The place to find ideas and stocks that provide an alternative to fiat currency or a hedge against global money printing. It is also where you will find stories about mining.
Sep 30, 2021
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. This video is another installment of Kevin Kelly’s journey into Social Tokens, DAOs, & the Ownership Economy Revolution. Filmed on September 23, 2021.
Merger arbitrage is one of the *most* lucrative yet dangerous endeavors on Wall Street. The strategy appears enticingly simple: buying the stocks of companies that are going to be acquired by other companies, with the hope of profiting when the merger closes. Yet in practice, the undertaking can present the would-be arbitrageur with disastrous losses should the deal not go through. Success in merger arbitrage hinges on ascertaining whether or not the deal will close, and in this interview, Deepak Gurnani, founder and managing partner at Versor Investments, shares his rigorous systematic merger arbitrage framework for estimating that critical probability. Gurnani also shows how to use his quantitative tools to augment and de-risk global macro investment strategies by exploiting asset return dispersion within stocks, bonds, and commodities. Interviewed by Real Vision’s Jack Farley.
Sep 28, 2021
Ethereum 2.0 and Its Developments Explained
Ryan Berckmans, investor and Ethereum community member, joins to discuss. Berckmans provides us with a deep dive into the London Hard Fork and EIP 1559, which are changing the structure behind gas fees on the network. He also lays out the timeline and describes the many hurdles that are involved in Ethereum’s transition to phase 2.0, where the network will utilize a proof-of-stake consensus algorithm. While this shift will undoubtedly make Ethereum more scalable, will it have negative implications for the chain’s security and validity? Tune in for Berckmans’ explanation. Interviewed by Ash Bennington on September 9, 2021.
Joe Besecker, CEO of Emerald Asset Management, joins short seller Marc Cohodes to discuss some of the hottest names in the cybersecurity space. Despite many investors catching the "meme asset" bug, the pair outline the legitimate, annuity-like value of digital token assets and several of Besecker’s high conviction long-term cyber plays. As more investors become enthralled with NFTs, Besecker predicts an imminent rise of security tokens’ value in a digitized ecosystem. Filmed on September 21, 2021.
Jeff Snider: Understanding the Shadow Banking System
Jeff Snider, head of global research at Alhambra Investments comes back for Round 2 with Real Vision's Maggie Lake to give us a master class in money supply and explain why central banks are doomed to fail when it comes to reviving global growth. He also weighs in on China's Evergrande problem and whether cryptocurrencies are the answer to our current economic woes. Filmed on September 23, 2021.
The i-80 Gold road to opportunity and outperformance
I-80 Gold (IAU) has jumped more than 25% since we first covered it in May. Ted Dixon explains what is driving the stock down the road to outperformance and reports that insiders are very much along for the ride.
Sep 22, 2021
Charles Hoskinson: Unlocking the Power of Smart Contracts
The addition of smart contracts to the Cardano network has many in crypto buzzing. Angie Lau, editor in chief at Forkast News, hosts Charles Hoskinson, founder of Cardano and co-founder of Ethereum, to discuss the details around the Alonzo hard fork and the importance of smart contracts. Additionally, Hoskinson dives into the hurdles DeFi has to overcome both from a structural and a regulatory framework. Until accessibility and price volatility concerns are addressed, he feels it will be stuck in a speculative bind. Filmed on September 15, 2021.
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.
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.
Today, INK Research looks at a G-economy oil patch stock with D-economy characteristics.
Sep 13, 2021
Blockchain Helping to Reshape Agriculture
The majority of the Earth's farms are family owned. Jon Trask, CEO and founder of Dimitra, explains how he’s equipping farmers with blockchain tools to boost productivity and sustainability. Dimitra is the Greek goddess of agriculture, an apt name for a company attempting to revolutionize how small farmers grow their food. Leveraging satellite images, soil data, and machine learning, Dimitra is currently helping over 1 million farmers in countries like Uganda and India. Trask joins Santiago Valez, research and development at The Block Digital, to go over exciting developments at Dimitra and how they are utilizing the blockchain to facilitate a secure exchange of data among the world’s farmers. Trask also discusses Dimitra’s token, which launches this month! Filmed on September 8, 2021.
A big bet on bitcoin mining as shorts get squeezed and profits flow
INK Ultra Money Free: INK Research looks at a bitcoin miner that is starting to benefit from its recent investments in mining capacity. Join us as we let the insiders guide us to opportunity in crypto equities and beyond this fall. Become a member by joining us via inkresearch.com or canadianinsider.com .