Priced for Perfection: Has the Reflation Trade Gone Too Far?

Real Vision Crypto: As people are spending increasingly more time in virtual worlds (also known as the metaverse), Janine Yorio, managing director of Republic Realm, joins Real Vision's Haley Draznin to discuss an entirely new asset class that has evolved: digital real estate investment. The fund focuses on the acquisition, management, development, and sale of virtual land, known as parcels, across metaverses including Decentraland, The Sandbox, Axie Infinity, CryptoVoxels, among others. Recorded on April 21, 2021. Key Learnings: Digital real estate has the potential to deliver long-term outsized returns due to the rise of cryptocurrencies and the rapidly growing digital currency asset class. It is evolving into a viable store of wealth like real-world real estate, real-world art, and even website domain names due to its scarcity value, ability to monetize from high "foot traffic" and transferability. Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Kesä 202135min

DB-Jun15,2021: Real Vision senior editor Ash Bennington welcomes back Tony Greer of TG Macro to anticipate the Fed’s forecasts and policy moves and explore where Greer thinks markets are headed next. Greer provides a strategic update on commodities, equities, and the macro picture as well as his thoughts on inflation’s trajectory. Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Kesä 202146min

Real Vision Live Replay: Leland Miller, CEO of China Beige Book, joins Ed Harrison on Real Vision Live to share his perspective on the true health and trajectory of the Chinese economy. By mainstream measures, China has made a swift recovery from the shock of COVID—but not everyone is willing to trust this data. Leland Miller has made it his business to dig deeper than the official Chinese data to get a true gauge of what is happening in the world's second-largest economy. Miller and Harrison will break down the discrepancies between China Beige Book's data and the official data, discussing how investors should react to these differences. Recorded on Mar 3 , 2021 Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Kesä 20211h 3min

DB-June14,2021:Real Vision senior editor Ash Bennington welcomes Ed Harrison, managing editor at Real Vision, to the Daily Briefing to discuss the market’s reaction to last week’s CPI print as well as Bitcoin’s rebound. The pair will analyze the fall in bond yields and stock market growth as investors anticipate the FOMC meeting scheduled for Tuesday and continued dovish FED policies. Additionally, they will examine Bitcoin’s recent reversal as Paul Tudor Jones and Elon Musk publicly state their support. Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Kesä 202142min

The Interview: Jason Buck of the Mutiny Fund welcomes Mebane Faber, co-founder and chief investment officer of Cambria Investments, for an in-depth conversation on the methods diligent investors can use to build and maintain wealth in all market environments. Faber breaks down his rigorous quantitative models to share fresh insights on bonds, equities, real estate, and commodities as well as the role these assets play within a portfolio. Faber and Buck discuss the importance of negatively correlated assets such as put options, which are a key feature of the Cambria Tail Risk ETF ($TAIL). Key learnings: Equity valuations are stretched thin, but buying at all-time highs has historically yielded surprisingly good returns. Faber thinks non-U.S. stocks are underrepresented in the typical U.S. portfolio and argues that for most individual investors, steady contributions to their portfolio matter much more than eking out that extra percentage of return. Recorded on 14 April 2021. Learn more about your ad choices. Visit podcastchoices.com/adchoices

13 Kesä 20211h 45min

The Interview: Danny Moses, founder of Moses Ventures, joins Mike Green for a conversation on how to make sense of a market characterized by surging equity valuations and ultra-tight credit spreads that is nevertheless prone to gamma squeezes, forced liquidations, and the implosion of billion dollar funds. Moses, an investor profiled in the "The Big Short," compares the current boom to the bubble the predated the 2008 Great Financial Crisis and concludes that the unprecedented levels of monetary and fiscal stimulus are pushing investors further and further out on the risk curve. Green details the role of passive investing, and the two discuss the blow-ups of Greensill and Archegos. Lastly, Moses shares his insights on the cannabis sector as well as the prospect of rising inflation. Recorded on April 7, 2021. Key learnings: Risk-taking in today's market is nearing its apogee; nevertheless, Moses sees extremely promising opportunities on the long- as well as short-side. Moses stresses the importance of doing one's own research and argues that skepticism is a key for any successful investor, particularly in today's environment. Learn more about your ad choices. Visit podcastchoices.com/adchoices

12 Kesä 20211h 20min

DB-Jun11,2021: Real Vision managing editor Ed Harrison welcomes Raoul Pal, CEO and co-founder of Real Vision, to the Daily Briefing to discuss the changes in the macro policy paradigm globally. Pal will be analyzing the impact these shifts will have economically, whether global macro investments can still perform in light of these shifts, and whether crypto ultimately benefits in the aftermath. He will also be unveiling the legendary headline guest at the upcoming Festival of Learning (June 23-25). Don't have your ticket yet? You can get it through this link: http://realvision.com/festival-of-learning-2021 Learn more about your ad choices. Visit podcastchoices.com/adchoices

12 Kesä 202147min

DB- Jun9,2021: Jared Dillian of The Daily Dirtnap returns to the Daily Briefing to update Real Vision’s Jack Farley on how he is gauging market sentiment before tomorrow’s momentous release of key inflation data. The average estimate for the yearly change in the Consumer Price Index (CPI) stands at 4.7%, and Dillian argues that if a figure comes with a “3-handle,” we could see some fireworks in the market. Dillian also shares his views on other pockets of the market he has his eye on such as Bitcoin and uranium. For tickets to the Festival of Learning, click here: realvision.com/festival. Learn more about your ad choices. Visit podcastchoices.com/adchoices

10 Kesä 202138min