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Discussion List

  • Ralph Humphrey
    What’s the biggest story no one is talking about?
    What’s the biggest story no one is talking about?
    Answered Ralph Humphrey 365 views 11 comments Most recent by pratap_v Real Vision
  • absolut_a
    Hi Real Vision team, any planned videos outlining recent chinese regulation and the impacts on Ch...
    Hi Real Vision team, any planned videos outlining recent chinese regulation and the impacts on Chinese big tech going forward? I see there has been little coverage on this.
    Answered absolut_a 4 views 2 comments Most recent by Weston Nakamura Real Vision
  • Weston Nakamura
    July CPI - Used Cars Deceleration keeps a lid on core CPI (Exchanging Lanes)
    (heading into CPI release) "We have 0.6 for the headline, 0.47% for core," said Jan Hatzius, chief economist at Goldman Sachs. "It's on the high side relative to the consensus and mainly because we're probably going to get another sizeable increase in used cars even though auction prices are now falling." …thanks GS, @Brad S & I disagree. results ↓   US BLS: Consumer Price Index Summary 8:30 a.m. (ET) August 11, 2021 "The index for all items less food and energy …
    Weston Nakamura 1 view 7 comments Most recent by cary_w 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
    July CPI downside miss trade: 30y UST + gold + Softbank
    30y UST Futures (ZB): delta neutral w/ upside convexity bias (long end yields fall) 4:1 ratio calls to futures: •Long Sept 165 Calls (25 ∆) •Short ZBU1 Sept 30y futures  time horizon: close at 8:31am - end of week Long Gold calls on futures (GC): 1775 / 1800 call spread time horizon: close at 8:31am - end of week Long Softbank (my “long tech“ expression - as explained to @Jeremiah S Softbank, via japan listed 9984 Softbank + US listed SFTBY (for ”round the clock” trading). this is my “n…
    Weston Nakamura 3 views 2 comments Most recent by Weston Nakamura Real Vision
  • simon_b
    Are there any professional traders on here ? I've got a little 5 person whatsapp group going of "...
    Are there any professional traders on here ? I've got a little 5 person whatsapp group going of "pros only" for more complex nuanced discussions. If you think this suits and you fancy joining - hit me up.
    Answered simon_b 4 views 1 comment Most recent by christopher_m Real Vision
  • Petr Pinkhasov
    What is your most obvious trade right now?
    With markets starting to go side-ways, what are you seeing in terms of opportunity? Or maybe is the time to just go enjoy the summer and leave markets alone? The more I look at the screens today, the more I am leaning towards the later and just stay long crypto? 
    Petr Pinkhasov 6 views 40 comments Most recent by jeremiah_s Real Vision
  • Weston Nakamura
    Cathie Wood RV Series Discussion: TSLA & China
    Really been enjoying this Cathie Wood series so far, but also extremely well timed and highly relevant market in real time   (I’ve said in many occasions that the RV team who books / sets the programming schedule are like the best market timing  “predictors” of all time lol - and it’s very true). Market Developments in the last 24-48 hours (as Cathie Wood series started): •TSLA Q2 Earnings beat: EPS $1.45 vs $0.96 est. OP $1.3bn (3x YoY), overcoming the fundamental bear case hurdles. EV deliv…
    Weston Nakamura 2 views 1 comment Most recent by carlos_l Real Vision
  • sam_c
    Any ZYN users here?
    I was listening to @sinstockpapi on a podcast talking about sin stocks and he brought up ZYN.  I have never seen it (sadly not for sale where I am) but it seems like it is becoming popular in the US.  Anyone here using them?  @Brad S are you maybe shipping them? Also since I imagine you stop at gas stations, is it something that you can buy there? how is the shelf space?    Swedish match discussion ==> 45:00-50:00 of the podcast https://podcasts.apple.com/us/podcast/sinstockpapi-tobacco-…
    sam_c 1 view 5 comments Most recent by Brad S Real Vision
  • Stefan Clulow
    Milton Berg
    If you haven’t watched it, I recommend the Milton Berg interview.  The man is well-informed and passionate.  Great interview @Jack Farley 
    Stefan Clulow 1 view 1 comment Most recent by jeremiah_s Real Vision
  • Petr Pinkhasov
    Top Posts To Get Your Day Started!
    Happy Wednesday Exchange! Here are some posts to get your day started.  * @Christopher Moir updates his ETF Dashboard with a new and catchy name!  * This post from @Ralph Humphrey didn't get much traction yet, but it is an important talking point. A lot of savvy investors follow the money flow of institutional buyers. Ralph breaks down what LC from Omega has been getting into.  * Here is a take from @Victor Martin-Tiscar which goes against the grain of MMT. Interesting read.  * Woah.... Jack,…
    Petr Pinkhasov 1 view 1 comment Most recent by christopher_m Real Vision
  • simon_b
  • 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 7 views 25 comments Most recent by Brad S Real Vision
  • sam_c
    Boss left on vacation, her boss is on vacation I got an hour to kill what can you reccomend me fr...
    Boss left on vacation, her boss is on vacation I got an hour to kill what can you reccomend me from RV?
    Answered sam_c 1 view 3 comments Most recent by max_w Real Vision
  • Weston Nakamura
    "Delta" Hedging 2020 Tokyo Olympics
    By the time you read this, the situation on the ground with regards to the Tokyo Olympics will have changed from when this was written. In fact, by the time you finish reading this, the story will have evolved from when you started reading. This is the dynamic nature of occurrences when conflicting incompatibilities are unnaturally forced together - the predictably unpredictable happens. Amidst the sea of unknowns, here’s a ray of certainty: the Tokyo “2020” Olympics, as it’s colloquially know…
    Weston Nakamura 14 views 30 comments Most recent by lucia_a Real Vision
  • ashleigh_f
    Hi Everyone, I work in the structured products market and am currently working on a buy-side proj...
    Hi Everyone, I work in the structured products market and am currently working on a buy-side project. I would be keen to speak to Quants in the derivatives space and or options market makers? Thanks guys #question
    Answered ashleigh_f 1 view 1 comment Most recent by sam_c Real Vision
  • Petr Pinkhasov
    These @"Roger Hirst" videos are so good. Some of the best blend of charts and verbal context I've...
    These @"Roger Hirst" videos are so good. Some of the best blend of charts and verbal context I've seen. Why have emerging markets (EM) performed so poorly this year thus far? Has the reflation trade worked the way that people believed it would? For Real Vision managing editor Roger Hirst, answers to these questions strike at the most central points of discussion from July’s episode of Insider Talks. He analyzes the new levels in the DXY and its implications for global financial condi…
    Petr Pinkhasov 1 view 3 comments Most recent by violeta_d 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
    Daily Briefing (un)Special Guest - The Exchange Thoughts
    (see replies for add’l sectioned-off comments) https://vimeo.com/570374168For anyone who missed yesterday’s RVDB Tony Greer Tuesdays, you missed joining an angry mob who saw my stupid face instead (I was one of them- I too wanted Tony) don’t worry he’ll be back soon. I was pulled in about 13 mins prior to going live at 4:47am so @Ash Bennington & I just talked about what was top of mind, which defaults to recent posts on the Exchange + my big picture themes discussed on Exchange over time.…
    Weston Nakamura 1 view 12 comments Most recent by michael_k Real Vision
  • matthew_l
    Short Amazon - This Guy is Going naked =)
    I feel the time has come for Amazon to be in focus enough, alone after FB has been given a pass, to see some serious downfall. Charts are an easy look for a drop (I won't say correction). This is a very intuitive trade for me and took several months to decide if I would put it on. So I began building short yesterday at 3469. I don't recommend this to anyone, and it is not advice - financial or otherwise , I am not a financial advisor. The derivative route is obviously better for larger moves an…
    matthew_l 3 views 23 comments Most recent by i_n 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 3 views 22 comments Most recent by lucia_a Real Vision