Energy

Here we focus on stocks and trends in the Energy sector. Topics include oil & gas, coal, uranium and alternatives.

Real Vision Jul 28, 2021
Bitcoin Is Eating the World
In this timely and in-depth discussion brought to viewers by this year's Crypto Gathering event, Peter McCormack, host of What Bitcoin Did, welcomes Nic Carter, partner of Castle Island Ventures, and Jack Mallers, founder and CEO of Strike, to dive into the macro framework for Bitcoin's adoption and shortcomings of its energy critiques. Carter and Mallers both believe that Bitcoin's global and inclusive qualities make it the most effective monetary network for conducting international business. Combined with weakening sovereign currencies, Bitcoin is poised to provide stability and convenience for cash finality without credit risk. Furthermore, the trio argues that the traditional and outdated banking system was already facing scrutiny for problems that Bitcoin can solve. Filmed during the Crypto Gathering 2021.
Real Vision Jul 28, 2021
Cathie Wood: The Five Technologies Driving The Innovation Revolution
Cathie Wood, founder and CEO of ARK Investment Management LLC, believes there are five major platforms with fourteen general-purpose technologies that are driving the innovation revolution today. Kiril Sokoloff, founder and CEO of 13D Research & Strategy, invites Wood to dive deeply into each of these platforms and why this is the time for investors to capitalize on the opportunities they’ll present. Wood explains how the seeds for each of these technologies were planted during the tech bubble and how their evolvement over the past twenty years has led them to thrive now. She also highlights how the convergence of these technological trends has fostered an environment for each to have a stronger impact across a broad array of sectors. Filmed on July 13, 2021.
Real Vision Jul 28, 2021
Cathie Wood: The Five Technologies Driving The Innovation Revolution
Cathie Wood, founder and CEO of ARK Investment Management LLC, believes there are five major platforms with fourteen general-purpose technologies that are driving the innovation revolution today. Kiril Sokoloff, founder and CEO of 13D Research & Strategy, invites Wood to dive deeply into each of these platforms and why this is the time for investors to capitalize on the opportunities they’ll present. Wood explains how the seeds for each of these technologies were planted during the tech bubble and how their evolvement over the past twenty years has led them to thrive now. She also highlights how the convergence of these technological trends has fostered an environment for each to have a stronger impact across a broad array of sectors. Filmed on July 13, 2021.
Real Vision Jul 27, 2021
Navigating Nations: The Emerging Markets Megatrend
To showcase the wonderful line-up from this year's Festival of Learning, Real Vision presents this interview of Raoul Pal, co-founder and CEO of Real Vision, and Brent Johnson, CEO of Santiago Capital, discussing emerging market investing and navigating different markets. When dissecting certain nations, Johnson and Pal share their personal anecdotes to lead into the reasons of potential investment in different emerging markets. Pal mentions that emerging markets become exceedingly volatile when they are in a trend, which makes them extremely attractive, and Johnson believes the best emerging markets are not "pleasing to the eye." Filmed during the Festival of Learning 2021.
Real Vision Jul 27, 2021
How Cathie Wood's Unique Research Has Her Bullish on Tesla and EVs
Cathie Wood, founder and CEO of ARK Investment Management LLC, joins 13D Research & Strategy founder and CEO Kiril Sokoloff to walk through her distinct research approach that allows the team at ARK to identify disruptive technologies and how this has led to her evaluation of the auto industry’s future. As someone whose research is macro-focused and first principles-based, Wood describes her investment process by explaining ARK's deep research into Tesla’s developments of innovative battery technology and chip design that leaves competitors who are beholden to traditional design cycles behind in the dust. She also expounds on how her bottom-up research is differentiated from others, allowing ARK to map out the exponential growth trends of emerging tech on the macro level. From there, Sokoloff and Wood consider how the convergence of various secular trends will flip the auto industry on its head such as ride-hailing, autonomous driving, vertical integrations of manufacturers, and shifts in consumer preferences. Filmed on July 13, 2021.
Real Vision Jul 26, 2021
Cathie Wood: Creative Disruption and the Sectors It Will Devastate
13D Research & Strategy founder and CEO Kiril Sokoloff welcomes long-time friend and the world’s greatest innovation investor in public markets Cathie Wood, founder and CEO of ARK Investment Management LLC. Drawing on her professional and personal life experiences, Wood shares how they have shaped her perspective on the rapidly evolving exponential trends that will disrupt the investment landscape—and sooner than many expect. She projects that transformative innovation will lift the market cap in publicly-traded companies focused in these technologies from $14 trillion to $75 trillion in the next five to ten years, which threatens to make nearly half of the companies in the S&P 500 obsolete. As well, Sokoloff and Wood explore the challenges posed to the asset management industry as it has been slow to adjust to the high-speed pace of this technological change. Taking into account the Fed’s ongoing dovish policy stance, the movement of bond yields, and the shift to a consumption of services, Wood also unpacks her insights into the cyclical deflationary set-up she sees unfolding. Filmed on July 13, 2021.
Real Vision Jul 23, 2021
King Street's Brian Higgins: Investing in High-Yield Distressed Debt
Brain Higgins is the co-founder and managing director of King Street Capital, one of the largest and most successful distressed debt hedge funds with $20 billion in assets under management. Higgins and King Street Capital have yet to have a losing year since its founding in 1995 despite the cyclical fluctuations of the economy. He joins Real Vision CEO and co-founder Raoul Pal to discuss high yield investments in distressed companies, the classical view of distressed investing, and the future of the industry with respect to increased central bank intervention. Filmed on July 19, 2021.
Jul 22, 2021
Erik Voorhees: The Case for the Decentralization of Business and Money
The separation of church and state was a revolutionary idea—Erik Voorhees, CEO of ShapeShift, and Eric Kryski, CEO and co-founder of Bidali, discuss whether it’s now time to separate money from state as well. Voorhees and Kryski discuss the origins of and new developments taking place at ShapeShift. Criticizing the infrastructure we have around our traditional human resources departments and arguing that they impoverish many of the people they advocate for, Voorhees makes the case for decentralization in many facets of life and the economy. He then applies this principle to money itself—in order to achieve a truly just society, a small, centralized group ought not possess a monopoly on currency. Filmed on July 15, 2021.
Real Vision Jul 22, 2021
So You Want To Be A Prop-Trader? Bonds, Options, and Dispersion
Noel Smith, CIO at Convex Asset Management, returns to Real Vision to dive into his core options trading strategies implemented at Convex Asset Management as well as his journey from prop trading to hedge funds. Smith argues that prop trading allowed him to tolerate greater risk in comparison to the steady returns required by outside funds in hedge funds. Smith walks through his 4 core strategies: VIX trading, Treasury volatility, volatility arbitrage, and dispersion trades. Smith disagrees with the consensus that trading is a zero-sum game and instead believes that following personal conviction will lead to success over time. Interviewed by Jack Farley on July 20, 2021.
INK Videos Jul 21, 2021
Insiders positioned for low rates and high oil prices
Could a period of both low rates and high oil prices be in store for us? If so, Melcor Developments (MRD) insiders and investors may be at the right place at the right time.
Jul 21, 2021
The State of Ethereum: A Deep Dive
Ethereum was created to be more than Bitcoin—Christine Kim, research associate at CoinDesk, discusses the many challenges faced and projects undertaken in attaining this goal. The adoption of DeFi has exploded in the last year, and Ethereum has benefited by being the only game in town. Although, as more chains come online and ETH gas prices soar, Ethereum is trying to adapt. Amidst many exciting yet challenging developments surrounding Ethereum, Christine Kim is a valuable resource to anyone interested in keeping up to date. She discusses a range of topics including EIP 1559, the shift to Proof-of-Stake, the "statelessness" dilemma, and much more. Interviewed by Ash Bennington on July 13, 2021.
Real Vision Jul 21, 2021
Milton Berg: Are Equities at a Peak?
Milton Berg, CIO of Milton Berg Advisors, joins Real Vision to share his technical framework for analyzing market signals and reasons why he believes we could be entering a bear market. In comparison to fundamental analysis, Berg argues that technical analysis is more effective because it gives the investor the confidence to abandon losing positions and stay with winning positions. Berg walks through historical charts of different markets and explains his analysis of buy and sell signals. He also explains the significance of Montgomery cycle dates in forecasting market turns due to their connection with human behavior. Interviewed by Jack Farley on July 15, 2021.