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Discussion List

  • Weston Nakamura
    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…
    Weston Nakamura 2 views 6 comments Most recent by bobby_j Real Vision
  • grant_h
    Trading Plan
    Trading 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…
    grant_h 7 views 3 comments Most recent by matt_d Real Vision
  • Real Vision
    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. …
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • gino_c
  • Real Vision
    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…
    Real Vision 1 view 4 comments Most recent by Paulo Malvar Real Vision
  • brett_i
    Anyone still sceptical that the metaverse is coming?
    https://www.youtube.com/watch?v=S3F1vZYpH8c
    brett_i 1 view 0 comments Started by brett_i Real Vision
  • BOCS
  • Harald
    The Exponential Age - Endgame
    So 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…
    Harald 9 views 4 comments Most recent by reinier Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey Week 19/2021: Results
    Latest 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…
    Moritz Heiden 4 views 0 comments Started by Moritz Heiden Real Vision
  • Real Vision
    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…
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • nft_a
    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?
    Poll nft_a 10 views 1 comment Most recent by mat_d Real Vision
  • Real Vision
    The Exponential Age: WEEK ONE SCHEDULE
    Week 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) 
    Real Vision 8 views 0 comments Started by Real Vision Real Vision
  • Real Vision
    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.
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • Sean Lakha
    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…
    Sean Lakha 1 view 0 comments Started by Sean Lakha Real Vision
  • Real Vision
    RVDB LIVE
    https://www.youtube.com/watch?v=pVC6kgl31DkNext week...
    Real Vision 5 views 0 comments Started by Real Vision Real Vision
  • sam_c
    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. 
    sam_c 3 views 7 comments Most recent by jeremiah_s Real Vision
  • Sean Lakha
    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…
    Sean Lakha 1 view 4 comments Most recent by john_c Real Vision
  • Weston Nakamura
    LIVE: SEC Chair Gary Gensler Testimony House Fin Services Committee
    Gary 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)
    Weston Nakamura 1 view 6 comments Most recent by Weston Nakamura Real Vision
  • tom_j
    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/
    tom_j 3 views 0 comments Started by tom_j Real Vision
  • sam_c
    Cool post on the Chinese Remnibi
    Interesting read on the Chinese currency  https://chinapower.csis.org/china-renminbi-rmb-internationalization/ Comes with a nice visualization.     
    sam_c 5 views 4 comments Most recent by wissam_a Real Vision
  • jason_b
    Cracking the nut and unconscious biases
    As 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…
    jason_b 2 views 3 comments Most recent by jason_b Real Vision
  • Tom Wilkinson
    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.
    Tom Wilkinson 3 views 2 comments Most recent by Tom Wilkinson Real Vision
  • haley_d
    Investing in Psychedelics
    I 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…
    haley_d 3 views 4 comments Most recent by sam_c Real Vision
  • sam_c
    Factor arbitrage, any RV video where this is discussed?
    Factor arbitrage, any RV video where this is discussed?
    Answered sam_c 1 view 1 comment Most recent by sam_c Real Vision
  • Farrell Murphy
    Monthly Influence Points Winners
    Congratulations 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…
    Farrell Murphy 1 view 29 comments Most recent by matthew_l Real Vision
  • sam_c
    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
    sam_c 1 view 0 comments Started by sam_c Real Vision
  • arifinadi_p
    Need some advice on how to invest limited time. For beginner investor with small capital and acce...
    Need some advice on how to invest limited time. For beginner investor with small capital and access only to crypto market, how/can watching RV essential content benefit me? Or should I just stick to crypto?
    Answered arifinadi_p 3 views 4 comments Most recent by jeremiah_s Real Vision
  • grant_h
    Beliefs
    Dr. Van Tharp states that you don't trade the markets; you trade your beliefs about the markets. Take this is in.... we all have underlying beliefs and  we view the world through the lens of our beliefs. Not one of us experiences an event the same way and will recall it differently in the future. Pay attention to your feelings and write down your beliefs. Sort through if your beliefs are useful or a hindering your life. This is the process of improvement in trading and life. 
    grant_h 1 view 6 comments Most recent by matt_d Real Vision
  • zheng yan_l
    How often your RealVision Web Player not able to skip or fast forward/backwards?
    How often your RealVision Web Player not able to skip or fast forward/backwards?
    Poll zheng yan_l 4 views 3 comments Most recent by zheng yan_l Real Vision
  • sam_c
    Adding Research on Copper & it's relationship with EV's and anything electrification.
    LlplHere is a report and some slides to add to the collaborative piece on copper posted by @Olivier Asset a couple of months back:  https://exchange.realvision.com/post/a-collaborative-piece-on-copper-5fe174622177ea4f6e2d0f18 Some interesting things from the attached report:      a lot more copper in an EV  and from RV guest Warren Pies     And some China Related Slides:    As noted here, Remember the political issues in Chile?    Supply / Demand:    From a report fro…
    sam_c 1 view 0 comments Started by sam_c Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey Week 18/2021: Results
    Survey results are in! Some new changes this week: * 24/7 survey availability is now tested and all obvious bugs have been fixed * results are always aggregated on a Sunday. The Bot keeps tweeting interim results and interesting observations * the new interactive dashboard will be deployed this week. It's already running in a stealth mode for performance testing. Advantage of this dashboard: It's all programmed by myself, so I have full control and can update charts more frequently (the previo…
    Moritz Heiden 1 view 5 comments Most recent by Moritz Heiden Real Vision
  • Ralph Humphrey
    Is anyone going to check out the Berkshire Hathaway Annual Meeting? https://finance.y...
    Is anyone going to check out the Berkshire Hathaway Annual Meeting? https://finance.yahoo.com/news/berkshire-hathaway-annual-meeting-2021-live-updates-220309349.html Famed investor Warren Buffett addresses shareholders around the world on Saturday at Berkshire Hathaway's 2021 annual shareholder meeting.
    Answered Ralph Humphrey 2 views 2 comments Most recent by jason_b Real Vision
  • Weston Nakamura
    Exchange Traded Fun: Spending BTC in Tokyo
    Here is a weekend “educational“ (stupid) video on how to spend BTC in Japan (where BTC has been legal means of payment for some time now), WHY I would spend BTC vs fiat in the first place (in trivial amounts), and my general/everyday causing mischief around Tokyo. Originally recorded Sun 4/18 (few hours after BTC mini crash). https://vimeo.com/543960066Also- thank you all for the birthday wishes!
    Weston Nakamura 4 views 22 comments Most recent by lucia_a Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey Week 18/2021
      The RV Exchange surveys are still open for this week. Cutoff date is now moved to Sunday for both surveys (crypto and macro). Take the Real Vision Macro Survey Take the Real Vision Crypto Survey     By the way, portfolio performance has recovered again. The Exchange didn't budge after the Bitcoin drawdown and kept the allocation. The Exchange crypto portfolio is also performing very well. The Bot's broader portfolio is more stable, but clearly behind in terms of performance. Mo…
    Moritz Heiden 6 views 0 comments Started by Moritz Heiden Real Vision
  • grant_h
    Position Sizing as Edge
    What I have found through my experience is that edge is quantifiable and the best investors and traders in the world understand their edge. To new and intermediate level players their edge is illusive and undefinable. The greatest edge one can gain is in the realm of position sizing. This is 80% of my edge in markets. The Van Tharp concept of R-multiples will change your trading and level you up.
    grant_h 2 views 4 comments Most recent by grant_h Real Vision
  • Weston Nakamura
    Daily Briefing + Exchange Exclusive AFTER HOURS: BTC & MONEX w/ Jack Farley. +Monex Earnings & Pr...
    AFTER HOURS exclusively on the Exchange with @Jack Farley  https://vimeo.com/542396482Additional Charts & material: BTC vs JAPAN  Cash Equity Trading  ✔️  BTCJPY ¥6mn resistance vs ❌BTCUSD $55k GBTC premium & discount vs GBTC/Monex Ratio: BOJ BTC MONEX charts from previous posts (therefore not updated but concept remains). Also, see how Monex / Japan retail ”crushed“ (barely) BTC -20% 2 weekends ago.  •Intraday Charts from Mon 4/26, w/ BOJ policy release during lunch break (…
    Weston Nakamura 47 views 14 comments Most recent by John Ahearn Real Vision
  • konn yue_y
    Hey, I am current studying A level. Planing to take a gap year. Would like to work in an investme...
    Hey, I am current studying A level. Planing to take a gap year. Would like to work in an investment bank in the future. MY question is that what skill should i acquire/develop in order to prepare myself ?
    Question konn yue_y 3 views 0 comments Started by konn yue_y Real Vision
  • Moritz Seibert
    Presentation on Options & Volatility
    It's been my pleasure to give an introductory presentation/course on options and volatility to a select group of students at Queen's University. Download the slide deck here. Main discussion points: * The basics: forward pricing theory, quanto vs. local forwards * Alternatives to the Black-Scholes model * Skew and term structure * Put-Call Parity * Sensitivities ("Greeks") * The GME gamma squeeze * VIX, VSTOXX * Correlation & basket options The key to learning is asking the ri…
    Moritz Seibert 2 views 8 comments Most recent by Moritz Heiden Real Vision
  • Farrell Murphy
    Weekly Influence Point Winners! Wk of 4/19
    Sorry for delay, but congratulations to this week's winners! @John Doe  @I N  @John Crockett    Out 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 Later this week we will also announce our first Monthly Influence Point Winners! And as reminder we will have 3 NEW WINNERS next week so everyone is still in the game for RV Shop credit!
    Farrell Murphy 1 view 8 comments Most recent by Weston Nakamura Real Vision
  • Joshua Guzman
    Bitcoin Lower High & 20/50 Death Crosses
    Recently I posted about the Bitcoin Pi Cycle top calling for taking BTC off the table and having a stop buy if a higher high was reached.  Now, we're significantly lower, and it seems like that was the right move and that strategy can still be in play. I know that Bitcoin has rallied recently and it has a lot of people excited.  I just wanted to point out a trend I've noticed on the charts in this exact situation. The charts below shows the 20/50/200 SMAs (green, yellow, red respectively) and…
    Joshua Guzman 2 views 0 comments Started by Joshua Guzman Real Vision
  • ant_h
    Trend Following System – I’m looking to implement a trend-following system and am searching for t...
    Extra info:  I’ve been listening to the (excellent) Systematic Investor podcast on Top Traders Unplugged so I have a solid theoretical understanding of what trend-following is. https://www.toptradersunplugged.com/category/podcast-episodes/   And I like the role commodity-trend plays in Chris Cole’s 100-year portfolio. The Allegory of the Hawk and Serpent: How to Grow and Protect Wealth for 100 Years.https://www.artemiscm.com/research-market-views.   Now I want to move onto the next step wh…
    ant_h 1 view 14 comments Most recent by ant_h Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey Week 17/2021: Results
      After a few days of hardcore rebuilding some parts of the Bot to enable him to digest the crypto survey results and fixing some problems with the weights, here are the results of the Exchange survey. First of all, thanks to all of you who are taking part in this and give feedback. It's invaluable to get suggestions etc. If something looks strange, a chart could be better structured or you have seen something cool somewhere else which you would like me to investigate, please let me know! We…
    Moritz Heiden 4 views 1 comment Most recent by Moritz Heiden Real Vision
  • sam_c
    REQUEST; anyone has data on what places are set to get more inhabitants because of work from home...
    Also what's the chinese/japanese version of work from home? Is it still a thing there?    Also thinking of this (usa)
    sam_c 1 view 4 comments Most recent by sam_c Real Vision
  • Weston Nakamura
    Weekend Roundup: Fund Management, Client Risk + Prime Brokerage Risk (oh and + market risk)
    Make sure to follow the topic →  Weekend Roundup https://vimeo.com/541415306ETFs Mike Green Update Live w/ @Max Wiethe: Game Changer - Mike Green ETFs Meb Faber & Jason Buck: ”If you buy & hold my ETF you will lose money“ - setting client expectations   Hedge Funds: Mike Vranos & @Raoul Pal : Client Redemption Risk-Dependent Portfolio Construction + DIY  Prime Broking  Marc Cohodes w/ Jason Buck from Feb 2021 : When your prime broker fucks you over with a straight face RV Cl…
    Weston Nakamura 1 view 4 comments Most recent by Weston Nakamura Real Vision
  • nate_s
    Holdings in Pantera and Similar Funds
    Wondering how to understand lack of ADA, LINK and VET among other things in the funds like Coinbase Ventures, Pantera, etc.  I am reviewing on Messari.io.  Any thoughts?     Polychain: https://messari.io/screener/polychain-capital-portfolio-6E2FF33B Three Arrows: https://messari.io/screener/three-arrows-capital-3299716D Pantera:  https://messari.io/screener/pantera-capital-portfolio-82DB25ED
    nate_s 14 views 1 comment Most recent by eran_g Real Vision
  • jason_b
    Monster Cycle: Game on!! with correction time edit.
    It's happening.  BTC's exponential rise may just be a fractal of a much larger pattern. https://www.tradingview.com/x/RVPVdBlM/ I figure we just have to shake all the newbs' BTC into institutional hands as we have broken the lower supporting trend line BTC created on the log chart.  The number of new addresses since the Elon Musk bar (Bottom at ~39,700)  is impressive.  Also, on the daily chart the 200 EMA is at about 40k along with the 3rd leg peak of 40,500. This cluster is where we are he…
    jason_b 2 views 1 comment Most recent by James Gallivan Real Vision
  • zheng yan_l
    Did anyone have issues with the web video player on RealVision? 1. Not able jump to certain time ...
    Did anyone have issues with the web video player on RealVision? 1. Not able jump to certain time of video. 2. Not able to use the 15s back and forward. I tried few browser and clear cache, still have the same issues. Also it work sometime, but rare it work.
    Answered zheng yan_l 4 views 1 comment Most recent by Juan Coquerel Real Vision
  • bobby_j
    AgTech Ideas/Discussion - Post Dwight Anderson (Tiger Cub)
    Hi all, I recently had the chance  to watch @Max Wiethe 's interview with Dwight Anderson about the AgTech space, and I noticed there was not a thread discussing it yet. I wanted to start one as I don't imagine many of us are experts in such a niche space, including myself, and I'm interested in learning more - so wanted to open up the floor. Prior to watching the video, I was broadly interested in the AgTech space I thought of it as an interesting way to play inflation while having exposure …
    bobby_j 3 views 2 comments Most recent by bobby_j Real Vision
  • Real Vision
    DAILY BRIEFING: LIVE
    https://www.youtube.com/watch?v=xDLjO8w4Kek
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • alexei_s
  • Moritz Heiden
    Real Vision Surveys
    Don't forget to participate in both of the surveys this week. We already saw a very interesting development on Wednesday, when Bitcoin was shunned for Ethereum in the Crypto survey. I'm also very curious about this week's macro survey performance and the sentiment, surely it's bad because of the position in Bitcoin, but we also have a lot of commodities, EM equities, and even Gold (17.4%) in the survey which should help.   Take the Real Vision Macro Survey Take the Real Vision Crypto Survey …
    Moritz Heiden 7 views 4 comments Most recent by matthew_l Real Vision
  • huy_n
    Blockchain yield risks and approaches
    Great read on how some crypto businesses are providing such ridiculous yields and the risks their approaches may pose to lenders and borrowers   https://prohashing.com/guides/earning-interest-on-cryptocurrencies
    huy_n 17 views 0 comments Started by huy_n Real Vision
  • Sean Lakha
    Capital Gains and Labor Income should NOT be the same due to different expected returns
    This notion that wages and capital gains should be taxed at the same rate is erroneous.  The expected value of wage is 100% of earned income.  The probabilities of your employer not paying you or demanding money from you is zero.  (Expected value of labor = 100% X wage + 0% X no wage + 0% X pay employer).  The expected value on the return from capital gains is NOT equal to the actual gains returned.  There is some probability that the investor will break even and some probability that investor …
    Sean Lakha 2 views 8 comments Most recent by Sean Lakha Real Vision
  • dez_m
    My Question and Reflection on Bitcoin vs Gold: The Great Debate with Michael Saylor and Frank Giu...
    The debate between Michael Saylor and Frank Giustra was spectacular. For those of you who haven't watched yet, I totally recommend you watching. I've included the link of debate video here.   Michale Saylor was incredible as always delivering his case for Bitcoin. However, there are two risks that Frank pointed out that I wrestled with and I thought it is worth discussing among the RV community. I would really love to get you guys' take on these. How valid are these risks do you think? 1. Hig…
    dez_m 2 views 3 comments Most recent by Louis-P Real Vision
  • sam_c
    Not the Onion
    https://www.risk.net/awards/7741211/risk-innovation-of-the-year-credit-suisse
    sam_c 1 view 2 comments Most recent by sam_c Real Vision
  • sam_c
    For those Interested in understanding the history of custody and "what is a euro bond/ dollar", I...
    The Quick explainer for Eurobonds is this:    Eurobonds were introduced to the financial markets in the early 1960s with the launch of internationally distributed and mainly US dollar-denominated bonds. Originating as an offshore market, and not subject to the exclusive regulation of one government or group of governments, Eurosecurities initially benefited from the exploitation of inefficiencies in individual domestic markets. The introduction, in 1963, of the Interest Equalisation Tax in the…
    sam_c 1 view 3 comments Most recent by John Ahearn Real Vision
  • Lawrence
    We have some "traditional/legacy" finance folks (e.g., Minard, Cramer) calling for a large pullba...
    We have some "traditional/legacy" finance folks (e.g., Minard, Cramer) calling for a large pullback in BTC, while "new world" folks (e.g., Willy Wong) looking at data and postulating that BTC has incredible support at a $1T market cap. Seems like one of those moments where we get to see whether new world or old world thinking applies. Is this the right way to compare these calls? Is one of these groups missing something?
    Answered Lawrence 1 view 4 comments Most recent by Ted Boydston Real Vision
  • Farrell Murphy
    Weekly Influence Point Winners! Wk of 4/12
    Happy Monday Exchange! And congratulations to this week's winners!   @Matthew BIRD  @Ernesto Rachitoff  @John San    Out 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 Later this week we will also announce our first Monthly Influence Point Winners! And as reminder we will have 3 NEW WINNERS next week so everyone is still in the game for RV Shop credit!
    Farrell Murphy 2 views 23 comments Most recent by matt_d Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey Week 16/2021: Results
    It's already one week since we launched the @Real Vision crypto survey and more than 650 votes in the first week. Wow.  So in addition to the weekly macro survey, I want to present the first insights. As always, I track the portfolio by looking at the weekly survey each Sunday. The portfolio will then be reallocated on Monday. For the first "allocation" of the Crypto portfolio I used Saturday evening because crypto trades 24/7 and that was the day when the majority of votes was alrea…
    Moritz Heiden 3 views 5 comments Most recent by Moritz Heiden Real Vision
  • Steve Billigmeier
    Crypto/Blockchain/DeFi Venture Funds
    It would be great to get anyone's perspective on the best Crypto/Blockchain/DeFi venture funds? Specifically, funds that are currently taking on new LPs and minimum investments in the $250-500k range.  I've just been investing in Bitcoin and Ethereum over the last couple years, but looking to expand my investments in this sector. Thank you for any feedback and perspectives.   
    Steve Billigmeier 8 views 3 comments Most recent by Steve Billigmeier Real Vision
  • Real Vision
    On this week's segment of "The Vision," Nick Correa presents some of the upcoming programming, wh...
    On this week's segment of "The Vision," Nick Correa presents some of the upcoming programming, which will feature Jens Nordvig, Dan Suzuki, Chris Whalen, Scott Burg, and more.
    Real Vision 2 views 0 comments Started by Real Vision Real Vision
  • sam_c
    Im looking for a paper or primer that speaks to the relatinships between say Oil price and Oil co...
    Im looking for a paper or primer that speaks to the relatinships between say Oil price and Oil companies, Gold price / Gold miners, Alluminium price / alluminium producers.
    Question sam_c 4 views 0 comments Started by sam_c Real Vision
  • sam_c
    Primer on SPACS
    Link:  https://www.baronfunds.com/sites/default/files/A-Primer-on-SPACs-1.12.21_0.pdf
    sam_c 2 views 0 comments Started by sam_c Real Vision
  • sam_c
    Has anyone used coverd calls to sell out of a position? If yes what's the best resource as a how ...
    Has anyone used coverd calls to sell out of a position? If yes what's the best resource as a how to do it well?
    Answered sam_c 1 view 1 comment Most recent by dani_b Real Vision
  • Weston Nakamura
    Addressing RVDB from Fri
      Regarding the 2 questions on Turkey’s crypto “ban” - I just mentioned in the Hive Mind report of how many countless times the Exchange is ahead with identifying and discussing what’s on people’s minds, and this is exactly what I’m talking about. RVDB  films at the end of the day (and this one was live so its airing even earlier) so obviously the first chance to comment has to wait until then. But if you just looked around the Exchange, you’ll have seen this discussion taking place many hours…
    Weston Nakamura 1 view 1 comment Most recent by matthew_l Real Vision
  • huy_n
    The bull case for DOGE: A hedge against Bitcoin's end-state
    Here's my Friday night speculation for you all We know that only 21M BTC will ever be mined, but what has not been reasonably explored is what happens to the bitcoin ecosystem after this occurs?  Bitcoin is incredibly deflationary. There is a strong disincentive against trading it for other assets which would likely depreciate relative to bitcoin's value .  Bitcoin proponents argue that mining fees will be able to sufficiently motivate miners to continue to secure the network, however what h…
    huy_n 3 views 2 comments Most recent by huy_n Real Vision
  • Marc Liron
    Anyone currently evaluation AllianceBlock (ALBT)
      Hi, Just asking if anyone else is doing and due diligence/DYOR on  AllianceBlock (ALBT)  https://allianceblock.io/  If so any thought/impressions etc. Thanks -Marc
    Marc Liron 1 view 0 comments Started by Marc Liron Real Vision
  • Weston Nakamura
    That Truman show moment
    So.... anyone watch @Raoul Pal ? JUST when you think you’ve finally learned and figured out this macro shit...  alright Pal/RV... back to school it is then! watch this →  THE EXPONENTIAL AGE: CRYPTO’S FAST AND FURIOUS RISE
    Weston Nakamura 7 views 7 comments Most recent by John Ahearn Real Vision
  • Weston Nakamura
    EXCHANGE PORTFOLIO Q1 CONFERENCE CALL + 📰 INSIDE the HIVE MIND of the REAL VISION EXCHANGE
    Forget earnings season, this is the only “conference call” you need to pay attention to. The Real Vision Exchange Q12021 Portfolio Review with @Weston Nakamura and @Moritz Heiden  https://vimeo.com/537484193and of course, don’t forget the latest issue of Inside the Hive Mind of the Real Vision Exchange for the month (2 PDF links below)!  CLICK HERE FOR THE EXCHANGE PORTFOLIO Q1 2021 REVIEW CONFERENCE CALL SLIDES 📰 INSIDE the HIVE MIND of the REAL VISION EXCHANGE REPORT DOWNLOAD REPORT PDF …
    Weston Nakamura 24 views 23 comments Most recent by Greg BotNem Real Vision
  • sam_c
    SEC Executive report of the Madoff investigation.
    Because the news is out that Bernie died in prison. A good time to remind everyone once again that regulators are not that good at regulating.    as Chanos said:  Regulators are financial archaeologists — they will tell you after the company has collapsed what the problem was.   For those interested a 22 pager on all that went wrong at the SEC in the Madoff investigation.    Besides RV already has an interview (actually several) with the wistleblower Harry Markopolos  ==>  https:/…
    sam_c 3 views 0 comments Started by sam_c Real Vision
  • pcl_scotland
    BBC Newsnight Apr' 13 2021
      This guy's "half-inched" Ash's microphone!
    pcl_scotland 3 views 0 comments Started by pcl_scotland Real Vision
  • vishal_r
    Anyone know of a good alternative to Coinbase or eToro with a variety of alt exposure?
    Anyone know of a good alternative to Coinbase or eToro with a variety of alt exposure?
    Answered vishal_r 7 views 4 comments Most recent by C C Real Vision
  • michele_b
    Since various scenarios are being discussed and a tumultuous market phase could be around the cor...
    Since various scenarios are being discussed and a tumultuous market phase could be around the corner in upcoming months, I was wondering if there is a robust view on which brokerages to use while keeping funds fairly safe & protected in order to enter the market at a low point. Any suggestions would be very much appreciated (e.g. how about Interactive Brokers, among others with European offerings?) - thanks!
    Answered michele_b 2 views 1 comment Most recent by Andreas Metzen Real Vision
  • Moritz Heiden
    First results from the RV crypto survey
    More information about the survey see here. Looks like Dogecoin won't make it...But otherwise the Top selections looks solid. Still combing through the large list of additional coins that have been suggested, but not bad for the initial allocation.      
    Moritz Heiden 8 views 4 comments Most recent by john_c Real Vision
  • nivtej_d
    Reading Tea Leaves
    Over the last few weeks here my thoughts on the 3 strong macro narratives. * Inflation due to continued stimulus - favouring hedges of gold, real estate, and value stocks. weakening dollar * Strong dollar, reflation, US stocks continue upward. * Inflation, softer dollar but still strong comparatively US stocks higher push to value. Global debt concerns leading to a global solution. - the new world   somthing Raoul  spoke about in the DB. the rules do t matter we are on a new course.  * Your th…
    nivtej_d 1 view 0 comments Started by nivtej_d Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey Week 15/2021: Results
      Welcome to the weekly results of the Real Vision Exchange Macro survey. You might wonder, why "Macro survey"? Well, on the weekend I launched a separate survey, the Real Vision Crypto Survey. You can find additional information here. If you like it, please participate. I already got a lot of suggestions for additional coins to include and will screen these over the next few days. The tracking portfolio will start today.  With all the surveys, the realvisionbot.com website will get…
    Moritz Heiden 3 views 6 comments Most recent by sam_c Real Vision
  • Weston Nakamura
    Weekend Roundup: Green & Moses, Author Ash, Asia Crypto, Moritz Heiden & Weston
    https://vimeo.com/535407203• Danny Moses & Mike Green: Hidden Leverage, Nonsense news & weed stocks • RVDB Fri Live @Ash Bennington   @Raoul Pal   • "Market  Tremors" Hari Krishnan and @Ash Bennington  • QCP Capital: Asia crypto markets w/ Raoul Special mentions: @Moritz Heiden @Seahyung Park @Lisa Gee @John Ahearn 
    Weston Nakamura 1 view 41 comments Most recent by ross_m Real Vision
  • Kevin Tierney
    D4m!t Raoul!
    I did the S&P / Fed Bal Sheet analysis myself.  What if we're not in an everything bubble, but the value of the dollar is falling?  I might have just blown my own mind when I asked myself, "...I'm debt free.  If the value of the dollar is falling, what happens if I do something like a HELOC?  ...but I don't need to owe a bank...  What does NFT'ing the house look like?"
    Kevin Tierney 2 views 0 comments Started by Kevin Tierney Real Vision
  • Moritz Heiden
    The Real Vision Exchange Crypto Survey
    So, to put a little bit of pressure on me for further development (diamonds are born under pressure), I decided to launch a prototype of the Real Vision Exchange Crypto Survey. In contrast to the "normal" macro survey, this one allows participants to decide upon a portfolio of coins/tokens. The initial selection of coins is decided by the Bot based on the following criteria: - Market Cap - Trading Volume - Tradeability (for potential real-life implementation) - Diversification (the B…
    Moritz Heiden 28 views 6 comments Most recent by Moritz Heiden Real Vision
  • jake_k
  • David Cerf
    I cant figure out how Raul is calculating the formula to support his claim that everything is fla...
    I cant figure out how Raul is calculating the formula to support his claim that everything is flat based on using the US Fed balance sheet as the denominator. I did a few calculations (see attached) and I get close. But like to know if RV could publish Raul’s formula. Thanks @Ash @Raul
    Answered David Cerf 4 views 2 comments Most recent by allen_a Real Vision
  • krishna_p
    Exodus Public Offering - Has anyone looked into this? Exodus is trying to raise 75mil from the pl...
    Exodus Public Offering - Has anyone looked into this? Exodus is trying to raise 75mil from the platform. I like the platform, have been using it for some time. Based on their SEC filing their revenue tripled from 2019 to 2020. Of course, that might be a common theme across all crypto companies. I like that they are building an ecosystem so you do not need to go to each site like UNI or Compound. The way I think of them is a wallet with built-in DeFi functionality. Pretty slick design and a nice…
    Answered krishna_p 2 views 1 comment Most recent by krishna_p Real Vision
  • BOCS
    #AshSwag
    Got that @Ash Bennington swag. Good choice on the tees RV they fit great!
    BOCS 3 views 3 comments Most recent by BOCS Real Vision
  • toby_p
    Insurance-linked securities and the opportunity within the Belt and Road Initiative.
    https://www.beltandroad.news/narrowing-the-education-gap-insurance-linked-securities-ils/  
    toby_p 3 views 0 comments Started by toby_p Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey Week 15/2021
    First of all: apologies for this week's delay in survey results and survey link. A lot of people already participated (the link always stays the same), so no worries, there will be results. CLICK HERE TO GO TO THE SURVEY I also didn't post a weekly summary, as @Weston Nakamura and I recorded a quarterly portfolio review yesterday. We'll try to do this regularly to give you insights into our takeaways and observations from the survey. Overall, it has been a fantastic quarter for the Exchange p…
    Moritz Heiden 3 views 13 comments Most recent by Moritz Heiden Real Vision
  • Aaron Harmer
    Saw this proposal out for community feedback and want to get the community's thoughts on the impl...
    Saw this proposal out for community feedback and want to get the community's thoughts on the implications on asset prices, inflation, economy if this goes through: https://www.consumerfinance.gov/about-us/newsroom/cfpb-proposes-mortgage-servicing-changes-to-prevent-wave-of-covid-19-foreclosures/ The Consumer Financial Protection Bureau (CFPB) today proposed a set of rule changes intended to help prevent avoidable foreclosures as the emergency federal foreclosure protections expire.
    Answered Aaron Harmer 1 view 2 comments Most recent by thomas cullis Real Vision
  • nivtej_d
    M. Saylor recommended an old macro investing book had a black cover. Does anyone know what it is...
    M. Saylor recommended an old macro investing book had a black cover. Does anyone know what it is ...help lol
    Answered nivtej_d 6 views 2 comments Most recent by nivtej_d Real Vision
  • huy_n
    How do etfs work when one of its constituent stock appreciates in price?
    Hi Everyone,  Suppose we have an ETF like SPY with 100 shares each of X, Y, and Z companies. If the price of X and Y remain constant, and Z increases in price by 10% .... does this mean that the ETF has to sell 5 shares each of companies X and Y, while at the same time need to purchase 10 shares of company Z? If anyone understands the mechanics for this, would love to learn more.
    huy_n 1 view 2 comments Most recent by huy_n Real Vision
  • Stephane Bedat
    I want to see David Hunter @DaveHcontrarian being interviewed by realvision. I discovered David t...
    I want to see David Hunter @DaveHcontrarian being interviewed by realvision. I discovered David thanks To Dan Tapiero's tweet that I discovered on Realvision. David has been amazingly accurate in his macro views for last 12 months and I think it would benefit this community to hear his views and have Raoul challenge him, Thanks.
    Answered Stephane Bedat 2 views 1 comment Most recent by michele_b Real Vision
  • Real Vision
    Marko Papic, partner and chief strategist at Clocktower Group, joins Michael Green to discuss how...
    Marko Papic, partner and chief strategist at Clocktower Group, joins Michael Green to discuss how and why geopolitics will have major effects on markets in the coming years with a particular focus on U.S.-China relations. They discuss everything from Taiwan and the issue of semiconductor supply chains to other actors like Russia as well as the merits and faults of Cold War analogies. They also touch on what Papic calls "the most important macro chart of this cycle" and the domestic is…
    Real Vision 2 views 0 comments Started by Real Vision Real Vision
  • Farrell Murphy
    Monthly Influence Points Winners
    We are excited to announce our First Monthly Influence Points Winners! Congratulations to the following and thank you for being valuable contributors to The Exchange.  @Jeremiah S  @John Ahearn  @Craig P  @Jaymes Rosenthal  @Matt Daniell  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 WINNERS next week so everyone is still…
    Farrell Murphy 3 views 17 comments Most recent by matthew_l Real Vision
  • Real Vision
    On this week's segment of "The Vision," Peter Cooper presents some of the upcoming programming, w...
    On this week's segment of "The Vision," Peter Cooper presents some of the upcoming programming, which will feature Marcus Frampton, Sean Fieler, Marko Papic, Mike Green, and more.
    Real Vision 5 views 0 comments Started by Real Vision Real Vision
  • John King
    Is there a way to rewatch the Crypto Gathering?
    Is there a way to rewatch the Crypto Gathering?
    Answered John King 2 views 1 comment Most recent by matthew_l Real Vision
  • eugene_m
    eugene_m 2 views 2 comments Most recent by Ernesto Real Vision
  • Mac Ciulla
    Thoughts On Retirement Portfolio Holdings (Cash, Precious Metals, Crypto, Stocks) Hello everyone...
    Thoughts On Retirement Portfolio Holdings (Cash, Precious Metals, Crypto, Stocks) Hello everyone, first time posting here, and very happy to have found this community. I'm an investor in my late 20s looking for long term growth for later in life, currently diversified through everything previously mentioned. Considering the volatility across all markets (rising inflation of the USD, high equities, uncertainty within the crypto space), I'm wondering how you all diversify your holdings in your p…
    Answered Mac Ciulla 13 views 1 comment Most recent by Weston Nakamura Real Vision
  • Weston Nakamura
    Exchange Weekend Roundup: Deflationary Printing, Unholy VIX, Arch-EGO
    https://vimeo.com/532701734Key Videos of the Week • Lacy Hunt & Danielle DiMartino Booth: Disinflationary headwinds against rising yields, 2 quarter growth head-fake, global supply chain & aging/birthrate demographic hit (Video Link Here) • Chris Cole & Mike Green: “Unholy Trinity,” VIX in 2020, Insolvency, BTC “what if,” Dragon Portfolio 2020 performance (Video Link Here) Archegos Coverage •RVDB Tues: Tony Greer de-risking (Video Link Here) •RVDB Wed PART 1 of 2: @Weston Nakam…
    Weston Nakamura 1 view 15 comments Most recent by john_s Real Vision
  • martin_c
    How do the Primary Dealers fund their purchase of U.S. Treasuries? Can PD just loan money to them...
    How do the Primary Dealers fund their purchase of U.S. Treasuries? Can PD just loan money to themselves (Prof. Werner money creation theory)? #QE
    Answered martin_c 2 views 1 comment Most recent by Sam Mitchell Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey Week 14/2021
    Don't forget to participate in this week's Real Vision Exchange survey. I started the project of adding new markets. This week, I included only Nasdaq, mainly to test the pipeline.  Thank you for all your support and Happy Easter! CLICK HERE TO GO TO THE SURVEY If you haven't already checked out previous week's results, you can find these on the dashboard or on the Exchange. CLICK HERE TO GO TO THE SURVEY The survey will be open each week from Wednesday (around 9am EST) to Saturday (9am…
    Moritz Heiden 1 view 7 comments Most recent by Moritz Heiden Real Vision
  • Real Vision
    Chris Cole, founder and CIO of Artemis Capital Management, sits down with Michael Green to discus...
    Chris Cole, founder and CIO of Artemis Capital Management, sits down with Michael Green to discuss why he views volatility as the ultimate expression of illiquidity and insolvency. Together, they explore how the Fed’s actions in 2020 swiftly stomped out both of these risks, explain how structural dynamics resulted in rapid equity price appreciation over the last year, and take a closer look at volatility and the options market and what Cole describes as a "bull market in fear". They a…
    Real Vision 3 views 1 comment Most recent by sam_c Real Vision
  • Real Vision
    Clete Willems, a former senior member of Trump's trade team and now a current partner at law firm...
    Clete Willems, a former senior member of Trump's trade team and now a current partner at law firm Akin Gump, joins Real Vision managing editor Ed Harrison for a deep-dive conversation about global trade relations. Willems outlines how a rivalry between China and the United States is dominating global trade, geopolitical and national security policy, and how the coronavirus pandemic has accelerated tensions between the two behemoths. He also notes Trump's focus on trade and bilateral trade defic…
    Real Vision 2 views 0 comments Started by Real Vision Real Vision