The Interview
Discussion List
-
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…
-
Milton BergIf you haven’t watched it, I recommend the Milton Berg interview. The man is well-informed and passionate. Great interview @Jack Farley
-
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?
-
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…
-
Exchange Exclusive: How To ESG - Dr. Indranil Ghosh w/ Ash Bennington & Weston Nakamurahttps://vimeo.com/555247663Alternative video title: “How To Prosperity” I have the privilege of participating alongside @Ash Bennington for a tri-continental discussion with Dr. Indranil Ghosh of Tiger Hill Capital and author of Powering Prosperity: A Citizen's Guide for shaping global prosperity - sharing insights exclusively for the Exchange. (MIT trained, formerly with Abu Dhabi Sovereign Wealth Fund, Bridgewater Associates, McKinsey & Co). Through his unique perspective, Indranil…
-
Real Vision managing editor Ed Harrison sits down with Darius Dale, founder and CEO of 42 Macro, ...Real Vision managing editor Ed Harrison sits down with Darius Dale, founder and CEO of 42 Macro, to lay out his investment framework for markets and provide a strategic update on his macro outlook for this year. He introduces his GRID regime framework, which measures, tracks, and contextualizes the rate of change in key macro variables across time and geographies to evaluate their impact on a wide array of asset classes. Using this model, he offers his insights into the trajectory of economic g… -
Beeneet Kothari, managing partner at Tekne Capital, welcomes Joe Lonsdale, partner at 8VC, to dis...Beeneet Kothari, managing partner at Tekne Capital, welcomes Joe Lonsdale, partner at 8VC, to discuss public markets, growing tech companies, and Covid-19. Lonsdale argues that the technology sector will experience continued growth as investors and policymakers recognize its important role in maintaining the global economy during the Covid-19 crisis. Lonsdale draws on his experience as a co-founder of Palantir to explain the unusual growth pattern that disruptive technology companies can experi…
-
Exchange Exclusive: NFL’s Sean Culkin (Mr. “Pay Me In BTC”)Ladies & Gents of The Exchange- see the Exchange Exclusive video below, courtesy of @Ash Bennington interviewing Sean Culkin, professional American football tight end, and first NFL player to convert 100% of his salary from USD to BTC. Watch him talk about his background, his journey of learning (with a big shout out to RV of course), and his reasoning behind how he arrived at this decision - to be (ir)responsibly compensated in this particular scarce asset over fiat. And what else lies a…
-
Weekly Roundup Expo Age 2: Goldman CFO Marty Chavez (Explained & Interviewed), Jim Bianco Debut o...https://vimeo.com/554023402Marty Chavez: How a Silicon Valley / Stamford PhD in machine learning with zero trading background became CFO of Goldman & turned GS into a technology firm w/ @Raoul Pal Jim Bianco‘s RV Crypto Debut ← Voluntary & Early Career “Retraining” w/ @Ash Bennington The Exponential Age of Massive Widespread Job & Career Destruction w/ Art Bilger Expo Age Week 1 Roundup w/ @Edward Harrison
-
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.
-
Weekend Roundup: Green & Moses, Author Ash, Asia Crypto, Moritz Heiden & Westonhttps://vimeo.com/535407203• Danny Moses & Mike Green: Hidden Leverage, Nonsense news & weed stocks • RVDB Fri Live @Ash Bennington @Raoul Pal • "Market Tremors" Hari Krishnan and @Ash Bennington • QCP Capital: Asia crypto markets w/ Raoul Special mentions: @Moritz Heiden @Seahyung Park @Lisa Gee @John Ahearn
-
I want to see David Hunter @DaveHcontrarian being interviewed by realvision. I discovered David t...I want to see David Hunter @DaveHcontrarian being interviewed by realvision. I discovered David thanks To Dan Tapiero's tweet that I discovered on Realvision. David has been amazingly accurate in his macro views for last 12 months and I think it would benefit this community to hear his views and have Raoul challenge him, Thanks. -
On this week's segment of "The Vision," Peter Cooper presents some of the upcoming programming, w...On this week's segment of "The Vision," Peter Cooper presents some of the upcoming programming, which will feature Marcus Frampton, Sean Fieler, Marko Papic, Mike Green, and more.
-
Exchange Weekend Roundup: Deflationary Printing, Unholy VIX, Arch-EGOhttps://vimeo.com/532701734Key Videos of the Week • Lacy Hunt & Danielle DiMartino Booth: Disinflationary headwinds against rising yields, 2 quarter growth head-fake, global supply chain & aging/birthrate demographic hit (Video Link Here) • Chris Cole & Mike Green: “Unholy Trinity,” VIX in 2020, Insolvency, BTC “what if,” Dragon Portfolio 2020 performance (Video Link Here) Archegos Coverage •RVDB Tues: Tony Greer de-risking (Video Link Here) •RVDB Wed PART 1 of 2: @Weston Nakam…
-
Chris Cole, founder and CIO of Artemis Capital Management, sits down with Michael Green to discus...Chris Cole, founder and CIO of Artemis Capital Management, sits down with Michael Green to discuss why he views volatility as the ultimate expression of illiquidity and insolvency. Together, they explore how the Fed’s actions in 2020 swiftly stomped out both of these risks, explain how structural dynamics resulted in rapid equity price appreciation over the last year, and take a closer look at volatility and the options market and what Cole describes as a "bull market in fear". They a…
-
Clete Willems, a former senior member of Trump's trade team and now a current partner at law firm...Clete Willems, a former senior member of Trump's trade team and now a current partner at law firm Akin Gump, joins Real Vision managing editor Ed Harrison for a deep-dive conversation about global trade relations. Willems outlines how a rivalry between China and the United States is dominating global trade, geopolitical and national security policy, and how the coronavirus pandemic has accelerated tensions between the two behemoths. He also notes Trump's focus on trade and bilateral trade defic…
-
Diversity of Thought: Haley Draznin on The ExchangeWelcome @Haley Draznin for her first video appearance on the Exchange, where we discuss her off-camera / behind-the-scenes role at RV (the literal reason we subscribe to RV), the $60 trillion generational wealth transfer underway, alternative investments / death of 60/40. And by far the most important topic addressed on the Exchange, the critical need for women - not just in financial markets, but on the Exchange itself. https://vimeo.com/530564023Haley’s Interviews on Alternative Investments …
-
Famed investor Kevin O'Leary, aka Shark Tank’s Mr. Wonderful, joins Real Vision’s Raoul Pal to di...Famed investor Kevin O'Leary, aka Shark Tank’s Mr. Wonderful, joins Real Vision’s Raoul Pal to discuss his investment philosophy and why he rebalanced his portfolio to include 70% equities and 30% fixed income. He increased his weighting in gold to 5%, took a position in Bitcoin for the first time, and stresses the importance of ethical mining and why investors need to know where their Bitcoin is mined. When it comes to private market investments, O'Leary looks for direct-to-consumer companies …
-
Narratives around the reflation trade and asset prices are currently pointing towards a full reco...Narratives around the reflation trade and asset prices are currently pointing towards a full recovery and a period of extended growth as the world exits lockdowns. In this interview with Real Vision managing editor Ed Harrison, Daniel Lacalle, chief economist and CIO at Tressis, argues that this is being fueled by nothing more than hope and that, although this is a recovery, the world will return to the same state of secular stagnation and low growth that existed pre-COVID. Lacalle explains why…
-
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.
-
Exchange Week Roundup: Yields & Curve Controlhttps://vimeo.com/523517057 TPX Banks Weekly Roundup Videos on Yields, Yield Curve Control • Mike Green & Harley Bassman Video: Rates Volatility and Convexity + Harley Bassman Slide Deck Link + @Craig P Post on Yield Curve • Dominic Frisby and Raoul Pal Video : Taxes = Everything • Chris Whalen and Edward Harrison Video: Update on Banks • Peter Boockvar, James Bianco, and Ed Harrison Video: YCC • RVDB Fri w/ Ash Bennington Raoul Pal Video: Painting = Canvas + Paint + Fucking …
-
Even before COVID, global deficits had already expanded—but in the last year, they have exploded ...Even before COVID, global deficits had already expanded—but in the last year, they have exploded to levels that almost guarantee increases in taxes. We can already see the effects as high-net-worth individuals and businesses leave high tax areas like California for lower tax areas like Florida, Texas, and the Cayman Islands. Dominic Frisby, author of "Daylight Robbery: How Tax Shaped Our Past and Will Change Our Future," sits down with Real Vision CEO and co-founder Raoul Pal to discu…
-
Real Vision presents a new weekly show called "The Vision" - your guide to this week's videos com...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 Harley Bassman, Mike Green, Dominic Frisby, James Rasteh, Lyndon Lea, Chris Whalen, and more.
-
Everyone agrees that data is the oil of the 21st century. But how to invest? Charles Li, recently...Everyone agrees that data is the oil of the 21st century. But how to invest? Charles Li, recently retired chief executive of the Hong Kong Exchanges and Clearing (HKEX) and the creator of the brilliant but very complex Hong Kong - Shanghai Stock Connect, and later the Hong Kong Shenzhen Stock Connect, explains the investment opportunities in this sector. Due to its population and less stringent views on privacy, China could well become the world's largest exporter of data—health data and financ…
-
Teddy Vallee, founder and CIO of Pervalle Global, returns to Real Vision to share his latest view...Teddy Vallee, founder and CIO of Pervalle Global, returns to Real Vision to share his latest views on economic growth, interest rates, commodities, and tech stocks. Citing everything from soaring retail sales figures to elevated levels of personal savings, Vallee projects that economic growth for U.S. GDP could be as high as 12%. In this reflationary environment, Vallee expects that bonds will continue to sell-off and that energy stocks will thrive while technology stocks will fare poorly. Film…
-
WHAT’S REALLY DRIVING CHINA’S STRATEGIC OBJECTIVES?Taylor Fravel and Michael Greenhttps://vimeo.com/518634011M. Taylor Fravel, Arthur and Ruth Sloan Professor of Political Science and director of the MIT Security Studies Program, sits down with his long-time friend Mike Green of Logica Capital Advisors to discuss a multitude of factors affecting China's strategic objectives. Although they examine certain aspects like demographics and the trajectory of growth for China's military, the focus of the interview is on geography and how China’s large number of land borders and thei…
-
The greatest generational wealth transfer in history is currently taking place. In the upcoming y...The greatest generational wealth transfer in history is currently taking place. In the upcoming years, trillions of dollars and assets will be passed from baby boomers to later generations. Real Vision's Haley Draznin is joined by Mike Boyd, an Australian expat living in Singapore who specializes in the world of multi-generational wealth creation, family enterprise, and family office investing. Generational wealth typically doesn't surpass the third generation, but Boyd discusses how to set up …
-
Martin ArmstrongI stumbled across some youtube videos of him, by accident. I noticed Raoul interviewed him in 2016, well worth a watch. https://www.realvision.com/shows/the-interview/videos/interview-with-martin-armstrong Maybe it's time to bring him back? -
Legendary independent investor Jim Rogers joins Real Vision CEO and co-founder Raoul Pal to share...Legendary independent investor Jim Rogers joins Real Vision CEO and co-founder Raoul Pal to share his outlook on markets and the lessons he learned on his storied career. Rogers tells Pal that this current market environment, marked by record-low mutual fund cash levels and high levels of investing on margin, reminds him somewhat of the conditions prior to the "Black Monday" sell-off on October 19, 1987, which actually occurred on Rogers’ birthday. Rogers stresses the importance of th…
-
A market wizard + one QuantUnknown no longer - Jason Shapiro interviewed by TwoQuants @Moritz Seibert. If anyone needs a rundown of + practical use cases on CFTC COT positioning data (including BTC futures short positioning → BTC rally), among many other critical lessons for individual investors/traders up against institutions, you need to watch this https://www.youtube.com/watch?v=1_8xE92WtGw
-
New RV Series IdeaJust an idea but would we all enjoy a series of interviews asking "what's the big question?"? I personally feel that there is so much noise at the moment that it's difficult to know what to stay focussed on.
-
“PRICKING” POTENTIAL BUBBLES IN STOCKS AND BONDS · John Hussman and Milton BergAre stocks in a bubble? How about bonds? Perhaps Bitcoin, too? Milton Berg, founder and CIO of Milton Berg Advisory, welcomes John Hussman, president of Hussman Strategic Advisors, for a conversation on these important questions. Hussman uses his custom equity risk-premium model to explain why, over the next twelve years, he expects the S&P 500 to return an average of negative 4%. Hussman compares the current moment to various historical periods where the S&P 500 underperformed Treasury…
-
MARK CUBAN: WHAT THIS FED-DRIVEN BUBBLE LAYS BARE – TECTONIC SHIFTS IN MARKETS AND THE FINANCIAL ...Famed investor and entrepreneur Mark Cuban, star of Shark Tank, joins Real Vision founder and CEO Raoul Pal to make sense of the changing market structure and the disruption of the financial establishment. Cuban sees tokenization and blockchain bringing more transparency to the financial industry and remains bullish on Bitcoin as a store of value and reserve asset. He also praises stimulus efforts but sees political partisanship as a major risk to fixing the dichotomy between Main Street and Wa…
-
OPPOSING VIEWS: POMP & MIKE GREEN ON BITCOINMike Green, chief strategist and portfolio manager at Logica Capital, and Anthony Pompliano, investor at Pomp Investments, join Ash Bennington, Real Vision senior editor, to discuss their opposing views on Bitcoin. They each explain their views on Bitcoin—Pompliano makes the case for Bitcoin being a store of value that should be widely adopted and encouraged by the United States in order to stay competitive globally while Green asserts that Bitcoin is used primarily for nefarious activity and i…
-
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…
-
LIQUIDITY WITHOUT SOLVENCY: INVESTING OPPORTUNITIES IN THE CURRENT CREDIT MARKET ENVIRONMENT · Fe...Dan Zwirn, CEO and CIO of Arena Investors, returns to Real Vision to provide a strategic update on the world of credit. In this interview with Real Vision’s managing editor, Ed Harrison, Zwirn explains how, in a world of suppressed interested rates by monetary authorities such as the Federal Reserve, companies that are effectively underwater nevertheless manage to secure financing at attractive rates. Harrison and Zwirn discuss this phenomenon of “liquidity without solvency” in depth, comparing…
-
THE MACRO “ENDGAME”: GROWTH, GOLD, DEFLATION, AND THE DOLLAR : Eric Basmajian and Lyn AldenEric Basmajian, founder and editor at EPB Macro Research, joins Lyn Alden of Lyn Alden Investment Strategy to break down his near-term outlook on the global economy as well his longer-term framework for macro investing. Basmajian notes that the growth rate in industrial output, the pick-up in demand for commodities, and a steepening yield curve indicate a growth pick-up. Alden and Basmajian explore the significance of the underperformance of banks (particularly regional ones) and energy relativ…
-
THE SPAC BOOM APEX, MARKET MEMES, AND THE BIGGEST OPPORTUNITIES IN TECH : Josh Wolfe and Michael ...Because of their favorable structure, SPACs have become the vehicle of choice for founders and venture capitalists to bring private startups to the public market—even with the explosion of SPACs in 2020, we are already on record setting pace in 2021. In this interview with Mike Green of Logica Capital, Josh Wolfe of Lux Capital breaks down exactly why the SPAC structure is so favorable and argues that the knock-on effect of an M&A boom will produce the modern equivalent of the AOL-Time Warn…
-
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…
-
EVERYTHING YOU WANTED TO KNOW ABOUT INFLATION@Steven Van Metre interviews Michael Ashton, founder of Enduring Investments. Ashton thinks that the Consumer Price Index is an imperfect metric but is nevertheless an optimal way to measure inflation. He argues that the extraordinary growth in money stock (induced by the Federal Reserve) will indeed augur inflation. Van Metre contends that various deflationary forces, namely the decrease in the velocity of money, will stop inflation in its tracks and could in fact bring deflation. CLICK TO WA…
-
awesome interview - Roy Niederhoffer: ONE MILLION TRADES, ZERO REGRETSThis is really really good, one of the best interviews I've seen. Fascinating look into behavioral/psychological emotion based herd behavior mixed with systematic trading, which has inherent "human" elements in it. Neuroscientist turned behavioral psychology based systematic trader + talks about 9/11 and the culture of integrity (actual) within the futures trading community reminded me of @Seahyung Park & @Jaymes Rosenthal + a few more I can't remember offhand. Obviously @Moritz H…
-
How many RV videos do you watch each week?How many RV videos do you watch each week? -
@"Raoul Pal" and Gordon Ritter discuss SaaS and the evolution of the software sector Cloud invest...@"Raoul Pal" and Gordon Ritter discuss SaaS and the evolution of the software sector Cloud investor Gordon Ritter, founder of Emergence Capital, one of the first venture capital firms to invest exclusively in software-as-a-service, or SaaS, manages portfolio companies that have a market cap of $400B+ and 13 IPOs or exits greater than $500 million, including high-profile exits like Zoom and Salesforce. He joins Real Vision founder and CEO, Raoul Pal, for a conversation about the evolu…
-
Kiril Sokoloff and @"Raoul Pal" discuss the precious metals bull market Kiril Sokoloff sits down ...Kiril Sokoloff and @"Raoul Pal" discuss the precious metals bull market Kiril Sokoloff sits down with Raoul Pal to discuss why he believes the bull market for precious metals is only in its fourth inning. All-in costs of gold production are under $1000 compared to the current price of $1900, creating profit margins never seen before in the industry. In effect, the gold mining companies have become free-cash flow machines. With US federal deficits growing as far as the eye can see, an…
-
@"Roger Hirst" and Lee Robertson discuss passive and active investing strategies Managing editor,...@"Roger Hirst" and Lee Robertson discuss passive and active investing strategies Managing editor, Roger Hirst, sits down with Lee Robertson, CEO and founder of Octomembers.com, to explore how the future of active management will impact the opportunities and risks available to investors. Robertson attributes the current outflows from active into passive not only to insufficient performance to justify active manager's higher fees, but also to a younger cohort of investors entering the …
-
Wasn't there supposed to be an interview between Mike Green and Ben Melkman? I was really lookin...Wasn't there supposed to be an interview between Mike Green and Ben Melkman? I was really looking forward to that one, but I haven't seen anything???
-
@"Edward Harrison" and Joel Greenblatt discuss Investing and Societal Issues With a phenomenal in...@"Edward Harrison" and Joel Greenblatt discuss Investing and Societal Issues With a phenomenal investment track record greater than perhaps even Warren Buffett and George Soros, Joel Greenblatt is renowned as one of the world's greatest investors in history. Yet recently, he has turned his gaze beyond markets to focus his attention on fixing problems in society, ranging from banking and retirement to education and even immigration. In this interview with managing editor Ed Harrison, …
-
Charles Kennedy talks with @"Edward Harrison" about investing in the healthcare field Real Vision...Charles Kennedy talks with @"Edward Harrison" about investing in the healthcare field Real Vision managing editor, Ed Harrison, is joined by Charles Kennedy, MD, CEO and managing partner of Blue Ox Healthcare Partners, a healthcare private equity company, to discuss the radical innovations within the industry that are saving lives, cutting costs, and making medical care more accessible to all. Kennedy gives specific details on companies in which Blue Ox has invested -- in fields rang…
-
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 🎸
-
Joe Walker, John Turner, and William Quinn discuss the history of financial bubblesJoe Walker is ...Joe Walker, John Turner, and William Quinn discuss the history of financial bubbles Joe Walker is joined by John D. Turner and William Quinn, authors of "Boom and Bust: A Global History of Financial Crises", for a journey through the history of financial bubbles. Turner and Quinn explain their thinking on why financial manias occur using their theory on "the bubble triangle". They then share with Walker their in-depth analysis of particular manias such as the British Bicycle…
-
Eva Moskowitz of Success Academy discusses the importance of Charter Schools with @"Haley Draznin...Eva Moskowitz of Success Academy discusses the importance of Charter Schools with @"Haley Draznin" Are charter schools a wise addition to your investment portfolio? Charter schools receive less public funding from local and state taxes and federal programs than their district school counterparts, so they seek private funding in efforts to be able to operate to their fullest capacity. Programs like the New Market Tax Credit (NMTC) and opportunity zones provide several incentives for …
-
BALANCE SHEET RECESSIONS with Richard KooThanks @Max Wiethe for reposting the interview with Richard Koo. It reminded me that in the past when his book " The Holy Grail of Macroeconomics: Lessons from Japan's Great Recession" was published in 2009 a couple of years later the European governments went for the Austerity policy ( largely because of zeGermans). Austerity had the goal of reducing the debt levels of govs and to reduce spending, exactly the opposite policy of what Richard Koo would have advised doing. Read m…
-
Is now the time to invest in vices? @"Haley Draznin" sits down with Catharine DockeryNo matter ho...Is now the time to invest in vices? @"Haley Draznin" sits down with Catharine Dockery No matter how the economy is doing, people around the world continue to drink, smoke, gamble, and have sex. So, why not invest in vice industries? Catharine Dockery, founding partner of Vice Ventures, an early-stage venture capital fund, invests exclusively in non-traditional companies that are typically avoided by investors and even prohibited due to vice clauses. She shares her investment philosoph…
-
Haley Draznin & Catharine Dockery Talk Vice.Video with @Haley Draznin : I Loved the content because I have been reading and looking at Vice stocks before (MO, BTI, any oil company is considered "vice" by some, LMT, SWBI, AOUT). But none of those seems to have generated better returns than the overall market 🤷♂️ some even make you lose money. So to call it Recession-Proof .... The facts don't seem to agree (see VICEX performance below). The fun thing for the vice stocks is that there is some pricing power and that the pro…
-
@"Ash Bennington" sits downs with Kelly Rodriques to discuss the public market and the growing in...@"Ash Bennington" sits downs with Kelly Rodriques to discuss the public market and the growing interest in alternatives to IPOs What are the advantages and disadvantages of a company going public? Kelly Rodriques, CEO of Forge, an online trading platform that facilitates and brokers investments in shares of large private companies (so-called “pre-IPO” companies), speaks to Real Vision senior editor, Ash Bennington, about the booming public market and why private companies are turning …
-
How weather drives commodity prices with Shawn Hackett and @"Max Wiethe" On October 14th at 12PM...How weather drives commodity prices with Shawn Hackett and @"Max Wiethe" On October 14th at 12PM EDT, Shawn Hackett of Hackett Financial Advisors will be joining Real Vision editor, Max Wiethe, to review his thesis for how changing weather patterns due to solar cycles will drive the prices of soft commodities higher over the coming years. Hackett will also be answering viewers’ questions live on weather changes and soft commodities. To revisit his thesis, see his Expert View release…
-
@"Raoul Pal" with Dmitry BalyasnyDmitry Balyasny, CEO and founder of Balyasny Asset Management, i...@"Raoul Pal" with Dmitry Balyasny Dmitry Balyasny, CEO and founder of Balyasny Asset Management, is an elusive legend of the investment business. In this interview with Real Vision CEO Raoul Pal, Balyasny gives an inside glimpse of the hedge fund industry, discussing his full investment philosophy on idea generation, asset allocation, position sizing, and risk management. Balyasny, who runs a multi-strategy book across many different funds, discusses the role of global macro investing…
-
@"Raoul Pal" with Dmitry BalyasnyDmitry Balyasny, CEO and founder of Balyasny Asset Management, i...@"Raoul Pal" with Dmitry Balyasny Dmitry Balyasny, CEO and founder of Balyasny Asset Management, is an elusive legend of the investment business. In this interview with Real Vision CEO Raoul Pal, Balyasny gives an inside glimpse of the hedge fund industry, discussing his full investment philosophy on idea generation, asset allocation, position sizing, and risk management. Balyasny, who runs a multi-strategy book across many different funds, discusses the role of global macro investing…
-
Live with Nancy Davis and Jason BuckThe saying “this time it’s different” is perhaps the most dan...Live with Nancy Davis and Jason Buck The saying “this time it’s different” is perhaps the most dangerous on Wall Street. Whether this shibboleth applies to the current markets is the question that Jason Buck, CIO of the Mutiny Fund, and Nancy Davis, CIO of Quadratic Capital Management, explore in this latest edition of Real Vision Live. Buck and Davis analyze historical volatility regimes and explore the value of cross-asset option portfolio construction. Davis discusses her interest rate volat…
-
@"Raoul Pal" and Keith Rabois discuss Innovation in the Covid EraVenture capitalist Keith Rabois,@"Raoul Pal" and Keith Rabois discuss Innovation in the Covid Era Venture capitalist Keith Rabois, a general partner with Peter Thiel’s Founders Fund, is widely known for his early-stage startup investments and his executive roles at PayPal, LinkedIn, and Square. He sits down with Real Vision CEO and co-founder, Raoul Pal, to discuss the evolution of innovation in Silicon Valley over the last two decades, highlighting its entrepreneurial spirit and the revolutionary power of technolo…
-
Strauss Zelnick and Christian Alexander talk Big DataStrauss Zelnick, chairman and CEO of Take-Tw...Strauss Zelnick and Christian Alexander talk Big Data Strauss Zelnick, chairman and CEO of Take-Two Interactive and partner at ZMC, joins headhunter Christian Alexander of Macro Link to share the lessons he learned on his journey to the top of the media world. Take-Two Interactive is one of the largest gaming companies, and its stock is up over 900% since Zelnick became its CEO in 2011. Zelnick discusses his investment philosophy and compares the advantages and disadvantages of the film busines…
-
The Interview with Leon G. Cooperman and @"Edward Harrison" Legendary investor Leon G. Cooperman,...The Interview with Leon G. Cooperman and @"Edward Harrison" Legendary investor Leon G. Cooperman, chairman and CEO of Omega Family Office, Inc., joins Real Vision managing editor Ed Harrison for a conversation about his career journey from Goldman Sachs to founding his hedge fund, Omega Advisors, and later converting it into a family office. Cooperman weighs in on the lasting impact the coronavirus pandemic will have on the U.S. economy and what this means for the future of capitalis…
-
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? …
-
Why China Will Avoid Crisi by Any Means Necessary with Chris Balding and Michael GreenAfter years...Why China Will Avoid Crisi by Any Means Necessary with Chris Balding and Michael Green After years living abroad in China and Vietnam, professor Chris Balding has returned to the U.S. because of concerns for his safety due to his role in exposing the data collection operations of Shenzen Zhenhua Data Technology. In this interview with Michael Green of Logica Capital Advisors, Balding lays out the initial findings from his expository research and updates viewers on the current state of affairs i…
-
Looking forward to @"Edward Harrison"'s interview with Udayan Mitra tomorrow. It's about private ...Looking forward to @"Edward Harrison"'s interview with Udayan Mitra tomorrow. It's about private credit and direct lending, an illiquid and often opaque region of the financial world. I learned a lot and I hope you do too! -
Security During Insecure Times with @"Edward Harrison" and Tom RutledgeAre bonds still effective ...Security During Insecure Times with @"Edward Harrison" and Tom Rutledge Are bonds still effective portfolio diversifiers? What can the history of asset-backed securities tell us about their future? These are questions that Tom Rutledge, fixed income strategist at Magnetar Capital, explores alongside Real Vision managing editor, Ed Harrison. Rutledge outlines the myriad array of problems facing fixed-income investors -- from liquidity constraints to finding yield pick-ups as yields con…
-
Peter Borish's Top Advice for TradersPeter Borish, president of Computer Trading Corporation and ...Peter Borish's Top Advice for Traders Peter Borish, president of Computer Trading Corporation and long-time partner of Paul Tudor Jones, sits down with former Point72 head performance coach, Dr. Gio Valiante, to get at the heart of what it takes to not only succeed in the business of trading, but to thrive and excel. Since his storied early career successfully calling and the profiting from the 1987 crash and trading alongside PTJ, Borish has flourished mentoring and developing new trading tale…
-
Something from The Archives on your Saturday! Lacy Hunt lays out his deflationary thesisIn this l...Something from The Archives on your Saturday! Lacy Hunt lays out his deflationary thesis In this long-awaited interview, Lacy Hunt lays out the basis of his deflationary thesis, explains how a debt unwind could be managed and outlines why he thinks the US will prove to be the most resilient market.
-
Brent Johnson and Steven Van Metre discuss how federal monetary policy might be having the opposi...Brent Johnson and Steven Van Metre discuss how federal monetary policy might be having the opposite intended effects on lending Brent Johnson, CEO of Santiago Capital, is joined by Steven Van Metre of Steven Van Metre Financial to discuss the most pressing issues on the macro horizon. After exploring whether quantitative easing (QE) and low rates are inflationary or deflationary, Johnson and Van Metre take a deep dive into the plumbing of the Treasury market and specifically the operations of …
-
@"Raoul Pal" interviews Diego Parrilla in latest episode of The Interview.Diego Parrilla, portfol...@"Raoul Pal" interviews Diego Parrilla in latest episode of The Interview. Diego Parrilla, portfolio manager and author of “The Anti-Bubbles” and “The Energy World,” returns to discuss his poignant predictions that are coming to fruition one-by-one in this conversation with Real Vision CEO and co-founder, Raoul Pal. As well, Parrilla gives a master class on how he has developed his own macro framework and the subsequent portfolio construction and management that has served him extreme…