The Asset Overvaluation Debate and the Future of Risk-Parity( w/ with Alex Gurevich )

The Asset Overvaluation Debate and the Future of Risk-Parity( w/ with Alex Gurevich )

Real Vision Live Replay: Here at Real Vision, we are exploring the question, "Is Everything a Bubble?" To many investors though, that question doesn't even begin to scratch the surface of what needs to be considered in the current environment. In this live interview, Alex Gurevich, founder and CIO of HonTe Advisors, joins Real Vision CEO and co-founder Raoul Pal to discuss his position on what he thinks are the biggest questions facing investors today. Together, Gurevich and Pal will explore the future of risk-parity, the raging overvaluation debate and the role of interest rate momentum in equities, and the dichotomies in outcomes surrounding the dollar, precious metals, and interest rates. In addition, Gurevich will weigh in on the current discussion de jour around short-selling, how investors should think about navigating crisis vs. being positioned for the long-term, and why many are confusing features for bugs in the gold vs. bitcoin debate. Recorded on : 8 Feb 2021 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2006)

Adventures in Finance 6 - Satellites, Big Data and Finance

Adventures in Finance 6 - Satellites, Big Data and Finance

Explore how satellite imagery data is being utilized to drive financial insights, with advice from James Crawford, CEO of Oribital Insights. In ‘The Things I Got Wrong’, Jawad Mian, Founder of Stray Reflections, sits down to share his slip-ups about silver and managing your ego. Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Mar 201755min

Adventures in Finance 5 - China’s One Belt One Road

Adventures in Finance 5 - China’s One Belt One Road

Unearth unprecedented investment opportunities in China’s One Belt One Road strategy – something we haven’t seen since the BRICS. Plus, Ben Hunt, Chief Investment Strategist at Salient Partners shares what he got wrong about Europe. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Adventures in Finance 4 - Analyzing Cyclical Market Behavior

Adventures in Finance 4 - Analyzing Cyclical Market Behavior

Understand how to leverage financial cycles & forecast future markets with veteran investor Robin Griffiths. Also on this week, Brent Johnson, CEO of Santiago Capital, tells us his misjudgments’ on gold and being a true contrarian. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Feb 201752min

Adventures in Finance 3 - Opportunities in German Real Estate

Adventures in Finance 3 - Opportunities in German Real Estate

Uncover the huge untapped potential in Germany’s real estate market and the interesting cultural and fundamental dynamics driving this opportunity. Mark Yusko, CEO and CIO of Morgan Creek Capital Management, also shares what he got wrong about volatility and leverage in 2008. Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Feb 201754min

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

26 Jan 201758min

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