Ultra Money Stream

"WTF is Going on?!" -- Stocks & Bonds Diverge

Keith McCullough, CEO of Hedgeye Risk Management, shares his macro perspective with Real Vision founder and CEO Raoul Pal in this wide-ranging discussion on investing in a perplexing market environment. They try to make sense of a buoyant stock market that seemingly contradicts the ominous economic indicators that ought to be curbing the market's growth. Keith explains his bearish outlook on China, while Raoul contends that widening credit spreads in the U.S. indicate that a market correction could be in order. You don’t want to miss this interview. Filmed on November 12, 2019 in New York.

The Power of Classical Charting Patterns

Are European equities finally breaking out? Aksel Kibar, CMT, founder of Tech Charts Research & Education Services, updates his analysis on the Euro Stoxx 600 and points out a variety of stock markets breaking out around the world. Kibar discusses the importance of breaking horizontal resistance, especially when combined with ascending triangles or head-and-shoulder patterns. He discusses current opportunities in U.S. small and mid-cap equities and notes how traders should play the situation. Filmed on November 19, 2019 in Varna, Bulgaria.

Insiders keep trucking in Element Fleet Management shares

Insiders have been loading up on Elment Fleet Financial shares but will the good times continue to roll? Insider signals appear to be giving investors a green light.

Dollar Liquidity: The End Game for China

China is one of biggest debt bubbles in the world, so why haven’t we seen a credit crisis yet? Brian McCarthy, chief strategist at Macrolens, makes his Real Vision debut to dissect the structure of the Chinese banking system and to examine the probabilities of a full-blown financial meltdown. McCarthy walks through why he believes Chinese economic growth will continue to deteriorate and explains the dollar shortage through Mundell's framework of the impossible trinity. He then argues that China is on a path towards self-decoupling from the rest of the world, similar to that of North Korea. He notes why the Chinese Yuan will continue to weaken and considers the near-term ramifications from Hong Kong and the trade war. Filmed on November 13, 2019.

Insiders react to bad news at Badger Daylighting

When bad news hits, it is a good idea to see if insiders are buying or selling. In this morning report, INK Research takes a look at insider activity after Badger Daylighting (BAD) shares fell following a Q3 earnings disappointment.

Most Popular

Real Vision Oct 14, 2019
Grant's Observations: Money, Credit, and Financial Repression
Jim Grant, the legendary editor of Grant’s Interest Rate Observer, has something to say to Mario Draghi, Ben Bernanke, SoftBank, WeWork, and other financial luminaries. Grant joins Real Vision to discuss the “most consequential price in capitalism,” and the role of money and credit in an economy rife with extreme central bank intervention. Grant argues that the recent interest rate distortions and financial engineering pose unprecedented risks to the capital system and that the mounting stockpiles of debt spell further trouble. Filmed on October 3, 2019 in New York.
Real Vision Oct 07, 2019
The Monetary System is Broken
Jeff Snider, head of global research at Alhambra Investment Partners, has been covering the repo market breakdown since May 2018. With the recent spike in repo rates, it seems like the rest of the market has finally started to take notice. Snider explains why this problem is not coming up out of the blue and breaks down why he views recent market moves as a sign that the banks are telegraphing their knowledge of major threats to the monetary system. Filmed on September 27, 2019 in New York.
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 Oct 09, 2019
The Dollar Milkshake Re-Visited
Brent Johnson, CEO of Santiago Capital, returns to Real Vision to update his popular “Dollar Milkshake Theory.” Johnson unpacks the story of a massive flood of central bank liquidity and explains how capital flows are being sucked into US equity markets through a strengthening dollar. While this has inflated asset prices in the US, Johnson sees these powerful macroeconomic forces building toward a grim reckoning. Filmed on September 14, 2019 in Grand Cayman.

Starting Points

Stock Ideas

"WTF is Going on?!" -- Stocks & Bonds Diverge

Keith McCullough, CEO of Hedgeye Risk Management, shares his macro perspective with Real Vision founder and CEO Raoul Pal in this wide-ranging discussion on investing in a perplexing market environment. They try to make sense of a buoyant stock market that seemingly contradicts the ominous economic indicators that ought to be curbing the market's growth. Keith explains his bearish outlook on China, while Raoul contends that widening credit spreads in the U.S. indicate that a market correction could be in order. You don’t want to miss this interview. Filmed on November 12, 2019 in New York.

Investing Strategy

"WTF is Going on?!" -- Stocks & Bonds Diverge

Keith McCullough, CEO of Hedgeye Risk Management, shares his macro perspective with Real Vision founder and CEO Raoul Pal in this wide-ranging discussion on investing in a perplexing market environment. They try to make sense of a buoyant stock market that seemingly contradicts the ominous economic indicators that ought to be curbing the market's growth. Keith explains his bearish outlook on China, while Raoul contends that widening credit spreads in the U.S. indicate that a market correction could be in order. You don’t want to miss this interview. Filmed on November 12, 2019 in New York.

Policy Disruption

"WTF is Going on?!" -- Stocks & Bonds Diverge

Keith McCullough, CEO of Hedgeye Risk Management, shares his macro perspective with Real Vision founder and CEO Raoul Pal in this wide-ranging discussion on investing in a perplexing market environment. They try to make sense of a buoyant stock market that seemingly contradicts the ominous economic indicators that ought to be curbing the market's growth. Keith explains his bearish outlook on China, while Raoul contends that widening credit spreads in the U.S. indicate that a market correction could be in order. You don’t want to miss this interview. Filmed on November 12, 2019 in New York.

Innovation

"WTF is Going on?!" -- Stocks & Bonds Diverge

Keith McCullough, CEO of Hedgeye Risk Management, shares his macro perspective with Real Vision founder and CEO Raoul Pal in this wide-ranging discussion on investing in a perplexing market environment. They try to make sense of a buoyant stock market that seemingly contradicts the ominous economic indicators that ought to be curbing the market's growth. Keith explains his bearish outlook on China, while Raoul contends that widening credit spreads in the U.S. indicate that a market correction could be in order. You don’t want to miss this interview. Filmed on November 12, 2019 in New York.

Style Channels

Contrarian

"WTF is Going on?!" -- Stocks & Bonds Diverge

Keith McCullough, CEO of Hedgeye Risk Management, shares his macro perspective with Real Vision founder and CEO Raoul Pal in this wide-ranging discussion on investing in a perplexing market environment. They try to make sense of a buoyant stock market that seemingly contradicts the ominous economic indicators that ought to be curbing the market's growth. Keith explains his bearish outlook on China, while Raoul contends that widening credit spreads in the U.S. indicate that a market correction could be in order. You don’t want to miss this interview. Filmed on November 12, 2019 in New York.

Growth

"WTF is Going on?!" -- Stocks & Bonds Diverge

Keith McCullough, CEO of Hedgeye Risk Management, shares his macro perspective with Real Vision founder and CEO Raoul Pal in this wide-ranging discussion on investing in a perplexing market environment. They try to make sense of a buoyant stock market that seemingly contradicts the ominous economic indicators that ought to be curbing the market's growth. Keith explains his bearish outlook on China, while Raoul contends that widening credit spreads in the U.S. indicate that a market correction could be in order. You don’t want to miss this interview. Filmed on November 12, 2019 in New York.

High Yield & Income

"WTF is Going on?!" -- Stocks & Bonds Diverge

Keith McCullough, CEO of Hedgeye Risk Management, shares his macro perspective with Real Vision founder and CEO Raoul Pal in this wide-ranging discussion on investing in a perplexing market environment. They try to make sense of a buoyant stock market that seemingly contradicts the ominous economic indicators that ought to be curbing the market's growth. Keith explains his bearish outlook on China, while Raoul contends that widening credit spreads in the U.S. indicate that a market correction could be in order. You don’t want to miss this interview. Filmed on November 12, 2019 in New York.

Cryptos, Gold, & Hard Assets

"WTF is Going on?!" -- Stocks & Bonds Diverge

Keith McCullough, CEO of Hedgeye Risk Management, shares his macro perspective with Real Vision founder and CEO Raoul Pal in this wide-ranging discussion on investing in a perplexing market environment. They try to make sense of a buoyant stock market that seemingly contradicts the ominous economic indicators that ought to be curbing the market's growth. Keith explains his bearish outlook on China, while Raoul contends that widening credit spreads in the U.S. indicate that a market correction could be in order. You don’t want to miss this interview. Filmed on November 12, 2019 in New York.

Real Vision

Real Vision Nov 20, 2019
"WTF is Going on?!" -- Stocks & Bonds Diverge
Keith McCullough, CEO of Hedgeye Risk Management, shares his macro perspective with Real Vision founder and CEO Raoul Pal in this wide-ranging discussion on investing in a perplexing market environment. They try to make sense of a buoyant stock market that seemingly contradicts the ominous economic indicators that ought to be curbing the market's growth. Keith explains his bearish outlook on China, while Raoul contends that widening credit spreads in the U.S. indicate that a market correction could be in order. You don’t want to miss this interview. Filmed on November 12, 2019 in New York.
Real Vision Nov 20, 2019
The Power of Classical Charting Patterns
Are European equities finally breaking out? Aksel Kibar, CMT, founder of Tech Charts Research & Education Services, updates his analysis on the Euro Stoxx 600 and points out a variety of stock markets breaking out around the world. Kibar discusses the importance of breaking horizontal resistance, especially when combined with ascending triangles or head-and-shoulder patterns. He discusses current opportunities in U.S. small and mid-cap equities and notes how traders should play the situation. Filmed on November 19, 2019 in Varna, Bulgaria.
Real Vision Nov 19, 2019
Dollar Liquidity: The End Game for China
China is one of biggest debt bubbles in the world, so why haven’t we seen a credit crisis yet? Brian McCarthy, chief strategist at Macrolens, makes his Real Vision debut to dissect the structure of the Chinese banking system and to examine the probabilities of a full-blown financial meltdown. McCarthy walks through why he believes Chinese economic growth will continue to deteriorate and explains the dollar shortage through Mundell's framework of the impossible trinity. He then argues that China is on a path towards self-decoupling from the rest of the world, similar to that of North Korea. He notes why the Chinese Yuan will continue to weaken and considers the near-term ramifications from Hong Kong and the trade war. Filmed on November 13, 2019.
Real Vision Nov 18, 2019
What Ever Happened to "Don't Be Evil"?
Why did Google drop its “Don’t Be Evil” motto in 2018? The answer might be found in the troubling signs emanating from Silicon Valley and Washington D.C. This week, Drew takes a look at tech giants Facebook and Google, and explains why the biggest risk to their dominance might be the 2020 election.

INK Videos

INK Videos Nov 19, 2019
Insiders keep trucking in Element Fleet Management shares
Insiders have been loading up on Elment Fleet Financial shares but will the good times continue to roll? Insider signals appear to be giving investors a green light.
INK Videos Nov 18, 2019
Insiders react to bad news at Badger Daylighting
When bad news hits, it is a good idea to see if insiders are buying or selling. In this morning report, INK Research takes a look at insider activity after Badger Daylighting (BAD) shares fell following a Q3 earnings disappointment.
INK Videos Nov 17, 2019
Nuvista Energy jumps up the INK Edge energy rankings
Nuvista Energy is soaring up the INK Edge oil & gas charts. The company focuses on the liquids-rich Montney formation near Grande Prairie, Alberta and has been attracting the attention and dollars of resource value investment firm GMT Capital.
INK Videos Nov 14, 2019
Director buys into the Stingray groove
Canadian music streamer and broadcaster Stingray Group (RAY.A) heads into the INK Canadian Insider Index after the close on Friday, November 15th. Investors were singing the blues a while back, but INK suggests the stock is now finding its groove.