Cinnamon: How Blockchain Can Support Content Creators
Santiago Velez, entrepreneur and digital asset investor at Block Digital Corporation & AD, Inc., welcomes Róbert Tarabčák, CEO & founder of Cinnamon, to discuss how Cinnamon is utilizing blockchain to disrupt the streaming and content creation industry. Cinnamon is competing with big names like Spotify and Twitch by abandoning the subscription payment model and using a streamlined "currency agnostic" system. They are able to outsource video processing power via miners on the blockchain, making the end product more cost-effective for users and creators. Filmed on June 16, 2021.
Real Vision editor Jack Farley welcomes Daniel Earle, president & CEO of Solaris Resources, to discuss the copper market, mining economics, and the effects of new political regimes in South America on basic metals. He believes that copper is experiencing a structural bull market due to robust demand recovery coupled with supply restraints that are slowly returning to pre-pandemic levels. Earle draws on his experience as an equity research analyst to illustrate his framework for analyzing mining companies and projects. Filmed on June 14, 2021.
Real Vision senior editor Ash Bennington welcomes Raoul Pal, CEO and co-founder of Real Vision, to explore recent price action of the key macro variable--the dollar--and its impact on markets. In light of the DXY breaking to the upside in the past couple days, Pal provides an update on his macro outlook and where the inflation narrative fits into his perspective.
Jun 18, 2021
DFINITY: Building a New Internet on Blockchain
Raoul Pal, CEO & co-founder of Real Vision, sits down with Dominic Williams, chief scientist & founder of DFINITY, to discuss DFINITY's progress towards constructing a scalable, secure, blockchain-based internet. DFINITY redefines what people think about blockchain. Williams describes novel concepts such as "Node Nervous System" and "Zero Knowledge Identity", which he believes to be pivotal stepping stones in constructing a new, decentralized internet. Filmed on June 16, 2021.
Real Vision's Ed Harrison welcomes David Rosenberg, president & chief economist at Rosenberg Research & Associates, and Peter Boockvar, CIO at Bleakley Advisory Group, to discuss inflation, potential actions for the FED, and the reopening of the economy. Boockvar and Rosenberg each take different sides of the inflation argument with Boockvar arguing that inflation is a real threat and Rosenberg arguing that the FED should be worried about the state of the economy when the fiscal stimulus ends. Boockvar cites the recent CPI and PPI data as evidence that the FED should react to inflation while Rosenberg believes that other economic agents such as GDP and consumer spending more accurately explain the economy. However, Boockvar is supportive of energy and agriculture stocks, Asian markets, and precious metals. Similarly, Rosenberg is supportive of rotating into growth stocks and ensuring that portfolios have geographic diversification into other countries. Filmed on June 15, 2021.
Senior editor Ash Bennington and editor Jack Farley welcome Real Vision’s new interim managing editor Samuel Burke to the Daily Briefing. The trio cover the big declines in commodities such as gold, oil, and soybeans alongside a rally in the 30-year U.S. Treasury bond and technology stocks. In the crypto world, Burke inspects the World Bank’s rejection of El Salvador’s request to use Bitcoin as legal tender, and Bennington updates viewers on the utter collapse of a stablecoin known as Titan. Farley and Burke also take a look at OnlyFans’ exploration to sell shares as well as the Bank of America’s fund managers survey, which shows that the majority of portfolio managers agree with the Federal Reserve that inflation will be transitory.
Jun 17, 2021
The Impact of Implementing Central Bank Digital Currencies
Should central bank digital currencies (CBDCs) be implemented by policymakers, will the consequences that would occur be beneficial? It depends on who you ask. Real Vision senior editor Ash Bennington welcomes Izabella Kaminska, editor of FT Alphaville at Financial Times, to discuss the potential implications, often forgone by mainstream coverage, that come with the execution of CBDCs and to analyze their effect on the private banking sector. Filmed June 14, 2021.
All Eyes On The Fed: Will The Market Hear Some Taper Talk?
Real Vision senior editor Ash Bennington hosts Real Vision’s Ed Harrison and Jack Farley to break down an action-packed day as Fed Chair Jerome Powell responds to mounting inflationary pressure with the Federal Open Market Committee (FOMC) concluding their two-day policy meeting. The group covers how the market participants are reacting in real time, not only to the Fed’s direct actions but also their forward projections of interest rates (known as “the dot plot”) as well as their estimates for future economic growth and inflation.
Jun 16, 2021
What's on the Radar for Crypto Journalists?
Zack Seward, deputy global news editor at CoinDesk, joins Ash Bennington, Real Vision senior editor, to discuss various new developments in the crypto space and get a peek into Seward's journalistic perspective. They begin with recent updates in Bitcoin such as Taproot and Paul Tudor Jones and move into an in-depth discussion surrounding the "DeFi wars". Seward provides an insider perspective on further topics such as decentralized exchanges, institutional thirst for yield, and what it’s like being a crypto journalist. Filmed on June 14, 2021. Key Learnings: Seward is fascinated by developments in the world of DeFi. He believes this sector will continue to decentralize aspects of the banking industry, providing enormous utility for members of the third world trying to avoid remittance fees. Additionally, he lays out his process for deciphering what is "newsworthy" in the crypto space and why the recent news out of El Salvador may not be as good as people think.
Real Vision managing editor Ed Harrison welcomes Warren B. Mosler, economist at Valance Co. Inc. and one of the pioneers of Modern Monetary Theory (MMT), to explore the paradigm shifts in both monetary and fiscal policy through the lens of MMT. Much of the cause driving these paradigm shifts has been attributed to MMT, and in this light, Mosler dives deep into the restraints on policy, both self-imposed and naturally occurring, to understand its implications for the economy and for financial assets. To learn more about the MMT framework itself, watch this interview with Mosler and Harrison from 2019: https://rvtv.io/3cJEkoe. Filmed on June 11, 2021.
Tony Greer: What Should Investors Watch Out For At The Fed Meeting?
Real Vision senior editor Ash Bennington welcomes back Tony Greer of TG Macro to anticipate the Fed’s forecasts and policy moves and explore where Greer thinks markets are headed next. Greer provides a strategic update on commodities, equities, and the macro picture as well as his thoughts on inflation’s trajectory.
Jun 15, 2021
Caitlin Long and Jeff Horowitz: WTF is Happening with Regulation?
Ash Bennington sits down with Caitlin Long, CEO & founder of Avanti, and Jeff Horowitz, CCO of BITGO, to speculate on coming regulations and the implications these may have for the crypto space. Long discusses the benefits of preemptive regulation in the context of the work she has done and continues to do in Wyoming. Horowitz lays out the importance of regulation that preserves crypto's core purpose, especially in emerging markets. Additionally, they explore stable coins and the Federal Reserve, conflicting regulatory jurisdictions, and which countries are "ahead of the curve" in their crypto regulatory framework. Filmed live on March 24, 2021 at Crypto Gathering 2021. For more information on the Festival of Learning and to purchase your tickets, please visit: https://www.realvision.com/festival-of-learning-2021 Key Learnings: Horowitz and Long both agree on the importance of a lightweight approach to regulation that preserves crypto's core functions. Horowitz emphasizes creating access to emerging markets, harkening back to an early crypto commandment of bringing access to capital to the "unbanked". He fears greater regulation will isolate those living in failing states, and Long is concerned with maintaining the instantaneous clearing of transactions that smart contracts provide. She is actively working in Wyoming in hopes to influence early legislation and ensure a crypto-friendly outcome.