Discussion List

  • Weston Nakamura
    Exchange Week Ahead: Mon Aug 16 - Fri Aug 20
    https://vimeo.com/587630433Mon Aug 16 Japan GDP China: Retail Sales, Industrial Production, Unemployment Rate 13-F filings deadline for quarter ending June 30 CME Major FX pairs futures expiry  Tues Aug 17 RBA Minutes Fed Powell Virtual Town Hall US Retail sales Earnings: Walmart, Home Depot Wed Aug 18 RBNZ Rate Policy Euro Area CPI UK CPI Canada CPI FOMC Minutes Earnings: Target, TJX, NVDA *Aug VIX futures expiry (see → SPX (quick) Sell Off on Wed 8/18 - Thurs 8/19 ) Thurs Au…
    Weston Nakamura 21 views 1 comment Most recent by i_n 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 11 views 13 comments Most recent by john floyd Real Vision
  • Weston Nakamura
    Exchanging Lanes: Episode 3
    https://vimeo.com/575952786In this episode: •Brand new used cars •The Brad Breakfast Index •The Other “Chip” Shortage •Pics from the Road - pipes, glass, Tesla juice Please us know what you’re seeing out there too - related to any of the above or not! And as always - thank you for your feedback and participation! (By the way, while @Brad S is wearing his “Irresponsibly Long” tshirt, I’m wearing my Japanese version I had made - “Irresponsible Buy & Hold” to be exact)   Previous Episod…
    Weston Nakamura 21 views 25 comments Most recent by Brad S Real Vision
  • Weston Nakamura
    The Exchange Week Ahead: July 12 - 16
    Headlines | Markets | Upcoming Macro Data Schedule | Central Banks Schedule | Earnings   This Week on Real Vision: Real Vision NFT Week Kicks Off: Free One Week Crash Course from Real Vision Crypto ← (click here) Headlines (that I’m watching): •🇹🇼As if the semis shortage isn’t bad enough, Taiwan’s TSMC (world’s beating heart of semiconductor production) now under threat of potential COVID breakout. •🇯🇵BOJ to consider buying “green bonds” alongside other Asia central banks, according to BOJ…
    Weston Nakamura 1 view 2 comments Most recent by Weston Nakamura Real Vision
  • Weston Nakamura
    Weekly Roundup + Global Markets Review: USD & FX, USTs, Equities, Options & Quarter Expiry, Gold ...
    https://vimeo.com/565456248Not my typical weekly roundup at all ↑ Markets Reviewed / Examined & Explained  In this note- market related matters from the week: •Global Central Banks •Geopolitical Risk  •”The Dollar” / the yen, FX •UST yields •Gold & crypto  •June quarterly options expiry/meme calls I was going to discuss markets on RVDB Thurs but didn’t make it on. Not every day is a markets discussion day- but day after FOMC certainly was. We saw some major moves that had left…
    Weston Nakamura 11 views 26 comments Most recent by Matthew Paley Real Vision
  • Weston Nakamura
    If you can pick the mind of 1 or 2 people from the Exchange (about anything), who would it be? Us...
    If you can pick the mind of 1 or 2 people from the Exchange (about anything), who would it be? Use names & “@“ tag. Also feel free to write what / why (i.e. @Moritz Heiden - want to know how quants look at markets- tickers? Charts? Lines of code? @Matt Daniell to learn how to develop a bulletproof daily process and stay disciplined to it.)
    Answered Weston Nakamura 1 view 5 comments Most recent by iHDAA Real Vision
  • sam_c
    Cool post on the Chinese Remnibi
    Interesting read on the Chinese currency  https://chinapower.csis.org/china-renminbi-rmb-internationalization/ Comes with a nice visualization.     
    sam_c 52 views 4 comments Most recent by wissam_a Real Vision
  • Weston Nakamura
    Exchange Traded Fun: Spending BTC in Tokyo
    Here is a weekend “educational“ (stupid) video on how to spend BTC in Japan (where BTC has been legal means of payment for some time now), WHY I would spend BTC vs fiat in the first place (in trivial amounts), and my general/everyday causing mischief around Tokyo. Originally recorded Sun 4/18 (few hours after BTC mini crash). https://vimeo.com/543960066Also- thank you all for the birthday wishes!
    Weston Nakamura 1 view 22 comments Most recent by lucia_a Real Vision
  • grant_h
    Position Sizing as Edge
    What I have found through my experience is that edge is quantifiable and the best investors and traders in the world understand their edge. To new and intermediate level players their edge is illusive and undefinable. The greatest edge one can gain is in the realm of position sizing. This is 80% of my edge in markets. The Van Tharp concept of R-multiples will change your trading and level you up.
    grant_h 1 view 4 comments Most recent by grant_h Real Vision
  • sam_c
    For those Interested in understanding the history of custody and "what is a euro bond/ dollar", I...
    The Quick explainer for Eurobonds is this:    Eurobonds were introduced to the financial markets in the early 1960s with the launch of internationally distributed and mainly US dollar-denominated bonds. Originating as an offshore market, and not subject to the exclusive regulation of one government or group of governments, Eurosecurities initially benefited from the exploitation of inefficiencies in individual domestic markets. The introduction, in 1963, of the Interest Equalisation Tax in the…
    sam_c 1 view 3 comments Most recent by John Ahearn Real Vision
  • sam_c
    This Turkey story never ends;
      @Weston Nakamura  any Turks on the exchange?   
    sam_c 2 views 2 comments Most recent by Weston Nakamura 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 L. Billingsly 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
    The Discourse: Seahyung Park
    “When Genius Fails Trades” Episode 3: ★ Special Episode ★  @Seahyung Park and Weston unveil the Exchange‘s new TRADE IDEA FEATURE (live now), as they discuss how to trade the BOJ debt monetization. Enough with theories - WHAT’S the trade?? •A look into Seahyung’s brilliant mind and framework, and horrible trading record •Constructing a trade from theory: BOJ Debt Monetization → USDJPY strangle (options strategy breakdown) •Healthy Disagreements •Tips for Trade Ideas https://vimeo.com/4920…
    Weston Nakamura 21 views 9 comments Most recent by carlos_l Real Vision