Having trouble navigating? Click Here to check out a video walkthrough for the new Exchange.

The Exchange

Discussion List

  • 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 1 view 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 1 view 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 1 view 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 7 views 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 1 view 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 5 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 1 view 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 3 views 1 comment Most recent by krishna_p Real Vision
  • Eric Sciberras
    #AshSwag
    Got that @Ash Bennington swag. Good choice on the tees RV they fit great!
    Eric Sciberras 1 view 3 comments Most recent by Eric Sciberras 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 2 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 1 view 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 3 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 1 view 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 1 view 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 1 view 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 1 view 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 1 view 2 comments Most recent by ernesto_r 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 9 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 2 views 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 1 view 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 1 view 0 comments Started by Real Vision Real Vision
  • sam_c
    Why is china still classified as a "emerging"?
    Why is china still classified as a "emerging"?
    Answered sam_c 1 view 4 comments Most recent by alastair_b Real Vision
  • edward_m
    Lacy Hunt and others make a big deal about the difference between federal reserve deposits and sp...
    Lacy Hunt and others make a big deal about the difference between federal reserve deposits and spendable dollars. But whoever sold the bonds being bought by the Fed clearly got something spendable, right? And if not, were they somehow coerced to sell the bonds to the Fed?
    Answered edward_m 1 view 2 comments Most recent by John Ahearn Real Vision
  • Weston Nakamura
    Diversity of Thought: Haley Draznin on The Exchange
    Welcome @Haley Draznin for her first video appearance on the Exchange, where we discuss her off-camera / behind-the-scenes role at RV (the literal reason we subscribe to RV), the $60 trillion generational wealth transfer underway, alternative investments / death of 60/40. And by far the most important topic addressed on the Exchange, the critical need for women - not just in financial markets, but on the Exchange itself. https://vimeo.com/530564023Haley’s Interviews on Alternative Investments …
    Weston Nakamura 2 views 6 comments Most recent by andrew_b Real Vision
  • Farrell Murphy
    Weekly Influence Point Winners! Wk of 3/22
    Congratulations to this week's winners! @Matt B  @Seahyung Park  @Eric Sciberras    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 7 comments Most recent by Eric Sciberras Real Vision
  • Chris R
    MIT Bitcoin/Blockchain Expo
    If you enjoyed the RV Crypto Gathering and are hungry for more, the MIT Bitcoin expo this weekend might be just the thing for you! Seriously, there will likely be some exceptional thinkers in the blockchain space that are part of this conference organized by MIT students. Accumulating knowledge is not a linear process and takes time and effort. The event is completely free and only requires you to put in the time to join. https://medium.com/mitbitcoinclub/mit-bitcoin-expo-2021-the-new-normal-…
    Chris R 1 view 1 comment Most recent by Brad S Real Vision
  • Matt Scaysbrook
    Crypto gathering portfolio/report location?
    Hi all, can someone please post the link for the crypto gathering voting portfolio. I can't seem to find it. Thank you
    Matt Scaysbrook 4 views 4 comments Most recent by Matt Scaysbrook Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey Week 13/2021: Results
    Last week's performance summary Initial Drawdown in both the Exchange and the Bot's portfolio due to the weakness in Bitcoin and declining VIX. Luckily both portfolios had reduced their Bitcoin allocation, which limited the severity of the dip. During the week markets were mixed (vol up, EM equities down). On Friday came the recovery, which continued over the weekend (my reporting period ends on Friday) and helped the portfolios to recover. Hence, performance-wise a flat week.  Exchange portf…
    Moritz Heiden 2 views 11 comments Most recent by Moritz Heiden Real Vision
  • Moritz Heiden
    I would like to add some new topics to the Exchange survey and the Real Vision Bot's portfolio. W...
    I would like to add some new topics to the Exchange survey and the Real Vision Bot's portfolio. What would you (the community) prefer in terms of assets? The Bot's choice is quite clear, given that it is "the Robot of the altcoin space" (his AI really produced this quote by itself)
    Poll Moritz Heiden 1 view 5 comments Most recent by sam_c Real Vision
  • sam_c
    Content/ Guest Request: Ludovic Phalippou. Topic: Private Equity
    As the SEC is making it easier for retail to access Private Equity directly and big groups like Vanguard are working on PE products for retail. The PE propaganda has been deployed to talk about the asset class outperformance vs the public markets. As seasoned investors know one of the important rules in investing is Caveat Emptor. Nonetheless, just a few people take the time to look at these outperformance claims critically. In comes  Ludovic Phalippou, a french academic at Oxford (+++ points …
    sam_c 1 view 3 comments Most recent by sam_c Real Vision
  • rob_t
    The Piers Kicks interview at the Crypto Gathering was a bit mind bending for me. I know there was...
    The Piers Kicks interview at the Crypto Gathering was a bit mind bending for me. I know there was also some discussion of the role of traditional assets managers. Does anyone know of/see anything emerging in the space of an asset manager for digital/NFT/e-gaming/digital real estate etc?
    Answered rob_t 2 views 1 comment Most recent by matthew_l Real Vision
  • Real Vision
    Famed investor Kevin O'Leary, aka Shark Tank’s Mr. Wonderful, joins Real Vision’s Raoul Pal to di...
    Famed investor Kevin O'Leary, aka Shark Tank’s Mr. Wonderful, joins Real Vision’s Raoul Pal to discuss his investment philosophy and why he rebalanced his portfolio to include 70% equities and 30% fixed income. He increased his weighting in gold to 5%, took a position in Bitcoin for the first time, and stresses the importance of ethical mining and why investors need to know where their Bitcoin is mined. When it comes to private market investments, O'Leary looks for direct-to-consumer companies …
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • Weston Nakamura
    Part 2 Wrap Up: Gathering Thoughts on The Crypto Gathering
    https://vimeo.com/529730978Following Part 1 Gathering Thoughts on The Crypto Gathering (see here) @John Ahearn @Seahyung Park @Jeremiah S @Weston Nakamura wrap up Crypto Gathering ‘21 with: •Irresponsibly Long/Short: Debate on replicating the traditional active asset management & hedge fund industry model →  crypto assets •Irresponsible Outlooks: What will be on the Crypto Gathering 2022 agenda? (1 year forward looking predictions, risks and opportunities) •Revelations of being Responsi…
    Weston Nakamura 4 views 1 comment Most recent by Brad S Real Vision
  • Desmond Sullivan
    What financial management/ planning app/ software would you recommend?
    I have my money in a variety of accounts all outside the US (goldmoney, kraken, hsbc, various stock trading accounts, pension funds, etc) as well as varies mortgages on properties in uae and europe. I use a primitive spreadsheet to vaguely track all of this. what does everyone else use? any recommendations on something better? 
    Desmond Sullivan 1 view 2 comments Most recent by Ted Boydston Real Vision
  • kacper_k
    he Guys! How will the chart below affect the current cycle? 2017 was definitely different :D
    he Guys! How will the chart below affect the current cycle? 2017 was definitely different :D
    Answered kacper_k 1 view 1 comment Most recent by pablo_m Real Vision
  • Cristofer
    Should $ASH grow his beard back?
    Should $ASH grow his beard back?
    Poll Cristofer 1 view 1 comment Most recent by jeremiah_s Real Vision
  • sam_c
    Tesla & the Bitcoin Refund
    Basically;  If BTC rises, they will pay you back in dollars. If it falls, Tesla gives you the exact quantity of BTC you gave them. (In the end, they will refund you the way it suits them best) 🤷‍♀️ Goes well with this video (Removed from YT) ;   
    sam_c 1 view 18 comments Most recent by sam_c Real Vision
  • Weston Nakamura
    Gathering Thoughts On Crypto Gathering
    https://vimeo.com/529301483Discussion from the Exchange on RV Crypto Gathering with @John Ahearn @Seahyung Park @Jeremiah S @Weston Nakamura  •Thoughts on the state of crypto  •Thoughts on the event & speakers  •Top picks & personal favorites  (Pt. 2- Debating the future of digital asset management later) Thanks fo the fun talk gents!
    Weston Nakamura 2 views 15 comments Most recent by matthew_l Real Vision
  • Peter Mulholland
    EARTH 2.0
    Has anyone in here heard of Earth 2.0?  https://earth2.io/ I am a seasoned investor...do not pretend to know everything and I have lost a lot overtime but luckily gain a bit more, so I can afford to lose my money but this feels very much like the beginnings of Bitcoin or NFT's.  Self-promotion: Get 5% off with this code: https://earth2.io/   I must admit, owning an entire town with a world-famous surf break, if only digitally, feels pretty special and if phase 2-3-4- et al create an online…
    Peter Mulholland 1 view 5 comments Most recent by Ted Boydston Real Vision
  • tom_j
    Equity Volatility Index explained-SPIKES 101
    For the volatility community: We recently put together a short video to explain the SPIKES Equity Volatility Index. Please have a look over your next coffee break and feel free to reach out with any questions. AND.....for the months of April through June there will be no exchange fees on SPK Futures transactions on MGEX!! SPIKES Options are also available on MIAX. 
    tom_j 1 view 0 comments Started by tom_j Real Vision
  • lou_b
    Technical analysis (TA) - I see it everywhere on RV - in the Exchange, by Raoul and guests, etc. ...
    Technical analysis (TA) - I see it everywhere on RV - in the Exchange, by Raoul and guests, etc. Is TA commonly used as a decision making tool by discretionary macro traders? Or, is it just used here on RV as a common denominator to express trade ideas? [FWIW, my background is systematic/quant and I'm relatively new to RV. Also, I emailed in this question to Raoul's last AMA, but was unable to attend, so I have no idea if he responded.] Thx in advance, Lou.
    Answered lou_b 1 view 3 comments Most recent by allen_a Real Vision
  • Weston Nakamura
    Updated View & Process + Added Risk Factor
    (Uploaded the wrong edit yesterday apologies, for some reason had cut out trading short term “against” my core longer term view/position  - correct version now in original post & below. @Seahyung Park you can get mad at me now for the public slandering) Attached PDF “slide deck” below https://vimeo.com/528745721Also in addition which I forgot to mention -  A major RISK of owning downside PUTS on US equities in general: exchanges shut down trading. This was a risk I was thinking about th…
    Weston Nakamura 2 views 13 comments Most recent by Rob Giles Real Vision
  • Gregory McNerney
    Are there resources on what the potential rise in quantum computing will do to crypto/blockchain?...
    Are there resources on what the potential rise in quantum computing will do to crypto/blockchain? Specially proof-of-work, security, and encryption.
    Question Gregory McNerney 1 view 0 comments Started by Gregory McNerney Real Vision
  • Eirik Haugen Bjordal
    I'm asking here, because I don't know where else to turn. Why's no 1 frm MSM nor polititan addr. ...
    I'm asking here, because I don't know where else to turn. Why's no 1 frm MSM nor polititan addr. 'The Great reset"? It's all in the open yet ttlly silenced. I find it quite scary after reading Dr Schwabs books and watching endless videos from IMF and WEF. They're sayn "The pandemic represents a rare but narrow window of opportunity to reflect, reimagine, and reset our world" where "you will own nothing but be happy." When I try to talk with people about it they all say …
    Answered Eirik Haugen Bjordal 3 views 3 comments Most recent by shawn_l Real Vision
  • Senad Rothkegel
    Advice for Newbies
    I have recently joined RV as I have discovered the fascinating world of finance and crypto currency. However, in line with RV's founding mantra I have quickly discovered that 'I know fuck about fuck'. Even though most videos are very interesting I find that I have a hard time making real and practical sense of the content. Accordingly, I have decided to catch up some by starting from scratch.  In this post I would like to share with you some of my learning resources that I am using. Maybe this…
    Senad Rothkegel 1 view 4 comments Most recent by Senad Rothkegel Real Vision
  • Brett Ellis
    Process Control - Industrial Automation
    My background is Process Controls and Automation.  Find it interesting the synergies between the markets and process control.  Im up for a discussion or to add anything I can to the conversation. Cheers.
    Brett Ellis 1 view 5 comments Most recent by shawn_l Real Vision
  • frederic_r
    FIlecoin and Siacoin
    There's one area I'd like RV and maybe the panelists to mention that has not been touched upon to my knowledge, that of the cloud and of the world of web 3 and the various alternatives to the centralized solutions we all use today. More specifically I'm thinking about the cloud and two names who seem to be involved and front-running this area, Filecoin and Siacoin. I would love to hear about these projects, where they are in the adoption cycle, I guess very early and how they are expected to pe…
    frederic_r 1 view 3 comments Most recent by Fahad Mohammad Real Vision
  • T L
    $ETH and the Gathering
    Currently struggling with the long-term investment case for $ETH. I have a small position for exposure, but it appears that the risks going forward are significant. I am hoping that the panelists will explore the investment case over the next few days at the Gathering. 
    T L 1 view 5 comments Most recent by sean_o Real Vision
  • Real Vision
    TODAY STARTING 10AM EST: CRYPTO GATHERING DAY 1
    LAST CHANCE TO SAVE YOUR SEAT... CLICK HERE! and remember to TAG & FOLLOW Crypto Gathering on The Exchange 
    Real Vision 1 view 15 comments Most recent by Dave Carlson Real Vision
  • sam_c
    This Turkey story never ends;
      @Weston Nakamura  any Turks on the exchange?   
    sam_c 1 view 2 comments Most recent by Weston Nakamura Real Vision
  • sam_c
    sam_c 1 view 3 comments Most recent by sam_c Real Vision
  • Farrell Murphy
    Weekly Influence Point Winners! Wk of 3/15
    Congratulations to this week's winners! @Oliver Anderson  @Seth Dingle  @Dean W    Out Top 3 Weekly Influence Point earners win $10 towards Real Vision Shop and the Top 5 Monthly Influence Point Earners (in 2 weeks) will win $25 towards Real Vision Shop. See Details Here As a reminder we will have 3 NEW WINNERS next week so you can still win next Monday!
    Farrell Murphy 1 view 7 comments Most recent by ernesto_r Real Vision
  • craig_p
    craig_p 1 view 24 comments Most recent by louis philippe_d Real Vision
  • huy_n
    Does the SLR expiration mean banks must buy bonds?
    I've been following this SLR expiration story for a few weeks and have been trying to understand exactly what it requires of the banks once it comes back into effect on march 31st.  Prevailing sentiment in media articles imply that the SLR coming back into effect is bond bearish because "banks would have to sell their bonds". However, this makes no sense from my admittedly amateur standpoint. If the SLR's original motivation was to ensure that banks had sufficient assets to back the…
    huy_n 1 view 7 comments Most recent by huy_n Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey Week 12/2021: Results
    Performance-wise last week was relatively uneventful for the Exchange and the Bot portfolio. Both portfolios had roughly the same allocation of 25% Bitcoin, which was the only notable driver of performance. As of Friday, other gains were eaten up by the allocation to Volatility (approx. 7% for each portfolio), which came down over the week. So what's next for the portfolios? Important: I decided to move the performance update (total performance chart) to Wednesday. The Yahoo data for some of t…
    Moritz Heiden 1 view 1 comment Most recent by matthew_l Real Vision
  • Ellie Wilson
    Can anyone please post their favourite real vision videos for newbies to help better understand t...
    Can anyone please post their favourite real vision videos for newbies to help better understand the markets? Thanks
    Answered Ellie Wilson 3 views 4 comments Most recent by Paul Curtis Real Vision
  • Aaron Whang
    Best place to trade futures for US retail
    Hey everyone, had a quick question on the above topic. I looked into cme and ice so far and I can’t seem to find a way to trade on their platforms without being a member. Any help or solutions provided would be greatly appreciated!
    Aaron Whang 1 view 4 comments Most recent by Aaron Whang Real Vision
  • Soo Shin
    Is the BTC market concentrated in the hands of a relatively small group of early Bitcoiners? If s...
    Is the BTC market concentrated in the hands of a relatively small group of early Bitcoiners? If so, what are the implications of that? Any thoughts or insights, Real Vision Exchangers?
    Answered Soo Shin 1 view 2 comments Most recent by Kelvin W. Real Vision
  • stefan_c
    March 19 Daily Briefing
    Great Daily Briefing tonight.  Powell really does look like he is playing chicken with the markets.  The elephants in the room here are the following surreal and grim facts (i) Treasury has to issue new debts and refinance old ones to the tune of a gazillion gazillion dollars between now and eternity, and (ii) yields are going higher.  YCC with “American characteristics” seems inevitable.  I think the Fed wants to pin the YYC-controlled curve at  lower rates across the curve and will wait for a…
    stefan_c 1 view 0 comments Started by stefan_c Real Vision
  • sam_c
    This bit explains so much about IPO's and the hype machine on wallstreet:
    From a 2019 Trade Idea Video on Disney with David Trainer https://www.realvision.com/shows/trade-ideas/videos/content-is-king I feel like this explains so much of what we see in markets. Never forget, look at what the incentives are: Wallstreet is a fee and flows driven business.  
    sam_c 2 views 1 comment Most recent by thomas cullis Real Vision
  • Garrett Chau
    Is having Kyle Bass as an interviewer an example of: 1) welcoming all points of view; or 2) RV fa...
    Raoul Pal's stance is that he and Real Vision do not take political sides. RV welcomes all points of view including those which are controversial as varying perspectives helps us better understand markets. However and in light of the shootings in Atlanta and the increasing amount of violence against Asian-Americans, is there a point in which RV should consider that Kyle Bass' rhetoric isn't solely about markets but perpetuates something else?  In Kyle Bass' most recent stint as an interviewer,…
    Garrett Chau 1 view 2 comments Most recent by Joseph Heiniger Real Vision
  • Weston Nakamura
    Following BOJ Policy Review today....
     HOW TO YCC: Lessons from BOJ (Part 2 of 2) SEE HOW TO YCC PART 1 HERE (Turn your sound on for 5 seconds of Kuroda insight ↓ )
    Weston Nakamura 1 view 11 comments Most recent by matthew_l Real Vision
  • sam_c
    National security commission on AI (NSCAI) report on AI is out.
    For those interested in AI, autonomous vehicles, 5G, Quantum computing, bio-informatics, semi's ... Here is a link to a report assessing the american capabilities Regarding AI.  https://reports.nscai.gov/final-report/table-of-contents/ It's huge but there is an exec summary. Here is eric smith (yes,the ex google ceo) breaking down this 700 page report on the pacific century podcast (Hoover institution).   https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL3BhY2lmaWNjZW50dXJ…
    sam_c 1 view 0 comments Started by sam_c Real Vision
  • Kyle Cooper
  • Moritz Heiden
    Real Vision Exchange Survey 12/2021
    Next round! This week's edition of the @Real Vision Exchange sentiment survey is live. Btw, upon frequent request, we added Raoul + Bot "Irresponsibly long" stickers to the shop! The Exchange Hive mind portfolio is still doing very well. Slight losses on the long VIX position. Bitcoin did retract a bit, but it has already bounced back as I'm writing this. CLICK HERE TO GO TO THE SURVEY I'll also discovered that for performance reporting, pulling data from Yahoo Finance is not a go…
    Moritz Heiden 2 views 2 comments Most recent by Moritz Heiden Real Vision
  • Weston Nakamura
    How to YCC: Lessons From Bank of Japan (pt. 1 of 2)
    Exchange Exclusive from Tokyo https://vimeo.com/525237763Part 1 of 2: •Why BOJ matters •Brief History on How BOJ Got To Manipulating the JGB Market  •BOJ Governor Kuroda •How YCC works •Japan YCC ≠ US YCC 10y JGB Yield under BOJ Gov Kuroda BOJ Gov Kuroda, Fed Yellen, ECB Draghi Jackson Hole (not real quotes, maybe Kuroda’s is real) also check out  Real Vision Investor Tutorials: UNDERSTANDING YIELD CURVE CONTROL
    Weston Nakamura 10 views 28 comments Most recent by k_m Real Vision
  • sam_c
    There are now security tags around meat in Brazilian supermarkets. Is this what inflation does?
      this is basically a 15 USD piece.. https://twitter.com/mateusalp/status/1371973347832176643?s=20 https://br.noticias.yahoo.com/carne-com-alarme-antifurto-viraliza-na-internet-150133567.html   Not sure if true but some person on twitter claims you can pay your meat in different chunks, basically a type of credit (called parcelar in BR).  4 days ago I noticed how the real had lost 50% of its value (vs the USD) in 3 years time. Wild stuff.      https://www.economist.com/big-mac-i…
    sam_c 1 view 3 comments Most recent by John Ahearn Real Vision
  • sam_c
    Content Request, Can RV do a video/interview on the ECO currency (proposed common currency of a b...
    I wonder what the state of affairs is with the decoupling of the CFA currency and creating the common African currency.   Like, I had no Idea France controlled the central banks is Africa like this:    On 20 May 2020, the Council of Ministers of the French Republic adopted a bill according to which the Central Bank of West African States, the central bank managing the currency of the eight nations of the West African Economic and Monetary Union which use the West African CFA franc, will no lo…
    sam_c 1 view 1 comment Most recent by lacy_b Real Vision
  • Daniel Diaz
    Hello everyone. I have a question regarding monetary debasement. In recent interviews Raoul has s...
    Hello everyone. I have a question regarding monetary debasement. In recent interviews Raoul has suggested he thinks the coming inflation in the U.S. will be temporary, not secular. So for one I'm curious how QE and fiscal stimulus ad infinitum would not lead to secular inflation? Additionally, I'm curious what monetary debasement looks aside from secular inflation. Raoul believes the inflation will be temporary but still makes comments about monetary debasement occurring. So if not inflation, h…
    Answered Daniel Diaz 1 view 2 comments Most recent by pablo_m Real Vision
  • Weston Nakamura
    Tomorrow -
    Bank of Japan, Tokyo Nearly a half decade ago in Sept 2016, BOJ announced a "policy review" ahead of the policy meeting, and then they rolled out this new strange policy called Yield Curve Control. I had to learn, advise on and trade it in real time- and once I did, I realized nobody has any clue how YCC works over the next several years to this day (they called it "stealth tapering" - very stupid).  This week we have FOMC (Wed) where Powell will take questions on YCC an…
    Weston Nakamura 3 views 6 comments Most recent by Dennis Jarvis Real Vision
  • Real Vision
    Position sizing is one of the most important aspects of investing, and depending on if it is done...
    Position sizing is one of the most important aspects of investing, and depending on if it is done correctly or incorrectly, it alone can be the difference between success and failure of the course of individual trades and even entire careers. Unfortunately, there are no hard and fast rules for position sizing as your style, time horizon, psychology and even differences between individual securities can drastically change what is the correct position size. In this episode of "Investor Tutor…
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • Eric Sciberras
    I've done well with crypto over the years but looking to move some money into other investments. ...
    I've done well with crypto over the years but looking to move some money into other investments. I've been an avid RV watcher for a year now and excited to test new waters and learn more about them. What industry do you recommend?
    Poll Eric Sciberras 1 view 10 comments Most recent by sam_c Real Vision
  • Real Vision
    Narratives around the reflation trade and asset prices are currently pointing towards a full reco...
    Narratives around the reflation trade and asset prices are currently pointing towards a full recovery and a period of extended growth as the world exits lockdowns. In this interview with Real Vision managing editor Ed Harrison, Daniel Lacalle, chief economist and CIO at Tressis, argues that this is being fueled by nothing more than hope and that, although this is a recovery, the world will return to the same state of secular stagnation and low growth that existed pre-COVID. Lacalle explains why…
    Real Vision 1 view 1 comment Most recent by nivtej_d Real Vision
  • Farrell Murphy
    Weekly Influence Point Winners! Wk of 3/8
    Congratulations to this week's winners!   @Matthew Lansing  @thomas cullis  @Dani Ben Yair     Out Top 3 Weekly Influence Point earners win $10 towards Real Vision Shop and the Top 5 Monthly Influence Point Earners (in 2 weeks) 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 in the game for next Monday!  
    Farrell Murphy 1 view 10 comments Most recent by ernesto_r Real Vision
  • Real Vision
    THIS WEEK ON REAL VISION...Real Vision presents a new weekly show called "The Vision" - your guid...
    THIS WEEK ON REAL VISION... Real Vision presents a new weekly show called "The Vision" - your guide to this week's videos coming out on Real Vision. Peter Cooper presents the current macro backdrop and then discusses the upcoming programming, which will feature Daniel Lacalle, Jamie Catherwood, Kyle Bass, Peter Smith, Pierre Andurand, and more.
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • Arvind Hoskote
    Hi all, Have been lurking around for a bit on the exchange enjoying some of ideas floating around...
    Hi all, Have been lurking around for a bit on the exchange enjoying some of ideas floating around. Decided to finally tap into this vast pool of experience. I am a novice institutional EMFX option trader seeking some guidance from experienced institutional options traders around. If you can help or know someone who can, please do let me know.
    Question Arvind Hoskote 1 view 0 comments Started by Arvind Hoskote Real Vision
  • Weston Nakamura
    Exchange Week Roundup: Yields & Curve Control
    https://vimeo.com/523517057 TPX Banks Weekly Roundup Videos on Yields, Yield Curve Control • Mike Green & Harley Bassman Video: Rates Volatility and Convexity  +  Harley Bassman Slide Deck Link + @Craig P  Post on Yield Curve  • Dominic Frisby and Raoul Pal  Video : Taxes = Everything  • Chris Whalen and Edward Harrison Video: Update on Banks • Peter Boockvar, James Bianco, and Ed Harrison Video: YCC • RVDB Fri w/ Ash Bennington Raoul Pal  Video: Painting = Canvas + Paint + Fucking …
    Weston Nakamura 2 views 23 comments Most recent by Weston Nakamura Real Vision
  • Michael Crisanti
    I am from the United States and have a Coinbase account. I am in search of the safest exchange t...
    I am from the United States and have a Coinbase account. I am in search of the safest exchange to purchase the Audius token. Any recommendations? Can U.S. citizens open a Binance account? Binance.US does not support this token.
    Answered Michael Crisanti 1 view 2 comments Most recent by dean_w Real Vision
  • jason_b
    Math
    YCC eminent? SPY/US10Y The 10year yield is the flow regulator of the US economy since before Bernanke realized It, maybe since '95 when macro decided that the stock market looked pretty good given lower yields and todays environment being visible 25 years ago https://www.tradingview.com/x/a8IXn6lP/ Due to parabolic nature of our current world,  I used a log format.  Looks like a spring in Dec. '18 an BU to me with choppy post 5 wave crud to signal the beginning of a new trend.
    jason_b 1 view 0 comments Started by jason_b Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey Week 11/2021: Results
    This week I'm on right on schedule again with the @Real Vision Exchange survey results. The Real Vision Exchange portfolio had a great week. 33.33% of the portfolion was allocated to Bitcoin, the largest value in the history of the portfolio and a winning strategy. The Bot made some good calls on Bitcoin and Equities, but being long the 10y Treasury ETF and Gold hurt. Nevertheless he finally managed to put some distance between his Portfolio and the S&P. GO TO THE DASHBOARD FOR INTERACTIVE…
    Moritz Heiden 1 view 3 comments Most recent by matthew_l Real Vision
  • Sean Lakha
    Raoul's "Ask me Anything" with Max Wiethe
    Unfortunately I missed most of Raul's "Ask me Anything" with Max Wiethe.   @Raoul Pal  @Max Wiethe.  I don't see the recorded version of it in videos section.  I really hope you'll put it on Real Vision.  If it's already on here, could someone please send me a link?
    Sean Lakha 1 view 6 comments Most recent by bob_g Real Vision
  • Real Vision
    A wall of money, regulation, and rapidly shifting global priorities has already drastically chang...
    A wall of money, regulation, and rapidly shifting global priorities has already drastically changed how companies around the world manage their carbon emissions. As well, it has affected how governments incentivize good behavior and drive innovation and, in the process, created a tradeable market in carbon emissions credits. In this interview with Real Vision CEO and co-founder Raoul Pal, Eric Lee and Francesco Martoccia, both energy strategists at Citigroup, help break down the opportunities a…
    Real Vision 2 views 1 comment Most recent by John Sundheim Real Vision
  • matt_t
    Trying to execute a portfolio such as the dragon portfolio or exchange portfolio while considerin...
    Trying to execute a portfolio such as the dragon portfolio or exchange portfolio while considering tax implications (Australia)? (further details below)
    Answered matt_t 3 views 1 comment Most recent by matt_t Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey 11/2021
    This week's edition of the @Real Vision Exchange sentiment survey is live. Make sure to cast your vote. The Exchange has really been killing it lately. Raoul is following this closely, so make sure to keep up the great performance. Just kidding, please tell us your view on the markets. If that happens to perform well, even better! CLICK HERE TO GO TO THE SURVEY https://twitter.com/RaoulGMI/status/1369421400956665859  If you haven't already checked out previous week's results, you can find t…
    Moritz Heiden 1 view 0 comments Started by Moritz Heiden Real Vision
  • Farrell Murphy
    Exchange Poll: We want to continue to make this Exchange experience better, so what do you want m...
    Exchange Poll: We want to continue to make this Exchange experience better, so what do you want more of?
    Poll Farrell Murphy 2 views 15 comments Most recent by bill_t Real Vision
  • sam_c
    Good & Free global tax tools:
    Rv has a video of a Pirate interviewing Dominic Frisby on taxes  https://exchange.realvision.com/post/60485a26df82fcfe0cb145e5   Therefore an opportune time to share some useful recourses. If you are interested in what and how you would be taxed in a different country here is your one-stop-shop:  https://taxsummaries.pwc.com/ if you are into comparisons KPMG has another tool but more limited in scope: https://home.kpmg/xx/en/home/services/tax/tax-tools-and-resources/tax-rates-online.html …
    sam_c 5 views 2 comments Most recent by jeremiah_s Real Vision
  • Real Vision
    Lyndon Lea, founder of Lion Capital, has made a name for himself as a private equity investor in ...
    Lyndon Lea, founder of Lion Capital, has made a name for himself as a private equity investor in the consumer goods sector by both investing in and engaging with the management of some of the best consumer brands in the world. In this interview with James Rasteh, founder and CIO of Coast Capital, Lea outlines the insights he’s gained from his investments in brands like Jimmy Choo, Wagamama, Kettle Foods, and AllSaints. They also discuss Lea’s outlook for SPACs as someone who was using the vehic…
    Real Vision 2 views 0 comments Started by Real Vision Real Vision
  • Real Vision
    Even before COVID, global deficits had already expanded—but in the last year, they have exploded ...
    Even before COVID, global deficits had already expanded—but in the last year, they have exploded to levels that almost guarantee increases in taxes. We can already see the effects as high-net-worth individuals and businesses leave high tax areas like California for lower tax areas like Florida, Texas, and the Cayman Islands. Dominic Frisby, author of "Daylight Robbery: How Tax Shaped Our Past and Will Change Our Future," sits down with Real Vision CEO and co-founder Raoul Pal to discu…
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey Week 10/2021: Results
      The survey results are coming in a bit late lately. Sorry about that, markets a keeping me busy. Anyway, how did last week's survey turn out? GO TO THE DASHBOARD FOR INTERACTIVE CHARTS 1. Market View and Sentiment Equity sentiment made quite a comeback and turned bullish. After already two days of positive performance this week, it looks like the Exchange made a good call here. Gold is more and more out of favour, Volatility is less bullish and the usual suspects (Commodities, Bitcoin) st…
    Moritz Heiden 3 views 1 comment Most recent by jeremiah_s Real Vision
  • Real Vision
    Real Vision presents a new weekly show called "The Vision" - your guide to this week's videos com...
    Real Vision presents a new weekly show called "The Vision" - your guide to this week's videos coming out on Real Vision. Peter Cooper presents the current macro backdrop and then discusses the upcoming programming, which will feature Harley Bassman, Mike Green, Dominic Frisby, James Rasteh, Lyndon Lea, Chris Whalen, and more.
    Real Vision 2 views 0 comments Started by Real Vision Real Vision
  • mat_d
    What speed do you listen to RV interviews at? I find I better absorb content at faster speeds per...
    What speed do you listen to RV interviews at? I find I better absorb content at faster speeds perhaps as it forces me to concentrate (and not try to multi task!).
    Poll mat_d 1 view 2 comments Most recent by John Ahearn Real Vision
  • Farrell Murphy
    Weekly Influence Point Winners! Wk of 3/1
    Congratulations to this week's winners! @Jaymes Rosenthal  @Bradley Snyder  @Theodore Boydston    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 As a reminder we will have 3 NEW winners next week so everyone is still in the game for next Monday!
    Farrell Murphy 1 view 14 comments Most recent by Moritz Heiden Real Vision
  • Real Vision
    With bonds selling off alongside equities and the volatility of both asset classes rising, there ...
    With bonds selling off alongside equities and the volatility of both asset classes rising, there is perhaps no better time to hear from The Convexity Maven himself, Harley Bassman. In this interview with Logica Capital Advisors partner, chief strategist, and PM Mike Green, Bassman outlines his view that this move higher in rates is the bond market finally moving towards the "right" price after a decade of interest rate suppression. Green and Bassman discuss the positive and negative c…
    Real Vision 2 views 3 comments Most recent by James Fleay Real Vision