The Exchange
Discussion List
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Weekly Influence Points Winners! Wk of 6/1Congratulations 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! -
Regarding Wider Trading Privileges for UK Retail InvestorsHello 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.… -
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?
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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…
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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…
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Good for decarbonization tech, less bullish for copper in the mid- to long termCopper 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 …
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Real Vision Exchange Survey Week 23/2021: ResultsI'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…
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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…
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Donate to BrinkJust 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
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Festival of Learning V-SurveyHey 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… -
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... ?
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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…
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Gold with Gann AnglesLink 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).
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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
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Am I allowed to post a PDF about CBDC meeting on crypto? It's not a pay serviceIt's not a pay service but idk their EULA flawlessly and I couldn't learn it in time to matter. Let me know!
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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
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The Real Vision social tokenSo 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?
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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…
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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… -
Demographics and pensions chinaThere 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…
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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…
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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 +
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Epic Games, Inc V AppleIn 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…
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Being productive on Memorial Day - learn blockchainhttps://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
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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…
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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…
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crypto opportunity right nowI'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 …
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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.
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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?
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LIVE: House Financial Services Committeehttps://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%.
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interesting interview topicHey 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
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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. @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
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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.
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Real Vision Exchange Survey Week 21/2021: ResultsLatest 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…
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Question everyone:How often each day do you check market prices and charts? -
How will the crypto ecosystem disrupt insurance as we know it?How will the crypto ecosystem disrupt insurance as we know it?
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Manhattan MeetupHi 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
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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…
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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
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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…
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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…
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JPM Deck on chinaHere 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
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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. -
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255 24/7 DAYS OF BITCOINSaturday 22th 2021 : Day 255 Elon FUD assult. Chinese Government deeply versed in Game Theory issuing crafted doublespeak. Whales scooping up BTC. The leveraged liqidated and weak hands disspersed. Bitcoin- A rabbit hole of infinite depth and dimensions. A global community, ecosystem, industry, tools, charts, analysis, AI, literature, books, academia, philosophy, economics, start-ups, podcasts, news, key figures, conferances, debates, art, food, fashion, music and culture. You do not find t…
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Tune in LIVE Today at 5:30PM ESTWRAPPING UP “THE EXPONENTIAL AGE” – HAPPY HOUR SPECIAL WITH RAOUL PAL AND HUGH HENDRY
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If we're in a massive deflationary world as Raoul explains, what macro asset is the best bet? How...If we're in a massive deflationary world as Raoul explains, what macro asset is the best bet? How will BTC fare in a deflationary world, especially if "old world" debt and other issues leak into crypto with CBDC?
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Technological progress has the power to unlock human potential by delivering remarkable efficienc...Technological progress has the power to unlock human potential by delivering remarkable efficiency; however, by so doing, it can also inflict a severe burden on workers whose jobs are the subject of this disruption. This risk is one which Art Bilger, venture capitalist and founder of WorkingNation, has set out to document and alleviate. In this conversation with Coast Capital founder and chief investment officer James Rasteh, Bilger argues that technological trends such as self-driving cars and…
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First-ever auction for U.K. emission allowancesThe auction cleared at £43.99 a metric ton, equivalent to about $62. That placed prices for U.K. allowances 2.7% higher than futures prices in the European Union’s carbon market, the world’s largest. https://www.wsj.com/articles/u-k-polluters-face-higher-costs-as-breakaway-carbon-market-goes-live-11621425610
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Live RVDB w/ Weston and Jack!https://www.youtube.com/watch?v=y6EhjRH9PX4
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Pardon my 🥖🍷xD
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Should I be concerned? KRBN vs. Crypto, Carbon is not as uncorrelated as I had hope.Should I be concerned? KRBN vs. Crypto, Carbon is not as uncorrelated as I had hope.
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For those of you worried about real yields and inflation.From the DB default study I have the full default report dm me if you want it.
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Famed longevity pioneer Aubrey de Grey, Chief Science Officer of SENS Research Foundation, joins ...Famed longevity pioneer Aubrey de Grey, Chief Science Officer of SENS Research Foundation, joins Geoffrey Woo, Founder and Chairman of Health Via Modern Nutrition Inc., for an enlightening conversation about advances in longevity, the investments and technologies that extend life, and the challenges and opportunities of a world in which people live longer. He walks us through his damage repair therapies with a focus on rejuvenation, prevention, and wearable technologies. Filmed on May 17, 2021.…
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Death and CryptosIMPORTANT question: How are you all doing estate planning with your crypto? God forbid, if something were to happen to you, how have you planned to pass your crypto to your family? 1) Will they be able to find your hardware wallet and know the appropriate passwords etc to access the crypto? 2) If your crypto is at an exchange, how will your family be able to access it? They will likely not be able to access your phone to get past the exchange's 2 factor Authentication. How have you plann…
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The Carbon marketDon't say you didn't hear about the Carbon trade on RV first. Now its on CNBC An annual Carbon Market Survey by Refinitiv, published on May 11, found that the cost of polluting in Europe is increasingly influencing investment decisions. Its survey of 303 respondents — mostly traders or regulated emitters in the global carbon market — also found that the majority believe EU carbon prices will continue to rise in the coming months. One issue currently afflicting the scheme is so-called “carbon …
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The technological bluff of the exponential ageI have enjoyed this series tremendously. Excellent; however, I find it disturbing for a number of reasons. TECHNOLOGY since ancient times has been understood as a distructive force, but possibly redemable. Philosophers, priests, mystics, politicians, leaders, many people from differant walks of life like artists, writers have warned about the giddiness of our dependance on technolgy. And history has shown that the benafit is somewhat questionable. Now there is no avoiding it for sure, but what …
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Searchlight Capital partner and former FCC Chairman Ajit Pai joins Real Vision managing editor Ed...Searchlight Capital partner and former FCC Chairman Ajit Pai joins Real Vision managing editor Ed Harrison to lay out a roadmap for understanding the rapidly changing technology landscape as well as the associated investment opportunities and regulatory hurdles. Pai takes on subjects from the importance of closing the digital divide, the building of ubiquitous fixed line broadband connectivity, the coming of 5G, the productivity and healthcare enhancements from telehealth to the need for precis…
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Recent Video with Nitya SharmaFor anyone that has watch the latest in the "Exponential Age" series, and the specific video with Nitya Sharma. I have questions, but don't exactly know how to phrase them. I haven't even sorted out my own thoughts on the matter. This is more to elicit thoughts. This is also directed more towards those of you who not only invest in crypto, but believe in some of the core principles of the space. Decentralization being chief among other important ones. IndiaStack and even the specif…
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Real Vision Exchange Survey Week 20/2021: ResultsI'm late with the review of last week's survey and this week's allocation. However, I have good reasons. I finished the first version of the new Real Vision Bot Website: www.realvisionbot.com It's still lacking the charts for the Crypto survey, but now everything is in one place. The big benefit: I manage the complete process/pipeline and the website is highly automated in the backend on AWS. More time for building features and bringing new charts instead of dealing with broken dashboards or q…
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Regarding inflationThe recent inflation numbers need to be considered in some perspective. The fact that the prices have increased means businesses have more money in their hands which they can use to invest in increasing wages, to levels lucrative enough to draw absconding Americans back into the workforce. This is really a way of lifting the economy by its own bootstraps and hence a healthy rate of inflation isn't too bad. At one point the businesses would realize that there is a sweet spot which maximizes thei…
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Raoul's movesI found out a few days ago when browsing tweeter that Raoul has recently changed his cryto allocation. He no longer holds 75% BTC / 25% ETH like he mentionned last year but 25% BTC, 55% ETH, 20% other crypto. That's a huge shift and I wish we would be made aware of it. I understand RV is not giving financial advice per say but Raoul's change of frame of mind could benefit especially lower experienced Essential members, the individual who's trying to navigate these difficult waters. If you read …
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Jeffrey Gundlach can't find a new truck to buy"I actually bought a truck a couple of weeks ago. And the lot, the car dealer's a big car dealership, they had no new trucks. There weren't any," Gundlach recalled. Because of the chip shortage, "all he had on his entire lot were used trucks," the investor added — meaning he had to settle for a used one. According to Gundlach, the truck he purchased had 8,000 miles on it, but was only $2,000 less than the sticker price of a brand new truck. "The fella who sold it to …
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If you have to choose between TSLA or Bitcoin for the next 2 years...If you have to choose between TSLA or Bitcoin for the next 2 years...
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On this week's segment of "The Vision," Nick Correa recaps the first week of Real Vision's newest...On this week's segment of "The Vision," Nick Correa recaps the first week of Real Vision's newest campaign, "Welcome to the Exponential Age," and presents the second week's schedule, which will feature Nitya Sharma, Ajit Pai, Geoffrey Woo, Dr. Aubrey de Grey, James Rasteh, Art Bilger, and more.
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Exchange Roundup: The Exponential Age Week 1 with Ed HarrisonWeek's Roundup with special guest @Edward Harrison making his Exchange debut! https://vimeo.com/548755341
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Week 1, Day 5: Nikolai Ardey, VW GroupVolkswagen Group Innovation Executive Director Nikolai Arde...Week 1, Day 5: Nikolai Ardey, VW Group Volkswagen Group Innovation Executive Director Nikolai Ardey joins Real Vision's Raoul Pal for an exclusive interview about the future of electric and autonomous vehicles, the advanced technology involved in cars as they become part of the Internet of Things, and an increase in shared mobility in megacities and developing countries. Ardey lays out a clear roadmap and strategy for the most feasible and reasonable ways that Volkswagen is adopting zero-emissi…
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More Industry viewpoints, please.I’m looking forward to the interview with the VW technology strategist tomorrow. RV brings in a great many fine financial types, but I think there is value from hearing the candid views of industry participants. For example, the global miners have great content on their websites, like this 2020 review and outlook for commodities from BHP. If RV can find the author of this report and put him in front of a knowledgeable interviewer, we’d all gain a better view of the commodity markets from an…
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Weekly Influence Point Winners! Wk of 5/3Sorry for the delay this week, but congrats to this week's winners! I think all of you are at least 2X winners now (remember you can win the weekly prize once a quarter and the monthly one every 6 months). Don't spend it all at once guys @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
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Week 1, Day 4: Azeem Azhar Azeem Azhar, founder of Exponential View, joins Real Vision managing e...Week 1, Day 4: Azeem Azhar Azeem Azhar, founder of Exponential View, joins Real Vision managing editor Ed Harrison to explain how the accelerating pace of technological progress is rapidly transforming business and life as we know it. Azhar identifies how technologies such as vaccines, renewable energy, and additive manufacturing (commonly known as "3D printing") are advancing at a rate faster than previously thought possible. He and Harrison discuss the "winner-take-all" d…
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I’m thinking about moving some of my btc into eth, I’m uncertain at the moment if the ratio will ...I’m thinking about moving some of my btc into eth, I’m uncertain at the moment if the ratio will move back towards btc like it did last cycle. Interested in what people are thinking here.
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After Hours Special w/ Jack & Weston on Things You May Have Missed: Taiwan Market Meltdown hits N...US CPI is far from the only story - see what you may have missed with @Jack Farley https://vimeo.com/548755341Lets get the overly-covered CPI out of the way. Where'd we see the biggest jumps (ex energy)? +10% in airfares, car rentals, lodging, pro sporting event tickets - in other words, the reopen trade. Those who lost revenue clawing back to flat. Shocker. And given the "stellar" forecasting of NFP last week, its probably best we rebalance our attention portfolio away from the lou…
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Trading PlanTrading Plans are the most overlooked portion of the trading and investing business. So I will share my outline and write about each topic as time passes. Share your thoughts and if you don't have this covered you will fail at trading or investing. 1. Personal Psychology 2. Personal Development and Growth 3. The Trading Business 4. Worst Case Contingency Planning 5. Entity Structure 6. Daily Checklists and Procedures 7. Regime Recognition and Big Picture Planning 8. Trading Strategie… -
Week 1, Day 3: John Nosta John Nosta, innovation theorist and President of NostaLab, joins Real V...Week 1, Day 3: John Nosta John Nosta, innovation theorist and President of NostaLab, joins Real Vision senior editor Ash Bennington to share his thesis for exponential technological change from the frontlines of the rapidly-changing healthcare industry. Nosta argues that the pace of technological adoption is non-linear, noting that it took 67 years for the airline industry to reach 50 million users while it took Facebook only 3 years to reach the same mark – and a mere 19 days for Pokémon GO. …
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Week 1, Day 2Legendary venture capitalist Bill Tai is an expert in identifying exponential trends...Week 1, Day 2 Legendary venture capitalist Bill Tai is an expert in identifying exponential trends. He has been an angel investor in more than 20 companies that have gone public, including Zoom and Dapper Labs. Tai returns to Real Vision to share with co-founder and CEO Raoul Pal what makes an exponential valuation and how the low interest rate environment has caused a surge in P/E multiples, richly rewarding high-growth technology companies. The two discuss how the current wave of NFTs and the…
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Anyone still sceptical that the metaverse is coming?https://www.youtube.com/watch?v=S3F1vZYpH8c
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The Exponential Age - EndgameSo lets assume Raoul Pal is correct in his thesis regarding the Exponential Age and that over the next 5-10 years it plays out like he is theorizing. I have been thinking about the implications of that and there is some things I struggle with. What happens when we get more and more innovation, more and more people join the various networks, start adding value, create more innovation, and get access to all the same asset classes and opportunities as hedge funds / accredited investors. Would tha…
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Real Vision Exchange Survey Week 19/2021: ResultsLatest survey results are in! If you haven't participated in the survey, feel free to do so: Participate here in the weekly macro survey Participate here in the weekly crypto survey Crypto survey summary Not a lot of change at the top. Ethereum still preferred to Bitcoin, Cardano made it to Top 3 again in terms of overweight votes, but it also has a large number of opponents. Looking at ranking by %overweight minus %underweight. RUNE made the biggest move last week, while UNI and BNB…
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And it begins..Over the next two weeks, Real Vision will be embarking on a journey to explore the...And it begins.. Over the next two weeks, Real Vision will be embarking on a journey to explore the technologies of the future and what opportunities they offer investors. That journey begins today with a conversation between Raoul Pal, Real Vision’s co-founder and CEO, and Ed Harrison, Real Vision’s managing editor. Laying out his thesis, "The Exponential Age," Raoul argues that the linear progression of asset prices in nominal terms is an illusion, and that when one takes into accoun…
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Hi! Thanks for a great community, great value. Leading crypto developers and sites such as, Polka...Hi! Thanks for a great community, great value. Leading crypto developers and sites such as, Polkadot, Kava, Tokensets, GaryVee new NFT project and many NTF platforms use Discord as a platform for discussion. The Discord server can be set up with different subscription plans so it dos not competes with the exchange. Is it an idea to create a RealVision Discord channel?
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The Exponential Age: WEEK ONE SCHEDULEWeek 1 of 2 Schedule: The Exponential Age Watch the special 5-part free mini-series from Real Vision: The Exponential Age (click here) Remember to FOLLOW & TAG → “The Exponential Age” (click here)
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On this week's segment of "The Vision," Peter Cooper introduces Real Vision's newest campaign, "W...On this week's segment of "The Vision," Peter Cooper introduces Real Vision's newest campaign, "Welcome to the Exponential Age," and presents the first week's schedule, which will feature Raoul Pal, Bill Tai, Azeem Azhar, Dan Crowley, and Nikolai Ardey.
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So Nonfarm Payroll came in at a meager 266,000 jobs.I was just looking over my data. Back a couple of months ago, I had done a 50 year distribution analysis of monthly non-farm payroll (NFPR). So that's over 600 months of data that gives us a really good statistical picture. What I found is that approximately 81% of months saw increases in NFPR and 19% of months so declines. The average monthly increase was 0.22%, and the average decline was -0.29%. Now, if you factor in the probabilities of up months / down months, you get an adjusted Expe…
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RVDB LIVEhttps://www.youtube.com/watch?v=pVC6kgl31DkNext week...
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COUR & COIN after the 🤮Coursera: Coinbase: In both, I like the strong brands and really high Gross margins. And in both cases I am thinking like this: Is there something crucial that I am missing? Or is this price action part of the "Growth to value Rotation" that is going on? I have small positions in both and wonder why I should not buy a bit more now that they became cheaper. If anyone has done a deep comparison of $CHGG and $COUR let me know.
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Is the overheating / high inflation narrative a lie?Hello all. The narrative right now in the media is that the economy is overdosing on stimulus and it's running too hot with inflation running rampantly out of control. Yes we see commodities prices up massively and it's reflected in recent readings of PPI. But is the overall narrative supported by data? Look at the chart of both 30 year real interest rates and long term average real interest rates with maturities greater than 10 yrs. They've been declining since mid March. And they've dip…
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LIVE: SEC Chair Gary Gensler Testimony House Fin Services CommitteeGary Gensler, new SEC Chair, Michael Bodson of DTCC & Robert Cook of FINRA on retail trading, pay for order flow, gamification etc. This is critically important - crypto people, this guy very much matters to you too https://www.youtube.com/watch?v=vX2X8xxHEns(This matters far more than Ken Griffin + Robinhood + roaring kitty + r/WSB + Melvin political theater hearing)
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Sharing an article I wrote for Trader Magazine on SPIKES, VIX and Volatility. (3min read)https://www.tradersmagazine.com/am/volatility-measurement-and-volatility-trading-advances-are-here/
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Cool post on the Chinese RemnibiInteresting read on the Chinese currency https://chinapower.csis.org/china-renminbi-rmb-internationalization/ Comes with a nice visualization.
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Cracking the nut and unconscious biasesAs the world evolves from pushing on strings to trying to open the correct dam, assessing and addressing our unconscious biases is a must. After clearing my mind this morning I found myself asking these questions, "How do we get around the immovable object that is the Baby Boomer generation and get the economy in a self-sustaining posture again?" What was the unanswerable question of decades past has become the unconscious bias of today. How do you get the economy carrying its ow…
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Is now a good time to invest in industrial metals?I am planning to allocate £40k to industrial / broad metals this year. Is now a good time to place my bets or is a dip likely given the recent run?. I am in this for a longish haul (3 + years) but timing is not my forte! Any tips would be welcomed.
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Investing in PsychedelicsI thought there would be more interest on the platform in learning about the psychedelics industry as part of an emerging healthcare sector that could have similar growth potential as cannabis. It's early for sure and there is certainly a stigma still around psychedelics but I wanted to introduce the sector as a burgeoning investment because doctors are prescribing micro-dosing of drugs like ketamine, MDMA, and LSD and there is a lot more clinical research and support from the FDA so we could s…
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Factor arbitrage, any RV video where this is discussed?Factor arbitrage, any RV video where this is discussed?
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Monthly Influence Points WinnersCongratulations to the following winners and thanks for being amazing contributors to The Exchange! @Moritz Heiden @Matthew Lansing @Matthew BIRD @Bradley Snyder @Ernesto Rachitoff 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 a reminder we will have 3 new weekly winners next week so everyone is still in the game for next Mond…
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DBS, JPM and Temasek partner in APAC to create a blockchain platform.Heavyweights collaborating; https://www.jpmorgan.com/news/dbs-jpmorgan-and-temasek-to-establish-platform
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