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

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

The Interview: Nick Kokonas, founder and CEO of Tock, joins Jason Buck, co-founder and CIO of The Mutiny Fund, to share the lessons he has learned on his path from a derivatives trader, to a restauranter, and to a technologist and fine dining innovator. Kokonas recounts his beginnings in finance in Chicago's trading pits, where he witnessed firsthand the perils of selling tail-risk, or extremely out-of-the-money options. Kokonas and Buck exchange outlooks on options trading and "the Greeks," before Buck prompts Kokonas to share how he founded restaurants such as Trio, Roister, and Alinea (the only restaurant in all of Chicago to retain three Michelin stars). Kokonas shares how identifying and solving the multitude of problems that befall the restaurant industry let him to create Tock. Recorded on March 19, 2021. Key learnings: Most restaurants waste a tremendous amount of time and money, and Kokonas uses the skills he gained as an options trader to spot inefficiencies and innovate in common practices such as dropping checks, making reservations, and ordering ingredients. Learn more about your ad choices. Visit podcastchoices.com/adchoices

24 Apr 20211h 53min

DB-Apr,23-2021: Real Vision senior editor Ash Bennington hosts managing editor Ed Harrison and editor Jack Farley for a live talk on the biggest market-moving stories as the week comes to a close. Harrison covers credit and shares additional thoughts on “The Great Biden Tax Grab.” Bennington makes sense of today’s economic data and takes a look at the cooling-off of crypto prices as well as the widening spread between the Grayscale Bitcoin Trust and its net asset value. Farley looks at price action in commodities such as lumber, oil, as well as the recent shocking news from Kimberly Clark that the bull market in toilet paper could be over. Learn more about your ad choices. Visit podcastchoices.com/adchoices

24 Apr 20211h 6min

DB-Apr23,2021: Real Vision managing editor Ed Harrison and editor Jack Farley tackle the whispers of a capital gains tax hike on America’s wealthiest investors, which triggered a midday sell-off in U.S. equities. Harrison analyzes the progress of global vaccination efforts to curb the spread of COVID-19 and argues why he believes the “fourth wave” of COVID-19 in the U.S. is very unlikely to destabilize the economy. Harrison shares with Farley how he sees industries evolving their businesses in a world that is fully re-opened yet still wracked by infection risk, something he terms “the new normal.” This conversation leads to Farley’s analysis of the earnings reports of Southwest Airlines Co ($LUV) and American Airlines Group ($AAL). Lastly, Farley and Harrison take a brief detour into Dogecoin as well as commercial real estate. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Apr 202140min

DB-Apr20,2021: Tony Greer of TG Macro joins Real Vision crypto editor Ash Bennington to update his thesis on commodities and interest rates as the U.S. economy continues to roar. Greer makes sense of a surging equity market that backed off today and argues that commodities will continue to perform in a “liquidity parade” set by a combination of the U.S. Treasury and the Federal Reserve. Greer analyzes falling yields and a falling dollar and connects the rise in financing costs to the slump in cannabis equities. Greer covers the resurgent bull markets in grain, iron ore, and oil, contending that monetary authorities are pouring “kerosene” on these assets Learn more about your ad choices. Visit podcastchoices.com/adchoices

21 Apr 202131min