The Interview

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@Travis Kimmel & @Steven Van Metre trade idea
Holding Period - Two Part Sequence:

1, Long Risk-Free Duration via 30y UST (or TLT, ZROZ) Until market sentiment/positioning pivots to deflation & insolvency expectations → long end yields drop/bond prices ↑ (convexity), SELL...

2. BUY Gold on dip w/ UST gains proceeds 

RV President @Travis Kimmel & @Steven Van Metre ‘s trade from interview on Travis’  deflationary macro outlook. Also discusses what’s next for former President Trump & possible market implications 

Link to video from Jan 26 here

For the sake of comments, let’s not debate inflation vs deflation, or “all good 👍” vs ”insolvency”  - rather, assume deflation + insolvency a given.  

Comment on the trade itself: Is this trade construction & strategy the best way to play deflationary shock? Anyone have a better risk adjusted return?

Featuring: @Jack Farley  @Sam Colt   @Jeremiah S  

Weekend Roundtable discussion on the cannabis space, continuing the conversation from Tony Greer's interview with TerrAscend Chairman Jason Wild.

Key Points:

• MSOS ETF inflows to calm sector & single name volatility to attract institutional flows. Fund flows have increased dramatically since US Senate Georgia run-off elections, but remain < $500mn AUM (could/should easily be billions)

• The COVID effect, mental health

• European appetite for North American listed cannabis stocks 

• Other than political tailwinds, fundamentals & institutional flows, what (else) is driving the sector higher? Correlations with BTC, TSLA

• Cannabis as an inflation/commodity play, weed futures

Lighting Round Questions (give your response in comments!):

• If the following three assets crash -90% and you can only choose ONE to buy and hold Long term (10 years), what's your pick? BTC or TSLA or Cannabis stocks

• YES or NO: In the next 4 years by the end of Biden/Harris administration first term, cannabis will be legalized on a federal level in the United States.

RV Interview LINKS:

★Jason Wild and @Tony Greer   (Jan 20, 2021 following GA Senate & Democrats win)

★Todd Harrison and @Tony Greer   (Nov 11, 2020 following US election & Biden win)

★Jonathan Sandelman, CEO of Ayr Strategies and @Haley Draznin  (Oct 8, 2020)

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

RV 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 KNOW ABOUT INFLATION (click here)

• @Travis Kimmel & @Edward Harrison  RVDB: REAL VISION’S NEW PRESIDENT ON THE DOLLAR, BONDS, BITCOIN, AND TETHER (click here)

•CARLY FIORINA: BIG TECH HAS UNPRECEDENTED ECONOMIC POWER (click here)

Real Vision Exchange Posts Referenced (links) 

•Weston Nakamura: (Video) The so-called “Dollar” Explained Link

•@Seth Dingle The Exchange Weekend Trend Update: Is the US dollar Index the best way to put on a currency trade? 

•TRADE IDEA: "Long Sunpower Corp" Weston Nakamura 

@Raoul Pal @Edward Harrison @Ash Bennington @Jack Farley @Michel R @Farrell Murphy @Jason Ziemianski 

Hop in the QE Submarine with me and "Slick Nick" @Nick Correa as we break down @Ash Bennington's interview with Jeff Cox...

We cover what quantitative easing (QE) is, why the Fed continues to do it,  and what that means for the economy and you.