Ultra Money Stream

The Whipsaws Will Continue Until the Fed Finishes Its Work

Stocks sagged early, with social media stocks dragging the Nasdaq down more than 3% on bearish earnings guidance from Snap Inc., but rallied off the lows in a move presaged by Thomas Thornton right before noon ET. “Seeing most ETFs down on the day but lifting over today's volume-weighted average prices, which, if those levels can hold, is a positive,” tweeted Thornton, the founder of Hedge Fund Telemetry. Thornton joins Real Vision’s Ash Bennington to talk about today’s price action in the broader (bullish or bearish?) context. And we hear from Dario Perkins, managing director at Global Macro, about the bursting of the “everything bubble” and the impact of rising interest rates on equity valuations. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3lEctcV. Watch the full conversation between Dario Perkins and Raoul Pal here: https://rvtv.io/3sU59hz.

Prime Trust Has the Ultimate Set of Fintech Tools

Blockchain startups and TradFi companies face many challenges when they choose to enter the cryptoverse. To build an ecosystem capable of supporting mass adoption requires companies with the proper fintech tools and the knowledge to use them properly. One of those companies is Prime Trust, which offers an all-in-one financial infrastructure service to solve issues like custody, compliance, payment settlement, API documentation, and many more. Prime Trust CFO Rodrigo Vicuna joins Real Vision’s Ash Bennington to talk about how such functionalities are essential to scaling successful crypto companies. Vicuna also shares his thoughts on liquidity, best execution, and retail misconceptions. Recorded on May 17, 2022.

This Revolution Will Be Peaceful and Prosperous

Working from home offers employees more daily flexibility, less time commuting, greater job satisfaction, the opportunity to save money, and the ability to boost productivity. Recent data suggest the “hybrid” model combines benefits of working from home with those of going to the office, with an average productivity increase of 5%. And both employees and employers favor it. According to Nicholas Bloom, professor of economics at Stanford University, not only is remote work here to stay. But workers are likely to quit their jobs if they’re told to return to the office full time. In a far-ranging conversation, Bloom and Jim Bianco, founder and president of Bianco Research, talk about what work-from-home means for the redesign of office space, management, the real estate market, and cultural diversity. It’s one of the most fascinating prevailing trends with abundant implications, and it remains underexplored. Bloom and Bianco tread new ground here. Recorded on May 2, 2022.

Betting on resilience in a volatile market while shorts shorten their oil patch bets INK preview May

The Canadian market gets an unexpected upgrade as shorts flee the oil patch.

Here's the Good News About a Recession

The Dow Jones Industrial Average has logged eight consecutive losing weeks, but it’s leading the U.S. equity indexes to the upside today with a gain of more than 2%. Perhaps investors are looking at stocks with Jared Dillian’s style of optimism. “If we get a recession, and it looks like we will,” notes Dillian, “it will be a much easier trading environment than what we’ve been dealing with. Fed easing policy is always easier than Fed tightening policy.” Dillian, author of The Daily Dirtnap, joins Real Vision’s Ash Bennington to make his case for a developing risk-on environment. We also hear from Francis “The Market Sniper” Hunt about Bitcoin and its correlation to old-school financial asset prices. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/38DtmSo. Watch the full conversation between Francis Hunt and Ash Bennington here: https://rvtv.io/3LG8cAq.

Most Popular

Dec 16, 2021
Why Crypto Volatility Is on the Rise Ahead of 2022
Darius Sit, co-founder and managing partner of QCP Capital, speaks to host and producer of the Crypto Unstacked Podcast Leslie Lamb about his outlook for the DeFi sector. Being Singapore-based, Sit is at the heart of the Asian financial markets and digital asset community. After a recent meeting with Paul Tudor Jones, Sit came away with enlightening insights on inflation within digital assets. While global fiat inflation is viewed as bullish for crypto, Sit learned from his meeting with Jones that inflation is rampant in the digital asset space itself. The advent of Dogecoin and the Shiba Inu token demonstrates the inflationary nature of crypto as many new tokens come online with multiple tokens idolizing the same breed of dog. In addition, Sit gives us his outlook for 2022 and explains why we may see some volatility in the months ahead. Recorded on December 7, 2021.
Dec 30, 2021
When Music and Crypto Collide (Best of 2021)
On the fourth day of Real Vision Crypto's Best of Videos, we're re-releasing “When Music and Crypto Collide”. Two complementary industries, music and crypto, are becoming more intermingled by the day. Jack Spallone, Head of Crypto at HIFI Labs, joins Kevin Kelly, co-founder of Delphi Digital, to provide an insider look. Hailing from the recording industry, Spallone has thought a lot about this intersection we see today with crypto. There are countless ways in which the transition to a more decentralized internet, Web 3.0, can manifest new avenues for musical artists to curate their followings and earn revenue. Spallone and Kelly dive into these various avenues—from "Label DAOs" to social token community funds. Recorded on September 23, 2021.
Feb 05, 2022
Surge Energy surges back: INK Preview January 31 2022
Today, we released our INK Edge Top 30 Energy Report for January and Surge Energy $SGY.TO is back.
INK Videos Apr 01, 2022
Insider stocks jump in Q1 INK Preview 1 April 2022
The INK Canadian Insider Index was a top performer in the first quarter thanks to exposure to energy stocks. In terms of our morning report, we kick the second quarter off with copper producer Amerigo Resources (ARG).

Starting Points

Stock Ideas

The Whipsaws Will Continue Until the Fed Finishes Its Work

Stocks sagged early, with social media stocks dragging the Nasdaq down more than 3% on bearish earnings guidance from Snap Inc., but rallied off the lows in a move presaged by Thomas Thornton right before noon ET. “Seeing most ETFs down on the day but lifting over today's volume-weighted average prices, which, if those levels can hold, is a positive,” tweeted Thornton, the founder of Hedge Fund Telemetry. Thornton joins Real Vision’s Ash Bennington to talk about today’s price action in the broader (bullish or bearish?) context. And we hear from Dario Perkins, managing director at Global Macro, about the bursting of the “everything bubble” and the impact of rising interest rates on equity valuations. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3lEctcV. Watch the full conversation between Dario Perkins and Raoul Pal here: https://rvtv.io/3sU59hz.

Investing Strategy

Can Stocks Overcome Historic Headwinds?

U.S. equity indexes ground generally higher through the trading session Monday, with the Dow Jones Industrial Average and the S&P 500 breaking into the green but the Nasdaq Composite struggling in negative territory. The yield on the 10-year U.S. Treasury note slipped by six basis points to 2.88%, as bonds caught a bid on economic growth concerns. Recent data from China indicate President Xi’s “COVID Zero” policy is exerting a tremendous drag on the domestic economy, with down-the-line impacts on the global economy sure to follow, including supply-chain snarls. Meanwhile, Goldman Sachs Senior Chairman Lloyd Blankfein warned of a "very, very high risk" of a US recession. Eric Johnston, head of Equity Derivatives and Cross Asset for Cantor Fitzgerald, joins Real Vision’s Maggie Lake for today’s Daily Briefing to talk about short-, medium-, and long-term direction for stocks, recent macro data, and earnings. We also hear from Danielle DiMartino Booth, CEO of Quill Intelligence, about whether the Fed has not just the policy tools but the general resolve to do what has to be done to end inflation. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3wsV3Ff. Watch the full interview featuring Danielle DiMartino Booth and Jim Bianco here: https://rvtv.io/3MmeBlg.

Policy Disruption

The Whipsaws Will Continue Until the Fed Finishes Its Work

Stocks sagged early, with social media stocks dragging the Nasdaq down more than 3% on bearish earnings guidance from Snap Inc., but rallied off the lows in a move presaged by Thomas Thornton right before noon ET. “Seeing most ETFs down on the day but lifting over today's volume-weighted average prices, which, if those levels can hold, is a positive,” tweeted Thornton, the founder of Hedge Fund Telemetry. Thornton joins Real Vision’s Ash Bennington to talk about today’s price action in the broader (bullish or bearish?) context. And we hear from Dario Perkins, managing director at Global Macro, about the bursting of the “everything bubble” and the impact of rising interest rates on equity valuations. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3lEctcV. Watch the full conversation between Dario Perkins and Raoul Pal here: https://rvtv.io/3sU59hz.

Innovation

FSD Pharma swims against the bearish tide INK preview 22 April 2022

Today, we return to one of the few stocks in the alternative medicine area that have held their own during 2022. It has been a rocky ride for FSD Pharma (HUGE), but so far it is flat year-to-date compared to steep declines for many of its peers.

Style Channels

Contrarian

Is a contrarian opportunity cooking up at MTY Food Group? INK preview 8 March 2022

Today, we take a break from the red-hot resource area and look at potential contrarian situation in fast food.

Growth

The Whipsaws Will Continue Until the Fed Finishes Its Work

Stocks sagged early, with social media stocks dragging the Nasdaq down more than 3% on bearish earnings guidance from Snap Inc., but rallied off the lows in a move presaged by Thomas Thornton right before noon ET. “Seeing most ETFs down on the day but lifting over today's volume-weighted average prices, which, if those levels can hold, is a positive,” tweeted Thornton, the founder of Hedge Fund Telemetry. Thornton joins Real Vision’s Ash Bennington to talk about today’s price action in the broader (bullish or bearish?) context. And we hear from Dario Perkins, managing director at Global Macro, about the bursting of the “everything bubble” and the impact of rising interest rates on equity valuations. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3lEctcV. Watch the full conversation between Dario Perkins and Raoul Pal here: https://rvtv.io/3sU59hz.

High Yield & Income

Nexus Industrial REIT climbs the INK rankings INK preview 12 May 2022

We head back to the REIT space where we find another dividend payer high up in our INK Edge Rankings.

Cryptos, Gold, & Hard Assets

Financials sector insiders are fighting the Fed while dip buying emerges in mining INK preview 18 May 22

Financials sector insider buying is surging. Could bond yields be next? Meanwhile, dip buying in base metals.

Real Vision

Real Vision May 24, 2022
The Whipsaws Will Continue Until the Fed Finishes Its Work
Stocks sagged early, with social media stocks dragging the Nasdaq down more than 3% on bearish earnings guidance from Snap Inc., but rallied off the lows in a move presaged by Thomas Thornton right before noon ET. “Seeing most ETFs down on the day but lifting over today's volume-weighted average prices, which, if those levels can hold, is a positive,” tweeted Thornton, the founder of Hedge Fund Telemetry. Thornton joins Real Vision’s Ash Bennington to talk about today’s price action in the broader (bullish or bearish?) context. And we hear from Dario Perkins, managing director at Global Macro, about the bursting of the “everything bubble” and the impact of rising interest rates on equity valuations. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3lEctcV. Watch the full conversation between Dario Perkins and Raoul Pal here: https://rvtv.io/3sU59hz.
May 24, 2022
Prime Trust Has the Ultimate Set of Fintech Tools
Blockchain startups and TradFi companies face many challenges when they choose to enter the cryptoverse. To build an ecosystem capable of supporting mass adoption requires companies with the proper fintech tools and the knowledge to use them properly. One of those companies is Prime Trust, which offers an all-in-one financial infrastructure service to solve issues like custody, compliance, payment settlement, API documentation, and many more. Prime Trust CFO Rodrigo Vicuna joins Real Vision’s Ash Bennington to talk about how such functionalities are essential to scaling successful crypto companies. Vicuna also shares his thoughts on liquidity, best execution, and retail misconceptions. Recorded on May 17, 2022.
Real Vision May 24, 2022
This Revolution Will Be Peaceful and Prosperous
Working from home offers employees more daily flexibility, less time commuting, greater job satisfaction, the opportunity to save money, and the ability to boost productivity. Recent data suggest the “hybrid” model combines benefits of working from home with those of going to the office, with an average productivity increase of 5%. And both employees and employers favor it. According to Nicholas Bloom, professor of economics at Stanford University, not only is remote work here to stay. But workers are likely to quit their jobs if they’re told to return to the office full time. In a far-ranging conversation, Bloom and Jim Bianco, founder and president of Bianco Research, talk about what work-from-home means for the redesign of office space, management, the real estate market, and cultural diversity. It’s one of the most fascinating prevailing trends with abundant implications, and it remains underexplored. Bloom and Bianco tread new ground here. Recorded on May 2, 2022.
Real Vision May 23, 2022
Here's the Good News About a Recession
The Dow Jones Industrial Average has logged eight consecutive losing weeks, but it’s leading the U.S. equity indexes to the upside today with a gain of more than 2%. Perhaps investors are looking at stocks with Jared Dillian’s style of optimism. “If we get a recession, and it looks like we will,” notes Dillian, “it will be a much easier trading environment than what we’ve been dealing with. Fed easing policy is always easier than Fed tightening policy.” Dillian, author of The Daily Dirtnap, joins Real Vision’s Ash Bennington to make his case for a developing risk-on environment. We also hear from Francis “The Market Sniper” Hunt about Bitcoin and its correlation to old-school financial asset prices. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/38DtmSo. Watch the full conversation between Francis Hunt and Ash Bennington here: https://rvtv.io/3LG8cAq.

INK Videos

INK Videos May 24, 2022
Betting on resilience in a volatile market while shorts shorten their oil patch bets INK preview May
The Canadian market gets an unexpected upgrade as shorts flee the oil patch.
INK Videos May 20, 2022
Interfor insiders lumber through the selling storm who is winning the 2nd war INK preview 18 May
INK Ultra Money Free: Insiders buy as bearish investors cut Interfor (IFP) stock down to size. Also, is Russia about to get the upper hand in the second war?
INK Videos May 20, 2022
No crying just buying at Cascades INK preview May 20 2022
While it has been a rough May for consumer products firm Cascades (CAS), insiders spot opportunity.
INK Videos May 19, 2022
Interfor insiders lumber through the selling storm who is winning the second war INK preview 18 May
Lumber insiders see the bullish forest for the bearish trees.