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  • Ralph Humphrey
  • sam_c
    Positive pensions news, funding ratio @ 100%
      Obvious question is, will they lock in these gains?  Will they buy a bunch of UST's when they lock in the gain keeping yields low?     
    sam_c 3 views 3 comments Most recent by Ralph Humphrey Real Vision
  • Petr Pinkhasov
    Monthly Influence Points Winners!
    Congratulations to the following winners and thanks for being amazing contributors to The Exchange! @Oliver Anderson  @Claudio Delgado  @Seahyung Park  @Stefan Clulow  @Matt B  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 As an aside, the new quarter has started so there is a level playing field to start winning some prizes again for…
    Petr Pinkhasov 3 views 4 comments Most recent by matthew_l Real Vision
  • jason_b
    Easiest way to get into crypto
    On a long weekend, I feel like the rhythms of my standard life kick in on Monday and I go a little crazy without something to do.  For that reason, I thought I would try to help people understand crypto.  Here is a list of things to do to develop a basis for understanding, a knowledge of where we are in the development of the tech, and a continuous flow of information that can help you make decisions on your journey.  Warning, it's all very simple.   First, buy Basic Blockchain by David Shrier…
    jason_b 4 views 0 comments Started by jason_b Real Vision
  • Ralph Humphrey
  • Ian Read
    Short USD, second half of 2021
    Chart from readtheticker.com. Wait for fundamentals to confirm DXY cycle.
    Ian Read 1 view 0 comments Started by Ian Read Real Vision
  • Paul McPherson
    Aussie Oil Producers Under Valued?
    Hi, I'm fairly new to this game so just wanted to know if I am missing something. There has been some murmers recently asking why the oil producers have not taken off but it seems to me that the Aussie oil producers currently show even better value and potential. My basis is as follows, 1 year returns: Oil up 84% Exxon up 42% XLE etf up 46% Then you have the Aussie producers STO up 34% WPL up 6 % BPT down -18% (had a small production downgrade where the market over reacted) As you can…
    Paul McPherson 3 views 5 comments Most recent by tony_m Real Vision
  • Ian Read
    Long ETH
    More here: https://www.readtheticker.com/Pages/Blog1.aspx?65tf=4264_cycle-review--ethereum-2021-06
    Ian Read 3 views 1 comment Most recent by john_c Real Vision
  • jason_b
    US10y
    I wrote this in a reply to a question that was asked of an earlier post.  I thought it would be thought provoking, so I tweaked it and put it here for more people to see.   In a country that produces nothing we are monetizing everything.  Since 2000 the onus of prosperity has shifted from private sector the fed's manipulation of interest rates, the US10y (and to a lesser degree the 5 year yield) is the mechanism through which the fed has given every debtor incremental raises by way of mortgage…
    jason_b 1 view 0 comments Started by jason_b Real Vision
  • Petr Pinkhasov
    This was a good one. Be sure to check out @"Jack Farley" 's preview that is pinned to the exchang...
    This was a good one. Be sure to check out @"Jack Farley" 's preview that is pinned to the exchange as well! Real Vision's Jack Farley welcomes David Meneret, Founder & CIO of Mill Hill Capital, to discuss the nuances of credit markets and strategies to manage risk when investing in collateralized securities. Meneret dives into U.S. credit markets and states that the current yield reflects a failure to recognize "unknown" unknowns. He shares his framework for investing …
    Petr Pinkhasov 6 views 0 comments Started by Petr Pinkhasov Real Vision
  • jason_b
    So it's happening.... maybe
    To follow up on a post from 4 months ago... f the 10 year is the driver of the economy/SPX, here you go.   https://www.tradingview.com/x/NuMtreLU/ It's happening...ish.  We will see. unconventional, yes, but shoes that fit....
    jason_b 3 views 3 comments Most recent by jason_b Real Vision
  • Farrell Murphy
    RVDB w/ Weston, Jack, and Samuel
    https://www.youtube.com/watch?v=DLyIhq6U54k
    Farrell Murphy 1 view 1 comment Most recent by matt_d Real Vision
  • jeremiah_s
    HNS - Kenetic Capital - Jehan Chu
    Hey RV team,  Could we please get Jehan Chu on the platform to do an interview regarding the different VC investing he is doing and also on HNS. I think it would really add a lot of value. I am doing research into HNS at the moment and it is really incredible project in the Web 3.0 stack that is held by every major VC in the space. Jehan is one of the main VCs working closely on HNS.  https://twitter.com/collectionist?lang=en @Raoul Pal @Jack Farley @Sebastian Moonjava @Nick Correa @Petr Pin…
    jeremiah_s 1 view 0 comments Started by jeremiah_s Real Vision
  • matthew_l
    Short Amazon - This Guy is Going naked =)
    I feel the time has come for Amazon to be in focus enough, alone after FB has been given a pass, to see some serious downfall. Charts are an easy look for a drop (I won't say correction). This is a very intuitive trade for me and took several months to decide if I would put it on. So I began building short yesterday at 3469. I don't recommend this to anyone, and it is not advice - financial or otherwise , I am not a financial advisor. The derivative route is obviously better for larger moves an…
    matthew_l 1 view 23 comments Most recent by i_n Real Vision
  • Petr Pinkhasov
    Something To Think About On Credit For Friday's Guest, David Meneret
    So on Friday it looks like we will have David Meneret on Real Vision to discuss all things concerning credit derivatives: credit default swaps, high-yield bonds, distressed debt, and more. I saw @Jack Farley put up an interesting tweet this morning:  (1) Jack Farley on Twitter: "just spoke with a credit investor who said that credit default swaps are priced so cheaply "...it's like the VIX at 5 or 6" credit risk is the one risk that so many have shrugged off" / Twitter Cr…
    Petr Pinkhasov 1 view 5 comments Most recent by wissam_a Real Vision
  • Weston Nakamura
    Exchanging Lanes: Episode 2
    https://vimeo.com/569079459EPISODE 2  UPDATES: * Nat gas: fracking, production disruption (trade idea) * Lumber: supply chain, homebuilding & housing demand (trade idea) * Autos: used cars, dealership inventory * US employment: job posting, unique observation on labor shortage IMAGES & analysis from the road: * Boat hauling: behavior of wealthy * Aluminum ingots: industrial activity * Lumber shipments  * WTF is this…??? New Discussions •Bill or no bill, US infrastructure is alive …
    Weston Nakamura 1 view 28 comments Most recent by jeremiah_s Real Vision
  • sam_c
    Goodbye speech of Andrew Haldane, Chief Economist and Member of the Monetary Policy Committee of ...
    For those that like reading about central banks I think this is a must-read.  @Milton The Curator  this guy now has more time on his hands (although maybe not) so if you could get him in the interview seat it would be great to hear from him.  some snippets;    LoL Black Wednesday  On CBDC and StableCoins and how it can change banking   Andrew is an excellent writer so I urge you to read it all.  https://www.bankofengland.co.uk/-/media/boe/files/speech/2021/june/thirty-years-of-…
    sam_c 1 view 3 comments Most recent by sam_c Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey Week 26/2021: Results
    Long time no update. I'm constantly rolling out new features on the Real Vision Bot's dashboard and restructuring his back-bone to enable single interview analysis for users. I hope everyone is getting his fix of sentiment and positioning in a timely manner via realvisionbot.com. New changes on the website (please disregard some ugly design bugs that still exist): Downloadable data You can download: * Answer frequency for Crypto survey (weekly aggregate) * Answer frequency for Macro surve…
    Moritz Heiden 4 views 19 comments Most recent by matthew_l Real Vision
  • jason_b
    Trade journal
    Does anyone have a good program or app for an apple to use for a trade journal?  All recommendations are appreciated.  Thank you.
    jason_b 1 view 4 comments Most recent by jason_b Real Vision
  • Ralph Humphrey
    What do you think is the most undervalued country in the world today? Please include a rationale...
    What do you think is the most undervalued country in the world today? Please include a rationale.* (This question was taken from the Real Vision twitter feed. I thought it would be interesting to see the differences in answers between the two platforms, and to get reasonable answers to this provocative question.)
    Answered Ralph Humphrey 3 views 7 comments Most recent by nivtej_d 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. @Matt B  @Sam Mitchell  @Sam Colt  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
    Petr Pinkhasov 2 views 7 comments Most recent by Weston Nakamura Real Vision
  • Claudio Delgado
    Marko’s Slide
    Marko’s Slidehttps://slack-files.com/files-pri-safe/T01UU6E82RK-F0264ENKW82/real_vision_marko_v2.pdf?c=1624973051-34326b8e5d4168b2
    Claudio Delgado 1 view 1 comment Most recent by christopher_m Real Vision
  • jason_b
    The consumer, the investor, the fed, everything, and wrecking balls
    Can't shake it so I guess I'll put it out there.   I constructing my view on the state of the economy, out prospects as a nation and how that relates to the rest of the world, I have been struck by 2 thoughts...  Ha Ha The first thing that strikes me is the intangible and etherial nature of economics.  For the most part we are all discussing derivatives of thoughts.  We are all measuring the a functional behavior that is a result of a thought process that I have yet to find a definition for. …
    jason_b 1 view 0 comments Started by jason_b Real Vision
  • jason_b
    only 5 min to get things out
    The character of the DJI prior to 1945 is much more like the character of BTC prior to Jan. 2020.  Given that Bretton Woods changed the nature of the USD, this change in character for BTC could say a lot.        In that there are obviously 2 audiences here I like to be clear about what I'm saying...  BW was the starting point for the US Dollar as the global reserve currency.  As a result, larger more sophisticated forces with more money and skill became interested in Wall St.  Look at the DJI …
    jason_b 1 view 0 comments Started by jason_b Real Vision
  • Weston Nakamura
    Festival of Learning: The Exchange Wrap Up Video w/ Moritz Heiden & Weston Nakamura
    The Exchange is a 24/7/365 festival of non-stop learning!  See Two Quants co-founder, Munich Re Head of Quant Research, RV Exchange builder/contributor, and Festival of Learning Day 3 "Information Curation" panelist @Moritz Heiden and I share our thoughts on tough lessons learned in 2021, including: • Moritz selling calls on GME in Jan • Moritz "fat finger" crypto execution • Weston's FOMO portfolio ....and much more.  https://vimeo.com/567688306Check out TwoQuants here
    Weston Nakamura 3 views 12 comments Most recent by sergio_m Real Vision
  • Weston Nakamura
    Festival of Learning: Roger Hirst on Technical Analysis
    (Roger just wrote this out in slack, I’m guessing the question is from @Aaron Brill ? But wanted to share w/ exchange↓ )   Apologies to everyone for the long message, but this is an answer for Aaron who asked: “Knowing how, when, and the right types of trades to properly express the narrative being painted by my TA and general pattern recognition in the macro environment. What do you do?” My use of TA is to complement macro fundamentals (I’m not in front of a screen for enough of the day to …
    Weston Nakamura 5 views 2 comments Most recent by Aaron Brill Real Vision
  • simon_b
  • Weston Nakamura
    heads up- Fest of Learning next panel (starting now): fellow Exchange members / Two Quants Moritz...
    @Moritz Heiden @Moritz Seibert and of course RV Bot on the panel on info curation  
    Weston Nakamura 1 view 0 comments Started by Weston Nakamura Real Vision
  • Weston Nakamura
    Options Comments pulled from FoL channel from Mike Green
    In Tom Thornton and Mike Green's panel,@John Sundheim asked the following question which I wanted to highlight, as Mike responded  in great depth immediately following the session. Want to share with those who may have missed it: John Sundheim question:  In Summary can Mike and Tom verbalize a short list of the criteria mentioned with terms like "25 delta" and asymmetric payouts given a little more detail. Mike Green: Short list of the criteria: 1. Buy an option that matches your …
    Weston Nakamura 2 views 12 comments Most recent by matt_d Real Vision
  • sam_c
    Interesting event on Fraud from Berkeley Law
    If you are interested in fraud / short selling this might be for you. It's a paid event but keep an eye on the #FraudFest journos always spoil the goodies. https://berkeleyfraudfest.com/   https://twitter.com/dianabhenriques/status/1407747938940555267?s=19  
    sam_c 4 views 0 comments Started by sam_c Real Vision
  • yassine_l
    Dfinity Investment Thesis
    Disclaimers: 1- This way further in the risk spectrum, I assume you already have a good allocation to BTC/ETH and looking outside of DeFi into the wider Web3 spectrum! 2- This is a long post and can be used as an entry point to do more research and get started understanding and learning about the new decentralized technology infrastructure! Added a tl,dr at the top for people who don’t have time. 3- I am a techie working at a "traditional" cloud company so I am either biased or hav…
    yassine_l 2 views 11 comments Most recent by goncalo_g Real Vision
  • stefan_c
    Message to UI Team: iPad User Experience
    I don’t think I’m alone in disliking one aspect of the UI for the RV iPad app.  The app is a huge improvement from the last one.  At least I think it is.  I can’t really tell because I don’t really use it.  I used to use it almost all of the time, but now the UI sucks. @Travis Kimmel @Weston Nakamura The app should default to the horizontal viewing mode.  This issue was flagged a while back amidst a series of complaints about having to view videos in vertical mode on the then new iPad app.  Ex…
    stefan_c 1 view 1 comment Most recent by Weston Nakamura Real Vision
  • Weston Nakamura
    Welcome Petr to Team Exchange!
    https://vimeo.com/[email protected] Murphy and I are very excited to introduce the community to a big addition to the Exchange team: @Petr Pinkhasov ! Please welcome (and obviously follow) Petr, great dude, sharp and market knowledgeable (just watch the video lol).  Let’s make him feel at home just as you do with me and each other,  - Petr joining will take the Exchange onward and upward! �
    Weston Nakamura 7 views 9 comments Most recent by matthew_l Real Vision
  • Farrell Murphy
    RVDB Live! Submit your questions
    @Weston Nakamura and @Jack Farley will be on RVDB Live today and will be answering questions from The Exchange. Any questions not answered live will be answered afterwards here. Comment under this post to ask your questions! https://www.youtube.com/watch?v=aa58QihWq3I
    Farrell Murphy 1 view 7 comments Most recent by jeremiah_s Real Vision
  • max_w
    FNMA and FNMAS
    Bad day for the GSEs. Mixed Supreme Court case ruling. Haven't had time to go through it all but they are down bad. Best article I can find thus far:  https://www.npr.org/2021/06/23/999877525/supreme-court-grants-a-reprieve-to-agency-that-runs-fannie-freddie  
    max_w 15 views 10 comments Most recent by max_w Real Vision
  • Real Vision
    Festival of Learning: Day 1 - How To Join
    Starting at 10:00am EST… HOW TO JOIN: ★ Find your email: “[Reminder] The Festival is starting – your link to join inside” 1. First, please make sure you’re logged in to realvision.com (which you should be if you’re logged into the Exchange - but make sure). Once you’ve done that, go to your email “[Reminder] The Festival is starting – your link to join inside”   2. Now that you’re logged in, you can access the Festival by clicking the icon in the email that looks like this: 3. In ca…
    Real Vision 3 views 0 comments Started by Real Vision Real Vision
  • Farrell Murphy
    Weekly Influence Points Winners! Wk 6/14
    Congrats to our Weekly Influence points winners from last week! You guys are responsible for making the The Exchange awesome! @Steven Van Metre  @Stefan Clulow  @Wissam Ali  Reminder: Our Top 3 Weekly Influence Point earners will win $10 towards Real Vision Shop and the Top 5 Monthly Influence Point Earners will win $25 towards Real Vision Shop. See Details Here As a reminder we will have 3 new weekly winners next week so everyone is still in the game for next week! 
    Farrell Murphy 1 view 2 comments Most recent by matthew_l Real Vision
  • Weston Nakamura
  • Weston Nakamura
    Weekly Roundup + Global Markets Review: USD & FX, USTs, Equities, Options & Quarter Expiry, Gold ...
    https://vimeo.com/565456248Not my typical weekly roundup at all ↑ Markets Reviewed / Examined & Explained  In this note- market related matters from the week: •Global Central Banks •Geopolitical Risk  •”The Dollar” / the yen, FX •UST yields •Gold & crypto  •June quarterly options expiry/meme calls I was going to discuss markets on RVDB Thurs but didn’t make it on. Not every day is a markets discussion day- but day after FOMC certainly was. We saw some major moves that had left…
    Weston Nakamura 2 views 26 comments Most recent by Matthew Paley Real Vision
  • marguerita_l
    Digital Euro discussion
    Many implicating of CBDCs. Why is this not discussed in the main stream press? Or are there any US forums where the possible implementation paths,  ramifications and ethics are discussed? https://www.eventbrite.de/e/digital-currencies-beyond-borders-international-implications-of-cbdcs-tickets-158416495001
    marguerita_l 2 views 0 comments Started by marguerita_l Real Vision
  • Matthew Johnson
    Daily routine
    Hey all, I was just curious to hear about your daily routines of the different prices and indices you check. i.e. do you start your day by looking at the VIX, MOVE index, 2 - 10 spread etc..
    Matthew Johnson 1 view 3 comments Most recent by matt_d Real Vision
  • jeremiah_s
    Boss Move
    The guy who built this is a complete boss:  https://twitter.com/pheathwa/status/1405664600570298369https://www.yapmandu.com/ @Paul Heath Lets go bro!  It basically aggregates all the Twitter posts of the RV people so you don't miss anything they say.  
    jeremiah_s 1 view 3 comments Most recent by Paul Heath Real Vision
  • jeremiah_s
    Great Resource
    Really cool resource that is simplistic yet comprehensive. @Roger Hirst is one of the writers as well.  https://thelykeion.com/ Get it!
    jeremiah_s 3 views 0 comments Started by jeremiah_s Real Vision
  • stefan_c
    Three Cheers for Ed Harrison, and the Fed’s Statements
    I had some thoughts on the Fed’s actions today (below), but want to say a word first about Ed Harrison’s departure. I have a mixed reaction to Ed Harrison’s plan to move on from RealVision. I first encountered  Ed in the very early days of Zero Hedge in 2008 and then watched his show Boom Bust on RT.  I read his articles when I found them post-GFC, but got a whole new view during the dark days last March when the world was ending and I discovered RV (via an RV interview of Dan Zwirn posted on…
    stefan_c 1 view 3 comments Most recent by stefan_c Real Vision
  • Real Vision
    Real Vision Group SEZC, the company behind Raoul Pal’s financial media brand, is closing in on a ...
    Real Vision Group SEZC, the company behind Raoul Pal’s financial media brand, is closing in on a $35 million Series C, CoinDesk has learned.
    Real Vision 1 view 2 comments Most recent by Brad S Real Vision
  • Weston Nakamura
    If you can pick the mind of 1 or 2 people from the Exchange (about anything), who would it be? Us...
    If you can pick the mind of 1 or 2 people from the Exchange (about anything), who would it be? Use names & “@“ tag. Also feel free to write what / why (i.e. @Moritz Heiden - want to know how quants look at markets- tickers? Charts? Lines of code? @Matt Daniell to learn how to develop a bulletproof daily process and stay disciplined to it.)
    Answered Weston Nakamura 1 view 5 comments Most recent by jeremiah_s Real Vision
  • Weston Nakamura
    Exchange Exclusive: How To ESG - Dr. Indranil Ghosh w/ Ash Bennington & Weston Nakamura
    https://vimeo.com/555247663Alternative video title: “How To Prosperity”  I have the privilege of participating alongside @Ash Bennington for a tri-continental discussion with Dr. Indranil Ghosh of Tiger Hill Capital and author of Powering Prosperity:  A Citizen's Guide for shaping global prosperity   - sharing insights exclusively for the Exchange. (MIT trained, formerly with Abu Dhabi Sovereign Wealth Fund, Bridgewater Associates, McKinsey & Co).  Through his unique perspective, Indranil…
    Weston Nakamura 6 views 15 comments Most recent by henry_d Real Vision
  • Farrell Murphy
    Weekly Influence Points Winners! Wk 6/7
    I am posting on time for once this week (lol). Congrats to our Weekly Influence points winners from last week. Thank you all for making The Exchange awesome! @Pablo Malvar Fernandez  @Claudio Delgado  @Bradley Snyder  Reminder: Our Top 3 Weekly Influence Point earners will win $10 towards Real Vision Shop and the Top 5 Monthly Influence Point Earners will win $25 towards Real Vision Shop. See Details Here As a reminder we will have 3 new weekly winners next week so everyone is still in th…
    Farrell Murphy 2 views 9 comments Most recent by matthew_l Real Vision
  • Ian Read
    Bitcoin to $200,000, how?
    More detail here: https://www.readtheticker.com/Pages/Blog1.aspx?65tf=4232_bitcoin-to-200000-review-2021-06   Here is why BTCUSD to $200,000 is now on the table in 2021. During a period of heavy money printing with higher debt levels the FED must choose between two of the following to avoid a collapse: 1) Higher stock prices. 2) Keeping the economy and employment positive. 3) US dollar strength. The above is known as the economic 'Dollar Trinity' choice. The FED and the DEM's (US mid term…
    Ian Read 1 view 0 comments Started by Ian Read Real Vision
  • sam_c
    Scale from 1-5 how true is this meme? Feel free to comment too.
    Scale from 1-5 how true is this meme? Feel free to comment too.
    Poll sam_c 2 views 3 comments Most recent by jason_b Real Vision
  • jason_b
    Recipes for manias, and crypto
    1: An economy near the end of.a debt super cycle with more gilded coins in the hands of people who don't know how to treat them 2: a novelty/new tech that is picking up steam with the Haves' 3:the new item has to be easily attainable have it's own vernacular to lip 5: Lack of oversight (like riding down the highway before the rising sun has appeared) Crypto in the US:  1: Economic outlook: check  2: Lambos: Check 3: Only hurdle is KYC: check; Mining, proof of stake; check 5: Defi multip…
    jason_b 4 views 4 comments Most recent by jason_b Real Vision
  • jason_b
    Can the fed directly and positively effect the employment rate?
    If the price of oil is the price of energy and the amount of energy needed to create something is directly related to the price of all things, then the trend in demographics is the is the on/off switch for whether or not our monetary policy works.  The rate limiting factor in the speed with which a population grows is the age to sexual maturity, so we as a species are inherently slow at changing our demographics.  Add on top of that the delayed age at which women are getting pregnant, and the a…
    jason_b 2 views 1 comment Most recent by jason_b Real Vision
  • Aaron Godeaux
    Can anyone think of any good reasons to tokenize commodities? I don't see any clear advantages, a...
    Can anyone think of any good reasons to tokenize commodities? I don't see any clear advantages, and I see potential large problems regarding immutability.
    Answered Aaron Godeaux 2 views 6 comments Most recent by John G Real Vision
  • Weston Nakamura
    Exchanging Lanes: Debut Episode
    https://vimeo.com/561587797 This has the potential to be the greatest experiment to test the superiority of the Exchange against everyone/thing else. I truly believe that a truck driver and a D student can self-generate a better grasp of the real economy than so called economists, market participants, academics, policy makers and anyone else - precisely because we are taking a highly unconventional (and highly rational) approach. But we need your help - so if you have anything (really- anything…
    Weston Nakamura 1 view 55 comments Most recent by Aaron Brill Real Vision
  • Claudio Delgado
  • Farrell Murphy
    Weekly Influence Points Winners! Wk of 6/1
    Congratulations to last week's winners and thanks for all your contributions! @Moritz Heiden  @Seahyung Park  @Oliver Anderson    Reminder: Our Top 3 Weekly Influence Point earners will win $10 towards Real Vision Shop and the Top 5 Monthly Influence Point Earners will win $25 towards Real Vision Shop. See Details Here As a reminder we will have 3 new weekly winners next week so everyone is still in the game for next week!
    Farrell Murphy 3 views 9 comments Most recent by seahyung_p Real Vision
  • pcl_scotland
    Regarding Wider Trading Privileges for UK Retail Investors
    Hello RV'ers, As you all know, or would correctly suppose, UK retail investors are limited in relation to how they can express an investment, (unless they have 1,000,000 GBP or over on account). Can anyone advise if the limitations of retail in relation institutional trading is due to UK GOV (guidance or UK law), or Brokerage (guidance or regulation)?   If a UK retail investor gained a CFA UK Level 4 Certificate in Investment Management (unit 1 & 2 entry-level qualification; https://www.…
    pcl_scotland 2 views 0 comments Started by pcl_scotland Real Vision
  • Esther Penner
    Please assume I am a neophyte to the cryptocurrency space when responding to my question. I resid...
    Please assume I am a neophyte to the cryptocurrency space when responding to my question. I reside in the US and am a citizen of both the US and Canada. I also have bank accounts in both countries. I want to buy Cryptocurrency with both US and Canadian dollars beginning with minimum investments while I set up the right template for myself and gain confidence in its efficacy. Suggestions?
    Question Esther Penner 4 views 0 comments Started by Esther Penner Real Vision
  • Stephen Selvey
    Are cyclical versions of History like the Fourth Turning valid?
    Recently I listened to a couple interviews with Niall Ferguson regarding his new book, “Doom”, in which he basically said cyclical versions of history aren’t valid. He was even asked directly about Neil Howe’s, The Fourth Turning, theory. I know many people, myself include, are rather Neil Howe devotees. Since both of these men make regular appearances on Real Vision I wonder if they’d be willing to discuss this topic.    I‘m big fans of both, and don’t feel qualified to critique either one‘s…
    Stephen Selvey 1 view 5 comments Most recent by Richard Mayor Real Vision
  • sam_c
    Submit a trade idea to Dan McMurtrie & friends and maybe win some money, have fun along the way.
    Dan has appeared on RV a couple of times already and is now looking for ideas and talent.  so if you think you have both of those you should participate in this challenge:  Free to enter:    https://twitter.com/SuperMugatu/status/1401909691987419136?s=20  How to submit:  [email protected] by July 9th   Pitch what you think is really good. Even so, if it's long it better be worth it. If it's small it better be insanely good.   Dan's interview before the big crash last year.  h…
    sam_c 1 view 0 comments Started by sam_c Real Vision
  • stefan_c
    Good for decarbonization tech, less bullish for copper in the mid- to long term
    Copper supplies are arguably (clearly?) insufficient to electrify the world to the extent that everyone seems to want.  However, a novel technology has been developed, after decades and decades of trying by engineers and metallurgists, to recover previously unrecoverable and uneconomic copper deposits using existing processing capex and workflows.  It probably puts a dent in @Raoul Pal ‘s notion that copper could be an exponential asset en route to the Big Green Future… Mitsubishi Corporation …
    stefan_c 2 views 0 comments Started by stefan_c Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey Week 23/2021: Results
    I'm back at the desk this week and can give you some details on the latest survey results. Today is also macro portfolio rebalancing day (every Monday at close). Yesterday, the Bot already rebalanced the Crypto portfolios. I did some major updates behind the scenes, preparing the Bot for being able to scan more efficiently through the interviews. He gets a database update and I'm including a more flexible way to incorporate any huggingface transformers NLP models. Probably, this update will ta…
    Moritz Heiden 2 views 10 comments Most recent by kevin_i Real Vision
  • ant_h
    I just read a really useful paper on index (inflation) linked bonds (linkers).
    It's only 12 pages and easy to understand. It covers a variety of concepts including duration, how linkers behave in different economic environment, volatility, and liquidity. Anyway here's the link in case you want to read it. An Introduction to Inflation-Linked Bonds by Werner Krämer, Managing Director, Economic Analysis at Lazard Asset Management. Published 2017.  https://www.lazardassetmanagement.com/docs/sp0/6034/AnIntroductionToInflation-LinkedBonds_LazardResearch.pdf  Also, if you kno…
    ant_h 2 views 5 comments Most recent by ant_h Real Vision
  • ravi pradhan
    Donate to Brink
    Just donated to Brink , a non-profit focused on educating developers for BTC. I am BTC hodl-er and believe in its role  ..https://brink.dev/donate
    ravi pradhan 2 views 0 comments Started by ravi pradhan Real Vision
  • Cristofer
    Festival of Learning V-Survey
    Hey everyone! How do you learn? The Festival of Learning is kicking off in 20 days (not that we’re counting), so we want to hear from you… Real Vision interns are working on something that will help Real Vision members learn from each other… (Oh, and there are prizes, too…) Announcing… V Questions: Project Learning Here’s what we want you to do – Take part in V Questions… an OG Real Vision format where you answer 5 questions in quick succession (although, in this version we are not requir…
    Cristofer 2 views 12 comments Most recent by Cristofer Real Vision
  • simon_b
    Are there any professional traders on here ? If so - would you at all be interested in forming a ...
    Are there any professional traders on here ? If so - would you at all be interested in forming a private group to discuss views/opportunities etc... ?
    Answered simon_b 3 views 5 comments Most recent by eduard_k Real Vision
  • Weston Nakamura
    RVDB After Hours on the Exchange: Jack & Weston Walk Through and Discuss Constructing a Real Opti...
    We did none of the things @Jack Farley  promised at the end of today‘s RVDB, and instead we just discussed an options trade that we both have a position in.  https://vimeo.com/558830991As always- here’s my “this is not investment advice” disclaimer:  DO NOT TRADE THIS. IF YOU TRADE THIS, YOU WILL LOSE 100% OF YOUR MONEY. THIS IS A VERY STUPID BAD IDEA AND IS NOT TO BE REPLICATED REGARDLESS OF YOUR LEVEL OF TRADING EXPERIENCE. THIS IS NOT EVEN “FOR ENTERTAINMENT PURPOSES ONLY,” THIS IS FOR MON…
    Weston Nakamura 2 views 11 comments Most recent by John Ahearn Real Vision
  • Ian Read
    Gold with Gann Angles
    Link for more detail : https://www.readtheticker.com/Pages/Blog1.aspx?65tf=4229_gold-gann-angle-update-2021-06   Chart 1 - Gold has been running up the Gann 1x4 blue angle. Notice how corrections are bouncing of this Gann angle (red arrows).          
    Ian Read 1 view 0 comments Started by Ian Read Real Vision
  • Farrell Murphy
    Round 2: Weston and Jack on RVDB Live- Submit your questions!
    @Weston Nakamura and @Jack Farley will be on RVDB Live again today and will be answering questions live from The Exchange. Comment under this post to ask your questions!   Topic: EQUITIES AND BONDS RETREAT AS “BANG” STOCKS SQUIRM See Weston’s latest post to be discussed on RVDB:  The Lira & BTC + Gold Explained https://www.youtube.com/watch?v=GhEPL2Uddss
    Farrell Murphy 4 views 9 comments Most recent by matthew_l Real Vision
  • matthew_l
    Am I allowed to post a PDF about CBDC meeting on crypto? It's not a pay service
    It's not a pay service but idk their EULA flawlessly and I couldn't learn it in time to matter. Let me know!
    matthew_l 1 view 2 comments Most recent by matthew_l Real Vision
  • simon_b
    simon_b 1 view 9 comments Most recent by simon_b Real Vision
  • Farrell Murphy
    RVDB Live- Submit your Questions!
    @Weston Nakamura and @Jack Farley will be doing RVDB Live Today and taking questions from The Exchange. Ask your questions for Weston and Jack in the comments under this post for them to answer live!   See Here for the charts! https://www.youtube.com/watch?v=oicXAqG6gKA
    Farrell Murphy 1 view 9 comments Most recent by i_n Real Vision
  • mat_d
    The Real Vision social token
    So RV Team, I have a question... Are you guys working on or considering a Real Vision Social / Community token?  I'd love to participate, and invest, in an experiment around some form of tokonomics model for the Real Crypto tier.  Also what would happen if we incentivise Exchange contributors with some form of RV token?  This thought was spurred from a video call between Wissam, Jeremiah & myself and a few posts I've been seeing on the exchange. Thoughts?
    mat_d 4 views 20 comments Most recent by mat_d Real Vision
  • Moritz Heiden
    Update from the Real Vision Bot.
    Sorry for not posting the weekly results in a timely manner lately. If you are taking those as an early indicator, it's always updated on Sunday on the Bot's website (www.realvisionbot.com). If you only look at the charts, you might only miss my description of events. I'll return to the normal schedule of discussing the results on the Exchange shortly. For the moment I'm working on new features for the Bot. One feature will be to search the interviews for any keyword and display the informatio…
    Moritz Heiden 3 views 3 comments Most recent by sam_c Real Vision
  • Real Vision
    Real Vision managing editor Ed Harrison sits down with Darius Dale, founder and CEO of 42 Macro, ...
    Real Vision managing editor Ed Harrison sits down with Darius Dale, founder and CEO of 42 Macro, to lay out his investment framework for markets and provide a strategic update on his macro outlook for this year. He introduces his GRID regime framework, which measures, tracks, and contextualizes the rate of change in key macro variables across time and geographies to evaluate their impact on a wide array of asset classes. Using this model, he offers his insights into the trajectory of economic g…
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • sam_c
    Demographics and pensions china
    There has been news in china regarding the new kid policy. You can now have 3.  But seems like when they allowed 2 in 2016 it didn't really increase baby making. 2016 new 2 kid policy wasn't a huge success.   Popular Economic Reasons given for lower birthrate; -woman are working and are financially independent, child bearing either postponed or less attractive. -education and housing have become really expensive. -Chinese take care of their elderly parents. And since they retire early…
    sam_c 4 views 5 comments Most recent by gregg_c Real Vision
  • Farrell Murphy
    Monthly Influence Point Winners!
    I hope everyone had a good long weekend. Congratulations to our monthly winners and thanks for all you do for The Exchange community! @Wissam Ali  @John Crockett  @Sam Colt  @John Doe  @Pablo Malvar Fernandez    Reminder: Our Top 3 Weekly Influence Point earners will win $10 towards Real Vision Shop and the Top 5 Monthly Influence Point Earners will win $25 towards Real Vision Shop. See Details Here As a reminder we will have 3 new weekly winners next week so everyone is still in the g…
    Farrell Murphy 1 view 16 comments Most recent by ernesto_r Real Vision
  • sam_c
    Apart from Cathie Wood, what other active manager is making big returns? I like passive but if yo...
    Apart from Cathie Wood, what other active manager is making big returns? I like passive but if you call yourself active the last 12 months have been filled with opportunities. Who took advantage? Min aum 1B +
    Answered sam_c 2 views 1 comment Most recent by pascal_m Real Vision
  • sam_c
    Epic Games, Inc V Apple
    In case anyone here interested in that case.  Here is all the material that is being presented in the courts.  Benedict Evans dug up these slides about all the app stores in China.    https://twitter.com/benedictevans/status/1399292996823269377?s=20However, he is sneaky and expects people to pay for his premium newsletter to basically read public info (F-That)   https://twitter.com/benedictevans/status/1399297446484889600?s=20So i dug into all those files in the hope to find that one presen…
    sam_c 1 view 2 comments Most recent by sam_c Real Vision
  • Weston Nakamura
    Being productive on Memorial Day - learn blockchain
    https://vimeo.com/557232337This is for everyone. Non crypto folks to blockchainbusters and everyone in between. Don't let a D student surpass you!  watch → HOW BLOCKCHAINS WORK: A VISUAL WALKTHROUGH  Anders Brownworth w/ @Ash Bennington 
    Weston Nakamura 3 views 2 comments Most recent by Brad S Real Vision
  • Real Vision
    Beeneet Kothari, managing partner at Tekne Capital, welcomes Joe Lonsdale, partner at 8VC, to dis...
    Beeneet Kothari, managing partner at Tekne Capital, welcomes Joe Lonsdale, partner at 8VC, to discuss public markets, growing tech companies, and Covid-19. Lonsdale argues that the technology sector will experience continued growth as investors and policymakers recognize its important role in maintaining the global economy during the Covid-19 crisis. Lonsdale draws on his experience as a co-founder of Palantir to explain the unusual growth pattern that disruptive technology companies can experi…
    Real Vision 4 views 0 comments Started by Real Vision Real Vision
  • The future belongs to the visionaries.
  • Weston Nakamura
    Exchange Exclusive: NFL’s Sean Culkin (Mr. “Pay Me In BTC”)
    Ladies & Gents of The Exchange- see the Exchange Exclusive video below, courtesy of @Ash Bennington interviewing Sean Culkin, professional American football tight end, and first NFL player to convert 100% of his salary from USD to BTC.  Watch him talk about his background, his journey of learning (with a big shout out to RV of course), and his reasoning behind how he arrived at this decision - to be (ir)responsibly compensated in this particular scarce asset over fiat. And what else lies a…
    Weston Nakamura 2 views 3 comments Most recent by matthew_l Real Vision
  • jason_b
    crypto opportunity right now
    I'm just thinking through this, so help me out by commenting if you would....Ahem (Raoul/Ash, the weekend is near and obligations are fewer.) All of crypto is the same trade.  All the charts follow BTC, essentially.  If  that is true, think of a pack of reindeer or caribou or some shit that climbs mountains to eat and avoid predators.  The fastest and the strongest ran up the prior hill (first leg of the potentially massive run up in crypto prices) the fastest and the farthest and got to the …
    jason_b 1 view 1 comment Most recent by an_s Real Vision
  • jason_b
    Thought that wont get out of my head...
    Special and Standard both work in SLR... Tapering is too disruptive and the static coming off the banks due to collateral being low needs to be addressed.  
    jason_b 2 views 0 comments Started by jason_b Real Vision
  • sam_c
    Full employment as a policy, what does that mean? What country has this? And does it work at scal...
    Full employment as a policy, what does that mean? What country has this? And does it work at scale?
    Answered sam_c 1 view 4 comments Most recent by sat_p Real Vision
  • Weston Nakamura
    LIVE: House Financial Services Committee
    https://www.youtube.com/watch?v=TspaxncgkjcFor those who saw my posting from yesterday’s Senate hearing ↓  LIVE: Senate Banking Committee Annual Grilling of Bank CEOs Thanks for reading, and I hope you rewarded yourselves with my 2 embedded market ideas happening on AMC & Ford getting gamma strangled into expiry tomorrow. AMC was +15%, Ford was +7% yesterday. AMC another +15% today/now, Ford another +7%.
    Weston Nakamura 1 view 0 comments Started by Weston Nakamura Real Vision
  • Dave Thompson
    interesting interview topic
    Hey Jack, Ash, et al! This could be an interesting topic. Angel investor entrepreneur Arvin Bhangu, Waterloo, Ontario, and his startup: https://www.therecord.com/news/waterloo-region/2021/05/26/buying-a-house-with-bitcoin-waterloo-entrepreneur-aims-to-create-global-real-estate-market-on-universal-currency.html?rf Dave
    Dave Thompson 1 view 0 comments Started by Dave Thompson Real Vision
  • Farrell Murphy
    Weekly Influence Points Winners!
    Congrats to last week's winners! Remember you can win the weekly prize once a quarter and the monthly one every 6 months. @Matthew Lansing  @John Crockett  @Craig P  In case you forgot: Our Top 3 Weekly Influence Point earners will win $10 towards Real Vision Shop and the Top 5 Monthly Influence Point Earners will win $25 towards Real Vision Shop. See Details Here
    Farrell Murphy 1 view 10 comments Most recent by mat_d Real Vision
  • Moritz Heiden
    Welcome Gus!
    I just wanted to welcome @GUSTAVO SMOCOVICH  to the Exchange. Gus is working with us (@Moritz Seibert  and me) in Brazil and has a wealth of experience in Latin America. I wanted to point this out because if you need any contacts or advice, he‘s the guy to approach. Needless to say that he is a fantastic character, and if this Corona thing wouldn’t be have happened, we would most likely sip Caipirinhas right now and tackle the markets.
    Moritz Heiden 2 views 11 comments Most recent by ulrich_u Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey Week 21/2021: Results
    Latest results from the Real Vision Survey. Find all the updates on www.realvisionbot.com The website now features * Crypto Survey: results from the latest crypto survey * Portfolios: crypto portfolios, weights and performance In addition, I did some fixes on weight and performance charts. Mainly there was a problem with the weekly update of the weights and the performance accidentally did not update some positions. That's fixed now. Crypto survey summary Ethereum still leading. I made the…
    Moritz Heiden 2 views 5 comments Most recent by matthew_l Real Vision
  • Raoul Pal
    Question everyone:
    How often each day do you check market prices and charts?
    Raoul Pal 1 view 28 comments Most recent by ollie_s Real Vision
  • BRANDON GRZYWA
    How will the crypto ecosystem disrupt insurance as we know it?
    How will the crypto ecosystem disrupt insurance as we know it?
    Answered BRANDON GRZYWA 1 view 1 comment Most recent by jeremiah_s Real Vision
  • dyutiman_d
    Manhattan Meetup
    Hi guys,  As the city opens up, any interest in a physical meetup? Perhaps in Central Park? Or do you guys prefer a bar, or perhaps an outdoor patio? Discussing investment theses in person would be exciting, plus getting to know new people to learn from. Dyutiman attention: @George Stanoev 
    dyutiman_d 1 view 0 comments Started by dyutiman_d Real Vision
  • Ian Read
    Bitcoin sell off was planned, and believe it or not the ASIAN traders a big with Gann Angles, let...
    For more go to the link Ref: https://www.readtheticker.com/Pages/Blog1.aspx?65tf=4215_bitcoin-gann-angle-forecast-2021-05 Gann Angle and T Theory Time study. Bitcoin is the fastest moving price unit per time unit ever. This is why the Gann Angle 1x1 chart is narrow and very tall.  Gann Angles starting from the Mt Gox High. The Gann Angle 1x1 picked the 2017 high, and so far its picked the high in 2021 with the 1x2, but is it the final high for this bull cycle, who knows (see video below), th…
    Ian Read 1 view 0 comments Started by Ian Read Real Vision
  • Weston Nakamura
    Weekly Roundup Expo Age 2: Goldman CFO Marty Chavez (Explained & Interviewed), Jim Bianco Debut o...
    https://vimeo.com/554023402Marty Chavez: How a Silicon Valley / Stamford PhD in machine learning with zero trading background became CFO of Goldman & turned GS into a technology firm w/ @Raoul Pal  Jim Bianco‘s RV Crypto Debut ← Voluntary & Early Career “Retraining” w/ @Ash Bennington  The Exponential Age of Massive Widespread Job & Career Destruction w/ Art Bilger  Expo Age Week 1 Roundup w/ @Edward Harrison  
    Weston Nakamura 6 views 11 comments Most recent by lex_w Real Vision
  • Jeff glover
    This seems concerning. What are your thoughts? If the SEC pauses ETF rollout I'm assuming the rec...
    This seems concerning. What are your thoughts? If the SEC pauses ETF rollout I'm assuming the recent crypto carnage will continue short term. https://mobile.twitter.com/jchervinsky/status/1396475007308554243The speed & severity of this crash gives the SEC an easy excuse to deny this year's Bitcoin ETF proposals. Price action appears driven by derivatives trading on unregulated offshore exchanges, the SEC's big concern all along. I wouldn't rule an ETF out yet, but chances are low. — Jake…
    Answered Jeff glover 1 view 5 comments Most recent by mat_d Real Vision
  • D H
    Dear RV, I love crypto and have been involved since the early days but I have a question that bug...
    Dear RV, I love crypto and have been involved since the early days but I have a question that bugs me. As a hivemind, we are so focused on today's developments but the errors of tomorrow could come back to haunt us and the question is: if one can accidentally "lose one's BTC/Crypto on a boating trip" and then hand down (through informal inheritance) your coins to your family/inheritors Ad Infinium creating a permanent wealth class/rent-seeking class -- that's super dangerous for socie…
    Answered D H 1 view 4 comments Most recent by allen_a Real Vision
  • sam_c
    JPM Deck on china
    Here is a deck with lots of data on China:          here its interesting to see how different MSCI China is from the S&P 500   For the Bond people     
    sam_c 1 view 3 comments Most recent by dagobert_h Real Vision
  • manuel nathaniel_c
    Harry Dent and his ideas of an Exponential Age. Video from 5 years ago..
    I though it was a good idea an share this interview from 5 years ago: https://www.realvision.com/shows/the-interview/videos/interview-with-harry-dent  Now that the Exponential Age 2 week video has ended.  
    manuel nathaniel_c 1 view 2 comments Most recent by ross_m Real Vision