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The Breakdown 

  • Nick Correa and Jack Farley break down an RV video from this week

Weekly Crypto Deep Dive 

  • Sebastian Moonjava and Seth Dingle to a deep dive into one of the Crypto videos of the week 

Weekend Round Up

  • Weston Nakamura and guests discuss weekly RV videos

Weston NakamuraVisionary
Real Vision Exchange Manager, Programming and Community Engagement

PBS Frontline on the Fed

PBS Frontline did an episode on the Fed & the COVID response. called The Power of the Fed (link & video below).

For anyone unfamiliar, PBS (Public Broadcasting System) Frontline is a series of documentaries that go back since before I was born, covering a range of topics from geopolitics/politics & elections US & international, to drug cartels and gangs to war - whatever subject matter is impacting society’s course. Which includes doing episodes on the various financial crises through the years, but not often- I think the EU debt crisis / US debt ceiling in ‘13 mightve been the last time and that was more so political / fiscal vs markets focused. The Fed has obviously been covered in these, from ‘08 crisis but also from the ‘90s globalization which included the Greenspan Fed & LTCM/Asia currency crisis.

I think this is the first one centered on the Fed itself being the main story rather than the Fed as a major “character” and its impact and consequences of actions (buying junk bonds & credit markets, retail trading, crypto rise etc) - “liquidity pumped into the system“ type things.

The reason I’m flagging this (which just aired a week or 2 ago) as something important to watch isn’t because we as RV subscribers don’t already know about the Fed and what it’s been doing to backstop markets since last year, obviously, nor am I saying it’s “good/bad” (I personally happen to think its not bad at all).
It’s important because... (More)

Weston NakamuraVisionary
Real Vision Exchange Manager, Programming and Community Engagement

Delta Hedging Tokyo 2020 Olympics Video: Opening Ceremony Eve w/ Ash Bennington

Following 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 night of excitement in the Tokyo Station area - the heart of the world’s largest metropolitan region by population and GDP. This is the eerie calm before the storm.   

Latest Updated Facts & Figures:

•1,979 - latest Tokyo COVID daily cases (6m high)

91 - latest COVID positive cases among “Games-concerned personnel“

•Tokyo2020 now most expensive in history

Original revenue expectations: 
•¥1.52bn = ¥152k avg expected tourist spending x 1 million tourists 

•¥90bn = 630,000 ticket sales

•Large OLED TV sales +50% YoY (no spectators = TV sales ↑)


Week-of firings:
•Director of Opening Ceremony fired on Opening Ceremony eve- Holocaust jokes

•Opening Ceremony music conductor resigns on accusations of past bullying & abuse of the disabled

+Feb: Tokyo2020 President & former Japan PM Mori fired- sexist remarks.  +March: Creative Director fired- sexist remarks


•"Delta" Hedging 2020 Tokyo Olympics (Original Written)

•Japan: The World’s Biggest COVID Failure

Weston NakamuraVisionary
Real Vision Exchange Manager, Programming and Community Engagement

Petr & Weston: Markets Today & Week Ahead

@Petr Pinkhasov and I just give some broad overview thoughts on the markets today and our near term view during a global risk-off session. 

Posts mentioned from the Exchange:

@Christopher Moir ETF Land - Monday 19th July 2021 

@Matt Daniell X-24 19th July 2021.

@Petr Pinkhasov Post CPI Global Technicals

@Weston Nakamura Charts: Meme crash → Russell2k crash → UST yields crash → crypto crash. Incomplete / late market note

Also as we approach Opening Ceremony on Fri, see "Delta" Hedging 2020 Tokyo Olympics

Let us know your thoughts and any questions! Thanks as always everyone

Weston NakamuraVisionary
Real Vision Exchange Manager, Programming and Community Engagement

Exchanging Lanes: Episode 3

In 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 Episodes:

Exchanging Lanes: Debut Episode

Exchanging Lanes: Episode 2
And if you aren’t already- remember to follow @Brad S  and the tag Exchanging Lanes