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.
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
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.
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.
Does Evergrande Pose Broader Market Threats Outside China?
Markets are down again today, bracing for potential impact by Evergrande and the FOMC’s upcoming meeting—Jim Bianco, president of Bianco Research, cuts through the market noise and provide his perspective on the unfolding saga of Evergrande. He also updates his thoughts on bonds and crypto. Interviewed by financial report Dion Rabouin. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3lFTr5M
Stocks and Bonds Decline as Markets Weigh the Odds of a Taper Announcement
In light of down day for U.S. markets and mixed economic data, Jack Farley, Ash Bennington, and Dion Rabouin come together to discuss the likelihood of a Fed taper announcement coming soon with the September FOMC meeting quickly rolling up. They also address the increasing anxiety around Evergrande as the Chinese property developer’s prospects continue to look more grim. Drop your questions here in the Exchange: https://rvtv.io/2Xpd5uI
Sep 16, 2021
How DAOs Are Kindling the Ownership Economy Model
The ownership economy flips traditional business models on their head—Cooper Turley, crypto strategist lead at Audius and manager of social at DAOs and Friends with Benefits, and Kevin Kelly, co-founder of Delphi Digital, explore the groundbreaking opportunities of social tokens for online communities. Turley explains how social tokens are democratizing rewards and financial incentives to the individuals who are truly bringing value to respective communities. He examines how these communities are much more efficient in their use of working capital and why peer governance focuses on the betterment of the community. Using Friends with Benefits as his primary example, Turley demonstrates how using simple applications and onboarding procedures allows communities to cultivate and develop productive members. Filmed on August 25, 2021.
$300 Billion Default Pushes Chinese Real Estate Market to the Brink
Darius Dale, founder and CEO of 42 Macro, returns to the Daily Briefing to update viewers on the triple threat that Chinese risk assets face: the alarming slowdown in economic growth, the looming default of Evergrande, and the harsh regulatory crackdown by the Chinese government on companies, most recently Chinese gambling stocks such as Sands China Ltd and Galaxy Entertainment Group Ltd. Dale then shares with Real Vision’s Jack Farley his thoughts on inflation and the recent strength in commodities such as oil and aluminum. Drop your questions in the Exchange here: https://rvtv.io/398jAE6
Sep 15, 2021
How Tokenization Can Revitalize the Real Estate Industry
Brent Reynolds, CEO and managing partner of Nolan Partners International, and Nick Halaris, president at Metros Capital, come together to discuss the massive adoption of tokenization taking place in the real estate industry. Some have called it the "democratization" of real estate investing, allowing retail investors an opportunity to own a portion of real estate that traditionally is out of their reach. As Nolan Reylonds International vision is long-term, they also are thinking about when regulation catches up with this trend, creating an aqueduct for retail capital to funnel into tokenized real estate. This amount of capital is currently not taken into account by current real estate fund models and has the potential to revitalize the industry. Filmed on September 3, 2021.
The Hidden Gem of Value Investing: Intangible Assets
Kai Wu, founder & CIO of Sparkline Capital, sits down with Dan Rasmussen, partner at Verdad Advisers, to discuss his research on intangible moats as a game changer to value investing. Through alternative data extraction methods, Wu seeks to uncover alpha from company talent, culture, and technological innovation. They examine the disruptive nature of companies with invaluable intangible assets and explore the idea that intangibles provide excess stock return for innovative companies. Filmed on September 8, 2021.
Inflation Cools Slightly As Oil Continues Its Rebound
With oil demand projected to continue strengthening for the rest of the year and OPEC upping their 2022 demand forecast, Tony Greer of TG Macro joins financial journalist Maggie Lake to analyze the sustainability of oil’s ongoing rally. Greer also shares an updated perspective on inflation as the CPI begins to cool off while prices remain elevated as well as on his long Bitcoin position.