Ultra Money Stream

Cinnamon: How Blockchain Can Support Content Creators

Santiago Velez, entrepreneur and digital asset investor at Block Digital Corporation & AD, Inc., welcomes Róbert Tarabčák, CEO & founder of Cinnamon, to discuss how Cinnamon is utilizing blockchain to disrupt the streaming and content creation industry. Cinnamon is competing with big names like Spotify and Twitch by abandoning the subscription payment model and using a streamlined "currency agnostic" system. They are able to outsource video processing power via miners on the blockchain, making the end product more cost-effective for users and creators. Filmed on June 16, 2021.

Mining for Copper: Opportunity in Risk

Real Vision editor Jack Farley welcomes Daniel Earle, president & CEO of Solaris Resources, to discuss the copper market, mining economics, and the effects of new political regimes in South America on basic metals. He believes that copper is experiencing a structural bull market due to robust demand recovery coupled with supply restraints that are slowly returning to pre-pandemic levels. Earle draws on his experience as an equity research analyst to illustrate his framework for analyzing mining companies and projects. Filmed on June 14, 2021.

Contrarian Alert: Falling timber prices lead to rising opportunity

Lumber prices are falling, so is the housing recovery dead? Some insiders at West Fraser Timber (WFG) are betting it is not.

Raoul Pal: The Dollar is the King

Real Vision senior editor Ash Bennington welcomes Raoul Pal, CEO and co-founder of Real Vision, to explore recent price action of the key macro variable--the dollar--and its impact on markets. In light of the DXY breaking to the upside in the past couple days, Pal provides an update on his macro outlook and where the inflation narrative fits into his perspective.

DFINITY: Building a New Internet on Blockchain

Raoul Pal, CEO & co-founder of Real Vision, sits down with Dominic Williams, chief scientist & founder of DFINITY, to discuss DFINITY's progress towards constructing a scalable, secure, blockchain-based internet. DFINITY redefines what people think about blockchain. Williams describes novel concepts such as "Node Nervous System" and "Zero Knowledge Identity", which he believes to be pivotal stepping stones in constructing a new, decentralized internet. Filmed on June 16, 2021.

Most Popular

Real Vision Dec 30, 2019
Look Back at It (2019)
In the last episode of the year, Drew takes a look back at the most important themes we covered on "The One Thing," from investment process to trade war.
Real Vision Dec 16, 2019
The Problem with Passive: Part II
What happens to financial markets when passive strategies become the norm? This week, Drew breaks down the conversation between Mike Green and Raoul Pal to understand how massive that passive strategies are.
Real Vision Dec 23, 2019
Good Transitions
Does the movement to green energy require further investment in fossil fuel technologies? This week, Drew breaks Rob West?s recent presentation to see where the energy industry is headed over the next 30 years.
INK Videos Dec 17, 2019
Aurora Cannabis stock unlikely to enjoy new highs soon
INK Research Morning Report Dec. 17, 2019: While INK Research has a short-term bullish reading for Canadian cannabis stocks as a group, based on INK Edge rankings grower Aurora Cannabis (ACB) could lag the pack.

Starting Points

Stock Ideas

Contrarian Alert: Falling timber prices lead to rising opportunity

Lumber prices are falling, so is the housing recovery dead? Some insiders at West Fraser Timber (WFG) are betting it is not.

Investing Strategy

Bitcoin: The Codification of the Austrian View of Money

Real Vision senior editor Ash Bennington welcomes Guy Swann, host of Bitcoin Audible, to discuss his background in cryptocurrency, views on Austrian economic theory, and thoughts on El Salvador's adoption of Bitcoin. Making his first investment in 2011, Swann was an early believer in Bitcoin's power to revolutionize the financial world. Swann argues that the principles explained in Austrian economic theory support a bullish outlook on the future of Bitcoin. Furthermore, Swann believes that El Salvador's adoption of Bitcoin sets a precedent for developing countries looking to gain monetary independence. As more countries adopt Bitcoin as legal tender, Bitcoin's volatile prices will stabilize, which supports the argument that Bitcoin can act as a currency. Filmed on June 9, 2021. Key Learnings: Swann argues that Bitcoin will disrupt finance in the same manner that the Internet changed the flow of information. The decentralization that results from using Bitcoin will allow overlooked segments of the global population to gain access to a financial system that is protected from central bank influence and politics. As the financial world undergoes a transformation, Swann states that volatility in Bitcoin’s price is expected until there is widespread adoption by sovereign nations.

Policy Disruption

Bitcoin: The Codification of the Austrian View of Money

Real Vision senior editor Ash Bennington welcomes Guy Swann, host of Bitcoin Audible, to discuss his background in cryptocurrency, views on Austrian economic theory, and thoughts on El Salvador's adoption of Bitcoin. Making his first investment in 2011, Swann was an early believer in Bitcoin's power to revolutionize the financial world. Swann argues that the principles explained in Austrian economic theory support a bullish outlook on the future of Bitcoin. Furthermore, Swann believes that El Salvador's adoption of Bitcoin sets a precedent for developing countries looking to gain monetary independence. As more countries adopt Bitcoin as legal tender, Bitcoin's volatile prices will stabilize, which supports the argument that Bitcoin can act as a currency. Filmed on June 9, 2021. Key Learnings: Swann argues that Bitcoin will disrupt finance in the same manner that the Internet changed the flow of information. The decentralization that results from using Bitcoin will allow overlooked segments of the global population to gain access to a financial system that is protected from central bank influence and politics. As the financial world undergoes a transformation, Swann states that volatility in Bitcoin’s price is expected until there is widespread adoption by sovereign nations.

Innovation

Bitcoin: The Codification of the Austrian View of Money

Real Vision senior editor Ash Bennington welcomes Guy Swann, host of Bitcoin Audible, to discuss his background in cryptocurrency, views on Austrian economic theory, and thoughts on El Salvador's adoption of Bitcoin. Making his first investment in 2011, Swann was an early believer in Bitcoin's power to revolutionize the financial world. Swann argues that the principles explained in Austrian economic theory support a bullish outlook on the future of Bitcoin. Furthermore, Swann believes that El Salvador's adoption of Bitcoin sets a precedent for developing countries looking to gain monetary independence. As more countries adopt Bitcoin as legal tender, Bitcoin's volatile prices will stabilize, which supports the argument that Bitcoin can act as a currency. Filmed on June 9, 2021. Key Learnings: Swann argues that Bitcoin will disrupt finance in the same manner that the Internet changed the flow of information. The decentralization that results from using Bitcoin will allow overlooked segments of the global population to gain access to a financial system that is protected from central bank influence and politics. As the financial world undergoes a transformation, Swann states that volatility in Bitcoin’s price is expected until there is widespread adoption by sovereign nations.

Style Channels

Contrarian

Valuations Matter: Intrinsic Value in The Age of Unreason

Real Vision's Jack Farley welcomes Aswath Damodaran, legendary professor of corporate finance at New York University's Stern School of Business, to discuss valuation techniques, Bitcoin, and the impact of inflation on market prices. Damodaran walks through the building blocks of fundamental valuation, examining discount rates, equity risk premiums, price to earnings ratio, and comparative valuation. He examines Bitcoin's performance during the height of the pandemic as well as the investment debate between growth and value stocks. Damodaran argues that currencies and collectibles can only be priced—not valued. Specifically, he states that, unlike gold, Bitcoin is an ineffective collectible because it failed to behave independently of the stock market during the pandemic downturn. Furthermore, he explains the impact that inflation has on equity valuations and Federal Reserve actions. Filmed on June 3, 2021. Key Learnings: Damodaran explains the mindset behind effective investing. He argues that analysis is not complete when an investor finds a company overvalued or undervalued because it is a singular judgment at a point in time. Damodaran believes that the mantra to buy quality companies leads investors to overpay for companies at prices that do not reflect intrinsic value. He stresses the idea that good companies can be bad investments while bad companies can be good investments at any point in time due to fluctuations in price.

Growth

Bitcoin: The Codification of the Austrian View of Money

Real Vision senior editor Ash Bennington welcomes Guy Swann, host of Bitcoin Audible, to discuss his background in cryptocurrency, views on Austrian economic theory, and thoughts on El Salvador's adoption of Bitcoin. Making his first investment in 2011, Swann was an early believer in Bitcoin's power to revolutionize the financial world. Swann argues that the principles explained in Austrian economic theory support a bullish outlook on the future of Bitcoin. Furthermore, Swann believes that El Salvador's adoption of Bitcoin sets a precedent for developing countries looking to gain monetary independence. As more countries adopt Bitcoin as legal tender, Bitcoin's volatile prices will stabilize, which supports the argument that Bitcoin can act as a currency. Filmed on June 9, 2021. Key Learnings: Swann argues that Bitcoin will disrupt finance in the same manner that the Internet changed the flow of information. The decentralization that results from using Bitcoin will allow overlooked segments of the global population to gain access to a financial system that is protected from central bank influence and politics. As the financial world undergoes a transformation, Swann states that volatility in Bitcoin’s price is expected until there is widespread adoption by sovereign nations.

High Yield & Income

Bitcoin: The Codification of the Austrian View of Money

Real Vision senior editor Ash Bennington welcomes Guy Swann, host of Bitcoin Audible, to discuss his background in cryptocurrency, views on Austrian economic theory, and thoughts on El Salvador's adoption of Bitcoin. Making his first investment in 2011, Swann was an early believer in Bitcoin's power to revolutionize the financial world. Swann argues that the principles explained in Austrian economic theory support a bullish outlook on the future of Bitcoin. Furthermore, Swann believes that El Salvador's adoption of Bitcoin sets a precedent for developing countries looking to gain monetary independence. As more countries adopt Bitcoin as legal tender, Bitcoin's volatile prices will stabilize, which supports the argument that Bitcoin can act as a currency. Filmed on June 9, 2021. Key Learnings: Swann argues that Bitcoin will disrupt finance in the same manner that the Internet changed the flow of information. The decentralization that results from using Bitcoin will allow overlooked segments of the global population to gain access to a financial system that is protected from central bank influence and politics. As the financial world undergoes a transformation, Swann states that volatility in Bitcoin’s price is expected until there is widespread adoption by sovereign nations.

Cryptos, Gold, & Hard Assets

A brand-new clean energy day for Red Moon Resources

As major world economies speed up their efforts to deal with climate change, INK Research takes a look at how a small Canadian mining company is trying to capitalize on the opportunity.

Real Vision

Jun 21, 2021
Cinnamon: How Blockchain Can Support Content Creators
Santiago Velez, entrepreneur and digital asset investor at Block Digital Corporation & AD, Inc., welcomes Róbert Tarabčák, CEO & founder of Cinnamon, to discuss how Cinnamon is utilizing blockchain to disrupt the streaming and content creation industry. Cinnamon is competing with big names like Spotify and Twitch by abandoning the subscription payment model and using a streamlined "currency agnostic" system. They are able to outsource video processing power via miners on the blockchain, making the end product more cost-effective for users and creators. Filmed on June 16, 2021.
Real Vision Jun 21, 2021
Mining for Copper: Opportunity in Risk
Real Vision editor Jack Farley welcomes Daniel Earle, president & CEO of Solaris Resources, to discuss the copper market, mining economics, and the effects of new political regimes in South America on basic metals. He believes that copper is experiencing a structural bull market due to robust demand recovery coupled with supply restraints that are slowly returning to pre-pandemic levels. Earle draws on his experience as an equity research analyst to illustrate his framework for analyzing mining companies and projects. Filmed on June 14, 2021.
Real Vision Jun 18, 2021
Raoul Pal: The Dollar is the King
Real Vision senior editor Ash Bennington welcomes Raoul Pal, CEO and co-founder of Real Vision, to explore recent price action of the key macro variable--the dollar--and its impact on markets. In light of the DXY breaking to the upside in the past couple days, Pal provides an update on his macro outlook and where the inflation narrative fits into his perspective.
Jun 18, 2021
DFINITY: Building a New Internet on Blockchain
Raoul Pal, CEO & co-founder of Real Vision, sits down with Dominic Williams, chief scientist & founder of DFINITY, to discuss DFINITY's progress towards constructing a scalable, secure, blockchain-based internet. DFINITY redefines what people think about blockchain. Williams describes novel concepts such as "Node Nervous System" and "Zero Knowledge Identity", which he believes to be pivotal stepping stones in constructing a new, decentralized internet. Filmed on June 16, 2021.

INK Videos

INK Videos Jun 20, 2021
Contrarian Alert: Falling timber prices lead to rising opportunity
Lumber prices are falling, so is the housing recovery dead? Some insiders at West Fraser Timber (WFG) are betting it is not.
INK Videos Jun 17, 2021
A small-cap value stock with technology characteristics
INK Research revisits its top-performing non-oil patch stock year-to-date which just topped the INK Edge charts this month.
INK Videos Jun 16, 2021
Insiders with rock-solid patience
Today, INK returns to Osisko Metals (OM) where insiders have been accumulating as the stock continues its consolidation.
INK Videos Jun 15, 2021
Insiders in high gear
INK Research revisits Gear Energy (GXE) which is up more than 300% since we last reported on the stock in November. Overall, the stock continues to have a bright outlook.