INK Ultra Money Free: Today, we look at a name that once again made our INK Edge Top 30 Energy list. This small cap oil & gas stock is up more than 700% over the past year. Despite the rally, this Alberta junior producer still appears to have bright days ahead. Join us as we let the insiders guide us to opportunity this fall.
Merger arbitrage is one of the *most* lucrative yet dangerous endeavors on Wall Street. The strategy appears enticingly simple: buying the stocks of companies that are going to be acquired by other companies, with the hope of profiting when the merger closes. Yet in practice, the undertaking can present the would-be arbitrageur with disastrous losses should the deal not go through. Success in merger arbitrage hinges on ascertaining whether or not the deal will close, and in this interview, Deepak Gurnani, founder and managing partner at Versor Investments, shares his rigorous systematic merger arbitrage framework for estimating that critical probability. Gurnani also shows how to use his quantitative tools to augment and de-risk global macro investment strategies by exploiting asset return dispersion within stocks, bonds, and commodities. Interviewed by Real Vision’s Jack Farley.
While small and mid-cap oil & gas stocks have been leading in 2021, there is one integrated giant that has been pulling its weight as well. Today we revisit INK Canadian Insider Index member Cenovus Energy (CVE) which has been outperforming its large-cap peers.
Sep 29, 2021
Asia Update: Cryptocurrency Entrepreneurship
Being a Hong Kong based journalist, Angie Lau, editor-in-chief of Forkast.news, joins to give us a boots on the ground perspective into the Asian crypto scene. Despite the recent news of yet another Chinese crackdown, the Asian cryptocurrency industry is blossoming, especially in areas like the Philippines and Vietnam. Lau takes through the big picture vantage point of several stories she has been covering. Having recently concluded her interview with Charles Hoskinson, founder of Cardano, Lau also reflects on some of the lessons learned and the importance of differentiation in the crypto space. Axie Infinity is another crypto project that has had a powerful impact on Lau. She discusses the broader implications for what “play-to-earn” projects mean for countries like the Philippines and touches on the future of crypto in Asia more generally. Interviewed by Ash Bennington on September 23, 2021.
Sep 28, 2021
Ethereum 2.0 and Its Developments Explained
Ryan Berckmans, investor and Ethereum community member, joins to discuss. Berckmans provides us with a deep dive into the London Hard Fork and EIP 1559, which are changing the structure behind gas fees on the network. He also lays out the timeline and describes the many hurdles that are involved in Ethereum’s transition to phase 2.0, where the network will utilize a proof-of-stake consensus algorithm. While this shift will undoubtedly make Ethereum more scalable, will it have negative implications for the chain’s security and validity? Tune in for Berckmans’ explanation. Interviewed by Ash Bennington on September 9, 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 23, 2021
Building The First Generation of DAOs
DAOs are capturing the imagination of creators and entrepreneurs the world over. Jess Sloss, instigator at Seed Club, joins Kevin Kelly, co-founder of Delphi Digital, to discuss how they guide and invest in startup communities as well as explain how social tokens can play an important role delivering value to those communities' members. In this deep dive, Sloss explains who DAOs will work for and why Seed Club is discerning who is in this journey for the long haul. Filmed on September 16, 2021.
Jeff Snider: Understanding the Shadow Banking System
Jeff Snider, head of global research at Alhambra Investments comes back for Round 2 with Real Vision's Maggie Lake to give us a master class in money supply and explain why central banks are doomed to fail when it comes to reviving global growth. He also weighs in on China's Evergrande problem and whether cryptocurrencies are the answer to our current economic woes. Filmed on September 23, 2021.
Sep 21, 2021
How Software Developers Hold the Keys to Society
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.
Last call for value investors as Baytex blasts off
Are Baytex Energy (BTE) headed to the moon? If so, it may not be too late for value investors to hitch a ride. Editors note: on September 1st, the company reported that the River Clearwater discovery appraisal well program production from five appraisal wells was greater than 2,300 barrels of oil per day based on current production, not 30-day initial production as stated in the video.