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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

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

https://vimeo.com/578392570/8265be80b0

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

"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 known, will be the worst Olympics that any of us have seen thus far in our lives. Yes, I know that sounds like purely subjective conjecture at best - after all, “good/bad” for who? How do you even define what makes for a “good/bad” Olympics? And how can such a claim be made before it’s even begun? The three respective answers are:

Bad for every individual and party, including the athletes, delegations, IOC (International Olympic Committee ← remember this acronym, will get to this key protagonist and despicable organization later), the corporate sponsors, the Tokyo Metropolitan area, the citizens and residents of the host city and Japan, and frankly the citizens of the world at large.

“Bad” is defined as the world (let alone the event and legacy of the Olympics) being far worse off because it happened, and would be far better off if abandoned.

• As for the third answer, the remainder of this article will explain in depth why the decision to go forward... (More)

Weston NakamuraVisionary
Real Vision Exchange Manager, Programming and Community Engagement

Weekly Roundup + Global Markets Review: USD & FX, USTs, Equities, Options & Quarter Expiry, Gold & Metals, BTC & Crypto, Market Relevant Geopolitics, Global Central Banks

Not 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 many puzzled. So here are some points below, covering cross asset market observations, explanations, and what to look for going forward.

I’m writing a separate post for this following up on Japan: The World’s Biggest COVID Failure but given the US COVID risk discussion, will quickly mention the FAR more pressing COVID catastrophe looming with an exact date slapped on it: Tokyo Summer Olympics. Japan currently 5% vaccinated - yes, FIVE PERCENT have at least ONE SHOT, lowest per capita among developed AND developing nations, trailing even Brazil & India), less than one month away from people from every single country coming into Tokyo for two weeks in the worlds largest and one of most densely populated metropolitan areas, and then returning back to their respective countries in every corner of the world. And as far as I can tell, NONE of this is on anyone’s radar, so if you want to talk COVID, this is prob the discussion that matters most right now. Just my view.

And as always,... (More)

Weston NakamuraVisionary
Real Vision Exchange Manager, Programming and Community Engagement

Being productive on Memorial Day - learn blockchain

https://vimeo.com/557232337

This 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