The key to crypto’s integration into mainstream use is reducing “friction.” Whether it’s downloading MetaMask, operating a crypto wallet, navigating peer-to-peer transactions, or even simply opening accounts with Binance, Coinbase, or Kraken, there’s a lot of ground for the average person to navigate right now. Ed Woodford is on a mission to speed crypto adoption by the public. And he just raised $105 million to fund that mission. He is working with some of the largest institutions in the world, including Bain Capital, to bring the Web 2.0 user experience to crypto’s decentralized world. Institutional interest is booming, and this factor could prove critical to building robust decentralized financial infrastructure capable of supporting use by the masses. Woodford, co-founder and CEO of ZeroHash, talks about next steps with Santiago Velez, co-founder and division lead of research and development of Block Digital. Recorded on January 13, 2021.
Aryeh is one of the best-connected and most successful dealmakers in the technology and media industries. He has the ear of literally everyone, and they come to him to learn about digital disruption, new business models, and new growth opportunities. His unique vantage point gives him keen insight on where the world is going as well as valuable perspective on the megatrends driving the Exponential Age, from Web 3.0 to the Metaverse, from education to the future of media. It’s rare to get a glimpse inside the biggest deal rooms and hear the thoughts of corporations and startups that will entirely change the future landscape. Today, Raoul gives you a chance to peek behind the curtain. Recorded on January 12, 2022.
U.S. equity indexes bounced between “green” and “red” today, reflecting investor uncertainty amid a spike in volatility. Portfolio positioning is the critical question, as inflation fears feed expectations of four interest-rate hikes in 2022. Supply-chain issues continue to burden the global economy. And, now, crude oil is threatening to reach $100. Consumers are getting crunched, and investors are confused. Darius Dale, founder & CEO of 42 Macro, sifts the evidence and offers solutions for the current environment in a discussion with Ash Bennington. Care to submit a question? Drop it right here on the Exchange https://rvtv.io/3GJX3wN
Jan 19, 2022
The Metaverse: What Creates Digital Property Value?
SuperWorld is expanding the Metaverse. In SuperWorld, users can buy digital plots of land which correspond to actual locations on Earth. In this interview, Hrish Lotlikar, co-founder and CEO of SuperWorld, and Nick Halaris, president of Metros Capital, explore concepts surrounding digital estate. The number of new projects which fit under the metaverse umbrella seems to be growing by the day. However, as Halaris points out, there seems to be a lack of quality when these projects are compared to Web 2.0. Lotlikar, formerly in the digital production and gaming industry in Los Angeles, is working to merge the metaverse with the real world. Halaris and Lotlikar explore the details of SuperWorld as well as broader ideas related to digital ownership. What exactly do I own? How can I monetize my digital plots of land? Tune in for a fascinating discussion from two digital real estate pioneers. Recorded on January 11, 2022.
What can the past tell us about present markets, speculation, and the inflation and collapse of bubbles? The NFT craze and the prices people are paying for nothing more than mere JPEGs surely raise cries of excess. “Right now, there are a lot of questionable areas,” notes Jamie Catherwood, an expert on financial history. “But, over the long term, in 20 years, it will be like the dot-com bubble. A lot of companies were wiped out. But there are some massive companies that are still thriving today. From the ashes a couple phoenixes will arise.” Invoking Mark Twain, Alfonso Peccatiello, author of the Macro Compass newsletter, asks Catherwood, founder of Investor Amnesia and an associate at O’Shaughnessy Asset Management, if history rhymes and whether we’re in the midst of multiple manias. Catherwood offers a guided tour of the 19th century, a time when financial bubbles proliferated and “bucket shops” – glorified gambling parlors – thrived on Wall Street. Tune in for Catherwood’s response to Peccatiello’s Twain-esque question about how the past can inform investor decisions about the present. Recorded on January 13, 2022.
Yields Surge to Pre-Pandemic Levels as Investors Anticipate Fed Action
Bond yields rose across the curve Tuesday and stocks sank, as investors began to price in the potential impact of as many as four Federal Reserve rate hikes in 2022. The U.S. 10-year yield jumped to 1.865%, the highest it’s been since January 2020, and the German 10-year bund moved to within one basis point of turning positive for the first time since 2019. U.S. equity indexes were off nearly 2%, while European stocks fell about 1%. The CBOE Volatility Index (known as the “fear gauge”) surged as much as 20% intraday. Meanwhile, Brent and West Texas Intermediate crude prices continued to rise on strengthening global demand and tightening tensions in the Middle East. Still, all eyes are on the Federal Reserve. Alfonso Peccatiello of The Macro Compass welcomes back Nordea Markets Global Rates Strategist Andreas Steno Larsen for a European perspective on what's driving markets today. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3fD6xhw
Jan 18, 2022
Breedlove vs. Green: Hard Money, Bitcoin, and Political Failings
This is your chance to benefit from an exchange of ideas between two brilliant modern thinkers. Mike Green, chief strategist and portfolio manager at Simplify Asset Management, is a well-known Bitcoin bear. On the other hand, Robert Breedlove, founder of the “What Is Money?” podcast, is one of its most vehement proponents. Their disagreements originate from deeper convictions surrounding the proper methods of organizing society and the economy: Laissez-Faire versus centrally planned. Real Vision senior editor Ash Bennington moderates this fiery debate between Breedlove and Green on the roles of money and the state. The discussion begins on Bitcoin and weaves into larger political and socio-economic topics within which Bitcoin could play a significant role. Recorded on January 7, 2022.
Back to the Land: Investing in Farms as a High-Yield Inflation Hedge
With equities on uncertain footing, can America’s farmland offer an unorthodox yet high-yield alternative to bonds and gold as an inflation hedge? AcreTrader founder and CEO Carter Malloy thinks that it can. In a fascinating interview with Maggie Lake, Arkansas-based Malloy lays out the argument for diversifying your portfolio by investing in agricultural land, which AcreTrader claims has a 11% average annual return. AcreTrader, he explains, is an online portal for investors that combines a data analytics-fueled approach to identifying suitable properties with word-of-mouth and community-based interface with farmers. Malloy also says that AcreTrader provides investment and support for sustainable agriculture practices. Recorded on January 13, 2022.
Jan 17, 2022
Providing Universal Privacy: What is the HOPR Protocol?
Privacy is a topic that can be somewhat confusing within crypto. While Bitcoin can be transacted anonymously, its ledger is public, and privacy is not guaranteed. This system has its benefits, but it’s not the best for storing or transporting sensitive information at the individual or corporate level. Sebastian Bürgel, founder of HOPR, is bolstering one of the core founding pillars of crypto, using blockchain to preserve anonymity. He and his team at HOPR are aiming to implement a blockchain solution that keeps the importance of privacy at the forefront. The use cases in the privacy-blockchain realm are numerous and continue to grow. Bürgel, as a founder and programmer himself, gives viewers a technologist’s insights into a rich and growing field. Interviewed by Ash Bennington on January 10, 2022.
Opportunity in Uncertainty: Where Raoul Pal's Looking as Inflation Weighs on Consumers
U.S. retail sales fell in December as surging prices hit consumer spending. Raoul Pal discusses what opportunities are available for investors in an environment of rising inflation and why he is looking at the carbon trade. He also provides his view on Bitcoin, Ethereum and how to understand the macro environment. You don’t want to miss Raoul’s take on how we should be thinking amid the uncertainty. Interviewed by Maggie Lake. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3I2PBgs
Settling into the New Normal: The Reality of Volatility Shock
Have markets reached a collective volatility shock? Reflecting on the past two years since the March 2020 crash, Ben Savage of Clocktower Technology Ventures and Michael Green of Simplify Asset Management discuss the current landscape of risk. The pair analyze the change in the distribution of risk function in society and how the implications of the middle-ground safe bets become increasingly less attractive, leading to a shift in risk tolerance. Exploring phenomena like the Great Resignation, Savage and Green pose that gone are the golden days of passive management as more are willing to roll the dice for a chance at larger gains. Recorded on January 6, 2022.
In today’s volatile trading environment, charts can be a clear way to make investment decisions. Katie Stockton gives her technical take on the S&P 500 (which she says will enter a corrective phase in 1-2 weeks), FAANGs, 10-year yields, and more. Find out why she suggests sticking with core longs that have the support of rising moving averages and get some actionable ideas. We’ll also ask how much—if at all—fundamentals like rising inflation play into her investment decisions. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3FjqrbG