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Real Vision Live
Real Vision Live
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Metaverse / Web 3.0 Follow-Up Discussion (and Resources)

@Jake Keator and I just did a video on the Metaverse and Web 3.0 as well as investment considerations and frameworks for evaluating crypto investments and building a portfolio.

Topics discussed: Metaverse, Web 3.0, Network Effects (@Raoul Pal ), Bitcoin, Ethereum, Polkadot, Cardano, Defi, Uniswap, Thorchain (@Remi Tetot ), SingularityNET (@Matthew BIRD ), Blockchain Gaming, Enjin, Decentraland, Sandbox, Somnium Space, Cryptovoxels, RedFOX. 

Check out his post and the link to the video here: https://exchange.realvision.com/post/metaverse-web-3-0-follow-up-discussion-and-resources-608d742e18f5387ba17d732b?post=608f78fd1f6ee6a097166436

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MUST SEE CONTENT

If you are a Plus or Pro member who skipped or was planning to skip this interview because you don't know who Ophir Gottlieb is, I urge you to PLEASE WATCH. 

I was absolutely floored by his insight and framework for investing. He discusses three actionable ideas yes, but the real gem in this interview was Ophir himself. I've been following him for a while but finally getting to speak to him and really getting to see how he thinks was incredible. Oh, and his returns are spectacular.



 

Need questions on inflation - for Steve van Metre interview with Mike Ashton

Hi all,
On Friday @Steven Van Metre will be doing a follow-up interview with Mike Ashton on inflation. He'll be sourcing questions from the RV Hive mind.

What do you want Steve to ask Mike?

Here is the original interview:

https://www.realvision.com/shows/the-interview/videos/everything-you-wanted-to-know-about-inflation 

My TLDW of 11/18/2020 RV Live

...thats "too long, didnt watch" if you wondered haha

Thanks to @Max Wiethe and Naufal for this great rundown. Here are my takeaways..

RV Live w/ Naufal Sanaullah

11/18/2020

Recap

  • Are we in path dependent area or is market forward looking with positive vaccine news? Million dollar question‚Ķ could see 50-100% increase in covid deaths by Valentines Day. Will market care though? Lots of market tailwinds. Just finished Vol Crush from election options, and seasonality remains strong‚Ķ next couple weeks are the window for a potential deeper correction. Outside of that the narrative is bullish and technicals look good
  • NQ 11600 look to be the Low before Pfizer vaccine that Naufal is eyeing. If that breaks down move could be imminent, if this holds looks good until end of year
  • Bigger picture still short dollar trend
  • Why NQ so important? Is tech the key to everything? He says yes, since its biggest part of the markets. A tough rotation out of these with vaccine could be the bearish narrative. Seeing weakness in big tech names could lead index positioning.
  • Nikkei been favorite way to play the upside of these moves recently. Geared toward global trade and businesses have more clarity about life going forward (cap x and hiring)
  • Q2 vaccine rollout maybe too optimistic but back half of 2021 makes sense.
  • How important is fiscal stim? Very, CARES act story of the year, macro economy was super resilient through fiscal cliffs‚Ķ even if flows of stim are weakening or reversing... (More)