U.S. Treasury Department Focuses In on Crypto: Implications for Speculative Fervor and Reflation
DB-May20,2021: Real Vision senior editor Ash Bennington is joined by managing editor Ed Harrison to tackle the Treasury’s call for crypto transfers equaling $10,000 and above to be begin being reported to the IRS. Ed discusses his thoughts about how the reflation trade has buoyed the most speculative areas of the market, crypto being included, due to the underperformance of real economic data, and he and Ash discuss the implications that the Treasury’s announcement will have on crypto going forward and what that means for the broader market. Learn more about your ad choices. Visit podcastchoices.com/adchoices
21 Maj 202148min
Making Sense of Crypto Turmoil (featuring Raoul Pal)
DB-May19, 2021: Real Vision’s Jack Farley and Weston Nakamura host the Daily Briefing on this action-packed day where almost every asset class seemed to plummet: stocks, commodities, and, most dramatically, crypto. In an emergency dispatch with senior editor Ash Bennington, Real Vision CEO and co-founder Raoul Pal helps viewers make sense of a crypto market undergoing tremendous volatility, including its sudden drop and then vibrant rebound. Farley and Nakamura close by analyzing the bond market and the surge of a trend that Nakamura calls “subprime retail.” Join the Exponential Age now and watch it all for $1 right here: https://www.realvision.com/l/the-exponential-age Learn more about your ad choices. Visit podcastchoices.com/adchoices
19 Maj 20211h 1min
Tony Greer: Commodities Going Full Steam Ahead.
DB-May18,2021: Real Vision senior editor Ash Bennington welcomes Tony Greer of TG Macro for a live Daily Briefing to analyze the tape and provide an update on his thoughts concerning the direction of inflation and the commodities trade. Greer touches on metals and mining as well as oil and discusses how likely it will be that inflation will become transitory based on last week’s CPI print. Learn more about your ad choices. Visit podcastchoices.com/adchoices
19 Maj 202152min
Revenge of the Miners: Green Energy Meets Natural Resources ( w/ Warren Irwin )
Real Vision Live Replay: Warren Irwin, president and CIO of Rosseau Asset Management and one of the most successful natural resources investors of the past few decades, joins Real Vision’s Max Wiethe to discuss why he is investing in uranium, copper, nickel, and metallurgical coal producers as his bet on the green energy trend. Irwin argues that nuclear power will be a necessity to hit emissions targets and the idea that renewables like wind and solar could be relied upon to power humanity is ludicrous as that would require an inconceivable number of batteries. Although he is still bullish on batteries and the electrification trend, he argues that current favorites like lithium and cobalt are respectively too abundant and likely to be phased out of future iterations of battery technology, and he prefers copper, nickel, and metallurgical coal to play this trend. Irwin also highlights some individual companies he is looking at and touches on why he is currently underweight gold and generally against investing in silver. For our listeners : Join Arca's 4th annual FO256 conference virtually, Tuesday May 25th by registering at www.ar.ca/21FO256. Learn more about your ad choices. Visit podcastchoices.com/adchoices
17 Maj 20211h 11min
Fourth Turning Update: The Pandemic's Impact on Demographics, the Economy, and Society
The Interview: Even with birthrates slowing and rapid aging in the developed world, years like 2021 where deaths outpace new births are a huge demographic outlier. In this interview with Ed Harrison, Neil Howe, author and managing director of demographics at Hedgeye, helps viewers make sense of the outsized impact that events like this can have on demographic trends. Howe and Harrison also go further than the demographics to examine how this has impacted different generations and the key players in the Fourth Turning saga. Specifically, they examine trends around migration, housing, commercial real estate, COVID variant risk, and political polarization. Recorded on March 23, 2021. Key Learnings: As well as accelerating and altering the trajectory of many societal trends around urbanization, housing, and migration, the pandemic has altered the entire demographic trajectory of the developed world. Although these consequences will take time to become measurable, investors need to be aware of the effects this can have going forward on the economy and the fabric of society. For our listeners : Join Arca's 4th annual FO256 conference virtually, Tuesday May 25th by registering at www.ar.ca/21FO256. Learn more about your ad choices. Visit podcastchoices.com/adchoices
16 Maj 20211h 2min
The Next Wave of Regulation, Adoption, and the Intersection of Private Cryptos and CBDCs ( w/ Kyle Bass & Peter Smith )
The. Interview: It’s no secret that crypto has gone from a retail phenomenon to something increasingly embraced by institutions and professional investors. As well, the size of the market has gotten to a point that governments in the West and the East can no longer ignore it. In this interview with Kyle Bass, founder and CIO of Hayman Capital, Peter Smith, CEO and co-founder of Blockchain.com, discusses how governments in the West and East will approach regulation of crypto markets and how the world of private cryptos and central bank digital currencies (CBDCs) will interact rather than compete. They also discuss how Smith has built his firm accordingly and why he looks at Blockchain as more like the JP Morgan of crypto than something entirely retail-focused like TD Ameritrade. Finally, they touch on Smith's personal asset allocation, his predictions for crypto markets over the next year, and his own questions on Bass' outlook for inflation in 2021. Recorded on March 10, 2021. Key Learnings: Private cryptos and CBDCs will interact rather than compete—but that does not mean all cryptos will survive. Crypto is increasingly competing with traditional finance in areas of "high finance," and the next wave of adoption will take place here. Learn more about your ad choices. Visit podcastchoices.com/adchoices
15 Maj 202151min
Raoul Pal: Insights from "Welcome to the Exponential Age" Week 1
DB-May15,2021: Real Vision managing editor Ed Harrison welcomes Raoul Pal, co-founder and CEO of Real Vision, to review the first week of the campaign, “Welcome to the Exponential Age.” Ed and Raoul explore how the past week’s interviews have either reinforced or dispelled Raoul’s macro thinking as well as what surprised him most. Raoul will also providing his insight into the sell-off in tech after the past four weeks of seeing the Nasdaq in the red. Join the Exponential Age now and watch it all for $1 right here: https://www.realvision.com/l/the-exponential-age Learn more about your ad choices. Visit podcastchoices.com/adchoices
15 Maj 202158min
Making Sense of Yesterday's Sell-Off -- What's Next?
DB-May13,2021: Real Vision managing editor Ed Harrison welcomes Tommy Thornton, founder of Hedge Fund Telemetry, to contextualize yesterday’s sell-off and whether it is indicative of longer-term market troubles. Thornton will update his thinking concerning what sectors he has his eye on and how he’s positioning his trades since a full re-opening in the U.S. is almost here. For our Listeners : Join Arca's 4th annual FO256 conference virtually, Tuesday May 25th by registering at www.ar.ca/21FO256. Learn more about your ad choices. Visit podcastchoices.com/adchoices
13 Maj 202141min
