorrow. 17th August 2021.* Matt gives us the backdrop for whats happening in the Asia-Pac space. Thank you for sharing y…
    Petr Pinkhasov 2 views 0 comments Started by Petr Pinkhasov Real Vision
  • Petr Pinkhasov
    Retail Sales Miss
    @Weston Nakamura talked about the idea that if you get sequential misses in both consumer sentiment and retail sales, you might see some fireworks short-term in the markets. U.S. retail sales fell in July by more than forecast, consistent with a steady shift in spending toward services and indicating consumers may be growing more price conscious as inflation picks up.  via Bbg:  The data suggest that consumers are beginning to curb spending on merchandise in favor of services now that many p…
    Petr Pinkhasov 3 views 1 comment Most recent by jeremiah_s Real Vision
  • Ralph Humphrey
    Here's a quick look at a few export metrics out of Asia.
    Chart #1 shows the shipping rates from Shanghai to (a) Los Angeles, (b) Rotterdam, and (c) New York, respectively. Chart #2 shows the USD value of merchandise exported from several countries in East and South East Asia between 2017 and 2021.
    Ralph Humphrey 4 views 0 comments Started by Ralph Humphrey Real Vision
  • Ralph Humphrey
    Michael Burry joins the list of ARKK shorts. I can almost hear Cathy Wood saying, "Stand in line...
    Michael Burry of ‘Big Short’ Bets Against Cathie Wood’s ARKK Michael Burry Photographer: Astrid Stawiarz/Getty Images https://www.bloomberg.com/news/articles/2021-08-16/-big-short-michael-burry-bets-against-flagship-cathie-wood-fund By Sam Potter August 16, 2021, 11:54 AM EDT Updated on August 16, 2021, 12:51 PM EDT Michael Burry, the investor made famous by “The Big Short” movie, has taken aim at one of Wall Street’s hottest stars. Burry’s Scion Asset Management owned bearish put cont…
    Ralph Humphrey 4 views 1 comment Most recent by jeremiah_s Real Vision
  • Ralph Humphrey
    Here is an update about the situation in Afghanistan from the Daily Mail. Apparently, the Afghan...
    China and Russia prepare to accept Taliban rule of Afghanistan: Beijing officials pose with leaders of militants and Kremlin has 'no plans' to evacuate its embassy due to 'good relations' https://www.dailymail.co.uk/news/article-9895753/China-Russia-prepare-accept-Taliban-rule-Afghanistan.html * China, Russia, Pakistan and Turkey all appear set to formally recognise Taliban rule in Afghanistan  * Most global powers are reluctant to recognise the rule of terror group overthrown by allied force…
    Ralph Humphrey 2 views 4 comments Most recent by john_c Real Vision
  • Real Vision
    Real Vision Daily Briefing: Ash, Jack & Jared Dillian
    On today's Real Vision Daily Briefing, we are joined by Jared Dillian of the Daily Dirtnap hosted by our own @Jack Farley and @Ash Bennington.   Today could be a good one as markets are quite volatile. We are seeing the VIX at 16.7, up 8% on the day from Friday's close. Small cap names seem to be taking the grunt of the selling this morning but then was reinforced by a broad tech sell off.  Drop your questions for the trio down below to get them in ahead of time! 
    Real Vision 4 views 2 comments Most recent by christopher_m Real Vision
  • Ralph Humphrey
    George Soros has opinions, and he is not afraid to share them. In this op-ed, Soros offers his o...
    Xi’s Dictatorship Threatens the Chinese State By George Soros Aug. 13, 2021 5:12 pm ET In his quest for personal power, he’s rejected Deng Xiaoping’s economic reform path and turned the Communist Party into an assemblage of yes-men. https://www.wsj.com/articles/xi-jinping-deng-xiaoping-dictatorship-ant-didi-economy-communist-party-beijing-authoritarian-11628885076 Xi Jinping, the ruler of China, suffers from several internal inconsistencies which greatly reduce the cohesion and effectiv…
    Ralph Humphrey 4 views 4 comments Most recent by dean_w Real Vision
  • Weston Nakamura
    Exchange Week Ahead: Mon Aug 16 - Fri Aug 20
    https://vimeo.com/587630433Mon Aug 16 Japan GDP China: Retail Sales, Industrial Production, Unemployment Rate 13-F filings deadline for quarter ending June 30 CME Major FX pairs futures expiry  Tues Aug 17 RBA Minutes Fed Powell Virtual Town Hall US Retail sales Earnings: Walmart, Home Depot Wed Aug 18 RBNZ Rate Policy Euro Area CPI UK CPI Canada CPI FOMC Minutes Earnings: Target, TJX, NVDA *Aug VIX futures expiry (see → SPX (quick) Sell Off on Wed 8/18 - Thurs 8/19 ) Thurs Au…
    Weston Nakamura 11 views 1 comment Most recent by i_n Real Vision
  • Ralph Humphrey
    Ralph Humphrey 4 views 1 comment Most recent by stefan_c Real Vision
  • Ralph Humphrey
    How is “ifo” in the phrase "German Ifo" commonly pronounced?
    How is “ifo” in the phrase "German Ifo" commonly pronounced?
    Answered Ralph Humphrey 1 view 1 comment Most recent by stefan_c Real Vision
  • david_g
    The Illusion of Bliss
    Jay Powell is a drug lord, the too big to fail banks are the lieutenants, Business and smaller banks are the hitmen, and the media are the Falcons. Everyone is hooked on fiat, few want to go to rehab, and most who do die of withdrawal(not keeping up with inflation). Some users move money around to feed their addiction. Some get really good at the dope game and insulate themselves from the inevitable. We root for Uncle Jay because sobriety(deflation) is more feared than normal inflation, despite…
    david_g 1 view 0 comments Started by david_g Real Vision
  • jason_b
    BTC + Coffee + Meditation + Macro = I'm coming for you Cathie!!! Ha!!
    BTC may be range bound for a while.  42-47. Go Alts. This is based on EWT and wonky tone of the markets. Risk taking in on pause in my eyes... everywhere in the traditional markets.  There is also a huge amount of money on the sidelines waiting like a puppy at the pound.  Again, Go Alts.  This a potential stage on which new legitimate markets are borne... With Sept. 13 hopefully being the potential climax of the great American socialist experiment which started in earnest in 2008, maybe …
    jason_b 3 views 0 comments Started by jason_b Real Vision
  • Real Vision
    Real Vision Daily Briefing: Jack Farley, Maggie Lake & Harry Melandri
    Harry Melandri has over 20 years of financial markets experience and has held leadership roles in rates portfolio management at DBAM, Aberdeen Asset Management and Brevan Howard; in macro research and strategy at the Bank of England and Medley Advisors; and in fixed income and rates derivatives trading at UBS and other investment banks.  Maggie Lake is a business anchor and correspondent for CNN International based at CNN's New York headquarters. Lake has covered a number of international busi…
    Real Vision 4 views 0 comments Started by Real Vision Real Vision
  • stefan_c
    European Natgas, Gazprom and the EU Carbon Markets
    There is an interesting dynamic playing out in the European natural gas market.  Gazprom (read: Putin) wants a German certification body to give NS2 a thumbs up.  That body has a regulatory veto over NS2, a project that has been politically blessed recently by Germany and the US.  It is a very independent body in a very law-abiding country and I understand there are big legal concerns about whether NS2 adds to competition in the natgas market.  It doesn’t and instead entrenches Gazprom’s share …
    stefan_c 2 views 2 comments Most recent by sam_c Real Vision
  • Ralph Humphrey
    What are the odds that Afghanistan falls to the Taliban. China, Pakistan, and other regional pla...
    What are the odds that Afghanistan falls to the Taliban. China, Pakistan, and other regional players are drawn in and ripple effects are felt throughout the world?
    Answered Ralph Humphrey 1 view 1 comment Most recent by sam_c Real Vision
  • Ralph Humphrey
  • edward_m
    Raoul outlines an incredibly bullish case for etherium based on supply and demand. I have not hea...
    Raoul outlines an incredibly bullish case for etherium based on supply and demand. I have not heard anything about the value proposition that etherium offers users and whether a massive increase in price would impact that value proposition, both in absolute terms and relative to alternative cryptos that might substitute for etherium.
    Question edward_m 20 views 0 comments Started by edward_m Real Vision
  • Petr Pinkhasov
    Real Vision Daily Briefing: Ash, Weston and Petr
    Today I will be on RVDB alongside Ash Bennington and Weston Nakamura. We will be covering few things, most likely talk about the inflation/deflation debate, crypto (especially the poly hack) and maybe a couple of equities.  Do you have anything you want to ask us? Drop them in the comments below!
    Petr Pinkhasov 3 views 2 comments Most recent by lucia_a Real Vision
  • jeremiah_s
    Grant Williams - Life Lessons
    The most impactful Real Vision videos for me have been all the old ones by Grant Williams. I still watch those the most. Super cool interview with Grant: https://www.youtube.com/watch?v=3UQcXXcgFW8
    jeremiah_s 3 views 7 comments Most recent by stephen_m Real Vision
  • sam_c
    Momentum question, when is it better to look at distance from ath vs distance from a moving avera...
    Momentum question, when is it better to look at distance from ath vs distance from a moving average?
    Answered sam_c 1 view 6 comments Most recent by christopher_m Real Vision
  • jason_b
    Supply constraint inflation is just the beginning.
    It can happen without an increase in the money supply.  Even as the fed has been backdoor fighting this wave with reverse repo letting air out of the bag, the inflation story will not be over until the herd alphas (business owners) finds a clear and obvious spot to put their extra money.  All the inconsequential amounts of stimulus have been spent.  I suspect some kind of serious inflation in assets, hard or softer.    Bearish divergence in the S&P is lurking. Crypto is sitting in a great…
    jason_b 1 view 1 comment Most recent by Sam Mitchell Real Vision
  • Ralph Humphrey
    I was wondering if different age groups had significantly different inflation expectations, and i...
    I was specifically wondering if those who lived through 1970s inflation would be more likely to it today. The blue line shows that those over 60 are braced for much higher inflation.  Maybe if you lived through 70s-style inflation, your memory reflex of those years colors your view today. That's not to say the view is wrong. 
    Ralph Humphrey 2 views 1 comment Most recent by jeremiah_s Real Vision
  • Moritz Heiden
    The first REAL Real Vision Bot Portfolio
    Long time no Update from the survey or Bot. Since survey participation looks good I assume you are all following the updates on the website. A few days ago I moved to the next step: creating a real world example of the Bot‘s portfolio. The easiest solution and a natural choice was the Crypto portfolio. I chose Enzyme as a platform. The Team is very helpful and it helped that Mona, the CEO has already been on RV (https://www.realvision.com/shows/the-interview-crypto/videos/mona-el-isa-empowerin…
    Moritz Heiden 42 views 6 comments Most recent by sergi_n Real Vision
  • Petr Pinkhasov
    Daily Briefing: Jack Farley & Dion Rabouin hosting Peter Boockvar
    Today on Real Vision Daily Briefing, we are joined by Dion Rabouin, Peter Boockvar and our own Jack Farley to discuss inflation and what is going on in the markets.  Get your questions in for the trio below! 
    Petr Pinkhasov 2 views 2 comments Most recent by stephen_m Real Vision
  • Weston Nakamura
    July CPI - Used Cars Deceleration keeps a lid on core CPI (Exchanging Lanes)
    (heading into CPI release) "We have 0.6 for the headline, 0.47% for core," said Jan Hatzius, chief economist at Goldman Sachs. "It's on the high side relative to the consensus and mainly because we're probably going to get another sizeable increase in used cars even though auction prices are now falling." …thanks GS, @Brad S & I disagree. results ↓   US BLS: Consumer Price Index Summary 8:30 a.m. (ET) August 11, 2021 "The index for all items less food and energy …
    Weston Nakamura 3 views 7 comments Most recent by cary_w Real Vision
  • Real Vision
    Ask Me Anything, With John Floyd.
    We recently interviewed John Floyd, head of macro strategies at Record Currency Management, where John explains his macro strategies for trading currencies and insights into the bond market. Floyd walks through macro indicators that he watches to inform his trades and develop his variant perception.  These data points have led Floyd to become bearish on the dollar relative to the yen. He also sees slowing economic growth, tensions between Northern and Southern Europe, and rising delta variant …
    Real Vision 4 views 13 comments Most recent by john floyd Real Vision
  • Petr Pinkhasov
    Top Posts To Get Your Day Started
    * July CPI Downside Miss Trade from Weston Nakamura * ETF Lay Of The Land by Christopher Moir  * This thread about the best macro play for 5 years. * An Answer to Raoul talks about the dominator getting weaker often. So its not about the DXY getting weaker but the purchasing power ... here can help clarify this for ya boy ? * Fed cannot allow markets to fail from Md Uddin * Longevity research and David Sinclair from Violeta Daskalova * Who doesn't love tight consolidations? A trade idea from St…
    Petr Pinkhasov 4 views 2 comments Most recent by jeremiah_s Real Vision
  • Weston Nakamura
    July CPI downside miss trade: 30y UST + gold + Softbank
    30y UST Futures (ZB): delta neutral w/ upside convexity bias (long end yields fall) 4:1 ratio calls to futures: •Long Sept 165 Calls (25 ∆) •Short ZBU1 Sept 30y futures  time horizon: close at 8:31am - end of week Long Gold calls on futures (GC): 1775 / 1800 call spread time horizon: close at 8:31am - end of week Long Softbank (my “long tech“ expression - as explained to @Jeremiah S Softbank, via japan listed 9984 Softbank + US listed SFTBY (for ”round the clock” trading). this is my “n…
    Weston Nakamura 1 view 2 comments Most recent by Weston Nakamura Real Vision
  • violeta_d
    Longevity research and David Sinclair
    I wanted to post this on the last Insider Talks comment section, but it is still closed for comments so I decided to spill it here  I hope @Raoul Pal reads it. I see how the idea about "aging is a disease"  is appealing to people. I listened to David Sinclair views during two interviews and I am highly convinced That his main goal is just to sell aging tests, books and whatever else he has to sell. If you have never studied aging, his story sound solid and fascinating. The truth is, …
    violeta_d 2 views 2 comments Most recent by violeta_d Real Vision
  • Ralph Humphrey
  • Ralph Humphrey
    Ralph Humphrey 1 view 1 comment Most recent by John Ahearn Real Vision
  • Ralph Humphrey
  • sam_c
    What benchmark do you use to compare your portfolio to?
    What benchmark do you use to compare your portfolio to?
    Poll sam_c 1 view 2 comments Most recent by christopher_m Real Vision
  • Weston Nakamura
    Exchanging Lanes Episode 5: Will CPI MISS to the Downside?
    https://vimeo.com/585338623In this Episode: •One Last Look at the Used & New Car Market Ahead of US July CPI, tomorrow (Wed 8/11) •Used Cars and Trucks have contributed to ⅓ of the index in the previous 2 months, where CPI came in at/above 5%. •Consensus Estimates undershot headline CPI for the past 4 consecutive months. This time, consensus is at an aggressive 5.3%, matching last month’s actual figure. Used Car prices are expected to remain ↑ •Yet, @Brad S and I see a potentially very …
    Weston Nakamura 4 views 11 comments Most recent by Weston Nakamura Real Vision
  • Petr Pinkhasov
    Real Vision Daily Briefing Q&A w/ Tony Greer
    On today's Real Vision Daily Briefing, we are joined by Tony Greer who we welcome back to discuss all things going on in markets. Last week, Tony discussed several key topics around inflation and commodity prices. The CPI print which comes out tomorrow (which helps us all gauge various levels of inflation) is most likely going be a big deal for a lot of narratives. What questions do you have for Tony and Ash?
    Petr Pinkhasov 12 views 2 comments Most recent by James Lierman Real Vision
  • Petr Pinkhasov
    Top Posts To Check Out
    Markets mostly choppy this morning. Bitcoin futures continue to hold near highest levels since May after Monday's 7%+ gain and ~50% gain in recent weeks. European indices are trading in positive territory except for the FTSE. Some signs that economic recovery is losing momentum: yesterday's Eurozone investor sentiment saw third consecutive month of decline. Asian equities ended mostly higher on Tuesday. Japan ended with gains on strong corporate earnings and weaker yen, Australia also higher …
    Petr Pinkhasov 1 view 0 comments Started by Petr Pinkhasov Real Vision
  • stephen_m
    Is there any regulatory cap on how many times a Treasury Bill can be synthesised in the market? I...
    Is there any regulatory cap on how many times a Treasury Bill can be synthesised in the market? Is there a limit on the collateral multiplier, noting the title is retained by the creator?
    Question stephen_m 3 views 0 comments Started by stephen_m Real Vision
  • Ralph Humphrey
  • Ralph Humphrey
  • Ralph Humphrey
    Here's what Senator Pat Toomey had to say about the Wyden-Toomey-Lummis amendment that would affe...
    "A year from now, there will be all kinds of new innovations that we haven't thought of and that probably nobody's thought of. And we may very well have to go back and revisit the rules, but what we shouldn't do is have an overly broad mandate or reporting requirement on people who can't possibly comply." -Senator Pat Toomey
    Ralph Humphrey 1 view 0 comments Started by Ralph Humphrey Real Vision
  • Petr Pinkhasov
    RVDB w/ Darius Dale, Jack and Ash!
    Top Headlines * Senate takes two more steps toward passing the $1T bipartisan infrastructure bill after delays (Politico) * Chinese state media Friday said regulators will show no tolerance in cracking down on speculators in the chip market (Bloomberg) * Gold recovered from flash crash that saw prices drop $60 in minutes on Fed taper bets (Bloomberg) * Bundesbank chief Weidmann warns over inflation risk and bond-buying (Welt am Sonntag) Markets * Traditional markets are mostly tame this morn…
    Petr Pinkhasov 1 view 5 comments Most recent by Petr Pinkhasov Real Vision
  • stephen_m
    With RRP levels continuing to increase and hitting above $1TN and the DXY looking at a potential ...
    With RRP levels continuing to increase and hitting above $1TN and the DXY looking at a potential break out, are we looking at a "risk off" period and flight to USD? If yes or eventually when yes, how long can institutional investors stay in cash given negative interest rates and high RRP levels at 5bps along with a lack of pristine collateral from a shortage of T-Bills? Is a short term correction and strong bounce a guarantee?
    Question stephen_m 4 views 0 comments Started by stephen_m Real Vision
  • Weston Nakamura
    Week Ahead: Mon Aug 9 - Fri Aug 13 w/ Petr & Weston
    https://vimeo.com/584843372FX Futures roll week ahead of expiry Mon 8/16 (AUD, EUR, JPY, GBP) Monday Aug 9 (Japan Holiday) •Fed speeches: Atlanta Fed Bostic & Richmond Fed Barkin (both taper-favoring) Earnings: AMC, Berkshire Hathaway •US JOLTS Tues Aug 10 Earnings:  🇯🇵Softbank, 🇺🇸 COIN •ARK monthly seminar - first after dropping all China exposure + adding HOOD Wed Aug 11 •US CPI •10Y UST Auction Earnings: 🇨🇳Baidu, NetEase, TAL Education (rescheduled) 🇺🇸Disney, Airbnb Thurs Aug…
    Weston Nakamura 6 views 4 comments Most recent by john_c Real Vision
  • jason_b
    PoW portion of stimulus bill
    I this face of China clamping down in bitcoin, the PoW portion of the stim bill could be a signal to the rest of the world that the US is pro-BTC...  Just trying make sense of something that makes no sense.  Could be nothing other than the wrong people driving the bus as well.
    jason_b 1 view 0 comments Started by jason_b Real Vision
  • Ralph Humphrey
  • Petr Pinkhasov
    Get Your Questions In For Raoul on RVDB Today!
    Today, @Ash Bennington is joined by Real Vision co-founder, @Raoul Pal to discuss global markets, crypto and other market happenings!  Got a question for the duo?  Drop them below!
    Petr Pinkhasov 1 view 10 comments Most recent by Claudio Delgado Real Vision
  • Ralph Humphrey
    Hmm....
    "Only when we know something very, very well, we can explain it in simple terms. Very often, when I'm asking something, and I must say, I apologize, I say frankly, I don't know that stuff well enough to explain it right now, give me a few years. I'll be able to find a better explanation, a simple explanation. Because simplicity is the ultimate sophistication or is the ultimate state of knowledge when you know something so well that you can transmit it to others, it does take time.”       …
    Ralph Humphrey 2 views 0 comments Started by Ralph Humphrey Real Vision
  • Petr Pinkhasov
    Charting With Petr Episode 4
    https://vimeo.com/583861975Hope you enjoy!
    Petr Pinkhasov 1 view 3 comments Most recent by john_c Real Vision
  • Ralph Humphrey
    Michael Saylor and Saifedean Ammous on Twitter Live now….
    https://twitter.com/i/spaces/1zqJVXPqRwVKB
    Ralph Humphrey 2 views 0 comments Started by Ralph Humphrey Real Vision
  • Petr Pinkhasov
    Top Posts To Check Out This Morning!
    * US Jobs Report Explained by @Weston Nakamura  * ETF LAY of the Land - FriYAY! 6th August 2021 by @Christopher Moir  * Crypto Amendments to Infrastructure Bill - call your Senators before Saturday vote! by @Andrew Hay  * A Sudbury Saturday Night by @Stefan Clulow  * Edge of Tomorrow. 6th August 2021. by @Matt Daniell  * Here is quick look at crypto trading volume delineated by investor type. by @Ralph Humphrey 
    Petr Pinkhasov 1 view 0 comments Started by Petr Pinkhasov Real Vision
  • Weston Nakamura
    Live NOW: Jack Farley w/ Julian Brigden on Twitter
    https://twitter.com/i/spaces/1MYxNmgwwLLJw
    Weston Nakamura 2 views 2 comments Most recent by Weston Nakamura Real Vision
  • simon_b
    Are there any professional traders on here ? I've got a little 5 person whatsapp group going of "...
    Are there any professional traders on here ? I've got a little 5 person whatsapp group going of "pros only" for more complex nuanced discussions. If you think this suits and you fancy joining - hit me up.
    Answered simon_b 1 view 1 comment Most recent by christopher_m Real Vision
  • stefan_c
    A Sudbury Saturday Night
    I was glad to see the workers at the old Inco mines in Sudbury - the mining camp in Northern Ontario now owned by Vale, come to a deal with the bosses in Brazil.   When I grew up in Sudbury in the ‘70s and 80s, mining was a big deal - whole communities of Italians, Irish, Croats, Serbs, Hungarians, Finns, Franco-Ontarians,  Ukranians and Poles (mixed Polish and Ukranian friends were affectionately called Pukes back then) made good lives out of that ore.  They all had halls, clubs and other ass…
    stefan_c 1 view 1 comment Most recent by john_c Real Vision
  • Petr Pinkhasov
    Markets Green, Bitcoin Bouncing and Jim Bianco is on RVDB!
    Jim Bianco, president and founder of Bianco Research LLC, joins @Ash Bennington and @Jack Farley on today's Real Vision Daily Briefing. Markets somewhat tame today with healthcare the only loser. Bitcoin rallying hard off of the lows. What questions do you have for the trio today?
    Petr Pinkhasov 1 view 4 comments Most recent by john_c Real Vision
  • Ralph Humphrey
    Are you a hedgehog or a fox?
    "The fox knows many things, but the hedgehog knows one big thing."                                                                                                 - Archilochus
    Ralph Humphrey 1 view 4 comments Most recent by Ralph Humphrey Real Vision
  • Petr Pinkhasov
    Top Posts To Check Out This Morning
    * @Amol G shares a video update on his crypto views. * Bank of England is going to start a QE unwind!? Now? Isn't growth slowing down!? Thanks for sharing @Christopher Moir  * Africa Energy Backed By Total - Asset Sale Behind The Corner To Triple Your Capital from @Jan Martinek  * ETF Lay Of The Land - An ETF Dashboard of factors and sectors from @Christopher Moir  * Long SPY Puts from @Stefan Juriansz  * @John Kidd asks a question about the the carbon trade. 
    Petr Pinkhasov 1 view 0 comments Started by Petr Pinkhasov Real Vision
  • Petr Pinkhasov
    Real Vision Daily Briefing! Ask Me Your Questions!
    Going live with @Jack Farley and @Weston Nakamura today at 4PM EST. Please drop your questions below! We will talk about the growth slowdown, ISM/ADP numbers and the Robinhood stock price action! 
    Petr Pinkhasov 2 views 5 comments Most recent by Petr Pinkhasov Real Vision
  • Petr Pinkhasov
    Top Posts To Check Out This Morning!
    * Lamar Wilson join's our own @Ash Bennington and @Weston Nakamura for an exchange exclusive where they discuss all things crypto and Bitcoin. * @Ron MacIntyre asks what the Exchange thinks about Uranium here. Welcomes thoughts from others.  * @Weston Nakamura compares the Robinhood IPO to meme stocks! Entertaining to say the least! Can always count on Weston for the contrarian analysis!  * @Christopher Moir shares his "Lay Of The Land" which is an ETF Dashboard comparing sectors, fac…
    Petr Pinkhasov 1 view 1 comment Most recent by bobby_j Real Vision
  • Weston Nakamura
    The Same Trade? See these charts
    What do cars, cryptocurrencies, asset managers, movie theaters, and meme trading have in common? They're the same trade on the 10Y UST Yield (or vice versa?) - here's the wild goose chase. First- why did $HOOD rally +24% yesterday on no news? My suspicion for the reason led me to the OCC site, where I checked the criteria for when exchanges can list options following an IPO. They are as follows (and $HOOD checks the boxes): ✓ The underlying stock must have a minimum of seven million shares o…
    Weston Nakamura 2 views 10 comments Most recent by Weston Nakamura Real Vision
  • Ralph Humphrey
    Here's a sampling of the 5-day performance of "obvious" trades noted by members of the exchange t...
    Note: Gold was part of a pair trade, and KWEB is serving as a proxy for Chinese tech stocks.  See the initial post on the topic for more. Chart 1   Chart 2  
    Ralph Humphrey 1 view 0 comments Started by Ralph Humphrey Real Vision
  • Petr Pinkhasov
    RealVision Daily Briefing Q&A with Tony Greer
    With U.S. stocks trading with increased volatility, bonds trading higher, crypto falling, Tony dives into what risks are markets pricing in currently, and what opportunities does that lead to for investors?  Tony Greer of TG Macro joins Ash Bennington, senior editor at Real Vision, to discuss Greer’s impression of the action today. Do you have any questions for the duo? 
    Petr Pinkhasov 1 view 1 comment Most recent by pratap_v Real Vision
  • Petr Pinkhasov
    What is your most obvious trade right now?
    With markets starting to go side-ways, what are you seeing in terms of opportunity? Or maybe is the time to just go enjoy the summer and leave markets alone? The more I look at the screens today, the more I am leaning towards the later and just stay long crypto? 
    Petr Pinkhasov 8 views 40 comments Most recent by jeremiah_s Real Vision
  • Petr Pinkhasov
    Top Posts To Get Your Morning Started
    * ETF Lay Of The Land from @Christopher Moir  * US Markets Price Action by @Weston Nakamura  * A review of homebuilding by @Sam Colt  * @Matt Daniell dives into the Asia-pac action.  * @Ralph Humphrey shares the last 24 hour returns of Crypto assets  * @Jeremiah S posts another video of the crypto portfolio!  * Some technical analysis on volatility from @Stefan Juriansz  On my side, I'm keeping an eye on markets here and starting to get defensive. Got a sell signal yesterday on the RTY future …
    Petr Pinkhasov 1 view 0 comments Started by Petr Pinkhasov Real Vision
  • sam_c
    *for the first time since june Japanese 10y does not trade LoL @weston
    I love that little *Note: "the first time the 10y jananese bond doesn't trade since June" but said cryptically.  @Weston Nakamura I know you are almost a broken record about japan, but it remains such a wild story.   
    sam_c 4 views 2 comments Most recent by Weston Nakamura Real Vision
  • sam_c
    60 years of homebuilding in my favourite developing country.
    Here is a well-written short review of home building in murica.    07-08 was really dramatic for new builds content: * Homebuilding in 2020 * Homebuilding a history * Drivers of Home Building   interesting; "More homes were permitted in Austin last year than in Los Angeles and Chicago combined."  
    sam_c 3 views 0 comments Started by sam_c Real Vision
  • Ralph Humphrey
  • Ralph Humphrey
    Is there a long-term bear case for ARKK? Or, is this simply opportunistic short-term stuff?
    Anti-Ark ETF to Bet Against Cathie Wood’s Flagship Fund https://www.bloomberg.com/news/articles/2021-07-30/anti-ark-etf-to-bet-against-cathie-wood-s-flagship-fund?sref=TBDibEcD Those who think Cathie Wood’s hot hand is cooling may soon be able to express that view via an exchange-traded fund. The Short ARKK ETF would seek to track the inverse performance of the $23 billion Ark Innovation ETF (ticker ARKK) -- the largest fund in Ark Investment Management’s lineup -- through swaps contracts…
    Ralph Humphrey 4 views 2 comments Most recent by Ralph Humphrey Real Vision
  • Petr Pinkhasov
    RV Daily Briefing with Ash, Jack & Darius Dale.
    @Jack Farley and @Ash Bennington welcome back 42 Macro founder Darius Dale back to the Daily Briefing! Today, the trio plan on discussing the drop in Crude Oil Prices, Bitoin and Square earnings!  Feel free to drop your questions in below and we will try to answer as many as we can! 
    Petr Pinkhasov 4 views 2 comments Most recent by ryan_m Real Vision