If Duration Is In A Bubble, Where Can Investors Hide?
Real Vision: Finance & Investing9 Mar 2021

If Duration Is In A Bubble, Where Can Investors Hide?

DB-Mar8, 2021. As treasury yields continued their ascent today, big tech stocks such as Alphabet Inc ($GOOGL) and Apple Inc ($AAPL) joined growthy darlings such as Tesla, Zoom, and Peloton in today’s sell-off with the NASDAQ 100 closing today down 11% from its highs. Real Vision editor Jack Farley welcomes Tyler Neville, senior editor of Blockworks, to break down the ongoing rout from growth stocks. Neville shares how he thinks this “bubble in duration” will end, where he sees opportunity in going short GameStop puts, and why he remains extremely bullish on Bitcoin. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2002)

Adventures in Finance 2 - Geopolitical Framework for Investing

Adventures in Finance 2 - Geopolitical Framework for Investing

No investor can afford to ignore geopolitics anymore. Understand why you need a geopolitical analysis framework and how to use it to your advantage. In our ‘Things I Got Wrong’ segment, Louis Gave, Co-founder of Gavekal Research shares his errors about the liberalization of capital in China. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Adventures in Finance 1 - Aftermath of India Demonetization

Adventures in Finance 1 - Aftermath of India Demonetization

Delving into the consequences and opportunities following the cancellation of 86% of India’s currency in circulation. Also, find out what Raoul Pal, founder of Real Vision and Global Macro Investors, got wrong in times of crisis & learn from his mistakes. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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