The Expert View
Discussion List
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Cathie Wood RV Series Discussion: TSLA & ChinaReally 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…
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Delta Hedging Tokyo 2020 Olympics Video: Opening Ceremony Eve w/ Ash Benningtonhttps://vimeo.com/578392570Following up on my written post last week “Delta” Hedging 2020 Tokyo Olympics @Ash Bennington joins me on the eve of the 2020 Tokyo Olympics Opening Ceremony tomorrow (Friday, July 23 2021), for one last overview of the serious (and seriously overlooked) situation on the ground, before we (as a global community) dive into the first real test of where we really are with this pandemic since inception. Filmed + footage from what should be a vibrant, bustling summer …
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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.…
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HNS - Kenetic Capital - Jehan ChuHey RV team, Could we please get Jehan Chu on the platform to do an interview regarding the different VC investing he is doing and also on HNS. I think it would really add a lot of value. I am doing research into HNS at the moment and it is really incredible project in the Web 3.0 stack that is held by every major VC in the space. Jehan is one of the main VCs working closely on HNS. https://twitter.com/collectionist?lang=en @Raoul Pal @Jack Farley @Sebastian Moonjava @Nick Correa @Petr Pin…
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Options Comments pulled from FoL channel from Mike GreenIn Tom Thornton and Mike Green's panel,@John Sundheim asked the following question which I wanted to highlight, as Mike responded in great depth immediately following the session. Want to share with those who may have missed it: John Sundheim question: In Summary can Mike and Tom verbalize a short list of the criteria mentioned with terms like "25 delta" and asymmetric payouts given a little more detail. Mike Green: Short list of the criteria: 1. Buy an option that matches your …
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Week 1, Day 2Legendary venture capitalist Bill Tai is an expert in identifying exponential trends...Week 1, Day 2 Legendary venture capitalist Bill Tai is an expert in identifying exponential trends. He has been an angel investor in more than 20 companies that have gone public, including Zoom and Dapper Labs. Tai returns to Real Vision to share with co-founder and CEO Raoul Pal what makes an exponential valuation and how the low interest rate environment has caused a surge in P/E multiples, richly rewarding high-growth technology companies. The two discuss how the current wave of NFTs and the… -
Weekend Roundup: Fund Management, Client Risk + Prime Brokerage Risk (oh and + market risk)Make sure to follow the topic → Weekend Roundup https://vimeo.com/541415306ETFs Mike Green Update Live w/ @Max Wiethe: Game Changer - Mike Green ETFs Meb Faber & Jason Buck: ”If you buy & hold my ETF you will lose money“ - setting client expectations Hedge Funds: Mike Vranos & @Raoul Pal : Client Redemption Risk-Dependent Portfolio Construction + DIY Prime Broking Marc Cohodes w/ Jason Buck from Feb 2021 : When your prime broker fucks you over with a straight face RV Cl…
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On this week's segment of "The Vision," Nick Correa presents some of the upcoming programming, wh...On this week's segment of "The Vision," Nick Correa presents some of the upcoming programming, which will feature Jens Nordvig, Dan Suzuki, Chris Whalen, Scott Burg, and more.
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Real Vision Exchange Survey Week 13/2021: ResultsLast week's performance summary Initial Drawdown in both the Exchange and the Bot's portfolio due to the weakness in Bitcoin and declining VIX. Luckily both portfolios had reduced their Bitcoin allocation, which limited the severity of the dip. During the week markets were mixed (vol up, EM equities down). On Friday came the recovery, which continued over the weekend (my reporting period ends on Friday) and helped the portfolios to recover. Hence, performance-wise a flat week. Exchange portf…
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THIS WEEK ON REAL VISION...Real Vision presents a new weekly show called "The Vision" - your guid...THIS WEEK ON REAL VISION... Real Vision presents a new weekly show called "The Vision" - your guide to this week's videos coming out on Real Vision. Peter Cooper presents the current macro backdrop and then discusses the upcoming programming, which will feature Daniel Lacalle, Jamie Catherwood, Kyle Bass, Peter Smith, Pierre Andurand, and more.
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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…
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Emergency Market Update from RaoulThe combination of market maker positioning, hedge fund positioning, retail positioning, excessive leverage, market technicals, and real economic risk from COVID are the biggest set of sell signals @Raoul Pal has ever seen, and although he understands why everyone is jumping on the current anti-establishment narratives around Robinhood, he believes people are missing the bigger story here of unprecedented market risk. All the stars are aligning, and Raoul is extremely concerned about what cou…
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Exchange Exclusive: Weekend RoundupTopics: The Dollar, Inflation. With @Jack Farley & @Weston Nakamura Interviews covered: Jeff Snider, Steven Van Metre, Michael Ashton, Carly Fiorina Exchange Activity: Weston Nakamura, Seth Dingle https://vimeo.com/501506544RV Videos from the Week Referenced (links) •Jeffrey Snider and Ed Harrison THE DOLLAR’S BLAZING CRASH, TREASURY MARKET DESTRUCTION, AND WESTERN SOCIETY’S UNGENTLE IMPLOSION (click link here) •Steven Van Metre and Michael Ashton EVERYTHING YOU WANTED TO KNO…
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MIKE GREEN’S 2021 BIG PICTURE OUTLOOKMike Green of Logica Capital kicks off 2021 for Real Vision viewers with this big picture interview taking stock of an eventful 2020 and looking forward to 2021 Click here to watch
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LIVE at 1PM EST: Weston & Nick Halaris of Metros Capital"This psychological shift has the potential to impact not only the economy and the market but also our political landscape. It’s really important where and how far this new demand for housing goes. The potential is there for a dramatic reordering our society." -Nick Halaris, Metros Capital Join us LIVE for an update on the state of the Real Estate sector, and submit your questions below! (Slide deck attached)
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How many RV videos do you watch each week?How many RV videos do you watch each week? -
📈 Investing in IRAK 🤠💵 with Geoffrey Batt.Id like to add some extra colour to the interview with Geoffrey Batt Link to video: https://www.realvision.com/shows/the-expert-view/videos/investing-in-iraq-perception-vs-reality?source_collection=0f1c5bbe0e674d90bfb6ca11362bda31 I first heard about Geoffrey Batt on the invest like the best podcast last year in it he also talks about selecting LP's (interesting for those looking to getting in the OPM game, and how the mainstream media avoids complex subjects because "ain't nobody got ti…
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Improve the plus offering on RV@Max Wiethe can I submit suggestions to improve the plus offering on RV?
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@"Raoul Pal" discusses COVID-19, the U.S. Elections, and how to navigate the economic risks Speak...@"Raoul Pal" discusses COVID-19, the U.S. Elections, and how to navigate the economic risks Speaking as the founder of Global Macro Investor, Raoul Pal gives Real Vision members a timely update on how the increased spread of COVID-19 and the upcoming U.S. elections impact his outlook for the dollar, banks, bonds, gold, and bitcoin. Disagreeing with the dominant reflation narrative, Pal thinks that central banks will scramble to paper over the cracks left by governments. Pal therefore…
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Small Caps, Big Tech, Bitcoin & Goldhttps://www.youtube.com/watch?v=_NxxqrHPq4w -
I am working with a growth stage Saas venture helping enable their salesforce and GTM team. In Ja...I am working with a growth stage Saas venture helping enable their salesforce and GTM team. In January we are organising their Sales Kick-Off event 🚀. Can you VISIONARIES recommend any virtual guest keynote speakers that would ideally motivate, and give the group a memorable session? We have a good budget to create an awesome event 🎸
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Julian kicks off Week 2 of "Has Everything Changed?" We kicked off week one of “Has Everything Ch...Julian kicks off Week 2 of "Has Everything Changed?" We kicked off week one of “Has Everything Changed?” with Raoul’s take on the question. Here to kick off an equally exciting week two is Julian Brigden, founder of MI2 Partners. As Real Vision Pro members already know, Julian and Raoul rarely agree on everything, and in this interview, you’ll get a completely different perspective. Brigden argues that the biggest effects from COVID are not course-altering changes, but rather the acc…
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Experts don't know what they don't know more frequently than you expect.I really liked RP's "how to position" .pdf, I hope you all have read it. While I am with him on a lot of things (BTC and the big investment), I find it curious sometimes when smart guys get duped. The radiologist comment on that one was one such example [tailwinds]. It is funny that I find in particular areas, even really smart guys often get burned by not knowing what they don't know. I think you all should have a look at this not just due to it being something about radiology, but b… -
Hi everyone! Have you checked out our new campaign yet "Has Everything Changed?" We are speaking ...Hi everyone! Have you checked out our new campaign yet "Has Everything Changed?" We are speaking to top industry leaders over the next fews weeks to answer this question and explore the shifting trends the coronavirus pandemic has accelerated. Industries are literally being reinvented as we speak -- real estate, technology, travel, hospitality. We have guests from all sectors joining us to discuss what's ahead for the global economy. Is there anyone top of mind you want to hear from? …
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Juliette Declercq's thoughts on macro indicators Juliette Declercq, founder of JDI Research, beli...Juliette Declercq's thoughts on macro indicators Juliette Declercq, founder of JDI Research, believes that September is shaping up to be the biggest month of the year for macro. Using her basket of tested macro indicators, Declercq helps viewers make sense of the current macro environment and argues that reflation and the recovery are still very much underway. She also breaks down the potential for a more benign second wave of COVID, her current outlook for both fiscal and monetary stimulus, a…
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I have been reading up on Boaz Weinstein, has Real Vision ever attempted to get him for an interv...I have been reading up on Boaz Weinstein, has Real Vision ever attempted to get him for an interview? Would be great to hear an in depth discussion about his process or his view on what’s to come in the future. He seems to be a very private person though from what I can see.
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Matt Rowe discusses volatility in the markets For weeks leading up to the recent dramatic sell-of...Matt Rowe discusses volatility in the markets For weeks leading up to the recent dramatic sell-off, the VIX and other measures of equity volatility like the VXN were rising as the S&P 500 and NASDAQ Composite were humming along higher and higher. To long vol traders like Matt Rowe, CIO of Headwaters Solutions, this was a huge tell that something was looming on the horizon. Rowe explains how he prepares his portfolio for these types of events, why mini volatility events can be much more pro…
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Alexander Leishman talks Crypto with us Alexander Leishman, founder and CEO of River Financial, j...Alexander Leishman talks Crypto with us Alexander Leishman, founder and CEO of River Financial, joins Real Vision to break down his venture, River.com, and his perspective on the crypto space. Leishman talks about the problems that River solves for investors as the first bitcoin bank. He explains the complex world of bitcoin banking services including the coming technical innovations, the diverse set of clientele crypto banking can serve, and the future adoption of crypto by the corporate worl…
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which Festival of Learning session had the most impact on you?which Festival of Learning session had the most impact on you?
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THE Exchange is fantasticquestion Does Real Vision has accessories such hats pens t-shirts etcI thTHE Exchange is fantastic question Does Real Vision has accessories such hats pens t-shirts etc I think we should put it in placed if you are interesting just let me know or anybody that need accessories for their business good day -
Robert Breedlove's discussion on bitcoin Robert Breedlove, CEO and CIO of Parallax Digital, argue...Robert Breedlove's discussion on bitcoin Robert Breedlove, CEO and CIO of Parallax Digital, argues that only two things in the universe are absolutely scarce – time and bitcoin. Until the invention of bitcoin, Breedlove says that gold had been the best monetary technology to transfer the value of time, but it is imperfect because it isn’t absolutely scarce. Bitcoin’s absolute scarcity, on the other hand, makes it the perfect monetary technology. He breaks down why the last two centuries of suc…
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The Expert View: Risk-On or Risk-OffThe terms risk-on and risk-off are tossed around liberally by...The Expert View: Risk-On or Risk-Off The terms risk-on and risk-off are tossed around liberally by market participants -- but what do they actually mean, and how can you determine truly whether the market is in one camp or the other? In this interview, Michael Gayed, author of the Lead-Lag Report and portfolio manager of the ATAC Rotation Fund, answers those questions and explains why risk-off does not guarantee a market downturn. He also describes the backtested indicators of treasury and util…