The Exchange

Discussion List

  • 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 2 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 32 views 3 comments Most recent by BigJilm 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 3 views 3 comments Most recent by Robert Sarno Real Vision
  • Ralph Humphrey
    Ralph Humphrey 3 views 1 comment Most recent by Ernesto 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 27 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 2 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 3 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 3 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 3 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 13 views 1 comment Most recent by i_n Real Vision
  • Ralph Humphrey
    Ralph Humphrey 5 views 1 comment Most recent by Stefan Clulow 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 4 views 1 comment Most recent by Stefan Clulow 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 4 views 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 2 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 34 views 0 comments Started by Real Vision Real Vision
  • Stefan Clulow
    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 Clulow 6 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 3 views 1 comment Most recent by sam_c Real Vision
  • Ralph Humphrey
  • Ed
    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 Ed 33 views 0 comments Started by Ed 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 7 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 6 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 25 views 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 4 views 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 3 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 397 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 1 view 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 11 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 3 views 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 5 views 2 comments Most recent by violeta_d Real Vision
  • Ralph Humphrey
  • Ralph Humphrey
    Ralph Humphrey 2 views 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 6 views 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 2 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 13 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 2 views 0 comments Started by stephen_m Real Vision
  • Ralph Humphrey
  • Ralph Humphrey
    Ralph Humphrey 3 views 0 comments Started by Ralph Humphrey Real Vision
  • 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 3 views 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 2 views 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 2 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 4 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 2 views 10 comments Most recent by claudiodelgado.eth 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 8 views 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 18 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 1 view 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 5 views 1 comment Most recent by christopher_m Real Vision
  • Stefan Clulow
    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 Clulow 2 views 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 1 view 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 2 views 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 4 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 3 views 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 2 views 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 6 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 1 view 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 6 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 1 view 2 comments Most recent by ryan_m Real Vision
  • Ralph Humphrey
    Here is a list of Blackrock's top 10 geopolitical risks, ranked by likelihood.
    “Everything seems amazing in retrospect. Pearl Harbor seems amazing in retrospect. It is a failure of imagination.” - D. Rumsfeld 1. Global technology decoupling  2. Major cyberattack 3. Emerging markets political crisis 4. U.S.-China strategic competition 5. Major terror attack(s) 6. North Korean conflict 7. COVID-19 resurgence 8. Climate policy gridlock 9. European fragmentation 10. Gulf tensions
    Ralph Humphrey 12 views 17 comments Most recent by Ralph Humphrey Real Vision
  • Petr Pinkhasov
    Charts With Petr Episode 3 Ft Douglas Busch of ChartSmarter
    https://vimeo.com/581310846This week I'm joined by Douglas Busch to discuss the charts! We talk about Semiconducters, the reopening trade, our favorite patterns and much more over a happy hour talk after working hours. Douglas is a life-long technician who has seen it all over the last two decades. Hoping to have him on more often! 
    Petr Pinkhasov 4 views 1 comment Most recent by john_c Real Vision
  • Weston Nakamura
    Exchange Week Ahead (Video + Calendar) Mon Aug 2 - Fri Aug 6
    https://vimeo.com/581862755Week Ahead: Mon Aug 2- Fri Aug 6 US Debt Ceiling reinstated yesterday (Sun), US Treasury Dept starts using extraordinary measures Final week of Tokyo Olympics (Closing Ceremony Sun, Tokyo Paralympics following) Monday August 02 (Holidays: Canada) •  China Caixin Manufacturing PMI  JUL • Japan Consumer Confidence   • Germany: Institutional Funds (Spezialfonds) law allowing for up to 20% allocation to crypto in effect Tuesday August 03  •  🏦🇦🇺 RBA Policy Decisio…
    Weston Nakamura 1 view 5 comments Most recent by Weston Nakamura Real Vision
  • David
    Titan Global Capital Management
    Does anyone have experience with Titan Global Capital Management? They are launching Titan Crypto this week. I own BTC, ETH, GBTC, ETCG, HUT, KROEF and about a dozen alt coins. I may throw a little capital there way as a diversifier. https://www.titan.com/
    David 6 views 3 comments Most recent by David Real Vision
  • Ralph Humphrey
  • Simon Doherty
    Can you guys get Yat Siu on the show? I can help arrange... https://twitter.com/animocabrands/sta...
    Can you guys get Yat Siu on the show? I can help arrange... https://twitter.com/animocabrands/status/1419733041426141185?s=20Onboarding the next billion to blockchain🌌! Watch @ysiu of @animocabrands chat with @joetsai1999, Co-Founder & Executive Vice Chairman of @AlibabaGroup & owner of the @BrooklynNets🏀, whose family office, Blue Pool Capital, invested in our US$1B round🎉 👉🏻https://t.co/Cq0hQwcBy2 pic.twitter.com/xMkklVntEV — Animoca Brands (@animocabrands) July 26, 2021
    Question Simon Doherty 3 views 0 comments Started by Simon Doherty Real Vision
  • jason_b
    water levels
    To answer the inflation vs. deflation as well as sticky vs. transient debates I have this to offer... As a base we have a reasonably steady rising tide of inflation mostly in the stock market and housing as a result of post-GFC 10 year yields being suppressed for over a decade.  Add to that a tidal wave of liquidity coming down the pike that is resultant from the covid response and you get a good picture of the waters we are in...  Baseline reasonable demand pull levered up 10x as a result of …
    jason_b 1 view 0 comments Started by jason_b Real Vision
  • Ralph Humphrey
    Maybe they should space out the FMAAG earnings releases?
    One market observer has noted that when Big Tech releases earnings in the span of a week, the S&P 500 dips.  The trend goes back to 2015.
    Ralph Humphrey 2 views 1 comment Most recent by matthew_l Real Vision
  • Petr Pinkhasov
    Real Vision Daily Briefing 7/30/2021: Ash Bennington, Jack Farley and Mark Ritchie II - Drop Your...
    Real Vision senior editor Ash Bennington welcomes editor Jack Farley and Mark Ritchie II, CIO at RTM Capital Advisors, to discuss the Robinhood IPO and various happenings in ARKK + broad market action. Drop your questions below for the trio to answer live at 4PM EST!
    Petr Pinkhasov 1 view 1 comment Most recent by John Sundheim Real Vision
  • Petr Pinkhasov
    Top Posts To Get Your Day Started
    What an active morning! So much great content, well done gang! * Well first and foremost, we have to give a big shout out to @Jeremiah S for the Crypto Portfolio video. This was great to see some facetime and get some more insight into your thinking! Hopefully more down the line! * Check out @Weston Nakamura and @Brad S on Exchanging Lanes Ep 4. Weston and Brad do a deep dive into the macroscape based on observations from someone who has real insight into what is going on in the economy.  *  A…
    Petr Pinkhasov 2 views 2 comments Most recent by matthew_l Real Vision
  • Ralph Humphrey
    Let's take a look at the on chain data for BTC.
    On chain data suggests that over 60,0000 of BTC has been moved off exchange in the last 24 hours - a bullish sign. But, what appears to be an off-exchange move may really be internal transfers and mislabeled. There was also news that a regulatory change will allow a category of German institutional investment funds to invest in crypto assets as of this upcoming Monday.  
    Ralph Humphrey 4 views 0 comments Started by Ralph Humphrey Real Vision
  • sam_c
    How Common is Crypto?
    @Weston Nakamura loves to talk about the Turkish Lira and its relationship with BTC  https://exchange.realvision.com/post/unconventional-long-btc-hedge-long-turkish-lira-previous-btc-notes-links-60a71b4dbf08854faa7dbfdb He also once said something to the tune of "Stop focussing on BTC/USD there are a lot of people looking at a very different BTC/X"  well, this could give you a useful idea of the other popular crosses:    I did think Crypto was banned in India and china so I'm a b…
    sam_c 8 views 1 comment Most recent by christopher_m Real Vision
  • Stefan Clulow
    It is snowing in Brazil.
    Anyone else taking a punt on coffee futures or JO?   https://www.mirror.co.uk/news/world-news/astonished-locals-build-snowmen-throw-24648984
    Stefan Clulow 3 views 4 comments Most recent by Ralph Humphrey Real Vision
  • Ralph Humphrey
    Ralph Humphrey 1 view 0 comments Started by Ralph Humphrey Real Vision
  • Weston Nakamura
    Exchanging Lanes Episode 4: End of the Used Car Madness (& ⅓ of CPI)?
    https://vimeo.com/580575712In this episode: •Brad Breakfast Index PRICE ALERT- No Trade *  •Used Cars: Insanity continues / worsens, BUT... •New Car Supply Floods In → End of Used Car Price FOMO → End of >5% CPI? •LTL Hits the Supply Chain & Getting Worse (as warned!) * This was recorded before @Jack Farley  ’s RV Live interview with commods expert Shawn Hackett on Brazil’s major coffee frost →  WHAT THE MILLENNIUM’S FIRST MAJOR COFFEE FROST MEANS FOR AG COMMODITIES Question for al…
    Weston Nakamura 6 views 11 comments Most recent by jeremiah_s Real Vision
  • Petr Pinkhasov
    Today's RVDB w/ 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.   Drop your questions for the trio down below to get them in ahead of time! 
    Petr Pinkhasov 1 view 1 comment Most recent by christopher_y Real Vision
  • Petr Pinkhasov
    Top Posts To Get Your Morning Started!
    * Here's a look at transaction volumes of BTC and ETH from January 2020 to June 2021 as reported by select major exchanges. Thanks @Ralph Humphrey  * Nikola Founder Trevor Milton Charged With Lying to Investors. Many thanks for sharing @Claudio Delgado  * Market update about BTC + ETH + Altcoins I'm bullish on!. Nice video @Amol G  * @John Gribbin asks if anyone knows the status of some legislation regarding Crypto.  * Amazing crypto post from @Alex Beckett regarding crypto portfolio allocation…
    Petr Pinkhasov 1 view 2 comments Most recent by amol_g Real Vision
  • Ralph Humphrey
    Is anyone here in position to send me a quick note tonight on the weather conditions in Parana an...
    Is anyone here in position to send me a quick note tonight on the weather conditions in Parana and South Minas Gerais in Brazil?
    Question Ralph Humphrey 2 views 0 comments Started by Ralph Humphrey Real Vision
  • Weston Nakamura
    Daily Briefing Exchange After Hours w/ Jack & Weston (Wed Jul 28 2021)
    https://vimeo.com/580500005Thank you all for your questions from the Exchange  @Bill T @Tamim Sultan @Muddshir Hussain !  Jack and I discuss BTC, BTC & crypto scene in Japan, a taste of the next episode of Exchanging Lanes with @Brad S and disruptions in the Brad Breakfast Index - explained via @Jack Farley on RV Live w/ Shawn Hackett on coffee futures from yesterday.   Trade Idea posts (open & closing) ↓  (July 6) LONG “Capitalism” / SHORT “…with Chinese characteristics” (July 27)…
    Weston Nakamura 2 views 14 comments Most recent by Alex Newman Real Vision
  • jason_b
    thoughts from today
    As you could replace Mike Myers and Scotland with Xi Jinping and China in a "If it's not Scottish, it's crap!!" SNL skit you can see the end game for BTC in China.  Oddly enough that makes BTC one of the few things that can unify the rest of the world against the ideological authoritarian state... With a country's economy based on collateral (It is possible and even necessary to insert the word confidence here and understand the implications.) as a result of being at the end of a deb…
    jason_b 1 view 0 comments Started by jason_b Real Vision
  • Ralph Humphrey
    China's Plunge Protection team?
    Bloomberg News released a story this afternoon explaining that a Chinese "regulator convened a virtual meeting with executives of major investment banks" Wednesday night, which is an "attemp[t] to ease market fears about Beijing’s crackdown on the private education industry."   The NASDAQ Golden Dragon China Index is up about 8.85% (right now) on the back of this news. The article focused on regulatory actions in the education sector but omitted discussion of regulatory act…
    Ralph Humphrey 2 views 4 comments Most recent by christopher_m Real Vision
  • Weston Nakamura
    Daily Briefing Questions for Today
    Hey everyone, I’ll be on the Daily Briefing today with @Jack Farley to discuss July FOMC (out at 2pm EST / Chair Powell at 2:30pm EST), and China equities vs US (short CQQQ / long QQQ closed yesterday), along with Cathie Wood & Delta/Tokyo Olympics risk update.   Please post your questions below! (And as usual, anything that doesn’t get answered due to time, I’ll come back to and answer on the Exchange following!)  Thanks everyone!
    Weston Nakamura 3 views 5 comments Most recent by Weston Nakamura Real Vision
  • Petr Pinkhasov
    Good Morning Exchange, Here Are Your Top Posts To Get Your Day Started!
    Good morning from EST. Here are some of the top content to get your day started.  * Some data out of the Richmond Manufacturing Index where @Claudio Delgado shares some tidbits and metrics that dive deeper into the data.  * Get your day started with @Christopher Moir's ETF Dashboard which gives some color on where the market is from sectors to factors.  * @Ralph Humphrey shares a post about China telling locals to start BUYING the dip in China equities! * @Matt Daniell's color on Asia-Pac mark…
    Petr Pinkhasov 1 view 0 comments Started by Petr Pinkhasov Real Vision
  • Ralph Humphrey
    Interesting....
    The official newspaper of the Chinese Communist Party telling people to buy the dips and "reassur[ing] readers that the big picture of the economy and liquidity remained intact." China’s state media moves to reassure rattled investors after rout wiped US$574 billion off stock market https://ca.finance.yahoo.com/finance/news/china-state-media-moves-reassure-044854654.html Zhang Shidong Tue., July 27, 2021, 12:48 a.m.·3 min read China’s state media are on a mission to talk up the b…
    Ralph Humphrey 6 views 1 comment Most recent by sam_c Real Vision
  • jason_b
    BTC thoughts
    1 Log chart only for this asset class.  Weekly chart is king.  4 hour is what traders are using. 2 Lower bound of trend channel from the 2017-18 run up ended up being the resistance needed to stop the recent leg up.  The uppper side of that same trend channel hits 310k in late September... wide range of possibilities here.  3 the ~460% rise from the potential first leg when applied to this leg takes up to the upper bound of the current channel potentially at near 330k around late November fuc…
    jason_b 1 view 0 comments Started by jason_b Real Vision
  • Petr Pinkhasov
    Global Macro + Crypto Technicals 3
    Time to dive deep into some of the charts that are in play in the global macro space.  KWEB (China Internet ETF) is down a serious amount over the last few days. We are now threatening to break a trend line that is going back almost 6 years. Today's volume also happened to be the highest in the ETF's history. Small caps are trading like it is 2003. This was an analog that I discovered a couple of days ago. I think this might be more of interest for @Raoul Pal given how tight the market ha…
    Petr Pinkhasov 1 view 2 comments Most recent by Petr Pinkhasov Real Vision
  • Ralph Humphrey
    US markets are down. These stocks are up.
    Group 1 I don't see any consistent themes here.  Dingdong (Cayman) Limited sticks out as a Chinese tech stock, bucking the downward drift of Chinese tech stocks.  Group 2      
    Ralph Humphrey 12 views 0 comments Started by Ralph Humphrey Real Vision
  • Petr Pinkhasov
    Real Vision Daily Briefing: Get Your Questions In For Tommy Thornton & Ash
    @Tommy Thornton, president at Hedge Fund Telemetry, joins the Daily Briefing with @Ash Bennington  to discuss happenings in the market. What are you questions for the duo today? 
    Petr Pinkhasov 5 views 2 comments Most recent by alexey_t Real Vision