Andrew Freedman, CFA, communications sector head at Hedgeye, makes his Real Vision debut in style with a pairs trade on Netflix and Disney. He discusses why Netflix’s subscriber growth is hitting a wall, explains how Disney’s DisneyPlus could be a Netflix killer, and breaks down his price targets for both stocks, in this interview with Jake Merl. Filmed on July 29, 2019.
Bill Fleckenstein, president of Fleckenstein Capital, talks with legendary financial reporter Jim Grant about how his career transition came at a fortuitous time. Moving from technology to finance, coinciding with the beginning of the 1980s technology bull market, Fleckenstein made an especially timely bet. This video is excerpted from a piece published on Real Vision on October 29, 2018 entitled “Diagnosing Monetary Disorder.”
Jay Van Sciver, sector head of industrials & materials at Hedgeye, makes his Real Vision debut on “Trade Ideas.” Sciver highlights one particular short idea: Rollins, the pest control company. He analyzes the bear case, notes the deteriorating fundamentals and discusses how to take advantage of the opportunity in this interview with Jake Merl. Filmed on April 10, 2019.
John Jannarone, editor in chief at IPO Edge, returns to Real Vision to discuss one of the most popular & expensive IPO’s this year: Lyft. He notes the absurd valuation, highlights several risks to the growth story and specifically reviews how to play his bearish thesis, in this interview with Jake Merl. Filmed on April 9, 2019.
Tommy Thornton, founder of Hedge Fund Telemetry, reveals his short thesis on the stock that makes up the largest percentage of the Dow Jones Industrial Average: Boeing. He notes the absurdly low short interest, examines the technical smorgasbord in the charts, and reviews a specific options trade to play the setup, in this interview with Brian Price. Filmed on March 5, 2019.
“The Scourge of Wall Street”, Marc Cohodes shares a gut-wrenching story of losing his business in 2008 despite being perfectly positioned. This is a clip excerpted from a video published on Real Vision on December 15, 2017.
Is there more room on the downside for car stocks? Max Wolff, co-founder of Multivariate, answers this question as he revisits his bearish thesis on the auto sector from the end of April. He discusses the recent price action, catalysts to watch and specifically how to make the trade, in this interview with Brian Price. Filmed on October 29, 2018.
Bill Fleckenstein, president of Fleckenstein Capital, joins legendary financial writer Jim Grant to discuss their perspectives on Fleckenstein’s career, the precious metals markets, and the last decade of central bank misbehavior. The esteemed pair break down some of the biggest challenges facing investors today. Filmed October 10, 2018 in New York.
Thomas Thornton, founder of Hedge Fund Telemetry, reveals the five market themes he sees driving equities lower in the near-term. He highlights three ways to trade a market fallout, and explains why his long-term bearish thesis will finally start to unfold in this interview with Justine Underhill. Filmed on August 30, 2018.
Tony Greer, founder of TG Macro, joins Justine Underhill to discuss why he’s bullish on Scotts Miracle-Gro. He explains why the gardening company’s post earnings plunge as an opportunity to get in on an upward swing. Filmed on May 30th, 2018.