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Discussion List

  • Weston Nakamura
    Learning How To Learn: Jeremiah & Ash
    I've said for some time now- knowledgable as he is, @Jeremiah S''s real skill and talent is his ability to learn finance. If there's one thing we can learn from Jeremiah, it's to never stop learning, growing, expanding.  I also [email protected] Bennington as an expert in expertise- the value extractor of value extractors, and unleash him onto Jeremiah. Watch 3 individuals with a combined ZERO years of academic finance under our belts discuss learning how to learn a multifaceted, complex field wit…
    Weston Nakamura 5 views 9 comments Most recent by Brad S Real Vision
  • stefan_c
    Asking for a friend...
    Is Milton a bot?   https://getyarn.io/yarn-clip/8e015d73-1085-41e9-8431-1f86a445aa79
    stefan_c 1 view 0 comments Started by stefan_c Real Vision
  • anthony_h
    Will Treasury Yields spiking to 1.6% cause the VIX to finally go >40 for the De-Leveraging event ...
    Will Treasury Yields spiking to 1.6% cause the VIX to finally go >40 for the De-Leveraging event to happen? Would love to see everyone's thoughts and plays. TLT bonds seems to be struggling, everyone else have equity puts like $SPY?
    anthony_h 1 view 1 comment Most recent by jeremiah_s Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey 10/2021
    By the way, the Real Vision Exchange Survey 10/2021 is live! Don't forget to vote Check out this months edition of "Inside the hive mind" by @Weston Nakamura to get more insights into recent performance of the Exchange portfolio, sentiment and positioning. 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 …
    Moritz Heiden 1 view 1 comment Most recent by sam_c Real Vision
  • Real Vision
    Everyone agrees that data is the oil of the 21st century. But how to invest? Charles Li, recently...
    Everyone agrees that data is the oil of the 21st century. But how to invest? Charles Li, recently retired chief executive of the Hong Kong Exchanges and Clearing (HKEX) and the creator of the brilliant but very complex Hong Kong - Shanghai Stock Connect, and later the Hong Kong Shenzhen Stock Connect, explains the investment opportunities in this sector. Due to its population and less stringent views on privacy, China could well become the world's largest exporter of data—health data and financ…
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • Real Vision
    Teddy Vallee, founder and CIO of Pervalle Global, returns to Real Vision to share his latest view...
    Teddy Vallee, founder and CIO of Pervalle Global, returns to Real Vision to share his latest views on economic growth, interest rates, commodities, and tech stocks. Citing everything from soaring retail sales figures to elevated levels of personal savings, Vallee projects that economic growth for U.S. GDP could be as high as 12%. In this reflationary environment, Vallee expects that bonds will continue to sell-off and that energy stocks will thrive while technology stocks will fare poorly. Film…
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • bobby_j
    3/4 ARKG Trading Analysis/Observations
      Following up on yesterdays post: https://exchange.realvision.com/post/ark-liquidity-risk---arkg-analysis-60405fbc3ad8d62e1eb268f9?post=604128e7df7cb7692d7b5146 Here is the ARKG chart updated for today, updated with a column for each stocks performance during the day, A/H, and aggregated, as well as daily volume - as I feel each are important metrics to evaluate as well.   I'll repost the comment I wrote this morning analyzing the data, and add my thoughts on todays trades below:   Fr…
    bobby_j 1 view 0 comments Started by bobby_j Real Vision
  • Weston Nakamura
    📰 INSIDE the HIVE MIND of the REAL VISION EXCHANGE: Vol. 3 March 2021
    https://vimeo.com/519754634In this issue: •Thought Bubble: The Exchange Discusses “Is Everything A Bubble?” •The Exchange + RVDB w/ @Ash Bennington  @Jack Farley @Nick Correa  •NEW FEATURE ROLLOUT:  Influence  Points (explained by  @Farrell Murphy original post  And see my reference example for how to effectively answer a newbie question - pay attention to the reaction more so than the answer  •The Exchange Portfolio Commentary. NOTE: the real portfolio analysis from @Moritz Heiden is on hi…
    Weston Nakamura 2 views 18 comments Most recent by Moritz Heiden Real Vision
  • haley_d
    Generational Wealth: How to preserve and grow your $$$
    We are in the midst of the single greatest generational wealth transfer in history! In the upcoming years, TRILLIONS of dollars and assets will be passed from baby boomers to later generations…$68 trillion in the US alone... When it comes to the transfer of generational wealth, what are the pitfalls & opportunities this changing of the guarding presents? How can families be intentional in how they preserve, reinvest & grow wealth in today’s investment landscape? I spoke with Mike Boyd…
    haley_d 1 view 0 comments Started by haley_d Real Vision
  • Real Vision
    Teddy Vallee, founder and CIO of Pervalle Global, returns to Real Vision to share his latest view...
    Teddy Vallee, founder and CIO of Pervalle Global, returns to Real Vision to share his latest views on economic growth, interest rates, commodities, and tech stocks. Citing everything from soaring retail sales figures to elevated levels of personal savings, Vallee projects that economic growth for U.S. GDP could be as high as 12%. In this reflationary environment, Vallee expects that bonds will continue to sell-off and that energy stocks will thrive while technology stocks will fare poorly. Film…
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • bobby_j
    ARK Liquidity Risk - ARKG Analysis
    I've noticed a lot of chatter about how illiquid ARKK is, but not nearly enough about ARKG - which still has shares available to borrow (and at a much cheaper rate) and lower IV's due to lack of TSLA exposure, despite hiving a .99 correlation to ARKK thus far in 2021, and being substantially more illiquid.   In an effort to track a put option / short position I got into on ARKG, I started pulling the CVS file from the ARK website each day with the holdings of each ETF (ARKG, ARKK, ARKW, ARKQ, …
    bobby_j 2 views 2 comments Most recent by bobby_j Real Vision
  • violeta_d
    Writing off RV subscription
    Can anyone give me an idea how to write off my RV Pro subscription? I am a US based investor, but I do not have an "investment business". I am hoping to figure out a way to write off my RV Pro membership. My accountant doesn't seem to think I can do that after the changes in the law in 2018. I have another business, but it is in the  "arts & crafts" category :) and totally not related to investments. Any ideas?
    violeta_d 5 views 1 comment Most recent by Seth Dingle Real Vision
  • JOSHUA MAYSE
    Does anyone have any recommendations on generational wealth planning books?
    Does anyone have any recommendations on generational wealth planning books?
    Answered JOSHUA MAYSE 2 views 1 comment Most recent by sam_c Real Vision
  • Real Vision
    WHAT’S REALLY DRIVING CHINA’S STRATEGIC OBJECTIVES?Taylor Fravel and Michael Green
    https://vimeo.com/518634011M. Taylor Fravel, Arthur and Ruth Sloan Professor of Political Science and director of the MIT Security Studies Program, sits down with his long-time friend Mike Green of Logica Capital Advisors to discuss a multitude of factors affecting China's strategic objectives. Although they examine certain aspects like demographics and the trajectory of growth for China's military, the focus of the interview is on geography and how China’s large number of land borders and thei…
    Real Vision 2 views 1 comment Most recent by sam_c Real Vision
  • Real Vision
    The greatest generational wealth transfer in history is currently taking place. In the upcoming y...
    The greatest generational wealth transfer in history is currently taking place. In the upcoming years, trillions of dollars and assets will be passed from baby boomers to later generations. Real Vision's Haley Draznin is joined by Mike Boyd, an Australian expat living in Singapore who specializes in the world of multi-generational wealth creation, family enterprise, and family office investing. Generational wealth typically doesn't surpass the third generation, but Boyd discusses how to set up …
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • angelo_b
    Raoul: this may be of interest to you to track RV numbers etc
    https://click.exct.empirefinancialresearch.com/?qs=d22ae780acc70d010318ec1e2c4bf848e1d35fbd40cb222677b83cded2c648f7cb9b256be0efda808df7d13898b1d643816cf32623afd95a   Raoul, you did an interview last February with Dan Ferris of Stansberry Research. That’s how I heard of you. Porter Stansberry started the firm and grew it with buddies in the business. Similar to what RV is sort of doing but the crux is financial research with paid subscribers.     they just agreed to monetize by merging with a …
    angelo_b 1 view 1 comment Most recent by sam_c Real Vision
  • Marc Jackson
    Martin Armstrong
    I stumbled across some youtube videos of him, by accident. I noticed Raoul interviewed him in 2016, well worth a watch. https://www.realvision.com/shows/the-interview/videos/interview-with-martin-armstrong Maybe it's time to bring him back?  
    Marc Jackson 2 views 5 comments Most recent by leo_n Real Vision
  • Mason Chan
    Can someone explain to me why vanna is postive for calls and short puts and vice versa?
    I am reading more on second derivatives and something is baffling me. Nearly every page that talks about vanna(really just a handful) all say calls and short puts have positive vanna and short calls and long puts have negative vanna. why is this? If I am long a call, yes I want the IV to keep going up to increase the value of the call. This makes sense. If I am short a put, I don't want IV's to go up, therefore shouldn't I want vanna to be negative? Similarly, for gamma, long puts and calls ar…
    Mason Chan 1 view 6 comments Most recent by seahyung_p Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey Week 9/2021: Results
    A review on the Real Vision Exchange portfolio in February #How did the survey turn out after two weeks of Bitcoin sell off, dips in tech and some crazy trend in 10y yields (1.5%! on Friday)? Quite solid actually. True, both portfolios took a hit last week, especially the Exchange due to their large Bitcoin allocation. However, performance in February was still much better than one would have expected from pure market action. After a bet on increasing vol turned south in the first week of Feb…
    Moritz Heiden 4 views 6 comments Most recent by dez_m Real Vision
  • Farrell Murphy
    Weekly Influence Point Winners! Wk of 2/22
    Congratulations to the Winners! @John Ahearn  @Matt Daniell  @Sam Colt    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 19 comments Most recent by sam_c Real Vision
  • Moritz Heiden
    Hodling art or the art of hodling
    Those of you who have been long time subscribers already know. The Twoquants (@Moritz Seibert and I) like to talk about pieces of algorithmic art in our portfolio updates. Such as the graphics on our website or our all-time favorite by Manolo Gamboa.  And we like alternative asset classes. Not just since Janet Yellen promised to "act big" on financial easing at her nomination hearing to be US Treasury Secretary in January. This "spend now - pay later" attitude is well know…
    Moritz Heiden 1 view 6 comments Most recent by Matthew Paley Real Vision
  • Real Vision
    Legendary independent investor Jim Rogers joins Real Vision CEO and co-founder Raoul Pal to share...
    Legendary independent investor Jim Rogers joins Real Vision CEO and co-founder Raoul Pal to share his outlook on markets and the lessons he learned on his storied career. Rogers tells Pal that this current market environment, marked by record-low mutual fund cash levels and high levels of investing on margin, reminds him somewhat of the conditions prior to the "Black Monday" sell-off on October 19, 1987, which actually occurred on Rogers’ birthday. Rogers stresses the importance of th…
    Real Vision 3 views 0 comments Started by Real Vision Real Vision
  • Real Vision
    Jamie McDonald, former portfolio manager at Point72, breaks down the mechanics, desired effects, ...
    Jamie McDonald, former portfolio manager at Point72, breaks down the mechanics, desired effects, and unintended consequences of yield curve control. With rates already cut to zero and quantitative easing clearly not "temporary," questions arise about what tools central banks have left. Yield curve control may very well be the next tool coming out of a dwindling arsenal of monetary policy tools. Some central banks like the BOJ have already implemented yield curve control, but questions…
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • allen_a
    Why aren't there links to easily get to https://shop.realvision.com thru out the site? Like perh...
    Why aren't there links to easily get to https://shop.realvision.com thru out the site? Like perhaps put a link on the bottom footer of the main page?
    Answered allen_a 1 view 1 comment Most recent by Nicholas Mastro Real Vision
  • Real Vision
    In this interview with Mutiny Fund CIO Jason Buck, Brent Johnson, founder and CEO of Santiago Cap...
    https://rvtv.io/3bMM07w In this interview with Mutiny Fund CIO Jason Buck, Brent Johnson, founder and CEO of Santiago Capital, discusses his unique investing framework and the experiences that forged it. Brent and Jason highlight the insight Brent was able to take away from a career full of successes and the inevitable mistakes that help shape the answer to the question, “What type of investor am I?” They also focus on Brent’s “Dollar Milkshake” thesis as well as the specifics of portfolio cons…
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • Moritz Heiden
    Dropbox Option Strategies
    Dropbox announced a convertible note offering a few days ago. Overall number is $1.135 Billion.  Latest Q4 2020 results were solid earnings per share rose 75.00% year over year to $0.28, which beat the estimate of $0.24. Revenue of $504,100,000 up by 13.03% year over year, which beat the estimate of $498,640,000. So maybe their intention is to follow Microstrategy and use the proceeds to buy bitcoin? They suffered from the recent tech sell off, but price action seemed steady before Short …
    Moritz Heiden 2 views 4 comments Most recent by han s_r Real Vision
  • Michael Paris
    RealTalk
    Hey all, what would you say if we had a GPT-3-like system on RV? It could be trained on freely available financial data and specifically on the high quality data of RV transcripts. I call RealTalk. (For those unfamiliar, it is a general purpose natural language tool) Additionally we could use some waveglow  type on the audio in combination with the timestamped transcripts. I already wrote a couple scripts to segment and structure the data.
    Michael Paris 1 view 5 comments Most recent by Michael Paris Real Vision
  • Real Vision
    LIVE NOW: Cocktail Party With Raoul (and Friends)
    http://www.youtube.com/watch?v=8upuVwLVFqw
    Real Vision 1 view 8 comments Most recent by nivtej_d Real Vision
  • Weston Nakamura
    The Exchange Welcomes Ash Bennington
    https://vimeo.com/517278239★ See my previous notes referred to: • Key Levels: VXN > 36 & UVXY > 10 • Potential Major SPX Whiplash Ahead ★  For more on gamma, see Explain Like I'm a Golden Retriever; (PIlot Episode), Chasing Gamma (link)by @Lisa Gee @Seahyung Park  ★ Check out the Weekly Influence Point Winners Here  @Jeremiah S @Moritz Heiden @Craig P  AND... stay tuned for March Edition of Inside the Hive Mind of the Real Vision Exchange coming out next week! For those who haven…
    Weston Nakamura 3 views 11 comments Most recent by john_s Real Vision
  • Kazu Williams
    Robotics
    Hello Hive,  Robotics are the future.  Can we begin the discussion about potential investments? What companies should we be looking at?  We can blend those that are currently being traded vs. those which have a potential for an IPO.   ISRG - Intuitive Surgical TWOU - 2U inc.  6506 - Yaskawa These are only a few examples, but want to learn more.  Does anybody have suggestions?  Thanks,  -Kazu
    Kazu Williams 2 views 5 comments Most recent by Paul Archibald Real Vision
  • anthony_h
    VIX has been rising again.. Raoul's thoughts on the reflation reversal happening?
    Noticing that VIX is rising and everything seems choppy with weird treasury yield rates. Can someone break down what's happening and thoughts on if its signaling the 2 week liquidation correction that Raoul hinted at last month? Curious if I should wait for the crypto market to correct even more before buying the dip.
    anthony_h 1 view 0 comments Started by anthony_h Real Vision
  • Weston Nakamura
    A market wizard + one Quant
    Unknown no longer - Jason Shapiro interviewed by TwoQuants @Moritz Seibert. If anyone needs a rundown of + practical use cases on CFTC COT positioning data (including BTC futures short positioning → BTC rally), among many other critical lessons for individual investors/traders up against institutions, you need to watch this  https://www.youtube.com/watch?v=1_8xE92WtGw 
    Weston Nakamura 2 views 6 comments Most recent by mehul_s Real Vision
  • Real Vision
    Lyn Alden, founder of Lyn Alden Investment Strategy, welcomes Marcelo Lopez, managing partner at ...
    https://www.realvision.com/shows/the-interview/videos/uranium-the-most-asymmetric-trade-ive-seen-in-my-life/ Lyn Alden, founder of Lyn Alden Investment Strategy, welcomes Marcelo Lopez, managing partner at L2 Capital Partners, for a deep-dive on Uranium both as an energy source as well as an asset class. A former engineer, Lopez has built a model mapping every Uranium mine on earth and shares with Alden why he thinks supply will be constrained for years to come. Alden highlights the key role nu…
    Real Vision 4 views 0 comments Started by Real Vision Real Vision
  • Moritz Heiden
    Should the Real Vision Bot also start scraping the Exchange to create insights from the posts her...
    Should the Real Vision Bot also start scraping the Exchange to create insights from the posts here and directly measure user sentiment?
    Poll Moritz Heiden 1 view 1 comment Most recent by Moritz Heiden Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey 09/2021
    Make sure to vote in this week's @Real Vision Exchange survey and determine the direction of the Hive mind portfolio. 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 EST). Results will be made available on the weekend. I'll post results here as well as on Twitter. Once we have a decent history of sentiment, I'…
    Moritz Heiden 1 view 0 comments Started by Moritz Heiden Real Vision
  • Marc Jackson
    New RV Series Idea
    Just an idea but would we all enjoy a series of interviews asking "what's the big question?"? I personally feel that there is so much noise at the moment that it's difficult to know what to stay focussed on.  
    Marc Jackson 1 view 3 comments Most recent by Marc Jackson Real Vision
  • jim_l
  • Real Vision
    “PRICKING” POTENTIAL BUBBLES IN STOCKS AND BONDS · John Hussman and Milton Berg
    Are stocks in a bubble? How about bonds? Perhaps Bitcoin, too? Milton Berg, founder and CIO of Milton Berg Advisory, welcomes John Hussman, president of Hussman Strategic Advisors, for a conversation on these important questions. Hussman uses his custom equity risk-premium model to explain why, over the next twelve years, he expects the S&P 500 to return an average of negative 4%. Hussman compares the current moment to various historical periods where the S&P 500 underperformed Treasury…
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • Real Vision
    WES GRAY: AN INSIDE LOOK AT ETF CONSTRUCTION AND LAUNCHES
    Tony Greer, founder of TG Macro, is joined by Wes Gray, CEO of Alpha Architect, a research-intensive asset management firm with a focus on high-conviction value and momentum factor exposures. They break down the asset management business and his approach to evidence-based investing and systemic decision making. Gray served as an active-duty marine in Iraq and opens up about how his military background influences his investment strategies. CLICK HERE TO WATCH
    Real Vision 1 view 1 comment Most recent by dustin_r Real Vision
  • Farrell Murphy
    Weekly Influence Point Winners!
    I am excited to announce our first Weekly Influence Point Winners! As a reminder our Top 3 Weekly Influence Point earners will win $10 towards Real Vision Shop and the Top 5 Monthly Influence Point Earners will win $25 towards Real Vision Shop. See Details Here The winners will receive a separate email with their prize. We will have 3 new winners next week so everyone is still in the game! Congratulations to the Winners: @Jeremiah S  @Moritz Heiden  @Craig P   
    Farrell Murphy 1 view 10 comments Most recent by jeremiah_s Real Vision
  • divyesh_p
    To RV Team - can you include the "Speed" option on videos via the Apple TV RV App. I tend to wat...
    To RV Team - can you include the "Speed" option on videos via the Apple TV RV App. I tend to watch videos at speeds greater than normal.
    Question divyesh_p 1 view 0 comments Started by divyesh_p Real Vision
  • Moritz Heiden
    Short term put/ put spread on ICE Exchange
    While ICE is in an upward trend, it might make sense to hedge for potential fallout from trading losses due to the spike in energy prices "After the market closed Friday, stunned traders scrambled to work out how much additional funds they would need to set aside for the following week. Some trading houses were extremely nervous. An executive at one said he was worried that some counterparties could go bust and leave his firm with positions to fill on the spot market." Source En…
    Moritz Heiden 1 view 13 comments Most recent by Weston Nakamura Real Vision
  • Andrew Murray
    Any RealVision content on "How to Spend It"?
    Hello all, I'm a recently-joined Plus member.   I was wondering if there's any existing/archive content on "how to spend it"? Not in a fast cars / gold watches sense, more about conscious spending and turning some of our hard-earned capital into meaningful quality of life improvements.   It's something I've thought about recently after reading an interesting book, "Die with Zero" by Bill Perkins.- maybe someone like that would make for a great interview?    Thanks,
    Andrew Murray 1 view 1 comment Most recent by Joseph Anthony Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey Week 8/2021: Results
    Inflation, no inflation, deflation - while central bankers are still arguing, the Exchange seems to hedge their bets by believing in asset price inflation combined with a healthy dose of commodity and bitcoin exposure. The more old school inflation hedge, gold, seems to be out of favor - probably that's justified given that some sources say gold offers only short term protection against rising prices. Let's have a look at this week's survey results: GO TO THE DASHBOARD FOR INTERACTIVE CHARTS …
    Moritz Heiden 2 views 3 comments Most recent by Weston Nakamura Real Vision
  • Nicholas Mastro
    Looking to get a nice computer set up for trading, could use a reccomendation from real professio...
    Looking to get a nice computer set up for trading, could use a reccomendation from real professionals please and thank you!!
    Answered Nicholas Mastro 2 views 2 comments Most recent by Marc Jackson Real Vision
  • Moritz Heiden
    Axel Weber, former president of the Bundesbank on "will inflation make a comeback"
    "In current consumer-price calculations, rising goods prices are partly offset by falling prices for services such as air travel. But in reality, pandemic-related restrictions mean that consumption of many services has fallen sharply; significantly fewer people are flying, for example. Many people’s actual consumption baskets have thus become more expensive than the basket statistical authorities use to calculate inflation. So, true inflation rates are currently often higher than the offic…
    Moritz Heiden 1 view 3 comments Most recent by Sam Mitchell Real Vision
  • Moritz Heiden
    Great article about the Eurodollar (offshore dollar) market
    https://thelykeion.com/primer-the-eurodollar-market/
    Moritz Heiden 3 views 3 comments Most recent by Moritz Heiden Real Vision
  • daniel_l
    What Put Options should I buy to hedge?
    Obviously a very open-ended question.  Hoping for a lot of different solutions...
    daniel_l 1 view 11 comments Most recent by Moritz Heiden Real Vision
  • jonnie_g
    Shooting to the moon or eating some temporary dust?
    Just wanted ask opinions on crypto this week. We have had an amazing week so far where we have seen some alt coins do 100 plus percent and bitcoin shooting upwards.  Do you guys this that the shoot is too much too quick and we will see a minor correction or can you just see this stabling off?
    jonnie_g 1 view 3 comments Most recent by henry_s Real Vision
  • eugene_m
    eugene_m 1 view 3 comments Most recent by eugene_m Real Vision
  • Real Vision
    Real Vision 2 views 4 comments Most recent by Kevin Rawle Real Vision
  • david_g
    Does anyone still think March 170 calls are going to be hit?
    Maybe we should avoid 30 year bond talk until the FED announces YCC on the long end or the TLT price is above the 200 day MA Jan 27, 2021 @ 01:40   I think it was Howard Marks that said, "there is not a lot of difference between being early and being wrong." Michael Gayed said something like, "there is a difference between destination and the path to that destination."  TLT has been making lower highs, and lower lows since august. I'm not going to wake up to TLT at 200…
    david_g 1 view 11 comments Most recent by John Ahearn Real Vision
  • Kazu Williams
    Array Tech
    Hello,  I'm looking at Array Technologies( Ticker: ARRY).  But, do dividend.  https://arraytechinc.com/white-papers/
    Kazu Williams 1 view 0 comments Started by Kazu Williams Real Vision
  • Weston Nakamura
    House Hearing tomorrow on GME is a very big deal, & shows how finance has changed. What/why I wr...
    Big day tomorrow in Congress with direct implications on ALL of us individual investors,  House Financial Services Committee Hearing "Game Stopped? Who Wins and Loses When Short Sellers, Social Media, and Retail Investors Collide" Witnesses * Mr. Keith Gill (aka DeepFuckingValue aka Roaring Kitty) * Mr. Kenneth Griffin Chief Executive Officer, Citadel LLC * Mr. Steve Huffman Chief Executive Officer, Co-Founder,, Reddit * Mr. Gabriel Plotkin Chief Executive Officer, Melvin Capital M…
    Weston Nakamura 1 view 0 comments Started by Weston Nakamura Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey 08/2021
    Make sure to vote in this week's @Real Vision Exchange survey and determine the direction of the Hive mind portfolio. 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 EST). Results will be made available on the weekend. I'll post results here as well as on Twitter. Once we have a decent history of sentiment, I'…
    Moritz Heiden 1 view 0 comments Started by Moritz Heiden Real Vision
  • Weston Nakamura
    What a winning trade idea post looks like & How to Boost points: Seahyung Park crushing it on Lon...
    I know this is still in play for another 1-2 quarters but need to acknowledge & highlight a highly successful trade idea ↓  (beg of Dec’20) “The only market signal that refuses to agree so far is the bond market, with 10 year yields basically trading between 0.5 - 1%. Although the bond market is arguably the smartest, it doesn't seem to be wanting to either confirm or deny what the other markets are pricing in. Thus, until the bond market says "no", will go long this "reflat…
    Weston Nakamura 1 view 9 comments Most recent by seahyung_p Real Vision
  • David
    I read SLV has warned of limited availability of physical silver. iShares Silver Trust may not be...
    I read SLV has warned of limited availability of physical silver. iShares Silver Trust may not be able to buy enough silver to fully back their newly issued shares temporarily. Any thoughts as to how this may make investment is SLV riskier above the usual risk of price changes in physical silver? I have SLV in my Rollover 401K and in a taxable account. Looking forward to hearing your thoughts on this matter.
    Answered David 2 views 5 comments Most recent by Peter Chung Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey Week 7/2021: Results
    Results of last week's survey are in. We added commodities to the asset universe and removed the EUR because it frequently led to confusion regarding the quote currency and also some contradictory results in terms of EUR/USD vs DXY. So, first week for commodities and they already make up 12% in the RealVision Exchange portfolio. What a start!  GO TO THE DASHBOARD FOR INTERACTIVE WIZARDRY Executive Summary 1. Market View and Sentiment Short term very positive for commodities and bitcoin as w…
    Moritz Heiden 1 view 5 comments Most recent by christopher_m Real Vision
  • Moritz Heiden
    2Q Conversations with Greg Zuckerman
    @Moritz Seibert and I decided to launch a dedicated video channel: 2Q Conversations. We have a passion for speaking with, and learning from, interesting people. Interesting because they are bright minds, smart traders, experts in their fields of business, or simply because they hold uncommon or unique views. And you know, it’s even more interesting when these views challenge our own views.  We want to have conversations only with great people, and only about great topics. Our guests tend to be…
    Moritz Heiden 2 views 1 comment Most recent by Moritz Seibert Real Vision
  • Moritz Heiden
    Irresponsibly long local German exchanges and market makers
    As desribe in our 2Q Focus for February, I'm long specific German exchanges and market makers that are listed on Xetra. These exchanges are getting a large proportion of the retail order flow of the German equivalents to Robinhood. Two examples I also mentioned in the report are Baader Bank (a bankd and market maker at Gettex exchange in Munich) and Lang & Schwarz (market maker at LS Exchange, the electronic trading platform of Hamburg exchange). Both companies are closely connected to neo…
    Moritz Heiden 1 view 11 comments Most recent by Weston Nakamura Real Vision
  • matt_p
    The Growth Show - The Journey and Vision with Raoul
    I had never seen this show before but it is really similar to NPR's "How I Built This", which is a podcast that digs into how entrepreneurs think and grow their businesses. Raoul tweeted this out but I thought I would share with everyone on here who didn't see. 
    matt_p 1 view 0 comments Started by matt_p Real Vision
  • Moritz Heiden
    TwoQuants free Focus report February 2021
    So besides working on the Bot, scraping data from all possible sources, trading our live portfolio on www.twoquants.com AND actually having a full-time job as Portfolio Managers/Traders in an institutional setting, @Moritz Seibert and I decided to launch a monthly report a few weeks back. @Weston Nakamura was already so kind to make kind of an announcements, so we thought it might be nice if we made that report available for everyone on the Exchange. One condition: please sign up for our newsl…
    Moritz Heiden 1 view 14 comments Most recent by Raoul Pal Real Vision
  • Kazu Williams
    Konica Minolta Inc (Ticker: 4902)
    I like Konica Minolta since the dividends are around 5%.  I got in at 270Y and hope it'll reach back to the 1100Y.  I've been taking the dividends and reinvesting back into 4902.  Take a look and let me know what you think .  -Kazu Income Ratios Chart
    Kazu Williams 1 view 2 comments Most recent by Kazu Williams Real Vision
  • Farrell Murphy
    Engage on the Exchange, Win Stuff…
    We are excited to announce Influence Points Rewards.  Basically, we want to reward you for your amazing contributions, engaging conversations, and all-round quality content on The Exchange.  It’s because of you – all of you – that The Exchange is as incredible as it is. So, starting next week, we will be awarding weekly and monthly prizes for the top influence point earners. If you don’t know about Influence Points or how to earn them, check out our Guide to the Exchange.  Up for grabs… * …
    Farrell Murphy 3 views 33 comments Most recent by matthew_l Real Vision
  • michael_a
    Enjoyed this Mike Green Interview
    https://www.youtube.com/watch?v=K8siASXfeyU
    michael_a 1 view 1 comment Most recent by christopher_m Real Vision
  • Real Vision
    HOWARD MARKS & JOEL GREENBLATT: IS IT DIFFERENT THIS TIME?
    Marks contends that the current investor optimism is largely a man-made artifact of monetary policy in order to stave off an economic recession. Greenblatt argues that mega-cap tech stocks like Amazon, Alphabet, and Microsoft are reasonably valued despite their remarkable price appreciation. Marks and Greenblatt agree that the Fed’s promise to keep rates low for many years is a true gamechanger in the valuation of assets, and they discuss whether high inflation could change this. Lastly, Marks …
    Real Vision 1 view 2 comments Most recent by matthew_l Real Vision
  • wissam_a
    Commodity producing countries that have their currency pegged to the USD
    @Raoul Pal and @Edward Harrison can you please bring in someone that can talk about the following issue: What happens to the currencies of the commodity producing countries that have their currency pegged to the dollar if the dollar looses its reserve status? You have a country like Saudia Arabia for example that has a peg to the dollar but low reserves and is dependent on the US for security. You also have a country like Malaysia that has a peg with low foreign reserves but not reliant as Sau…
    wissam_a 1 view 1 comment Most recent by christopher_m Real Vision
  • Kyle Cooper
    Mutation-Resistant Vaccine a Gamechanger?
    Not to "pump" a stock, but this seems genuinely impactful for $NK and the rest of the world... https://ir.nantkwest.com/news-releases/news-release-details/immunitybio-and-nantkwest-announce-fda-authorization-study-had5
    Kyle Cooper 2 views 2 comments Most recent by Kyle Cooper Real Vision
  • max_w
    MUST SEE CONTENT
    If you are a Plus or Pro member who skipped or was planning to skip this interview because you don't know who Ophir Gottlieb is, I urge you to PLEASE WATCH.  I was absolutely floored by his insight and framework for investing. He discusses three actionable ideas yes, but the real gem in this interview was Ophir himself. I've been following him for a while but finally getting to speak to him and really getting to see how he thinks was incredible. Oh, and his returns are spectacular.  
    max_w 1 view 0 comments Started by max_w Real Vision
  • Warren Menezes
    I'd like to learn how to calculate the position size for a tail hedge to a portfolio using option...
    I'd like to learn how to calculate the position size for a tail hedge to a portfolio using options. Is there a basic article or is this an extremely complicated process?
    Answered Warren Menezes 1 view 1 comment Most recent by jeremiah_s Real Vision
  • Sebastian Moonjava
    Video in Review- discussion w/ @Seth Dingle
    @Seth Dingle , a Real Vision Exchange community member with a wealth of knowledge about trend following, joins Sebastian Moonjava, Real Vision associate crypto editor, for a discussion about one of RV cryptos most recent videos "HOW DIEM (FORMERLY LIBRA) IS IMPROVING FINANCIAL INCLUSION AND MOBILITY" . Let us know if you have any thoughts or questions about the video, or about our discussion here on The Exchange. The end of this video covers some questions from the previous Video Rev…
    Sebastian Moonjava 2 views 3 comments Most recent by matthew_l Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey 07/2021
    Make sure to vote in this week's @Real Vision Exchange survey. The bullishness on equities and Bitcoin from last week is currently paying off nicely. Of course the Exchange is still ahead but the Bot was at least able to overtake the S&P again. I made a change to the survey. Because of the confusion with currencies I removed the EURUSD from the universe and instead added Commodities. I got a lot of requests to include them, as the asset class was clearly not represented. Of course, it…
    Moritz Heiden 1 view 0 comments Started by Moritz Heiden Real Vision
  • Kyle Cooper
    Recession/Depression Escape Strategy & Maybe an Answer to Wealth Inequality: Thought Experiment ...
         I would like to propose a thought experiment...I literally thought of this 10 minutes ago, so it's a rough draft:     In order to stimulate the economy out of recessions/depressions, what if every citizen was given equal amounts of fiscal stimulus cash AND an equivalent debt payment credit at the same time (on regular intervals).  It may or may not require an expiration date...not sure yet.  I assume it would have to be a central bank cryptocurrency or something like that to make this work…
    Kyle Cooper 1 view 3 comments Most recent by Kyle Cooper Real Vision
  • Weston Nakamura
    Own Your Enemy
    In response to @Jaymes Rosenthal ’s latest video post (and meant to do this for a while but forgot/just reminded)  Everyone:  * What is your enemy that you need to own?  * What part of your portfolio do you hate? (“nothing” = not good, add hate allocation ASAP)  ↓ clip from The Discourse episode 2 on owning your enemy https://vimeo.com/510942468See The Discourse episode 2 w/ @Jaymes Rosenthal here * Trading 20 > VIX <  80 * Trading for work vs Investing for life * Don’t avoid your en…
    Weston Nakamura 5 views 0 comments Started by Weston Nakamura Real Vision
  • Kyle Cooper
    Am I insane for seeing what I think I see here...? SP500(in USD)*DXY/M2 [added 2nd chart with m...
    Am I insane for seeing what I think I see here...? SP500(in USD)*DXY/M2 [added 2nd chart with moving averages (monthly intervals)].....[now added 3rd chart (weekly interval), see neckline] NOTE: The 4th chart, which includes GDP, is experimental for the sake of discussion.
    Poll Kyle Cooper 1 view 9 comments Most recent by Kyle Cooper Real Vision
  • Muhammed Banday
    Even covid started buying dips!
      I’ve been carefully cautioning the eventuality of these new variants to spread amongst apparently the most susceptible hosts in the world. In a world catalyzing information to its most granular parameter, there will always be answers too blatant to accept. 
    Muhammed Banday 1 view 0 comments Started by Muhammed Banday Real Vision
  • Esben Olsen
  • Stefan Coetzee
    Dollar Strength
    Hi Raoul I might just get shot for this one but here it is. The risk of event on dollar is preparing the dollar to strengthen, the liquidity pool had been dipped in twice from the weekly perspective, dollar strength from today/tomorrow and will go to first terminal at 93.215, second terminal, 99.305..............might eventually pick up passengers at 114.545.(Shocked me as well, that area has tremendous interest) Narrative : Dollar to strengthen, Gold to dip into 1575, EURUSD to 1.18200 sliding…
    Stefan Coetzee 1 view 3 comments Most recent by Stefan Coetzee Real Vision
  • damon_a
    Is Barrick Gold a screaming buy at these levels?
    Is Barrick Gold a screaming buy at these levels?
    Poll damon_a 2 views 1 comment Most recent by christopher_m Real Vision
  • Real Vision
    MARK CUBAN: WHAT THIS FED-DRIVEN BUBBLE LAYS BARE – TECTONIC SHIFTS IN MARKETS AND THE FINANCIAL ...
    Famed investor and entrepreneur Mark Cuban, star of Shark Tank, joins Real Vision founder and CEO Raoul Pal to make sense of the changing market structure and the disruption of the financial establishment. Cuban sees tokenization and blockchain bringing more transparency to the financial industry and remains bullish on Bitcoin as a store of value and reserve asset. He also praises stimulus efforts but sees political partisanship as a major risk to fixing the dichotomy between Main Street and Wa…
    Real Vision 1 view 2 comments Most recent by Michael Stanek Real Vision
  • Seth Dingle
    Cahodes with Jason Buck on Short Selling in the current environment.
    https://www.realvision.com/shows/the-interview/videos/marc-cohodes-the-stock-market-is-not-a-game?source_collection=b57c7eabfc3945a5a3b2b72f7bc45735 I tend to shy away from stock-specific stuff. I don't trade individual stocks and I am very much a generalist when it comes to markets and about as far from a fundamental analysis practitioner as it gets. I ended up listening to this today while in the car just because it was in the Real Vision podcast que on my phone. It was really one of the bet…
    Seth Dingle 1 view 2 comments Most recent by aaron_n Real Vision
  • Kenneth Kitchin
    Chevron underperformance?
    $CVX up 2.90%, but COP up 5.70& and XOM up 4.47%. Rally obviously tied to reflation narrative and oil price surge. But why the underperformance of $CVX today?
    Kenneth Kitchin 1 view 3 comments Most recent by Brad S Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey Week 6/2021: Results
    Elon bought some Bitcoin. No big thing right? Except that the Exchange Hive mind portfolio is currently long 27.7% Bitcoin, based on last week's survey...this is going to be an interesting week! Otherwise, for first readers: This is the weekly summary of last week's Real Vision Exchange sentiment survey, which is open from Wednesday until Saturday each week and asks participants about their expectation of market performance over the next 1 month and 3 months. You find the weekly survey here (…
    Moritz Heiden 1 view 10 comments Most recent by Moritz Heiden Real Vision
  • sam_c
    How old is "The US day trader?"
    Looks like the 77% is younger than 36. 👀   https://www.bloomberg.com/news/articles/2021-02-03/u-s-day-traders-mostly-male-and-under-35-cardify-finds-chart  
    sam_c 1 view 3 comments Most recent by matthew_l Real Vision
  • Kevin
    I'd love to hear anyone's thoughts on TLT March call options, specifically the timeframe. I'm ge...
    I'd love to hear anyone's thoughts on TLT March call options, specifically the timeframe. I'm getting antsy and considering buying June calls. Any other hedges other than crypto? Cheers!!
    Answered Kevin 1 view 1 comment Most recent by Jake Bannatyne Real Vision
  • allen_a
    So how does one change their credit card for membership to RV? I don't see that functionality on...
    So how does one change their credit card for membership to RV? I don't see that functionality on the site.
    Question allen_a 1 view 0 comments Started by allen_a Real Vision
  • Kazu Williams
    COVID-19
    This is an image of COVID-19 viral capsids which I took through my microscope with an iPhone.  The brown circles are the virus inside of a human lung autopsy sample. The blue circles are lung cells stained with hematoxylin as a counter stain. We speak about COVID and articulate about its impact on world economies, and, most importantly, on lives around the world.  It's rare to actually see it.  If you would like the actual protocol and how I ran the immunohistochemistry experiment, I'd be happy…
    Kazu Williams 1 view 9 comments Most recent by Kazu Williams Real Vision
  • liam_g
    Synthetic equities in Defi to access frontier markets?
    Curious on the Hive's thoughts/experience with synthetic stocks in DeFi? I'm thinking of DApps like Mirror.  * Can/do we really understand the risks of synthetic stocks on blockchains (operational/tech/tracking risk/oracles/game theory/arbs)? * Should these derivatives be discounted to the "real" stocks?   * Could these synthetics be used to gain access to frontier markets? 
    liam_g 1 view 3 comments Most recent by christian_p Real Vision
  • Weston Nakamura
    📰 INSIDE the HIVE MIND of the REAL VISION EXCHANGE: Feb 2021, Issue #02
    Download the newest edition of Inside the Hive Mind, Feb 2021 !  https://vimeo.com/508928201In this issue: • The Exchange had discussed a long GME trade on a massive short squeeze that would rival VW in ‘08 - back in Oct’20. Exchange also had the foresight for the WSB army - also since Oct’20. •An overview of Jan, the month that put retail investors front and center  •The Exchange‘s View on Meme Names •Brokerage Risk •The Hive Mind Portfolio Review (spoiler alert - were still crushing it)…
    Weston Nakamura 3 views 11 comments Most recent by Moritz Heiden Real Vision
  • Moritz Heiden
    Real Vision Exchange Survey 06/2021
    Make sure to vote in this week's @Real Vision Exchange survey. Last week's de-risking in sentiment in the survey allowed the Real Vision Bot, which is based on the pure interview sentiment, to catch up a bit initially (he was more risk on - long S&P). However his large VIX allocation soon destroyed his early profits. Meanwhile the Exchange performed very well due to the spike in Bitcoin, where participants kept their exposure more or less unchanged (they moved out of equities but kept Bitco…
    Moritz Heiden 1 view 7 comments Most recent by Moritz Heiden Real Vision
  • Real Vision
    RVDB: THE MAYOR OF MIAMI ON BLOCKCHAIN AND BEN HUNT ON COVID-19, THE FED, AND HOW “NOT TO BE THE ...
      In the first segment, Real Vision CEO Raoul Pal speaks to the mayor of Miami, Francis X. Suarez, about his plans to attract talent, jobs, capital, and “anchor tenants” to Miami as well as his embrace of blockchain technology. Mayor Suarez can be found on Twitter at @FrancisSuarez. In the main segment, senior editor Ash Bennington speaks to Ben Hunt, author of Epsilon Theory, about the ways in which the United States can better protect itself from the scourge of COVID-19. Hunt acknowledges…
    Real Vision 1 view 1 comment Most recent by sam_c Real Vision
  • Real Vision
    OPPOSING VIEWS: POMP & MIKE GREEN ON BITCOIN
    Mike Green, chief strategist and portfolio manager at Logica Capital, and Anthony Pompliano, investor at Pomp Investments, join Ash Bennington, Real Vision senior editor, to discuss their opposing views on Bitcoin. They each explain their views on Bitcoin—Pompliano makes the case for Bitcoin being a store of value that should be widely adopted and encouraged by the United States in order to stay competitive globally while Green asserts that Bitcoin is used primarily for nefarious activity and i…
    Real Vision 1 view 2 comments Most recent by christopher_m Real Vision
  • Raoul Pal
    Jimmy boy...
    @Jaymes Rosenthal is a must follow here... the best videos and the one of the core players of The Hive mind... He also knows how to make Campari..
    Raoul Pal 1 view 0 comments Started by Raoul Pal Real Vision
  • haley_d
    Outside-the-box
    Thinking out loud -- if we were to launch a show where we focused on outside-the-box business topics... what would you like to learn about and who would you like to hear from? Could be wine, fitness, art, frontier markets, digital education, VC, private equity, frontier markets, the list goes on...
    haley_d 1 view 12 comments Most recent by Kieran Farr Real Vision
  • Raoul Pal
    Calling on the Hive Mind. What indicators do you see on the horizon? What do you need? What am I ...
    We're looking forward to April to determine what we think are the most pressing themes for 90 days and beyond. What do you see that we and others may not? https://www.youtube.com/watch?v=2N2fpCp39Lk
    Raoul Pal 2 views 250 comments Most recent by Robert Sarno Real Vision
  • Nathan Zylbersztejn
    Hi there, I am looking for concrete/quantitative examples of hedging strategy for a 100k retail p...
    Hi there, I am looking for concrete/quantitative examples of hedging strategy for a 100k retail portfolio. I understand every investor and portfolio are different, but I am curious about how you do it: For example if you have SPX, VIX or TLT options, how many, at which strike price, when do they expire?
    Answered Nathan Zylbersztejn 1 view 1 comment Most recent by george_s Real Vision
  • Real Vision
    MARC COHODES: “THE STOCK MARKET IS NOT A GAME”
    Jason Buck of The Mutiny Fund interviews famed short-seller Marc Cohodes of Alder Lane Farm pulls no punches as he diagnoses the true culprits behind the exponential volatility in stocks such as GameStop: extreme leverage and the hedge funds who use it in order to juice returns. Cohodes argues that hedge funds like Point72 and Melvin Capital are creating significant systemic risk for all market participants, most notably themselves, and he congratulates the retail trades on r/WallStreetBets but…
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • Real Vision
  • sebastian_c
    Can I buy CORN ETF (Teucrium) if I am in the UK? I read there are some rules around buying US ETF...
    Can I buy CORN ETF (Teucrium) if I am in the UK? I read there are some rules around buying US ETFs if you are in Europe. Help much appreciated
    Answered sebastian_c 1 view 1 comment Most recent by Moritz Heiden Real Vision
  • Real Vision
    LIQUIDITY WITHOUT SOLVENCY: INVESTING OPPORTUNITIES IN THE CURRENT CREDIT MARKET ENVIRONMENT · Fe...
    Dan Zwirn, CEO and CIO of Arena Investors, returns to Real Vision to provide a strategic update on the world of credit. In this interview with Real Vision’s managing editor, Ed Harrison, Zwirn explains how, in a world of suppressed interested rates by monetary authorities such as the Federal Reserve, companies that are effectively underwater nevertheless manage to secure financing at attractive rates. Harrison and Zwirn discuss this phenomenon of “liquidity without solvency” in depth, comparing…
    Real Vision 1 view 0 comments Started by Real Vision Real Vision