Weekend Roundup

Discussion List

  • 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 31 views 31 comments Most recent by b_v 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
    Being productive on Memorial Day - learn blockchain
    https://vimeo.com/557232337This is for everyone. Non crypto folks to blockchainbusters and everyone in between. Don't let a D student surpass you!  watch → HOW BLOCKCHAINS WORK: A VISUAL WALKTHROUGH  Anders Brownworth w/ @Ash Bennington 
    Weston Nakamura 2 views 2 comments Most recent by Brad S Real Vision
  • Weston Nakamura
    Exchange Roundup: The Exponential Age Week 1 with Ed Harrison
    Week's Roundup with special guest @Edward Harrison making his Exchange debut! https://vimeo.com/548755341
    Weston Nakamura 2 views 6 comments Most recent by Weston Nakamura Real Vision
  • Weston Nakamura
    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…
    Weston Nakamura 2 views 4 comments Most recent by Weston Nakamura Real Vision
  • Weston Nakamura
    Weekend Roundup: Green & Moses, Author Ash, Asia Crypto, Moritz Heiden & Weston
    https://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 
    Weston Nakamura 2 views 41 comments Most recent by ross_m Real Vision
  • Weston Nakamura
    Exchange Weekend Roundup: Deflationary Printing, Unholy VIX, Arch-EGO
    https://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…
    Weston Nakamura 2 views 15 comments Most recent by john_s Real Vision
  • Weston Nakamura
    Weekly Roundup Special Edition: ‘Hoodies Get Even
    https://vimeo.com/506736006 Experts: @Jeremiah S @Sam Colt @Max Wiethe @Jack Farley @Farrell Murphy  Mentioned RV Video Content, Exchange Activity, Resources:  Best Video to Understand This Historic Week:  RVDB  Fri Jan 29 Gamestop Gamma Wall w/ @Ash Bennington , @Edward Harrison  @Jack Farley  & guest Lily Francus  Lily Francus-nope_its_lily ← brilliant  Jim Bianco & Ed Harrison Tackle GME AMC & Inflation RVDB Jan 27 w/ @Max Wiethe @Edward Harrison  - Ed Nails the GenZ Trad…
    Weston Nakamura 1 view 8 comments Most recent by euan_g Real Vision
  • Weston Nakamura
    Exchange Exclusive: Weekend Roundup
    Topics: 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…
    Weston Nakamura 1 view 5 comments Most recent by Michael Ashton Real Vision