One Year Anniversary of the Market Bottom -- What Could Go Wrong?

One Year Anniversary of the Market Bottom -- What Could Go Wrong?

DB-Mar23,2021. Lily Francus, independent quantitative researcher, joins Real Vision senior editor Ash Bennington to share her outlook on narrative economics, the NOPE Index, and the dangers of beta. On the one-year anniversary of the bottom in the S&P 500, Francus notes that this current market environment is marked by a great deal of short covering and portfolio rebalancing, which drive the “rotation” trade away from growth into value that has been playing out. Francus explains how the surge of retail traders (or “low-information traders”) has driven flows and exerted a serious influence, particularly in the sky-high volume of options contracts. Francus connects this to her theory on NOPE (“net options pricing effect”) before sharing with Bennington her advice to traders in this choppy market. For Listeners: Checkout skillshare.com and learn a new skill. You can use a unique promo link skillshare.com/realvision Protect your portfolio and join 130,000 members by signing up at masterworks.io with promo code REAL VISION today to skip the waitlist. See important information at masterworks.io/disclaimer Checkout Jordan Harbinger Show @ https://www.jordanharbinger.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2070)

The Gold vs. Bitcoin Debate with Barry Silbert and Roy Sebag

The Gold vs. Bitcoin Debate with Barry Silbert and Roy Sebag

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Understanding Dollar Repo Madness with Danielle DiMartino Booth and George Goncalves

Understanding Dollar Repo Madness with Danielle DiMartino Booth and George Goncalves

Danielle DiMartino Booth, chief strategist at Quill Intelligence, interviews George Goncalves of The Bond Strategist in his first appearance on Real Vision. As former insiders of the Dallas Fed and US...

4 Loka 201940min

The Chinese Mirage with Chris Balding

The Chinese Mirage with Chris Balding

Christopher Balding, associate professor at Fulbright University Vietnam, delves into the many layers of the Chinese economy with Mike Green of Thiel Macro. Balding and Green discuss the inconsistenci...

27 Syys 20191h 5min

WeWork, Amazon, Fannie Mae and Berkshire: Whitney Tilson’s Hedge Fund Odyssey

WeWork, Amazon, Fannie Mae and Berkshire: Whitney Tilson’s Hedge Fund Odyssey

Whitney Tilson details his transformation from momentum trader to an investor living by Warren Buffett’s advice that “it’s far better to buy a wonderful company at a fair price than a fair company at ...

20 Syys 20191h 7min

Barry Silbert Forecasts the Future of Crypto

Barry Silbert Forecasts the Future of Crypto

Barry Silbert is the founder and CEO of Digital Currency Group, a cryptocurrency investment trust that is now worth as much today as the whole asset class was five years ago. In this conversation with...

13 Syys 201949min

Are Unfunded Pensions Secretly Driving Markets? (With Brian Reynolds and Tyler Neville)

Are Unfunded Pensions Secretly Driving Markets? (With Brian Reynolds and Tyler Neville)

Brian Reynolds, former chief market strategist at Rosenblatt Securities, tells why unfunded pension liabilities are the real engine for the U.S. credit boom, and how this financial engineering has pro...

6 Syys 201941min

Bitcoin, Gold, and the Future of Macro Investing (Dan Tapiero with Raoul Pal)

Bitcoin, Gold, and the Future of Macro Investing (Dan Tapiero with Raoul Pal)

Bitcoin, Gold, and the Future of Macro Investing (Dan Tapiero with Raoul Pal) Learn more about your ad choices. Visit podcastchoices.com/adchoices

30 Elo 20191h 5min

Russell Clark - Devaluing the Chinese Renminbi

Russell Clark - Devaluing the Chinese Renminbi

Russell Clark of Horseman Capital warns that a Chinese currency shock could be the spark that burns down the entire global economy. In an hour-long conversation with Real Vision editor Roger Hirst, wh...

23 Elo 201937min

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