This starting point leaves no stone unturned in attempting to spot unrecognized political and policy developments that could not only shape markets, but also entire countries and regions. A great starting point for macro and political enthusiasts.
IMF Cuts Growth Forecast as Record Number of U.S. Workers Quit Their Jobs
Energy prices continue to jump higher, and global supply shortages continue to worsen just as the IMF now cuts their growth forecast to 5.9%, which is 0.1% lower than their July forecast and is rooted in growing inflationary concerns and the potential of tightening monetary policy. Tony Greer of TG Macro joins the Daily Briefing, diving into the energy sector and providing his outlook on oil and natural gas as well as increasing pressures on the economy from inflation to a fledgling recovery in labor markets. Interviewed by Ash Bennington. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3lzM54U
Peter Boockvar: Is Fed Chair Jay Powell's Renomination on the Line?
The DXY is extending its rally from Tuesday, breaking the 94 level for the first time since the end of October last year. With yields now falling today and Senator Warren’s strong opposition toward Powell’s renomination as the Federal Reserve chair, calling him a “dangerous man,” Peter Boockvar, CIO of Bleakley Advisory Group and editor of The Boock Report, joins us to discuss what might be the course for tapering, rate policy, and fiscal stimulus and their consequences on markets and the economy. Interviewed by Dion Rabouin. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/2YcT0Ij
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.
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 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.
Power of the Mind: Unraveling Fear when It Comes to the Markets
Dr. Gio Valiante, former head performance coach at Point 72, meets up with Denise Shull, performance and strategy advisor at The Rethink Group, to discuss what to do when the markets take away your confidence. Shull explains how she sorts through her clients' fears, frustrations, and disappointments to reach an "optimistic stage." They explore the "power of the mind" and take a closer look at the notion that if you follow your passions, the money will come. Filmed on September 16, 2021.
Michael Gayed, portfolio manager at Toroso Investments, LLC, and Darius Dale, founder and CEO of 42 Macro, discuss how risk works in both directions. The pair explore how to think differently about markets, making a case for a more nuanced understanding of the sequence vs. focusing on the ultimate goal of making money. They take a closer look at repeatable processes such as buy and hold strategies and market timing as well as lumber and gold as symptomatic indicators of markets and the wealth gap. Filmed on September 13, 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.
The Chinese Communist Party's stern crackdowns on its businesses such as Alibaba, Tencent, and its online education companies have alarmed investors all around the globe. Perth Tolle, founder of Life + Liberty Indexes, joins Kyle Bass, founder and CIO of Hayman Capital, arguing that this fear is warranted and that, perhaps, investors aren't actually worried enough about the threat that the Chinese Communist Party poses to investors. Tolle tells Bass why her ETF chose to generate alpha by seeking out free markets and free societies and avoiding countries like China all together where autocratic regimes erode shareholder value. Filmed on September 8, 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.