The Aftermath
Discussion List
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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 … -
How many RV videos do you watch each week?How many RV videos do you watch each week? -
The Discourse: Debut Video with Sam ColtThe Discourse is a weekly program with Weston from the Exchange, taking the Hive Mind to the markets, and far more importantly- taking markets into the depths of the Hive Mind. The key feature of The Discourse is for Weston to speak directly with individuals from The Exchange community, to explore and tap into the vast wealth of individual knowledge, expertise, skills and talents - both financial AND non-financially related - in order to proactively extract and distribute expertise, knowledge…
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Europeans only!Catchy title, right? Lol Manuel here, from Spain. Just sharing my thoughts as a recent paid member on RV and part of the younger generation So, guys I want to say thanks to @Raoul Pal and all the team for this event. Is has been really educative. I also appreciate that this was not only US-centric, so we got some useful information about Europe, Africa, Australia and Asia. (Honestly, I was not expecting information about Africa, which was so interesting as well). Thanks to @Edward Harris… -
After The Aftermath: Thank You! And Onward We GoThank you to the speakers, and thank you all for attending The Aftermath! But just because The Aftermath event is over, obviously does not mean social and political volatility and market risk is gone. Thankfully we have the Exchange! Post your comments, questions, videos, charts: collectively proactive expertise contribution + proactively effective value extraction = enemy of uncertainty. Special thanks again to @Jeremiah S and @John Fadool for contributing their voices and perspectives fr…
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The Aftermath (Replay): Millennial & Gen-Z Explore GeopoliticsDay 2: John Fadool & Weston Nakamura China Under Biden Administration, and The Coming Avalanche of Central Bank Gold Sell Flows @John Fadool - Geopolitical Risk Expert jfgeopolitics.com @Weston Nakamura - Manager, The Real Vision Exchange Fresh off the heels of President-elect Biden officially unveiling his cabinet picks, John & Weston discuss US-China relations under a new/(old) administration. John explains his bearish gold thesis from EM central banks' forced selling. ht…
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Aftermath on The Exchange: Millennial & Gen-Z Discuss Millennials & Gen-Z'sDay 2: Jeremiah Seidman & Weston Nakamura Millennials & Gen-Z, now the largest generation, are endlessly scrutinized, criticized and analyzed, but are grossly underrepresented in the conversation. @Jeremiah S (Gen-Z) & @Weston Nakamura (Millennial) have a frank discussion and offer perspectives on markets, capitalism, higher education, politics and more in the unspoken, final frontier of social divides: the inter-generational conflict. https://vimeo.com/483248185 -
Does it matter that "Governments don't understand Tech"?Does it matter that "Governments don't understand Tech"?
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The Aftermath Day 2 at 3pm: The Exchange Takes OverToday starting at 3:00pm EST, The Real Vision Exchange takes over The Aftermath. Streaming directly from The Exchange, I will be sitting down for back to back sessions with two of the Exchange's homegrown talent @John Fadool and @Jeremiah S , as we share perspectives on domestic and international politics and policy, socioeconomic issues, financial markets and more, from the most underrepresented and critical cohorts in these discussions: Millennial and Gen Z generations. Markets are forwar…
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Nial Ferguson in Conversation with Dan RatherReview of this conversation is only available until Dec 23 so here are my highlights + annotations: American's Trust in the media: At the start Nial talks about this the trust in the media poll: https://news.gallup.com/poll/321116/americans-remain-distrustful-mass-media.aspx Again there are no error bars with these polls (will they ever learn?) but I expect that FOX news watching Republicans (Tucker and Hannity being top shows) have more trust in the media than this poll suggests. ⬇ …
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Adam Butler: "Don't copy the big institution because they are actually constrained in what they c...Adam Butler wrapped up the session with something I also think; small investors have advantages that the big institutions don't have. USE THEM Long live Robinhood?! 😂🤷♂️ PS: Thanks Jason for asking my stops question, surprised by the answer!
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The Liquidity paper Cory talked about on the THE FUND MANAGER THINK TANK panelHere is the paper Cory wrote which really brings a lot of ideas around liquidity together. Now im sure I needed to sign up to see this paper so at least check out his podcast and leave a review: https://podcasts.apple.com/us/podcast/flirting-with-models/id1402620531 He churns out a lot of research here: https://blog.thinknewfound.com/blog/
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Okay interesting Tom Thornton likes OXY not a fan of tech.Mr Thorton is hoping for a return to More normalcy & less pandemic so right now he said he had positions in financials and energy which he thinks will do better than the market since these stocks are still in the covid ditch. looking at my personal RDSA drama I hope he is right. But if you are going to position for a "back to normal" situation it looks like the market expects Big Beer (BUD) to profit more than Big oil (look at the jump from the covid news compared to shell)…
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Danny Blanchflower takes live headline reaction to Janet Yellen as Treasury Sechappening now in The Aftermath: POLICY CHALLENGES DON'T CARE WHOSE SIDE YOU'RE ON with @Edward Harrison: Mid-panel, WSJ headline hits saying Janet Yellen is Biden's pick for Treasury Sec ...which panelist Danny Blanchflower of Dartmouth College, former BOE MPC member & personal friend of Janet Yellen reacts to in real time as a positive: ""...who would vote against Janet Yellen?" (re: Senate confirmation) Perfect timing, perfect panel, as Biden starts to release details…
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The Aftermath LIVE: VOLATILITY IN THE TIME OF VOLATILITYwell that was cool.. but onto markets!! LIVE NOW: VOLATILITY IN THE TIME OF VOLATILITY Cem Karsan, Founder and Senior Managing Partner of AEGEA Capital Managementand Kai Volatility Advisors Jason Buck, CIO Mutiny Fund Submit questions to the Speakers LIVE here access code 4635706
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Dan Rather is The ExchangeDan Rather has had direct and immeasurable impact on hundreds of millions of lives over decades of US/world history, by informing the public. The very fact that he is currently dissecting this very role of informing the public to us, the Real Vision community of the thousands of various media networks and audiences he can go to do so, speaks volumes. "...going forward, what's going to be required is a better educated, better informed news CONSUMER..." "...its going to be in…
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The Aftermath LIVE: Dan Rather & Niall Fergusonoh shit. happening now.. A CONVERSATION WITH DAN RATHER (with Niall Ferguson) CLICK HERE This one won't be archived forever! On-Demand access available until Dec. 23rd. Submit questions to the Speakers LIVE here access code 4635706
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The Aftermath LIVE: Dee Smith & Pippa MalmgrenLIVE NOW DEBRIEF & LIVE Q&A WITH DEE SMITH AND DR. PIPPA MALMGREN (CLICK HERE) Submit questions to the Speakers LIVE here access code 4635706
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The Aftermath: Dee Smith "A WORLD ON THE BRINK"The Aftermath: Dee Smith "A WORLD ON THE BRINK" @Raoul Pal & Dee Smith referencing 5 part series ↓ See A WORLD ON THE BRINK (CLICK HERE) Created for Real Vision subscribers in 2017
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With the gulf between the real economy in recession and most asset markets hitting new highs, can...With the gulf between the real economy in recession and most asset markets hitting new highs, can this new paradigm ever evolve without that repricing of markets?
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Submit Live Questions at MentiThe Aftermath: Submit Questions at menti.com (Enter Code: 4635706)
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Urban - RuralDee Smith is talking about the Urban-Rural divide and the ideological difference between the two. Actually, 538 has done a whole post on this too (2019 with 2016 presidential election data): https://projects.fivethirtyeight.com/republicans-democrats-cities/ If you need it there is a gen Z take on American Lies that is pretty intense to watch but well done: https://www.youtube.com/playlist?list=PLwJ5--dklP0ATxL1IN2hoVrLTHTI20bcB
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Kicking Off The Aftermath in 10 mins...Access to The Aftermath I have my ticket - How do I join? First, we recommend that you log-in on Monday morning 10-15 minutes before the event starts. You don’t want to miss the opening… If you just bought or registered for your ticket, you should already be logged in when you click the link in your email. But if not, here’s how to log in and verify your access: 1. First, visit the Agenda page. 2. Click on the session title (How Did We Get Here?) 3. You’ll be brought to a new page, and…
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RV Presents: The AFTERMATH (Mon 23rd & Tues 24th)Election Day may have passed, but uncertainty is FAR from gone in a world where markets and policy collide like never before in modern history. Understanding the implications, not just of what's ahead, but what just happened, is critical. Joe Biden and Donald Trump have broken records as getting the most and 2nd most popular votes in US history, with the highest voter turnout in over a century. Nearly 160 million Americans voters are deeply engaged in the political system. Shouldn't you be as…
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THANK YOU from myself & the ExchangeWith gratitude and admiration, I am awarding @Muhammed Banday and @Jeremiah S with free admission to our upcoming must-attend festival event The Aftermath, for their proactive contributions of expertise and value extraction that they have provided to the Exchange community's overall benefit. @Muhammed Banday, thank you for the front-line work that you do every day out there, truly admirable, and of course thank you for stepping up to the moment and keeping us informed. @Jeremiah S thank you …