Discussion List

  • Real Vision
    Ask Me Anything, With Jon Turek!
    Check out the interview between Jon Turek and Luke Kawa (Director at UBS Asset Allocation) here Jon Turek joins us for an "AMA" thread. If you don't know about Jon, he is the founder of JST Advisors and runs the Cheap Convexity blog. You can also find Jon on twitter, here. Jon has a long track record of providing unique insights into the global macro space. Over the next week or so, Jon will be answering questions on this thread. Give the thread a "follow" and ask away! 
    Real Vision 15 views 6 comments Most recent by Brad S Real Vision
  • Stefan Clulow
    European Natgas, Gazprom and the EU Carbon Markets
    There is an interesting dynamic playing out in the European natural gas market.  Gazprom (read: Putin) wants a German certification body to give NS2 a thumbs up.  That body has a regulatory veto over NS2, a project that has been politically blessed recently by Germany and the US.  It is a very independent body in a very law-abiding country and I understand there are big legal concerns about whether NS2 adds to competition in the natgas market.  It doesn’t and instead entrenches Gazprom’s share …
    Stefan Clulow 10 views 2 comments Most recent by sam_c Real Vision
  • Real Vision
    Ask Me Anything, With John Floyd.
    We recently interviewed John Floyd, head of macro strategies at Record Currency Management, where John explains his macro strategies for trading currencies and insights into the bond market. Floyd walks through macro indicators that he watches to inform his trades and develop his variant perception.  These data points have led Floyd to become bearish on the dollar relative to the yen. He also sees slowing economic growth, tensions between Northern and Southern Europe, and rising delta variant …
    Real Vision 16 views 13 comments Most recent by john floyd Real Vision
  • Marc_Johnson
    Webinar on the Carbon Market
    I watched this webinar (I missed the live version) which included some of the key players in the (future) formation of a carbon market that can function at scale. The market is very diffuse right now -- there are 64 different markets! -- but demand for carbon offset credits is escalating at such a steep rate (might I say exponential?) that these guys think there will be a functioning worldwide carbon market (i.e. something akin to Brent Crude or WTI) within 2-5 years.  One interesting factoid …
    Marc_Johnson 18 views 3 comments Most recent by Marc_Johnson Real Vision