Real Vision x Sui: What Is Web3 and Why Does It Matter? (Episode 2)

Crypto Wednesday: Dan Tapiero, founder and managing partner of 10T Holdings, joins Raoul Pal, CEO and co-founder of Real Vision, to discuss some of the crypto investment sectors he is interested in, including blockchain infrastructure, on-ramps, and next generation financial services. Taperio explains his approach to investing in the space and why he is looking to invest in what he considers to be mid-sized, crypto companies worth over 400 million dollars. He explores the benefits of investing into crypto on-ramps such as crypto exchanges and lending and borrowing, pointing out that even when crypto prices are going down, on-ramp type investments still perform. Tapiero believes that investing in blockchain infrastructure, such as bridges from traditional finance to crypto, is a way to get upside exposure to the asset class without necessarily needing to purchase the crypto assets themselves. Recorded on February 17, 2021. Key Learnings: There are many different ways to approach investing in the crypto space. Tapiero takes the traditional investor approach, primarily investing in businesses rather than holding the crypto assets themselves, and he describes his approach as a "picks and shovels" style investment strategy. This enables the investor to benefit from exposure to the asset class while also reducing the downside risk that comes with holding the tokens themselves. Learn more about your ad choices. Visit podcastchoices.com/adchoices

31 Mar 20211h 1min

DB-Mar30,2021: What does the leveraged blow-up of Archegos Capital Management mean for risk assets? Tony Greer of TG Macro joins Real Vision senior editor Ash Bennington to answer this question and update his outlook on stocks, bonds, housing, the U.S. Dollar, and gold as the bond rout shows little sign of stopping. Tony notes that the forced liquidation of Archegos ceased to impair stocks today—for now, at least—but remains as a potential sign that there is some market danger underneath the hood. Tony cites this as a reason why, on the margin, he is moving somewhat into cash and gold and out of stocks. Tony makes sense of the action in Treasury yields and tells Ash why he thinks the U.S. Dollar has been driving higher, especially against the yen. Tony speculates as to why commodities have proved resilient in the face of this dollar strength, which is normally a headwind. Lastly, Ash tells Tony about his evolving journey in the crypto world from a fan’s creation of Ash’s very own non-fungible token (NFT) to Ash’s experience buying Ethereum for the first time. For our Listeners : 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

31 Mar 202138min

Real Vision Crypto: Mike Belshe, co-founder and CEO of Bitgo, joins Raoul Pal, Real Vision CEO, to discuss Bitgo, tokenization, and the DeFi markets. Belshe describes Bitgo as a security and technology company, acting as custodian for approximately 18 blockchains and 300+ tokens. He explains the importance of the institutional component to adoption and how crucial secure custodians are for institutions to be able to fully enter the space. Belshe believes that DeFi is starting to show some incredible opportunities, and he mentions that there are already smart contracts operating at significant scale, automating away parts of traditional finance such as automated market makers. Belshe also mentions the value of token standards like ERC20 for building out the layers of crypto infrastructure. Standardization of various tokenization formats will accelerate the security and composability of the crypto space. Recorded on January 27, 2021. Key Learnings: Security is paramount when working with institutional level investments. In order for crypto to be an asset class accessible to all, a secure fiduciary custodian is necessary infrastructure. We are in the early stages of the infrastructure build out for the crypto space, and as the value of the assets grow, the level of security must also scale with it. For our Listeners : 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

30 Mar 202140min

DB-Mar29,2021: Peter Boockvar, CIO of Bleakley Advisory Group and editor of The Boock Report, joins Real Vision managing editor Ed Harrison to discuss how the next few months will be critical in determining how sticky rising inflation expectations will be. As the vaccination rollout progresses, albeit slowly in many countries, Boockvar explains that markets are continuing to look ahead to the reopening of the economy with fears of inflation constantly present. He sees that the pressures coming from increasing commodity, labor, and services costs could prove to have a lasting effect on inflation expectations in the months to come, and he says this could bolster the 10-year Treasury yield rising north of 2%. They also talk about how this may impact the U.S. dollar. In the second half of the Daily Briefing, Harrison welcomes Trevor Hall, host of the Mining Stock Daily Podcast, to discuss rising input and commodity costs and its overall effect on precious metals, industrials, and miners. For our Listeners : 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

29 Mar 202143min

Real Vision Live Replay : Erik Norland, executive director and senior economist at CME Group, joins Wall Street veteran Harley Bassman of The Convexity Maven to discuss the impact of Fed policy on volatility across a handful of assets since the pandemic and, more broadly, since the GFC. In addition to this discussion of potential unintended effects of Fed policy, they examine its failure to generate meaningful inflation in anything aside from financial assets. They also debate whether negative rates in the US are probable—or even possible—as well as why the dwindling monetary policy toolbox combined with political rhetoric seems to point towards MMT and a passing of the baton from monetary authorities to fiscal authorities at least as it relates to generating inflation. Recorded on December 16, 2020. Key Learnings: The Fed’s monetary policy has had measurable effects on markets, especially in terms of reducing volatility but has not been successful in generating inflation. The shift from monetary to fiscal policy could be what finally ushers in the period of inflation many have been predicting. For our Listeners : 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

29 Mar 202158min

The Interview: Famed investor and entrepreneur Mark Cuban, star of Shark Tank, joins Real Vision founder and CEO Raoul Pal to make sense of the changing market structure and the disruption of the financial establishment. Cuban sees tokenization and blockchain bringing more transparency to the financial industry and remains bullish on Bitcoin as a store of value and reserve asset. He also praises stimulus efforts but sees political partisanship as a major risk to fixing the dichotomy between Main Street and Wall Street. Recorded on February 3, 2021 Key Learnings: Cuban follows the HODL ethos of cryptocurrency and shares what’s in his crypto portfolio: BTC, ETH, LTC, AAVE, and more. When it comes to the public markets, he explains why Amazon and Netflix are among the big tech companies with the strongest AI capabilities and they’ve remained two of his biggest holdings for years. For our 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

28 Mar 202152min

Richard Koo, chief economist at Nomura Research Institute, returns to Real Vision to update his framework on how key economic variables such cash, liquidity, savings, and debt have been impacted by the global recession. In this interview with Real Vision managing editor Ed Harrison, Koo applies to the current situation his noted theory of a "balance sheet recession" in which liquidity is ample, but the private sector nevertheless remains focused on paying down debt. Koo and Harrison analyze the interplay between the economic shutdown and economic growth. Lastly, Koo shares his views about quantitative easing, negative interest rates, central bank digital currencies, and ongoing efforts by central banks to stem the damage wreaked by the pandemic. Recorded on January 29, 2021 Key learnings: Koo thinks that the unprecedented interventions of central banks were necessary to meet the once-in-a-lifetime crisis of COVID-19. Like many, Koo expects that economic growth will pick up once pent-up demand is unleashed. However, after this spurt of economic activity, Koo thinks that the overhang of debt could cause a significant balance sheet recession that is contractionary and deflationary. For our 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

27 Mar 202159min

DB-Mar26,2021: Tommy Thornton of Hedge Fund Telemetry gives Real Vision’s Jack Farley a much-needed update on the “battles” in the market between mega-cap stocks that dominate the S&P 500 and the small-cap stocks in the Russell 2000 that have been ripping for months. Thornton analyzes the internals of the market, using DeMARK indicators to gauge exhaustion, and he looks at breadth, moving averages, and volatility. Thornton shares with Farley his view on bonds and energy stocks as well as Tesla, the ARK Innovation ETF, and specific stocks that are on his radar. For our 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

26 Mar 202150min