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Discussion List

  • 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 13 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 3 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 4 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 1 view 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 3 views 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 1 view 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 3 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 3 views 1 comment Most recent by christopher_m Real Vision
  • stefan_c
    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_c 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 4 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 2 views 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 1 view 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 3 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 3 views 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 1 view 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 1 view 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 3 views 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 2 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 2 views 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 14 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 4 views 2 comments Most recent by alexey_t Real Vision
  • Ralph Humphrey
    You know I'll be watching this with interest.
    https://www.realvision.com/shows/live/videos/what-the-millenniums-first-major-coffee-frost-means-for-ag-commodities
    Ralph Humphrey 1 view 0 comments Started by Ralph Humphrey Real Vision
  • Petr Pinkhasov
    Top Posts To Get Your Day Started!
    * First, get your lay of the land from @Christopher Moir about market happenings and dynamics on the ETF and Factor side. Really great stuff, Christopher. * @Claudio Delgado shares a post regarding the Case-Shiller home index report that has come out. Thank you for the color!  * Here is an interesting post from @Weston Nakamura to add context to the content coming out of the Real Vision content about Cathie Wood's views on TSLA et al.  * Here is a post from @Kevin Ip regarding the network impac…
    Petr Pinkhasov 1 view 2 comments Most recent by Petr Pinkhasov Real Vision
  • Weston Nakamura
    Cathie Wood RV Series Discussion: TSLA & China
    Really been enjoying this Cathie Wood series so far, but also extremely well timed and highly relevant market in real time   (I’ve said in many occasions that the RV team who books / sets the programming schedule are like the best market timing  “predictors” of all time lol - and it’s very true). Market Developments in the last 24-48 hours (as Cathie Wood series started): •TSLA Q2 Earnings beat: EPS $1.45 vs $0.96 est. OP $1.3bn (3x YoY), overcoming the fundamental bear case hurdles. EV deliv…
    Weston Nakamura 1 view 1 comment Most recent by carlos_l Real Vision
  • Ralph Humphrey
    With Chinese stocks top of mind, here is a look at two indices focused on China. A tale of two i...
    The first index, the SSE Composite, is a stock market index of all stocks that are traded on the Shanghai Stock Exchange. Year to Date: -1.01% The second index, the NASDAQ Golden Dragon China, is composed of U.S.-listed Chinese stocks. Year to Date: -26.94%
    Ralph Humphrey 1 view 1 comment Most recent by sam_c Real Vision
  • Petr Pinkhasov
    RVDB Jack, Ash & Darius Dale of 42 Macro! Any Questions For The Trio?
    ARE CHINESE STOCKS DOOMED? Darius Dale, founder of 42 Macro, sits down with Real Vision’s @Ash Bennington  and @Jack Farley  on the Daily Briefing to discuss Bitcoin’s rebound, Chinese regulatory concerns, and deflationary signals on Dale’s radar. Dale explains potential tailwinds for Bitcoin’s recent strength despite the increase in China’s regulation of technology and educational companies. Before the briefing concludes, Ash and Jack will preview an interview with Cathie Wood conducted by Ki…
    Petr Pinkhasov 2 views 4 comments Most recent by Claudio Delgado Real Vision
  • Petr Pinkhasov
    Weekly Influence Points Winners!
    Congrats to last week's winners! Remember you can win the weekly prize once a quarter and the monthly one every 6 months. @Sam Colt  @Wissam Ali  @Brad S  In case you forgot: Our Top 3 Weekly Influence Point earners will win $10 towards Real Vision Shop and the Top 5 Monthly Influence Point Earners will win $25 towards Real Vision Shop. 
    Petr Pinkhasov 3 views 5 comments Most recent by wissam_a Real Vision
  • Petr Pinkhasov
    Week Ahead! Market Events & Earnings + Charts
    Markets Week Ahead  Mon 7/26 * Earnings: Lockheed & TSLA  Tues 7/27 * Australia Inflation  * Earnings: AAPL GOOG MSFT AMD V GE  Wed 7/28 * Turkey CBRT Policy Minutes * FOMC JULY * *Robinhood IPO * Earnings: FB PYPL PFE BA Thurs 7/29 * US GDP * UST 7y auction  * Earnings: AMZN Fri 7/30 * EU GDP * EU CPI * EU Unemployment * US Employment Cost Index MoM  * Fed Brainard Speech (first post FOMC)  * China PMI * Earnings: BRK XOM CVX CAT PG Markets via @Weston Nakamura  NKY / TPX ratio…
    Petr Pinkhasov 1 view 0 comments Started by Petr Pinkhasov Real Vision
  • Petr Pinkhasov
    Good Morning Exchange! Top Posts To Get Your Day Started!
    * Hong Kong & China Equities are getting hammered! @Weston Nakamura takes a deeper dive into what is happening * Lay Of The Land from an ETF Perspective from @Christopher Moir. Check out the post to get a deeper understanding about market sector/factor performance.  * @Michael Arellanes II shares a Q&A from Stan Druckenmiller.  * Tesla earnings are out today. Thanks @Ralph Humphrey for sharing a detailed post regarding the context of what is going on around the company.  * Love this pos…
    Petr Pinkhasov 1 view 0 comments Started by Petr Pinkhasov Real Vision
  • Ralph Humphrey
  • Ralph Humphrey
    Tesla's earnings are out today.
    Elon Musk tweeted last week that Tesla will be opening up its charging network to all EVs, which is good because a recent survey revealed that 41% of consumers want their next car to be electric.  A look at the tweet and the overall share of the North American EV charging market Tesla will have is below.   Players in the North American charging market:
    Ralph Humphrey 1 view 0 comments Started by Ralph Humphrey Real Vision
  • sam_c
    Any ZYN users here?
    I was listening to @sinstockpapi on a podcast talking about sin stocks and he brought up ZYN.  I have never seen it (sadly not for sale where I am) but it seems like it is becoming popular in the US.  Anyone here using them?  @Brad S are you maybe shipping them? Also since I imagine you stop at gas stations, is it something that you can buy there? how is the shelf space?    Swedish match discussion ==> 45:00-50:00 of the podcast https://podcasts.apple.com/us/podcast/sinstockpapi-tobacco-…
    sam_c 1 view 5 comments Most recent by Brad S Real Vision
  • tiago_m
    Hi everyone, can someone please help me. I think I found a scam related to bitcoin. A Beautiful w...
    Hi everyone, can someone please help me. I think I found a scam related to bitcoin. A Beautiful woman he’s trying to convince me to invest in a strategy that she calls node revenue transaction. She also claims that we need to buy bitcoin at Binance and then send it to Bitocean. To register in this platform she gave the link https://h5.bitocean rad.com. It’s all very strange, what do you guys and girls think? Thank you very much
    Answered tiago_m 3 views 2 comments Most recent by John G Real Vision
  • Ralph Humphrey
    It looks like a Cultural Revolution of Tech is happening before our eyes.
    China's Tencent ordered to end exclusive music contracts https://www.sfgate.com/news/article/China-s-Tencent-ordered-to-end-exclusive-music-16336690.php JOE McDONALD, AP Business Writer July 23, 2021 Updated: July 23, 2021 8:43 p.m. BEIJING (AP) — Internet giant Tencent was ordered by regulators to end exclusive contracts with music copyright holders, adding to increased enforcement of anti-monopoly and other rules as Beijing tightens control over booming online industries. Tencent control…
    Ralph Humphrey 2 views 3 comments Most recent by Ralph Humphrey Real Vision
  • Petr Pinkhasov
    Raoul & Julian Special Friday Daily Briefing! Questions?
    Join Ash, Raoul and Julian are they discuss all things in global macro, specifically the rising equity markets and Raoul's expectation of additional stimulus. In this special episode, the guests do a deeper dive into various market happenings. Do you have any questions for the duo to discuss? Please let us know in the replies below! 
    Petr Pinkhasov 2 views 1 comment Most recent by victor_a Real Vision
  • Ralph Humphrey
    Here is at look at coronavirus vaccination rates in Japan and the rest of the G7 countries. West...
      (Note: Some daily figures are estimates based on incomplete cumulative data; Source: Our World in Data, World Health Organization, national sources, FT research. Data updated July 22 2021 8.19pm BST.)
    Ralph Humphrey 3 views 2 comments Most recent by John H Real Vision
  • Ralph Humphrey
    Good to the last drop.
    Coffee futures scored their biggest 1-day gain in over 7 years https://www.marketwatch.com/story/coffee-futures-soar-10-score-biggest-1-day-gain-in-over-7-years-11626975809 By Myra P. Saefong Last Updated: July 22, 2021 at 2:21 p.m. ET Coffee futures soared 10% on Thursday, with prices posting their largest single-session gain since early 2014 and their highest settlement in more than six years, as drought and frost threaten coffee crops in Brazil, the world’s largest coffee producer. “…
    Ralph Humphrey 1 view 0 comments Started by Ralph Humphrey Real Vision
  • Weston Nakamura
    Delta Hedging Tokyo 2020 Olympics Video: Opening Ceremony Eve w/ Ash Bennington
    https://vimeo.com/578392570Following up on my written post last week “Delta” Hedging 2020 Tokyo Olympics   @Ash Bennington joins me on the eve of the 2020 Tokyo Olympics Opening Ceremony tomorrow (Friday, July 23 2021), for one last overview of the serious (and seriously overlooked) situation on the ground, before we (as a global community) dive into the first real test of where we really are with this pandemic since inception.   Filmed + footage from what should be a vibrant, bustling summer …
    Weston Nakamura 6 views 27 comments Most recent by ernesto_r Real Vision
  • Ralph Humphrey
    Widespread internet outages are being reported including at several financial services firms, Ama...
    INTERNET DOWN - LIVE UPDATES: MAJOR OUTAGE HITS AMAZON, UPS, PLAYSTATION AND DOZENS MORE Andrew Griffin https://www.independent.co.uk/life-style/gadgets-and-tech/internet-down-update-outage-amazon-b1888831.html Much of the internet has stopped working amid a widespread outage across different apps and websites. Airlines including Delta, online stores such as Amazon, games including Call of Duty, streaming services such as HBO Max and a range of banks were unavailable, according to tracking …
    Ralph Humphrey 1 view 3 comments Most recent by John Ahearn Real Vision
  • Ralph Humphrey
  • Petr Pinkhasov
    Good Morning Exchange - Top Posts To Get Your Day Started!
    Lets Get It Started! * Weekly Unemployment Claims report 419k from 398k. @Claudio Delgado posts some charts and color from the unemployment claims report. We had an increase of 51k week over week. Something to think about.  * Nice chart from @Sam Colt showing how inflation expectations have crept into our everyday lives. The freight/packaging charts are something. Thanks Sam.  * It would not be a morning post without a "Lay Of The Land" post from @Christopher Moir. Thank you for your…
    Petr Pinkhasov 1 view 0 comments Started by Petr Pinkhasov Real Vision
  • sam_c
    For those of you into inflation
    Unilever inflation expectations
    sam_c 2 views 2 comments Most recent by wissam_a Real Vision
  • alexey_t
    really loved the NFT series on Realvision Crypto. got interested in projects like marketplaces or...
    really loved the NFT series on Realvision Crypto. got interested in projects like marketplaces or platforms which help mint NFTs. But I'm quite perplexed with how would you get exposure to this space? Of course ETH is one of the solutions, but it's not directly connected to the businesses. Has anyone seen interesting projects that did their own tokens as a way of attracting capital? don't think any of those companies went "public"
    Question alexey_t 5 views 0 comments Started by alexey_t Real Vision
  • stefan_c
    Milton Berg
    If you haven’t watched it, I recommend the Milton Berg interview.  The man is well-informed and passionate.  Great interview @Jack Farley 
    stefan_c 3 views 1 comment Most recent by jeremiah_s Real Vision
  • Ralph Humphrey
    Mystery Chart
    What do you think of this chart?  Yea or Nay?
    Ralph Humphrey 1 view 15 comments Most recent by Ralph Humphrey Real Vision
  • khalid_a
    Traditional auction vs. NFT for Steve Jobs first ever job application. This is super interesting....
    Saw this today:  https://www.cityam.com/steve-jobs-1973-application-to-be-auctioned-in-original-format-and-as-an-nft/
    khalid_a 2 views 0 comments Started by khalid_a Real Vision
  • Petr Pinkhasov
    Just a gentle reminder
    As a member of the Exchange, you should know the about the rules of engagement.  The first rule is no promotional material. If you see it, flag it down! We aim to keep an atmosphere that is built on constructive discourse about markets. Let's keep it that way! 
    Petr Pinkhasov 1 view 3 comments Most recent by Ralph Humphrey Real Vision
  • Petr Pinkhasov
    Top Posts To Get Your Day Started!
    Happy Wednesday Exchange! Here are some posts to get your day started.  * @Christopher Moir updates his ETF Dashboard with a new and catchy name!  * This post from @Ralph Humphrey didn't get much traction yet, but it is an important talking point. A lot of savvy investors follow the money flow of institutional buyers. Ralph breaks down what LC from Omega has been getting into.  * Here is a take from @Victor Martin-Tiscar which goes against the grain of MMT. Interesting read.  * Woah.... Jack,…
    Petr Pinkhasov 1 view 1 comment Most recent by christopher_m Real Vision
  • Ralph Humphrey
    What's stocks does value investor Leon Cooperman like? I'm glad you asked. He mentioned a coupl...
    Paramount Resources Tourmaline Oil Corp Fiserv (And, he's been right occasionally, and made a few pennies.  Nevertheless, you should do your own homework, and this is not a recommendation to buy, sell, or hold.)
    Ralph Humphrey 1 view 0 comments Started by Ralph Humphrey Real Vision
  • sam_c
    Can anyone explain me how comes the yield seems to be too good to be true? This is a Lloyds bond....
    Can anyone explain me how comes the yield seems to be too good to be true? This is a Lloyds bond. Also how do perpetual bonds react to interest rate changes?
    Answered sam_c 1 view 1 comment Most recent by jim_l Real Vision
  • Ralph Humphrey
  • david_g
  • Petr Pinkhasov
    Good Morning Exchange!
    Good Morning From EST US. US Futures are stabilizing a bit after a couple of bad back to back days with small caps taking it on the chin. Treasuries however have continued to rally with the 10 year trading below the 1.15 level. US 10 Year Yield - Bloomberg Traders have been eying this range for a while as this happens to be the 50% retracement from the reflation trade peak. Something to keep an eye on as yields have driven a lot of the risk flow over the last couple of weeks. Top Posts …
    Petr Pinkhasov 2 views 0 comments Started by Petr Pinkhasov Real Vision
  • Ralph Humphrey
    Here's a look at trends in select emerging market countries among individuals who have been fully...
    (Note: Some daily figures are estimates based on incomplete cumulative data and is as of 7-19-2021. Source: Our World in Data, World Health Organization, national sources, FT research)
    Ralph Humphrey 1 view 4 comments Most recent by John Ahearn Real Vision
  • Ralph Humphrey
    Was this underreported, or did I just miss it?
    First COVID-19 case could have emerged in China in Oct 2019 - study https://www.reuters.com/world/china/first-covid-19-case-could-have-hit-china-oct-2019-study-2021-06-25/ "SHANGHAI, June 25 (Reuters) - The virus that causes COVID-19 could have started spreading in China as early as October 2019, two months before the first case was identified in the central city of Wuhan, a new study showed on Friday. Researchers from Britain's University of Kent used methods from conservation science …
    Ralph Humphrey 4 views 2 comments Most recent by John S Real Vision
  • Weston Nakamura
    Petr & Weston: Markets Today & Week Ahead
    https://vimeo.com/[email protected] Pinkhasov and I just give some broad overview thoughts on the markets today and our near term view during a global risk-off session.  Posts mentioned from the Exchange: @Christopher Moir ETF Land - Monday 19th July 2021  @Matt Daniell X-24 19th July 2021. @Petr Pinkhasov Post CPI Global Technicals @Weston Nakamura Charts: Meme crash → Russell2k crash → UST yields crash → crypto crash. Incomplete / late market note Also as we approach Opening Ceremony on Fr…
    Weston Nakamura 2 views 11 comments Most recent by john_c Real Vision
  • Petr Pinkhasov
    Weekly Influence Points Winners!
    Boom! Markets might be in turmoil but perhaps a distraction to go get some Real Vision swag might good for this week's Influence Points Winners! Congrats! Remember you can win the weekly prize once a quarter and the monthly one every 6 months. @Ralph Humphrey  @Christopher Moir  @Claudio Delgado  In case you forgot: Our Top 3 Weekly Influence Point earners will win $10 towards Real Vision Shop and the Top 5 Monthly Influence Point Earners will win $25 towards Real Vision Shop. See Details …
    Petr Pinkhasov 1 view 2 comments Most recent by Weston Nakamura Real Vision
  • Ralph Humphrey
    Ralph Humphrey 2 views 0 comments Started by Ralph Humphrey Real Vision
  • Petr Pinkhasov
    Happy Monday! Morning Brief and Top Posts To Check Out!
    S&P 500 Futures Trading Low Stocks trading sharply lower this morning as the spread of the Covid-19 variant dubbed "Delta" has put a shadow over the economic recovery. Yields have also traded lower with the 10 year at 1.22% Here are some posts to get your Monday started.  * @Florian Strauf shares the dynamics around the economics of tokens, or tokenomics. Some great flow charts and resources even for the laymen of crypto.  * Another must-read X-24 series post from @Matt Danie…
    Petr Pinkhasov 1 view 4 comments Most recent by jeremiah_s Real Vision
  • simon_b
  • Weston Nakamura
    Exchanging Lanes: Episode 3
    https://vimeo.com/575952786In this episode: •Brand new used cars •The Brad Breakfast Index •The Other “Chip” Shortage •Pics from the Road - pipes, glass, Tesla juice Please us know what you’re seeing out there too - related to any of the above or not! And as always - thank you for your feedback and participation! (By the way, while @Brad S is wearing his “Irresponsibly Long” tshirt, I’m wearing my Japanese version I had made - “Irresponsible Buy & Hold” to be exact)   Previous Episod…
    Weston Nakamura 5 views 25 comments Most recent by Brad S Real Vision
  • jason_b
    Who likes 'S' curves
    User growth lookS SeriouSly Strong...
    jason_b 1 view 1 comment Most recent by Claudio Delgado Real Vision
  • sam_c
    Boss left on vacation, her boss is on vacation I got an hour to kill what can you reccomend me fr...
    Boss left on vacation, her boss is on vacation I got an hour to kill what can you reccomend me from RV?
    Answered sam_c 1 view 3 comments Most recent by max_w Real Vision
  • Petr Pinkhasov
    Happy Friday!
    What A Week! Here Are Some Top Posts To Check Out To Get Your Day Started! Lay Of The Land This Week - Stocks, Bonds, Crude, Bitcoin * @Brad S shares some interesting tidbits regarding Uber's involvement in the trucking world. I would always be listening to Brad when things cross paths with his domain. * @Sat Phull found an article that shows how one company is looking to bridge the gap between optimal software integration with hardware. Nice find, Sat. * Wissam provides a thought provokin…
    Petr Pinkhasov 1 view 0 comments Started by Petr Pinkhasov Real Vision
  • jason_b
    Potential for policy mistakes
    At the current moment we are at a crossroads.  Do we continue to allow the tidal wave of liquidity that was created last March continue to do its thing, or do we need some sort of tap of the breaks as a perfunctory acknowledgement of the to the inflationary forces of that wave? There is no clear choice, and it seems clear that FCP is pretty good at walking the line.  As the leprechaun runs the cliff His instinct will be to push slightly higher as the implications of downward movement are too d…
    jason_b 1 view 0 comments Started by jason_b Real Vision
  • Ralph Humphrey
    What might the 1918 Pandemic tell us about wage inflation?
    Wage inflation tends to be sticky.  Here is a chart that measures how much the average person's pay can buy of the S&P 500 over time.  As the line rises, more of the S&P 500 can be bought, and as it declines, the opposite.  You can see a sharp rise after the 1918 Pandemic.  This might tell us something going forward.
    Ralph Humphrey 1 view 8 comments Most recent by ross_m Real Vision
  • Petr Pinkhasov
    Going Through Charts w/ Petr Episode 2
    Time To Plunge Into The Charts! Join me on a quick and dirty dive into the murky waters of small caps and treasury yields. Feel free to shoot me a message if you have any questions or just reply below! https://vimeo.com/575575913Charts Mentioned: Crude Oil Crude / 10 Year Yields IWM/QQQ Ratio vs 10 Year Yields KWEB BABA
    Petr Pinkhasov 1 view 2 comments Most recent by christopher_m Real Vision
  • Jonathan Kim
    The SP500 has been running on logarithmic linear regression lines for the past 90 years since the...
    All of the data mankind has outputted for the past 90 years quantified into a single, beautiful chart.
    Jonathan Kim 1 view 12 comments Most recent by Claudio Delgado Real Vision
  • Petr Pinkhasov
    Top Posts To Check Out This Morning!
    Good Morning From The US Open! Here are the top posts you should check out this morning. * Busy day ahead, says @Claudio Delgado. Certainly looks to be the case with the vast amount of economic data on the horizon today.  * Lay of the land through ETF's - thank you @Christopher Moir for updating the dashboard and providing a lot of awesome color / context to the ideas. * @Matt Daniell gives us the breakdown in what's happening in the Asia-Pac markets. Also trying out a new name for the series…
    Petr Pinkhasov 1 view 0 comments Started by Petr Pinkhasov Real Vision
  • Weston Nakamura
    "Delta" Hedging 2020 Tokyo Olympics
    By the time you read this, the situation on the ground with regards to the Tokyo Olympics will have changed from when this was written. In fact, by the time you finish reading this, the story will have evolved from when you started reading. This is the dynamic nature of occurrences when conflicting incompatibilities are unnaturally forced together - the predictably unpredictable happens. Amidst the sea of unknowns, here’s a ray of certainty: the Tokyo “2020” Olympics, as it’s colloquially know…
    Weston Nakamura 12 views 30 comments Most recent by lucia_a Real Vision
  • Ralph Humphrey
    Are these two positions on credit creation reconcilable, is one person looking at different data,...
    Juliette Declercq on 6-22-2021 Q: When you say that, what you mean is that it didn't really end up being new lending that went out into the economy? It wasn't credit creation?   Juliette Declercq: Exactly. No credit creation because basically there is no final demand. If you basically boost base money without any hope of final demand, there is just basically no reason to invest. You're basically cutting short the cycle that you're actually trying to pump up. For me, that's really like a macro…
    Ralph Humphrey 1 view 9 comments Most recent by christopher_m Real Vision
  • Marc_Johnson
    Webinar on the Carbon Market
    I watched this webinar (I missed the live version) which included some of the key players in the (future) formation of a carbon market that can function at scale. The market is very diffuse right now -- there are 64 different markets! -- but demand for carbon offset credits is escalating at such a steep rate (might I say exponential?) that these guys think there will be a functioning worldwide carbon market (i.e. something akin to Brent Crude or WTI) within 2-5 years.  One interesting factoid …
    Marc_Johnson 5 views 3 comments Most recent by Marc_Johnson Real Vision
  • sam_c
    EU Commission released their plan for reducing net emissions by at least 55%
    Today the EU Commission unveiled their big Green plan and the ETS is a really big part of it  something @Raoul Pal discussed with Pierre Andurand) https://www.realvision.com/shows/investor-masterclass/videos/pierre-andurand-the-oil-master-looks-to-the-future?source_collection=925dc1d8377344bbbc46d06e36f63051   Also, this is related to this post on the exchange: https://exchange.realvision.com/question/raoul-mentioned-investing-in-eu-ets-is-there-a-similar-investment-in-the-us--6093d1f1579bbe2…
    sam_c 1 view 3 comments Most recent by John Ahearn Real Vision
  • Ralph Humphrey
  • Ashleigh French
    Hi Everyone, I work in the structured products market and am currently working on a buy-side proj...
    Hi Everyone, I work in the structured products market and am currently working on a buy-side project. I would be keen to speak to Quants in the derivatives space and or options market makers? Thanks guys #question
    Answered Ashleigh French 2 views 1 comment Most recent by sam_c Real Vision
  • Petr Pinkhasov
    These @"Roger Hirst" videos are so good. Some of the best blend of charts and verbal context I've...
    These @"Roger Hirst" videos are so good. Some of the best blend of charts and verbal context I've seen. Why have emerging markets (EM) performed so poorly this year thus far? Has the reflation trade worked the way that people believed it would? For Real Vision managing editor Roger Hirst, answers to these questions strike at the most central points of discussion from July’s episode of Insider Talks. He analyzes the new levels in the DXY and its implications for global financial condi…
    Petr Pinkhasov 2 views 3 comments Most recent by violeta_d Real Vision
  • jim_l
    market sniper on RV
    Hello RV team, last week we had the market sniper on RV, I thought his presentation was great and even a novice tech person like myself could follow his chart and make 2-4 decisions/year. I signed up on trading view and for the life of me cannot get the chart he mentioned. Can/does anyone use his chart/service and would you be willing to walk me through how to set this up, I would be more than willing to compensate anyone who could help. many thanks.
    jim_l 3 views 4 comments Most recent by jim_l Real Vision
  • John S
    Best place to learn to chart? I see a lot of YT channels but it didn't seem like they really knew...
    Best place to learn to chart? I see a lot of YT channels but it didn't seem like they really knew what they were doing. Probably haven't found the right one yet and is why I ask. Would like to know the basics but the videos on Real Vision don't go into beginner charting.
    Answered John S 1 view 6 comments Most recent by Petr Pinkhasov Real Vision
  • Petr Pinkhasov
    Good Morning Exchange! Top Posts To Check Out
    Good morning from the US Open! Top posts I'm looking at this morning:  * @Christopher Moir  does a great job of updating an ETF dashboard for all the exchange to see. I've personally made it a habit to try and take a peek everyday and got some awesome insights from it especially in some of the esoteric emerging market ETF's that might be coming into play with big dollar ranges - Christopher Molr's ETF dashboard * Our very own @Weston Nakamura  gives some color about the dollar denominated in …
    Petr Pinkhasov 1 view 2 comments Most recent by Claudio Delgado Real Vision
  • percy_p
    China helped BTC mining industry unintentionally
      China actually may have done a favor to BTC mining as an unintended consequence and saved the mining rigs. The exile and export of the mining rigs are mostly finished before the flood.  Interestingly, the flood is only weeks apart from the operation start of Sichuan's latest and newest hydropower plant. I don't like to bash or laugh at sustainable energy projects but it's something worth looking into if there's any correlation with the flood. 
    percy_p 1 view 1 comment Most recent by John Ahearn Real Vision
  • stefan_c
    EU ETS Trade: Return guest request
    Tomorrow is a big day for the EU carbon futures market, with the European Commision due to publish the “Fit for 55”legislation.   A request to  @Raoul Pal and the powers that be at RV: Could you please bring back Lawson Steele for a discussion of the EU ETS market once the legislation is out and the market has digested its implications.  Many thanks.
    stefan_c 3 views 0 comments Started by stefan_c Real Vision
  • Ralph Humphrey
    Information from the latest IEA report is below. To me, there are still question marks around dem...
    Oil demand surges, market set for deficit and volatility: IEA - Kuwait Times PARIS: Oil demand surged last month as rising vaccination rates helped underpin robust economic activity, but with OPEC+ nations pumping less than needed prices are set to be volatile until it reaches a deal to raise output, the IEA warned yesterday. A meeting of OPEC+ nations earlier this month was deadlocked over plans to gradually ease production cuts, imposed to reverse the plunge in oil prices at the start of the…
    Ralph Humphrey 1 view 0 comments Started by Ralph Humphrey Real Vision
  • Petr Pinkhasov
    Weekly Influence Points Winners!
    Congrats to last week's winners! Remember you can win the weekly prize once a quarter and the monthly one every 6 months. @Jeremiah S  @John Ahearn  @Matt Daniell  In case you forgot: Our Top 3 Weekly Influence Point earners will win $10 towards Real Vision Shop and the Top 5 Monthly Influence Point Earners will win $25 towards Real Vision Shop. See Details Here Also, the quarter just reset on July 1st, so jump in on the conversation, chat with others, post trade ideas etc and get yoursel…
    Petr Pinkhasov 2 views 8 comments Most recent by john_c Real Vision
  • Weston Nakamura
    The Exchange Week Ahead: July 12 - 16
    Headlines | Markets | Upcoming Macro Data Schedule | Central Banks Schedule | Earnings   This Week on Real Vision: Real Vision NFT Week Kicks Off: Free One Week Crash Course from Real Vision Crypto ← (click here) Headlines (that I’m watching): •🇹🇼As if the semis shortage isn’t bad enough, Taiwan’s TSMC (world’s beating heart of semiconductor production) now under threat of potential COVID breakout. •🇯🇵BOJ to consider buying “green bonds” alongside other Asia central banks, according to BOJ…
    Weston Nakamura 1 view 2 comments Most recent by Weston Nakamura Real Vision
  • Ralph Humphrey
    Big story. Is China's economy slowing? Is it good for Chinese equities? I believe so. What do...
    https://www.cnbc.com/2021/07/09/china-cuts-reserve-requirements-to-support-economic-recovery.html China cuts reserve requirements to support economic recovery POINTS * The People’s Bank of China said on its website it would cut the reserve requirement ratio (RRR) for all banks by 50 basis points (bps), effective from July 15. * Banks that are subject to an RRR of 5% will be exempted from the new cut. China will cut the amount of cash that banks must hold as reserves, releasing around 1 tril…
    Ralph Humphrey 2 views 7 comments Most recent by Petr Pinkhasov Real Vision
  • Farrell Murphy
    RVDB Live Today! Submit your questions
    @Weston Nakamura @Ash Bennington and @Jack Farley will be on RVDB Live today and will be answering questions from The Exchange. Any questions not answered live will be answered afterwards here. Comment under this post to ask your questions! https://www.youtube.com/watch?v=G7ZICPEmq2c
    Farrell Murphy 2 views 5 comments Most recent by Weston Nakamura Real Vision
  • Ralph Humphrey
    This is hilarious. Now maybe Russian cola can be called Coke, and pleather can be called leather.
    French imports made in Champagne must now be labeled as "sparkling wine" in Russia.   https://www.foodandwine.com/news/russia-champagne-law-sparkling-wine-label By Mike Pomranz July 06, 2021 At the risk of oversimplifying generations of geopolitics, Russia has always been a bit of a rabble-rouser. Sometimes, those actions have serious ramifications — like when Russia annexed Crimea in 2014 against the will of the international community. But other times, Russia seems to be acting …
    Ralph Humphrey 1 view 6 comments Most recent by christopher_m Real Vision
  • Ralph Humphrey
    The Case for Oil Equities in Brief
    The market hates not loves the U.S. oil industry.  Consider this – Tesla has a greater market capitalization than several large U.S. oil producers. The market is valuing Tesla more than perhaps the entire U.S. oil industry. Chevron’s Market Cap = $197.82 Billion Exxon Mobil’s Market Cap = $254.61 Billion ConocoPhillips’s Market Cap = $79.90 Billion EOG Resources’ Market Cap = $46.62 Billion Pioneer Natural Resources’ Market Cap = $38.36 Billion Total:                                      …
    Ralph Humphrey 1 view 2 comments Most recent by mandelbrot jones Real Vision
  • Ralph Humphrey
    Taking a look at the markets
    The most liquid crypto is mostly down so far today.   The S&P 500 is mostly down today, sector-by-sector, as are the other U.S. indices.  Here is what is up in the cryptosphere: and in equities in U.S. markets...
    Ralph Humphrey 1 view 3 comments Most recent by Petr Pinkhasov Real Vision
  • renzo_c
  • Ralph Humphrey
  • Petr Pinkhasov
    What is your "most obvious" trade right now?
    I'm looking cross market and things seem to be all over the place: * Energy weaker * FANG's strong * Bonds coming up * Cryptos holding range What is your favorite play in the medium term?
    Petr Pinkhasov 3 views 23 comments Most recent by mandelbrot jones Real Vision
  • Weston Nakamura
    Daily Briefing (un)Special Guest - The Exchange Thoughts
    (see replies for add’l sectioned-off comments) https://vimeo.com/570374168For anyone who missed yesterday’s RVDB Tony Greer Tuesdays, you missed joining an angry mob who saw my stupid face instead (I was one of them- I too wanted Tony) don’t worry he’ll be back soon. I was pulled in about 13 mins prior to going live at 4:47am so @Ash Bennington & I just talked about what was top of mind, which defaults to recent posts on the Exchange + my big picture themes discussed on Exchange over time.…
    Weston Nakamura 3 views 12 comments Most recent by michael_k Real Vision