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Discussion List
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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,…
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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.)
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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?
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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 …
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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)
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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 …
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Petr & Weston: Markets Today & Week Aheadhttps://vimeo.com/576849211@Petr 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…
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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 …
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Let's see what's up.... (click on each image to zoom in)U.S. Listed Equities Crypto
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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…
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Exchanging Lanes: Episode 3https://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…
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Who likes 'S' curvesUser growth lookS SeriouSly Strong...
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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?
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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…
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Potential for policy mistakesAt 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…
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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.
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Going Through Charts w/ Petr Episode 2Time 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
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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.
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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…
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"Delta" Hedging 2020 Tokyo OlympicsBy 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…
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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…
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Webinar on the Carbon MarketI 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 …
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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…
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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
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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…
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market sniper on RVHello 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.
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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.
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Good Morning Exchange! Top Posts To Check OutGood 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 …
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China helped BTC mining industry unintentionallyChina 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.
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EU ETS Trade: Return guest requestTomorrow 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.
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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…
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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…
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The Exchange Week Ahead: July 12 - 16Headlines | 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…
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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…
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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 -
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 …
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The Case for Oil Equities in BriefThe 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: …
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Taking a look at the marketsThe 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...
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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?
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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.…
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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?
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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…
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Easiest way to get into cryptoOn 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…
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Short USD, second half of 2021Chart from readtheticker.com. Wait for fundamentals to confirm DXY cycle.
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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…
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Long ETHMore here: https://www.readtheticker.com/Pages/Blog1.aspx?65tf=4264_cycle-review--ethereum-2021-06
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US10yI 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…
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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 …
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So it's happening.... maybeTo 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....
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RVDB w/ Weston, Jack, and Samuelhttps://www.youtube.com/watch?v=DLyIhq6U54k
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HNS - Kenetic Capital - Jehan ChuHey 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…
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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…
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Something To Think About On Credit For Friday's Guest, David MeneretSo 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…
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Exchanging Lanes: Episode 2https://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 …
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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-…
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Real Vision Exchange Survey Week 26/2021: ResultsLong 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…
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Trade journalDoes anyone have a good program or app for an apple to use for a trade journal? All recommendations are appreciated. Thank you.
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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.)
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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
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Marko’s SlideMarko’s Slidehttps://slack-files.com/files-pri-safe/T01UU6E82RK-F0264ENKW82/real_vision_marko_v2.pdf?c=1624973051-34326b8e5d4168b2
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The consumer, the investor, the fed, everything, and wrecking ballsCan'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. …
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only 5 min to get things outThe 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 …
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Festival of Learning: The Exchange Wrap Up Video w/ Moritz Heiden & Weston NakamuraThe 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
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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 …
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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
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Options Comments pulled from FoL channel from Mike GreenIn 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 …
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Interesting event on Fraud from Berkeley LawIf 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
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Dfinity Investment ThesisDisclaimers: 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…
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Message to UI Team: iPad User ExperienceI 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…
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Welcome Petr to Team Exchange!https://vimeo.com/566544025@Farrell 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! �
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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
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FNMA and FNMASBad 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 -
Festival of Learning: Day 1 - How To JoinStarting 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… -
Weekly Influence Points Winners! Wk 6/14Congrats 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!
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LIVE STREAM: Fed Powell House Select Subcommittee Testimony “Lessons Learned: The Fed’s Response ...https://www.youtube.com/watch?v=sC8raj4cmtE
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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…
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Digital Euro discussionMany 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
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Daily routineHey 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..
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Boss MoveThe 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.
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Great ResourceReally cool resource that is simplistic yet comprehensive. @Roger Hirst is one of the writers as well. https://thelykeion.com/ Get it!
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Three Cheers for Ed Harrison, and the Fed’s StatementsI 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…
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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.
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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.)
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Exchange Exclusive: How To ESG - Dr. Indranil Ghosh w/ Ash Bennington & Weston Nakamurahttps://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…
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Weekly Influence Points Winners! Wk 6/7I 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…
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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…
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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.
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Recipes for manias, and crypto1: 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…
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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…
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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.
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Exchanging Lanes: Debut Episodehttps://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 54 points Most recent by Aaron Brill | Options Insight Real Vision
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