Ultra Money Stream

Shorts win the Q3 round at Winpak

We revisit Winpak (WPK) where short bets have been paying off. Insiders are betting their luck is about to run out.

Defeating Crypto's Best: The RV Bot and How You Can Get It

Real Vision’s trading algorithm has outperformed the aggregated bucket of top 20 cryptos by more than 20%. The performance has been astonishing and there are bigger plans for the Bot on the horizon. Moritz Seibert, CEO of Munich Re Investment Partners and co-founder of twoquants.com, has been developing the Real Vision Bot, a subscriber driven trading algorithm employing the collective wisdom of RV visionaries to democratically decide which tokens to buy and sell. The performance has been astonishing and shows sometimes it’s better to trade with the momentum of crowds at your back. There are plans for the Bot on the horizon, the most exciting being the full transition to a decentralized autonomous organization (DAO). Seibert learns from the highly experienced Mona El Isa, CEO and founder of Avantgarde Finance, who has been deep in the world of blockchain-based venture capital since 2016. Together, they discuss the bot’s journey so far and where it's headed. Recorded on December 3, 2021.

The Godfather of Gamification

Yu-kai Chou is one of the world’s leading experts on gamification. What started as an addictive way to create engagement in video games has taken over the online world in ways we couldn’t imagine, shaping our lives, experiences, and even societies as a whole. Raoul and Yu-kai discuss how gamification works; how it is being applied from everything from social media to governments; and the fine line between positive and nefarious use cases of this powerful form of behavioral economics. But now, gamification is going to be further super-charged in the Web 3.0 world, where network effects are everything. Yu-kai unveils his new AR/Metaverse NFT product, which hopes to use the powerful forces of memories and storytelling to create everlasting value in this new world. This is a fascinating look at the world of gamification that has shaped the network effects of The Exponential Age and how it too is about to go exponential. Recorded on December 2, 2021.

Pfizer & BioNTech Share Results on Boosters as Job Openings Near All-Time High

With markets easing on Omicron fears this week and assets across the board beginning to recover from last week’s drawdowns, Pfizer and BioNTech both announced today the initial findings of the effectiveness of their boosters against the Omicron variant, demonstrating promising results of neutralizing the virus. The October JOLTS numbers also were released, showing that 4.2 million Americans quit their jobs, a decrease from the previous month, and openings increased to slightly over 11 million. 42 Macro founder and CEO Darius Dale analyzes the labor market’s recovery, COVID’s continuing impact on markets, the implications of the U.S. House passing legislation on increasing the debt ceiling limit, and more. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3dAjdo6

Insiders buy as Brookfield builds a super brand

Brookfield Asset Management (BAM) has worked its way through the headwinds of early stages of the pandemic and now has bold ambitions to be a global asset management leader. Insiders are buying into the plan.

Most Popular

Sep 21, 2021
How Software Developers Hold the Keys to Society
Garry Tan, co-founder of Initialized Capital and one of the earliest investors in Coinbase, shares his outlook on crypto products, his concerns with crypto regulation, and how it will challenge America's democracy. Deeply rooted within the world's tech hub, Tan expresses that Silicon Valley will continue to be home to the internet. Tan explains what he learned in Y Combinator, his peers who have gone on to develop multi-billion dollar companies, and what it means to invest in early stage startups. What role does crypto play in all this? Tan outlines where that fits in as well. Interviewed by Ash Bennington on September 16, 2021.
Real Vision Jun 25, 2021
Raoul Pal: Preparing for the Exponential Age Amid Inflationary Pressure
Real Vision senior editor Ash Bennington welcomes Raoul Pal to the Daily Briefing to discuss his thoughts on inflation, the strength of the dollar, and winners in an exponential age. The pair will cover potential explanations for flattened personal spending as continued supply constraints push prices higher. Additionally, they will dive into the companies positioned to succeed in an era that emphasizes network effects.
Real Vision Jul 02, 2021
Equities Surge as U.S. Jobs Increase Beats Expectations
Real Vision senior editor Ash Bennington welcomes editor Jack Farley and Mark Ritchie II, CIO at RTM Capital Advisors, to discuss the June jobs report and capital markets price action. The trio covers the strong increase in U.S. jobs and its effects on underlying markets. Bennington and Farley analyze the rise in both bonds and stocks as positive employment data boost investor confidence. Ritchie provides his insight into the equity markets and the potential rotation back into tech.
Real Vision Jun 11, 2021
Raoul Pal: Examining Shifts in the Global Macro Policy Paradigm
Real Vision managing editor Ed Harrison welcomes Raoul Pal, CEO and co-founder of Real Vision, to the Daily Briefing to discuss the changes in the macro policy paradigm globally. Pal will be analyzing the impact these shifts will have economically, whether global macro investments can still perform in light of these shifts, and whether crypto ultimately benefits in the aftermath. He will also be unveiling the legendary headline guest at the upcoming Festival of Learning (June 23-25). Don't have your ticket yet? You can get it through this link:http://realvision.com/festival-of-learning-2021

Starting Points

Stock Ideas

Shorts win the Q3 round at Winpak

We revisit Winpak (WPK) where short bets have been paying off. Insiders are betting their luck is about to run out.

Investing Strategy

Navigating Omicron: Will the Market Comeback Last?

Tech stocks are making a comeback today and oil is up over 4%, easing Omicron fears, but can it last? Pfizer CEO Albert Bourla said that while the Omicron variant appears mild, its lightning-speed spreadability could lead to even more mutations. Bitcoin has recovered and is risk-on. Tony Greer joins us for another TG Tuesday to discuss stocks, oil, Bitcoin, and how to navigate Powell and the taper. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3pEs4el

Policy Disruption

Universal Tokenization: The Road to a Limitless Blockchain

Many new crypto start-ups who collect money in exchange for the distribution of their token seem to think this does not classify as a “security”, according to Douglas Borthwick, chief marketing officer and head of business development at INX Limited. The SEC disagrees. Borthwik is working to create vital infrastructure for the “tokenization of everything” world of tomorrow. He and the team at INX are working to get ahead of the curb in regards to regulation. Their vision for which sorts of assets could exist on blockchain in the future expands beyond financial assets. Perhaps we could see passports, social security, and driver’s licenses all represented as NFTs unique to the individual. The “tokenization of everything” revolution could be larger than we think. Interviewed by Ash Bennington on December 2, 2021.

Innovation

The Founder's Scaling Debate: Solana vs. StarkWare

Most people agree Ethereum is too expensive. Many different tokens and companies have formed around the hype of being the next “Ethereum killer”. However, scaling solutions and the accompanied trade-offs differ from project to project. Solana utilizes the more traditional blockchain model while StarkWare exploits the process of “Zero-Knowledge Proofs” to boost efficiency. Kyle Davies, co-founder of Three Arrows Capital, and Real Vision’s Ash Bennington moderate a healthy discussion between Anatoly Yakovenko, CEO and co-founder of Solana, and his competitors, Eli Ben-Sasson, co-founder and president of StarkWare, and Avihu Levy, head of product at StarkWare, to discuss varying solutions to scalability issues fundamental to DeFi. Join them for a technical discussion into the world of DeFi from some of the top experts in the space. Recorded on November 29, 2021.

Style Channels

Contrarian

Contrarian alert for NanoXplore

We have our third contrarian alert for the week, this time at Basic Materials stock NanoXplore (GRA).

Growth

Invested in Oil and Gas? Your Assets Could Be At Risk

If you've invested in oil and gas, a global shift towards renewables has potential to endanger $1 trillion in assets. Despite currently soaring oil prices, long-term trends away from fossil fuels threaten to wipe out around $1 trillion USD in the next decade for oil and gas producers, as Mike Coffin of Carbon Tracker warns. As the costs of wind and solar power rapidly fall and countries commit toward a net-zero carbon world, companies that fail to commit capital to the transition could be in danger of having their assets devalued. “This isn’t some ESG thing,” says Coffin. “This is a core financial risk.” Interviewed by Maggie Lake on December 2, 2021.

High Yield & Income

Insiders on the road to green pastures in mining

Today, a Venture-listed company with a tilt towards green-oriented mining investment is in the spot light. Queen's Road Capital (QRC) has not been round for even two years, but it has already announced its first dividend. Could there be more growth ahead?

Cryptos, Gold, & Hard Assets

The Founder's Scaling Debate: Solana vs. StarkWare

Most people agree Ethereum is too expensive. Many different tokens and companies have formed around the hype of being the next “Ethereum killer”. However, scaling solutions and the accompanied trade-offs differ from project to project. Solana utilizes the more traditional blockchain model while StarkWare exploits the process of “Zero-Knowledge Proofs” to boost efficiency. Kyle Davies, co-founder of Three Arrows Capital, and Real Vision’s Ash Bennington moderate a healthy discussion between Anatoly Yakovenko, CEO and co-founder of Solana, and his competitors, Eli Ben-Sasson, co-founder and president of StarkWare, and Avihu Levy, head of product at StarkWare, to discuss varying solutions to scalability issues fundamental to DeFi. Join them for a technical discussion into the world of DeFi from some of the top experts in the space. Recorded on November 29, 2021.

Real Vision

Dec 09, 2021
Defeating Crypto's Best: The RV Bot and How You Can Get It
Real Vision’s trading algorithm has outperformed the aggregated bucket of top 20 cryptos by more than 20%. The performance has been astonishing and there are bigger plans for the Bot on the horizon. Moritz Seibert, CEO of Munich Re Investment Partners and co-founder of twoquants.com, has been developing the Real Vision Bot, a subscriber driven trading algorithm employing the collective wisdom of RV visionaries to democratically decide which tokens to buy and sell. The performance has been astonishing and shows sometimes it’s better to trade with the momentum of crowds at your back. There are plans for the Bot on the horizon, the most exciting being the full transition to a decentralized autonomous organization (DAO). Seibert learns from the highly experienced Mona El Isa, CEO and founder of Avantgarde Finance, who has been deep in the world of blockchain-based venture capital since 2016. Together, they discuss the bot’s journey so far and where it's headed. Recorded on December 3, 2021.
Real Vision Dec 09, 2021
The Godfather of Gamification
Yu-kai Chou is one of the world’s leading experts on gamification. What started as an addictive way to create engagement in video games has taken over the online world in ways we couldn’t imagine, shaping our lives, experiences, and even societies as a whole. Raoul and Yu-kai discuss how gamification works; how it is being applied from everything from social media to governments; and the fine line between positive and nefarious use cases of this powerful form of behavioral economics. But now, gamification is going to be further super-charged in the Web 3.0 world, where network effects are everything. Yu-kai unveils his new AR/Metaverse NFT product, which hopes to use the powerful forces of memories and storytelling to create everlasting value in this new world. This is a fascinating look at the world of gamification that has shaped the network effects of The Exponential Age and how it too is about to go exponential. Recorded on December 2, 2021.
Real Vision Dec 08, 2021
Pfizer & BioNTech Share Results on Boosters as Job Openings Near All-Time High
With markets easing on Omicron fears this week and assets across the board beginning to recover from last week’s drawdowns, Pfizer and BioNTech both announced today the initial findings of the effectiveness of their boosters against the Omicron variant, demonstrating promising results of neutralizing the virus. The October JOLTS numbers also were released, showing that 4.2 million Americans quit their jobs, a decrease from the previous month, and openings increased to slightly over 11 million. 42 Macro founder and CEO Darius Dale analyzes the labor market’s recovery, COVID’s continuing impact on markets, the implications of the U.S. House passing legislation on increasing the debt ceiling limit, and more. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3dAjdo6
Dec 08, 2021
The Founder's Scaling Debate: Solana vs. StarkWare
Most people agree Ethereum is too expensive. Many different tokens and companies have formed around the hype of being the next “Ethereum killer”. However, scaling solutions and the accompanied trade-offs differ from project to project. Solana utilizes the more traditional blockchain model while StarkWare exploits the process of “Zero-Knowledge Proofs” to boost efficiency. Kyle Davies, co-founder of Three Arrows Capital, and Real Vision’s Ash Bennington moderate a healthy discussion between Anatoly Yakovenko, CEO and co-founder of Solana, and his competitors, Eli Ben-Sasson, co-founder and president of StarkWare, and Avihu Levy, head of product at StarkWare, to discuss varying solutions to scalability issues fundamental to DeFi. Join them for a technical discussion into the world of DeFi from some of the top experts in the space. Recorded on November 29, 2021.

INK Videos

INK Videos Dec 09, 2021
Shorts win the Q3 round at Winpak
We revisit Winpak (WPK) where short bets have been paying off. Insiders are betting their luck is about to run out.
INK Videos Dec 08, 2021
Insiders buy as Brookfield builds a super brand
Brookfield Asset Management (BAM) has worked its way through the headwinds of early stages of the pandemic and now has bold ambitions to be a global asset management leader. Insiders are buying into the plan.
INK Videos Dec 07, 2021
Shorts bet against Morguard REIT
Today, we look at one of the most shorted names on the TSX, Morguard Real Estate Investment Trust (MRT.UN).
INK Videos Dec 06, 2021
VitalHub sees healthy insider buying
Healthcare stocks could begin to attract more investor attention as a place to hide while the Fed tapers and talks rate hikes. Health record and care management software supplier Vitalhub (VHI) could benefit from that. An insider was buying as Vitalhub rallied on the back of Q3 results announced November 15th.