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Weekend Roundup
  • Weston Nakamura and guests discuss weekly RV videos
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Weston NakamuraVisionary
Real Vision Exchange Manager, Programming and Community Engagement

Weekend Roundup: Shaking Up the C-Suite Shakeup, Mint Juleps, & Systematic Trend

Apologies for the delay, memory issues (both hard drive & inside my skull). This is what happens after 6 videos + 1  RVDB +  ongoing BTC  report in 6 days

In review: Find your niche, or it will be found for you (which is not ideal). Systematic Trend & Horse Racing - Identical or Opposites (or completely unrelated). 

https://vimeo.com/544436530


Shaking Up the way the C-Suite is Shaken Up: Blockchain + Exec Search & Recruit w/  Kennon Kincaid & @Raoul Pal  

Quant-ing the Kentucky Derby w/ Jordi Visser and Teddy Vallee

“Trend is Your Friend“ “Rules Are Made To Be Broken“Chesapeake Does 100% Trend Following + NOTHING” Jerry Parker w/ @Moritz Seibert    

(Thanks in advance for the question on changes made/not depending on type of dominant market participant @Moritz Seibert !)

Weston NakamuraVisionary
Real Vision Exchange Manager, Programming and Community Engagement

Updated Market Notes (+4 Videos): BOJ shift. Monex Earnings On BTC price action. UBS.. Nomura.

4 areas of focus hit headlines at once. I decided to just make separate video clips for each topic, so a 3 min into + 4 videos following.

These were supposed to go out yesterday. Turns out that writing everything out would’ve been more timely after all. Oh well- still experimenting here. Let me know any feedback please, thanks as always!

I. Intro

II. BOJ

III. Monex: the BTC driver

IV. UBS

V. Nomura

I. Intro (3min) & NOTE: global markets are WITHOUT Japan flows for the next 7 days of holiday (USTs, NDX, BTC, EM FX could see direct impact absent one of largest players)


II. BOJ April Policy Meeting Review: Was NOT a non-event

III. 8968 MONEX Group Earnings were released Mon after close, this was supposed to go out before Japan market open this morning- apologies. but video still applies of course

Previous Note: Theory: Monex has become more BTC than GBTC, and even more than BTC itself (theory explained)
(see more charts below)

IV. UBS - “surprise!” -$774mn loss on Archegos to join the club. Why their temporary silence is deafening

V. Nomura (uploading)

Additional Charts & material:

BTC vs JAPAN Cash Equity Trading

GBTC premium & discount vs GBTC/Monex Ratio:


BOJ BTC MONEX charts:
Intraday Charts from Mon 4/26, w/ BOJ policy release during lunch break (11:30am -12:30pm) & Monex earnings few mins after market close (15:00)


BTC vs MONEX Price Action - which leads which? (Monex leads)

When Monex is open for trading, BTC... (More)

Weston NakamuraVisionary
Real Vision Exchange Manager, Programming and Community Engagement

Weekend Roundup: Fund Management, Client Risk + Prime Brokerage Risk (oh and + market risk)

Weston NakamuraVisionary
Real Vision Exchange Manager, Programming and Community Engagement

Exchange Weekend Roundup: Deflationary Printing, Unholy VIX, Arch-EGO

Key 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 Nakamura @Jack Farley @Max Wiethe (Video Link Here)

RVDB Wed Continued PART 2 of 2- Exchange After Hours Follow Up: Weston Nakamura, Jack Farley (Video Link Here)

Carson Block and Max Wiethe Live Interview on “ARCH-EGO,” GSX, Short Squeezes (Video Link Here)


Others:

RVDB Thurs: Tyler Neville, Jack Farley. BTC as long vol asset, dollar weakness vs JPY, CNH, EUR (Video Link Here)

★Exchange EXCLUSIVE Must Watch★

@Haley Draznin & Weston on alt investing, booking all star guests for RV & directly confronting the imbalance of women on the Exchange (Video Link Here)

btw in case you’re wondering and as stated below- the reason this video is shot from what looks like inside my “batcave” (or perhaps an actual bat cave) is because my original recording with the intention of having tokyo tower in the background was unusable due to a stupid artificial waterfall noise picked up the entire time- and so I had to re-record the entire thing ASAP to... (More)