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.
Daniel Kahneman: The Nature of Human Judgment and Decision Making
Legendary psychologist and economist Daniel Kahneman, Nobel laureate and author of “Thinking, Fast and Slow" and "Noise," joins Josh Wolfe, co-founder and managing partner of Lux Capital, to share his extraordinary insights into the origins of cognitive biases and belief systems and how they lead us to do what we do. He unpacks the powerful psychological drivers of controversy and human judgment as well as people’s various outlooks on life, success, and happiness. Get a notebook out... Filmed at Real Vision's Festival of Learning 2021.
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.
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.
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.
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.
Sep 09, 2021
Kevin Kelly: Social Tokens, DAOs, & the Ownership Economy Revolution
Harnessing community growth and monetization while putting the benefits of such network growth in the hands of the participants, Web 3.0 will soon outshine the business models of Web 2.0 and disrupt big tech in an extraordinary way. Kevin Kelly, co-founder of Delphi Digital, sits down with Raoul Pal, CEO and co-founder of Real Vision, to discuss the launch of his new Real Vision mini-series on the ever-evolving world of creator-fan economies. On a mission to understand this rapidly growing sector within crypto, Kelly and Pal discuss the upcoming roster of guests as well as the philosophical concepts that encompass this space. Filmed on September 7, 2021.
Does the world truly need central banks? And what would a financial system without central banking look like? This is the question that Dylan Grice, co-founder of Calderwood Capital, and George Selgin, director at the Cato Institute's Center for Monetary and Financial Alternatives, explore in this in-depth, peer-to-peer conversation. Together, they survey historical examples of "free banking," examine key turning points in the development of the monetary system as it's known today, and imagine its potential future. Filmed on September 7, 2021.
The conditions for a precious metals bull market – deeply negative real rates and ballooning government deficits – are here, so why do gold and silver appear to have hit a speedbump? This is the question explored by veteran macro investor Michael Nicoletos and Tavi Costa, portfolio manager at Crescat Capital. Costa notes that the Federal Reserve is trapped between inflation and deflation, or as he calls it, “a tale of two destructive outcomes,” and he argues that the Fed’s inclination to continue to suppress rates will serve as a ballast for precious metals. Nicoletos explains why, when major central banks conduct quantitative easing (QE) together, moves in currencies are suppressed, so the truly big swings occur in real assets in addition to equities. The pair also explore gold’s potential vulnerability to being replaced by crypto as well as the risks they see in the Chinese economy and market structure. Filmed on August 26, 2021.
Aug 27, 2021
How Smart Contracts Work: A Visual Walkthrough
Learn about smart contracts inside and out. David Salem, contributor at Epsilon Theory, is joined by Anders Brownworth to discuss from technical and philosophical perspectives. Beginning by coding his own smart contract, Brownworth gives viewers a visual breakdown of the inner workings of currencies like Ethereum. Salem and Brownworth then pivot to conceptualize how smart contracts might work in the real world. How do you enforce contracts that reach beyond the digital realm? They discuss "the trilemma" and the trade-offs that come with a truly decentralized coin like Bitcoin versus coins with an organization's backing like Ethereum. This is essential content for anyone who wants to truly understand crypto. Filmed on August 16, 2021.
The Carbon Bubble: Risk Is Peaking for Fossil Fuel Companies
Along with 25 years of asset management experience, Mark Campanale, founder and executive chair at the Carbon Tracker Initiative, is passionate about climate change. In 2011, he and his team at Carbon Tracker published the award-winning report, "Unburnable Carbon—Are the World's Financial Markets Carrying a Carbon Bubble?" At the time, Campanale found that the world had used over a third of its 50-year carbon budget, and all remaining fossil fuel reserves held by private and public companies exceeded the remainder. He believes corporations, which have taken a heavy toll on the environment in the past century, have not paid their portion of the costs; however, with the green energy transition, major risks are posed to the viability of fossil fuel companies, putting their shareholders and creditors also at risk. Time is running out—Campanale discusses why these companies will continue to come under pressure with the decarbonization movement. Interviewed by Jack Farley on August 13, 2021.