Ultra Money Stream

Former Fed Insiders on Dollar Repo Madness

Danielle DiMartino Booth, chief strategist at Quill Intelligence, interviews George Goncalves of The Bond Strategist in his first appearance on Real Vision. As two former insiders at the Dallas Fed, Danielle and George deconstruct the US Dollar liquidity problems and help clarify the major structural issues confronting the repo markets. Filmed on September 18, 2019 in New York. Please see Danielle & George’s note here - https://www.realvision.com/fed-insiders-on-dollar-repo-madness-report.

European Banks: Value Play or Value Trap?

Is there a case for buying beaten-down European bank stocks? AK explains what’s been going wrong, and examines whether there’s now a case for taking a second look.

Building a Crypto Trading Platform

Michael Moro, CEO of Genesis, an over-the-counter market-maker for cryptocurrencies, explains how he discovered bitcoin, recognized its value, and dove headlong into the industry. . This clip is excerpted from a video published on Real Vision on June 28, 2019 entitled “An Inside Look at Big Money’s Bitcoin Trading.”

CEO buys as Galway Metals stock flops on share supply surge

Are investors getting cold feet at the impending prospect of more Galway Metals (GWM) shares becoming free trading? If so, it may offer speculators opportunity as the company seeks to bulk up its resources on its New Brunswick project via more drilling.

The sun is shining on CIBC and Canadian Financials

It is rare to see insider buying at a big Canadian bank, never mind seeing that buying when the stock is rallying. However, that is what INK Research has spotted at CIBC. That is a development that could foreshadow sunnier days ahead for Canadian stocks.

Most Popular

Real Vision Jul 27, 2019
Takeaways from Recession Watch
Over the past two weeks, Raoul Pal has tried to determine the risk of a recession, and to gauge the potential consequences that could result. In this concluding piece, Raoul Pal explains what he’s learned through the past two weeks of programming, and provides some insights about how best to invest both in a rebound scenario and in a downturn. Filmed on July 17, 2019 in New York.
Real Vision Aug 05, 2019
Where's the Pain Trade?
Michael Purves, CEO of Tallbacken Capital Advisors, is closely watching the divergence between stocks and bonds. In this interview with Alex Rosenberg, Purves makes sense of this discrepancy with an analysis of the differing factors influencing those respective markets. He also explains how an uptick in global economic data could catch many investors offsides. Filmed on August 2, 2019.
Real Vision Aug 19, 2019
Trading Copper and Gold in a Recession
Peter Boockvar, CIO of Bleakley Advisory Group, believes that we’re on the cusp of a full-blown recession — and in this interview with Jake Merl, he discusses what that could mean for metals markets. Boockvar revisits the secular bull case for copper, highlights the recent price action in gold and silver, and makes a suggestion for how traders should position themselves at this point. Filmed on August 15, 2019.
Real Vision Jul 15, 2019
Is Recession Coming?
Raoul Pal sees rising risk of a global recession — and due to the precarious construction of the recent economic expansion, the resulting damage could be unusually devastating. In this deep-diving presentation, Raoul presents many specific indicators of weakness, speaks to the potential market impact, and explains how a “doom loop” could quickly take matters from bad to catastrophic. He also suggests steps that savvy investors could take to prepare themselves. Finally, he previews some of the conversations he plans to have over the next two weeks on Real Vision, as he seeks to better understand both the current risks and the potential opportunities. Filmed on July 8, 2019 in New York.

Starting Points

Stock Ideas

CEO buys as Galway Metals stock flops on share supply surge

Are investors getting cold feet at the impending prospect of more Galway Metals (GWM) shares becoming free trading? If so, it may offer speculators opportunity as the company seeks to bulk up its resources on its New Brunswick project via more drilling.

Investing Strategy

Former Fed Insiders on Dollar Repo Madness

Danielle DiMartino Booth, chief strategist at Quill Intelligence, interviews George Goncalves of The Bond Strategist in his first appearance on Real Vision. As two former insiders at the Dallas Fed, Danielle and George deconstruct the US Dollar liquidity problems and help clarify the major structural issues confronting the repo markets. Filmed on September 18, 2019 in New York. Please see Danielle & George’s note here - https://www.realvision.com/fed-insiders-on-dollar-repo-madness-report.

Policy Disruption

Former Fed Insiders on Dollar Repo Madness

Danielle DiMartino Booth, chief strategist at Quill Intelligence, interviews George Goncalves of The Bond Strategist in his first appearance on Real Vision. As two former insiders at the Dallas Fed, Danielle and George deconstruct the US Dollar liquidity problems and help clarify the major structural issues confronting the repo markets. Filmed on September 18, 2019 in New York. Please see Danielle & George’s note here - https://www.realvision.com/fed-insiders-on-dollar-repo-madness-report.

Innovation

Becoming a "Fool on the Hill"

Whitney Tilson, founder and CEO of Empire Financial Research, talks to Ed Harrison about how a few big risks he took early in his career allowed him to grow his fledgling hedge fund. Heeding the advice of Warren Buffet provided him the perspective to identify the opportunities in non-consensus equities through the dotcom bubble. Tilson shares why that perspective helped develop his investment process. This clip is excerpted from a video published on Real Vision on September 13, 2019 entitled “The Endless Hunt for Value.”

Style Channels

Contrarian

Europe's Lurking Asset Allocation Crisis

Philipp Vorndran, investment strategist at Flossbach Von Storch for a decade and former chief investment strategist at Credit Suisse Asset Management, speaks bluntly about Europe’s money management business and the approach he is taking at his firm to maximize total return for investors. He shares his global perspective in the face of an uncertain outlook for investment in European-based companies. In addition to detailing his firm’s asset allocation strategies, Vorndran also tackles the need for physical gold, and addresses the coming crisis in European pension companies who are universally under-leveraged to equities. Filmed on August 30, 2019 in Cologne, Germany. Learn more about Macro Insiders here: http://www.realvision.com/macro-insiders

Growth

Becoming a "Fool on the Hill"

Whitney Tilson, founder and CEO of Empire Financial Research, talks to Ed Harrison about how a few big risks he took early in his career allowed him to grow his fledgling hedge fund. Heeding the advice of Warren Buffet provided him the perspective to identify the opportunities in non-consensus equities through the dotcom bubble. Tilson shares why that perspective helped develop his investment process. This clip is excerpted from a video published on Real Vision on September 13, 2019 entitled “The Endless Hunt for Value.”

High Yield & Income

Former Fed Insiders on Dollar Repo Madness

Danielle DiMartino Booth, chief strategist at Quill Intelligence, interviews George Goncalves of The Bond Strategist in his first appearance on Real Vision. As two former insiders at the Dallas Fed, Danielle and George deconstruct the US Dollar liquidity problems and help clarify the major structural issues confronting the repo markets. Filmed on September 18, 2019 in New York. Please see Danielle & George’s note here - https://www.realvision.com/fed-insiders-on-dollar-repo-madness-report.

Cryptos, Gold, & Hard Assets

CEO buys as Galway Metals stock flops on share supply surge

Are investors getting cold feet at the impending prospect of more Galway Metals (GWM) shares becoming free trading? If so, it may offer speculators opportunity as the company seeks to bulk up its resources on its New Brunswick project via more drilling.

Real Vision

Real Vision Sep 23, 2019
Former Fed Insiders on Dollar Repo Madness
Danielle DiMartino Booth, chief strategist at Quill Intelligence, interviews George Goncalves of The Bond Strategist in his first appearance on Real Vision. As two former insiders at the Dallas Fed, Danielle and George deconstruct the US Dollar liquidity problems and help clarify the major structural issues confronting the repo markets. Filmed on September 18, 2019 in New York. Please see Danielle & George’s note here - https://www.realvision.com/fed-insiders-on-dollar-repo-madness-report.
Real Vision Sep 23, 2019
European Banks: Value Play or Value Trap?
Is there a case for buying beaten-down European bank stocks? AK explains what’s been going wrong, and examines whether there’s now a case for taking a second look.
Real Vision Sep 23, 2019
Building a Crypto Trading Platform
Michael Moro, CEO of Genesis, an over-the-counter market-maker for cryptocurrencies, explains how he discovered bitcoin, recognized its value, and dove headlong into the industry. . This clip is excerpted from a video published on Real Vision on June 28, 2019 entitled “An Inside Look at Big Money’s Bitcoin Trading.”
Real Vision Sep 20, 2019
Europe's Lurking Asset Allocation Crisis
Philipp Vorndran, investment strategist at Flossbach Von Storch for a decade and former chief investment strategist at Credit Suisse Asset Management, speaks bluntly about Europe’s money management business and the approach he is taking at his firm to maximize total return for investors. He shares his global perspective in the face of an uncertain outlook for investment in European-based companies. In addition to detailing his firm’s asset allocation strategies, Vorndran also tackles the need for physical gold, and addresses the coming crisis in European pension companies who are universally under-leveraged to equities. Filmed on August 30, 2019 in Cologne, Germany. Learn more about Macro Insiders here: http://www.realvision.com/macro-insiders

INK Videos

INK Videos Sep 23, 2019
CEO buys as Galway Metals stock flops on share supply surge
Are investors getting cold feet at the impending prospect of more Galway Metals (GWM) shares becoming free trading? If so, it may offer speculators opportunity as the company seeks to bulk up its resources on its New Brunswick project via more drilling.
INK Videos Sep 20, 2019
The sun is shining on CIBC and Canadian Financials
It is rare to see insider buying at a big Canadian bank, never mind seeing that buying when the stock is rallying. However, that is what INK Research has spotted at CIBC. That is a development that could foreshadow sunnier days ahead for Canadian stocks.
INK Videos Sep 19, 2019
Yangarra Resources insiders buy as investors punish oil patch success
Yangarra Resources has been growing its EPS by over 40% per year for the past 5 years. Yet, investors are lowering the P/E multiple on the stock. However, insiders are responding to this investor punishment by doubling down on their business strategy and buying more shares.
INK Videos Sep 18, 2019
Insiders wait for a spark at Luminex Resources
Luminex resources (LR) was spun out of Lumina Gold (LUM) in the summer of 2018. It has three core projects in Ecuador with two farmed out to two different gold majors. Luminex is drilling on the third project and insiders seem to like what they are hitting.