Ultra Money Stream

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.

Risk Works in Both Directions

Michael Gayed, portfolio manager at Toroso Investments, LLC, and Darius Dale, founder and CEO of 42 Macro, discuss how risk works in both directions. The pair explore how to think differently about markets, making a case for a more nuanced understanding of the sequence vs. focusing on the ultimate goal of making money. They take a closer look at repeatable processes such as buy and hold strategies and market timing as well as lumber and gold as symptomatic indicators of markets and the wealth gap. Filmed on September 13, 2021.

Global Market Volatility Spikes as Fears of Evergrande Contagion Spread

Equities globally are in tumult, and volatility is rising sharply—Peter Boockvar, editor of the Boock Report and CIO of Bleakley Advisory Group, joins financial reporter Dion Rabouin to provide his perspective on further market action this week as investors’ fears surrounding Chinese property developer Evergrande intensify. Boockvar also discusses weakening sentiment among home builders and what that says about ongoing inflationary pressure on the economy. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/2ZabcSV

Interoperability and Micropayments Are the Internet's Future

If there is an original sin of the internet, Stefan Thomas, co-founder of Interledger and CEO & founder of Coil, would describe it as the development of business models that favored centralized monetization models, which led to troublesome payment systems for both users and content creators. As the emergence of blockchain technology offers an alternative to this, he joins Santiago Velez, co-founder and division lead of R&D at Block Digital Corporation, to outline the importance of interoperability between blockchains and micropayments. Those key features are what Thomas believes will remedy systemic issues and centralization which have taken hold of the modern-day internet. Filmed on September 15, 2021.

Data Science: How Does It Impact Markets?

President of Bianco Research Jim Bianco meets up with Ben Breitholtz, data scientist at Arbor Data Science, to take an in-depth look at the impact data science has on the markets. Through a series of charts and graphs, Bianco and Brietholtz walk viewers through Natural Language Processing (NLP), Machine Learning, and Search Activity. Bianco and Breitholtz also examine how these concepts translate into actionable information for traders and explore the role data analysis plays in trading and interpreting policy. Filmed on September 8, 2021.

Most Popular

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.
INK Videos Apr 23, 2021
INK Ultra Money Free: Meet the insiders who are going to produce psychedelic films
After getting a taste of the cannabis market, drug maker IntelGenx (IGX) has decided to give psychedelics a try. The firm has just got a deal with a high-profile German company and insiders are buying. Join us today as we ride with the insiders to find opportunities in these puzzling markets. Become a member of the Canadian Insider Club or subscribe to our premium service at INKResearch.com.
Real Vision Apr 08, 2021
Buyer Beware: Are Markets Set Up for a Pullback?
Peter Boockvar, CIO of Bleakley Advisory Group and editor of The Boock Report, joins Real Vision managing editor Ed Harrison to share his insights on the inflationary pressures and drawdown risks he’s observing. Boockvar discusses his take on why weekly jobless claims in the U.S. continue to be high while job openings are also at record highs, highlighting how enhanced unemployment benefits may be competing with wages and how this puts inflationary pressure on labor. He also analyzes Jamie Dimon’s statement of the economic boom running all the way into 2023 and points out that another leg up in rates, a potential tapering by the Fed, and the end of large-scale fiscal spending could all prove to upend that notion. Harrison and Boockvar also explore the potential influence that supply chain disruptions could have on earnings, a corporate tax grab under Biden, and the impact of high margin debt on markets.
Real Vision Mar 26, 2021
The Battles in the Market: Big vs. Small, Stay-At-Home vs. Re-Opening
Tommy Thornton of Hedge Fund Telemetry gives Real Vision’s Jack Farley a much-needed update on the “battles” in the market between mega-cap stocks that dominate the S&P 500 and the small-cap stocks in the Russell 2000 that have been ripping for months. Thornton analyzes the internals of the market, using DeMARK indicators to gauge exhaustion, and he looks at breadth, moving averages, and volatility. Thornton shares with Farley his view on bonds and energy stocks as well as Tesla, the ARK Innovation ETF, and specific stocks that are on his radar. For the special offer for Thornton’s research service, Hedge Fund Telemetry, use coupon code “stonks” here: https://www.hedgefundtelemetry.com/checkout/.

Starting Points

Stock Ideas

Bullish sentiment is sticking to Covalon Technologies

Covalon Technologies (COV) makes its morning report debut on the back of insider buying as the stock rallies after earnings news.

Investing Strategy

Bullish sentiment is sticking to Covalon Technologies

Covalon Technologies (COV) makes its morning report debut on the back of insider buying as the stock rallies after earnings news.

Policy Disruption

Risk Works in Both Directions

Michael Gayed, portfolio manager at Toroso Investments, LLC, and Darius Dale, founder and CEO of 42 Macro, discuss how risk works in both directions. The pair explore how to think differently about markets, making a case for a more nuanced understanding of the sequence vs. focusing on the ultimate goal of making money. They take a closer look at repeatable processes such as buy and hold strategies and market timing as well as lumber and gold as symptomatic indicators of markets and the wealth gap. Filmed on September 13, 2021.

Innovation

Bullish sentiment is sticking to Covalon Technologies

Covalon Technologies (COV) makes its morning report debut on the back of insider buying as the stock rallies after earnings news.

Style Channels

Contrarian

Risk Works in Both Directions

Michael Gayed, portfolio manager at Toroso Investments, LLC, and Darius Dale, founder and CEO of 42 Macro, discuss how risk works in both directions. The pair explore how to think differently about markets, making a case for a more nuanced understanding of the sequence vs. focusing on the ultimate goal of making money. They take a closer look at repeatable processes such as buy and hold strategies and market timing as well as lumber and gold as symptomatic indicators of markets and the wealth gap. Filmed on September 13, 2021.

Growth

Bullish sentiment is sticking to Covalon Technologies

Covalon Technologies (COV) makes its morning report debut on the back of insider buying as the stock rallies after earnings news.

High Yield & Income

Risk Works in Both Directions

Michael Gayed, portfolio manager at Toroso Investments, LLC, and Darius Dale, founder and CEO of 42 Macro, discuss how risk works in both directions. The pair explore how to think differently about markets, making a case for a more nuanced understanding of the sequence vs. focusing on the ultimate goal of making money. They take a closer look at repeatable processes such as buy and hold strategies and market timing as well as lumber and gold as symptomatic indicators of markets and the wealth gap. Filmed on September 13, 2021.

Cryptos, Gold, & Hard Assets

Interoperability and Micropayments Are the Internet's Future

If there is an original sin of the internet, Stefan Thomas, co-founder of Interledger and CEO & founder of Coil, would describe it as the development of business models that favored centralized monetization models, which led to troublesome payment systems for both users and content creators. As the emergence of blockchain technology offers an alternative to this, he joins Santiago Velez, co-founder and division lead of R&D at Block Digital Corporation, to outline the importance of interoperability between blockchains and micropayments. Those key features are what Thomas believes will remedy systemic issues and centralization which have taken hold of the modern-day internet. Filmed on September 15, 2021.

Real Vision

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 Sep 21, 2021
Risk Works in Both Directions
Michael Gayed, portfolio manager at Toroso Investments, LLC, and Darius Dale, founder and CEO of 42 Macro, discuss how risk works in both directions. The pair explore how to think differently about markets, making a case for a more nuanced understanding of the sequence vs. focusing on the ultimate goal of making money. They take a closer look at repeatable processes such as buy and hold strategies and market timing as well as lumber and gold as symptomatic indicators of markets and the wealth gap. Filmed on September 13, 2021.
Real Vision Sep 20, 2021
Global Market Volatility Spikes as Fears of Evergrande Contagion Spread
Equities globally are in tumult, and volatility is rising sharply—Peter Boockvar, editor of the Boock Report and CIO of Bleakley Advisory Group, joins financial reporter Dion Rabouin to provide his perspective on further market action this week as investors’ fears surrounding Chinese property developer Evergrande intensify. Boockvar also discusses weakening sentiment among home builders and what that says about ongoing inflationary pressure on the economy. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/2ZabcSV
Sep 20, 2021
Interoperability and Micropayments Are the Internet's Future
If there is an original sin of the internet, Stefan Thomas, co-founder of Interledger and CEO & founder of Coil, would describe it as the development of business models that favored centralized monetization models, which led to troublesome payment systems for both users and content creators. As the emergence of blockchain technology offers an alternative to this, he joins Santiago Velez, co-founder and division lead of R&D at Block Digital Corporation, to outline the importance of interoperability between blockchains and micropayments. Those key features are what Thomas believes will remedy systemic issues and centralization which have taken hold of the modern-day internet. Filmed on September 15, 2021.

INK Videos

INK Videos Sep 21, 2021
Bullish sentiment is sticking to Covalon Technologies
Covalon Technologies (COV) makes its morning report debut on the back of insider buying as the stock rallies after earnings news.
INK Videos Sep 20, 2021
Making it up on margin: insiders seizing the Tesla opportunity
The contrarian journey for Exco Technologies (XTC) investors continues and insiders are still going along for the ride.
INK Videos Sep 16, 2021
Last call for value investors as Baytex blasts off
Are Baytex Energy (BTE) headed to the moon? If so, it may not be too late for value investors to hitch a ride. Editors note: on September 1st, the company reported that the River Clearwater discovery appraisal well program production from five appraisal wells was greater than 2,300 barrels of oil per day based on current production, not 30-day initial production as stated in the video.
INK Videos Sep 16, 2021
INK Ultra Money Free: Those enthusiastic insiders
So far, INK reports have enjoyed a winning streak with Enthusiast Gaming (EGLX). Insiders appear to be betting that the stock will continue to score. If you are not a member, join us today as we let the insiders guide us to opportunity.