REKT Vision: How To Survive the Crypto Chop ft. Ovie "OSF" Faruq, Andrew Parish aka AP_Apacus & Tillman Holloway from Arch Public

DB-Apr30,2021: Real Vision crypto editor Ash Bennington welcomes managing editor Ed Harrison to make sense of a crazy week in markets in this live edition of the Daily Briefing. Alongside Real Vision’s Jack Farley, they examine how the momentous earnings announcements, particularly in big tech, impact valuations. Ash gives his take on the latest goings-on in the crypto world, and Ed and Jack review what rising yields on European bonds means for the continents recovery as well as the U.S. dollar. Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 Mai 20211h 1min

DB-Apr29,2021: Real Vision’s Jack Farley and Weston Nakamura break down an action-packed day of earnings, economic data, and price movement. Farley shares updates on Amazon’s eye-popping earnings and the U.S. GDP growth figure of 6.4% (measured by annualized quarter-over-quarter change), and Nakamura makes sense of the equity market reaction to the seemingly rosy news coming from the economy as well as companies. They put in context the seemingly unstoppable surge in commodities such as lumber, oil, copper, and palladium with Nakamura providing key insight on declining volumes in the latter two commodities. He also looks at the bond market through the lens of the Japanese investor, somewhat attributing today’s sell-off in U.S. Treasurys to the Japanese holiday of “Golden Week.” Lastly, Nakamura looks at how the Japanese Stock Monex Group (8698 JT) is trading as a proxy to Bitcoin. To hear Nakamura’s full thoughts on Monex, check out today’s “Real Vision Daily Briefing Afterhours” on the Real Vision Exchange: rvtv.io/ExchAfterHours430. Learn more about your ad choices. Visit podcastchoices.com/adchoices

30 Apr 202137min

DB-Apr28,2021:Real Vision managing editor Ed Harrison welcomes back Peter Boockvar, CIO of Bleakley Advisory Group and editor of The Boock Report, to discuss his takeaways from today’s FOMC meeting. He expresses his concerns about Powell’s assessment of intensifying inflationary pressures as being only transitory and anticipates the bond market continuing to tighten over the next few months. Harrison and Boockvar then analyze the possibility of a fiscal cliff to come in the next year and the potential impact of tax increases on the economy as well as Boockvar’s perspective on the global economic recovery, the dollar, and how he’s positioning his trades. Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Apr 202129min

Crypto Wednesday:: Abra CEO Bill Barhydt joins Raoul Pal, Real Vision CEO and co-founder, to discuss Abra, the future role of banks, and security. Barhydt describes Abra as moving towards the vision of being a full bank for cryptocurrency as it offers trading and investing in over a hundred crypto assets as well as the option to earn interest and borrow against them. Barhydt does not believe traditional banks will have a value proposition over the next 25 years and suggests that many of them will either become crypto-centric or disappear. He explains that Abra provides the full spectrum of security needs for their customers, covering "cold, warm, and hot" custody solutions. This means that Abra provides custody solutions for short term active trading (hot) and for long term storage of assets (cold) and everything in between. Recorded on March 1, 2021. Key Learnings: Abra aims to become a full bank for crypto assets. Barhydt believes most banks will become crypto-centric or die out, and Abra provides the full spectrum of custody services for their wide range of customers. Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Apr 202157min

DB-Apr27,2021: Real Vision senior editor Ash Bennington joins Tommy Thornton, founder of Hedge Fund Telemetry, to discuss his current take on markets. Thornton explains the thin trading volume for this past month as sentiment remains high, and he explores Goldman Sachs’ newly published economic forecast, which cautions that there will be quarter-over-quarter GDP declines going forward even while the U.S. economic backdrop grows stronger. Bennington and Thornton also debrief Coinbase’s direct listing and his perspective on the growth of the crypto space, and they tackle Thornton’s thoughts on the Chinese tech sector and where he sees investible opportunities. Finally, he talks about energy as one of the best reopening bets out there and shares how he’s positioning his trades. Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Apr 202137min

DB-Apr26,2021: Real Vision senior editor Ash Bennington welcomes managing editor Ed Harrison to discuss the great tax debate happening in the US, infrastructure, and privacy. Ed and Ash touch on earnings as well as the current momentum in markets, and Ed explains why he sees the potential for consolidation or an absolute pullback down the line when assessing the level of heightened bullish sentiment. As the US focuses its attention toward the reopening, Ed and Ash also consider the future of deficit spending, examining Biden’s infrastructure bill and the potential capital gains tax hike. They then turn their attention to Google’s and Apple’s privacy initiatives and what sort of implications this has for the tech sector going forward. Learn more about your ad choices. Visit podcastchoices.com/adchoices

26 Apr 202139min

Real Vision Live Replay: James Bianco, president of Bianco Research, joins Real Vision managing editor Ed Harrison to discuss whether inflation or reflation is on the horizon and how either would impact risk asset prices in 2021. Bianco explains that markets often react to the start of the nominal growth cycle similarly—whether inflation or reflation is occurring—as it's difficult to distinguish which phenomenon is leading economic growth. Even as the consensus is reflation, Bianco expresses his concern over inflation posing an issue. He also reflects on why the valuations of non-profitable tech stocks have risen so rapidly and expounds on how this is in part due to a significant shift in the investors’ preferences for trading in individual names. Learn more about your ad choices. Visit podcastchoices.com/adchoices

26 Apr 20211h 24min

The Interview: M. Taylor Fravel, Arthur and Ruth Sloan Professor of Political Science and director of the MIT Security Studies Program, sits down with his long-time friend Mike Green of Logica Capital Advisors to discuss a multitude of factors affecting China's strategic objectives. Although they examine certain aspects like demographics and the trajectory of growth for China's military, the focus of the interview is on geography and how China’s large number of land borders and their perception of being blocked off from the Pacific Ocean by U.S. military presence in South Korea, Japan, Taiwan, and the Philippines makes the "first island chain" a potential flashpoint for conflict. Green and Fravel also discuss Green's hypothesis that Vladimir Putin and the Russians are the deftest participants in the triangular relationship between the U.S., China, and Russia. Recorded on February 25, 2021. Key Learnings: It wasn't too long ago that trade deal headlines were whipsawing markets back and forth. The outcome for U.S.-China relations is not set in stone, and investors need to be aware of the risks and opportunities presented by this conflict. Learn more about your ad choices. Visit podcastchoices.com/adchoices

25 Apr 20211h 17min