The Breakdown is BACK! @Nick Correa and I decided we couldn't let Ash and Weston have all the fun 😀  so we took a chart-heavy deep-dive into my interview with Teddy Vallee.

We explore WHY rising interest rates are clobbering not just growthy tech stocks, but other sectors as well - sectors you wouldn't typically think of. 

Lastly we attempt to redefine the mind-boggling question - what IS reflation? Is it inflation that the bond vigilantes fear - or is it that GROWTH is attracting their capital elsewhere?


 

@thomas cullis @Theodore Boydston @Jaymes Rosenthal @Matt Daniell @Jeff Dafoe @Sam Colt @Sean Morgan @John Ahearn @Craig P @Jeremiah S @Moritz Heiden @Bradley Snyder @Ernesto Rachitoff @Jason Higa @Hem Desai @Muddshir Hussain @Nivtej Dhaliwal @John Crockett @Lisa Gee @Ben O'Hare @Aleix Selles @Carlos Licea @Wilbert Weigend 

 

Would love some input from the hive mind. Thanks! 

Hi all,

@Nick Correa and I are at it again! In this latest episode we break down Russell Napier's views how the pricing power of companies will change in an inflationary environment. Will "moats" be worth what they used to be? Watch to find out!

(Continuing my conversation with @Edward Harrison  from the Real Vision Daily Briefing). Which of the following assets do you think are in a bubble?

Equities (Growth/Value?)
Credit
Bonds
Crypto
SPACs
Cash
Real Estate

Other things I want your thoughts on:

1) Role of passive investing
2) Role of interest Rates
3) Role of monetary stimulus

This week's line-up for "Is Everything a Bubble?"
Monday Raoul's Expert View
Tuesday Raoul and Mark Cuban
Wednesday Russell Napier and Steve Clapham
Thursday Ed and Lyn Alden
Friday Howard Marks and Joel Greenblatt

Just filmed an interview with Russell Napier and Steve Clapham. on how investors can protect themselves (and profit from) inflationary environment. Part of "Is Everything a Bubble?" campaign (featuring Mark Cuban, Lyn Alden, Howard Marks, Joel Greenblatt, Felix Zulauf, Lacy Hunt, and many more guests...)

Anyway, Russell mentioned he is an investor in a brewery, Heaney Farmhouse Brewing.

Check it out and show some love!

https://www.heaney.ie/
 

In this episode of "The Breakdown," @Nick Correa and I are joined by special guest and derivatives expert @Weston Nakamura (you may know him simply as "king bee of the hive mind").

What do we talk about? Duh. GameStop. Weston breaks down the market mechanics of the "Gamma squeeze" and how the creation of new ever-higher strike prices is integral to the stohnk going nuclear.

We filmed this Wednesday afternoon, "just after market close" (as @Ash Bennington is accustomed to saying 😀)
I really enjoyed this, and hope you do too!
P.S. you can find all the episodes of me and Nick ("The Breakdown") by checking it out in the "Videos" tab on the Exchange

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 

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.

The "young bucks" @Max Wiethe and I will be filming an "ask me anything" Real Vision Daily Briefing that airs next Monday.

What would you like to know? 

Rates, FX, and inflation - in this latest "The Breakdown" @Nick Correa and I explore these key macro forces and more, defining some of the key terms and ideas you need to fully grasp Lyn Alden's thesis on the "Fraying of the Petrodollar System." 

Nick kept me focused on this one and we use several key charts, so I think we started off 2021 with a bang! 

I've followed Lyn's work for a while, having interviewed her behind and in front of the camera, but still, filming this with Nick, I still learned a lot and it was the latest in my understanding and for Nick. I hope you too can use this on your journey of knowledge! #LearningTribe 
 

@Paul Harte @John Fadool @Jaymes Rosenthal @Christopher Moir @Ringo Raider @Christian Fell @Matt B @Theodore Boydston @Marc Jackson @Anthony Talbot @D Line @Jim Stanec @Surender R @Seahyung Park @Bradley Western @Isaac Palmquist @Sumit Sabharwal @Ryan Casey @Darryl C @Shelley Curtis @Alex P @Jelle van Golen @Charles White @Charley Tsai @Benjamin Shanahan