This channel has a focus on stories that involve companies and people that are trying to either disrupt markets or accelerate growth in established industries.

Real Vision Sep 20, 2019
Becoming a "Fool on the Hill"
Whitney Tilson, founder and CEO of Empire Financial Research, talks to Ed Harrison about how a few big risks he took early in his career allowed him to grow his fledgling hedge fund. Heeding the advice of Warren Buffet provided him the perspective to identify the opportunities in non-consensus equities through the dotcom bubble. Tilson shares why that perspective helped develop his investment process. This clip is excerpted from a video published on Real Vision on September 13, 2019 entitled “The Endless Hunt for Value.”
INK Videos Sep 18, 2019
Insiders wait for a spark at Luminex Resources
Luminex resources (LR) was spun out of Lumina Gold (LUM) in the summer of 2018. It has three core projects in Ecuador with two farmed out to two different gold majors. Luminex is drilling on the third project and insiders seem to like what they are hitting.
Real Vision Sep 17, 2019
The Splintering of Network Infrastructure
Scott Malcomson of Strategic Insight Group joins Dee Smith to discuss the current challenges that geopolitical tensions pose to the construction of a cohesive 5G network. Malcomson explains his concerns about the usability and security of the technology, and provides his prediction for the future of the industry. This clip is excerpted from a video published on Real Vision on August 3, 2019 entitled “5G and the Deglobalization of Network Infrastructure.”
Real Vision Sep 13, 2019
The Endless Hunt for Value
Value investor Whitney Tilson, founder and CEO of Empire Financial Research and the former managing partner of hedge fund Kase Capital, details his transformation from momentum trader to an investor living by Warren Buffett’s dictum that “it’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” In this conversation with Ed Harrison, Tilson explains why he sees WeWork pulling its IPO and eventually going bankrupt, lays out the case for Amazon and Fannie Mae, and speaks to the outlook for beaten-up European financials. Filmed on September 9, 2019 in New York.
INK Videos Sep 12, 2019
Insider buying continues at highly-ranked Converge Technology
Converse Technology Solutions stock is up about 100% this year, but insiders are still buying. In the September 12th INK Morning Report, the firm's growth through acquisition business model is in focus. So far, it seems to be paying off.
Real Vision Sep 11, 2019
The Failure of Predictive Algorithms
Cathy O’Neil, CEO of O’Neil Risk Consulting & Algorithmic Auditing, explains to Dee Smith of the Strategic Insights Group how algorithms actually work. O’Neil reveals the shortcomings of predictive algorithms and explains why the market’s lack of understanding of those shortcomings poses an unseen risk. This clip is excerpted from a video published on Real Vision on August 3, 2019 entitled “The Risks of Relying on Algorithms.”
Real Vision Sep 09, 2019
Don't Worry, Buy Vol
Wayne Himelsein, CIO of Logica, explains to Mike Green of Thiel Macro why he believes that markets are not prepared for a likely “phase shift” from a low volatility world to one where volatility is dramatically more pronounced for an extended period of time. Himelsein has found a way to be long volatility, and has constructed a portfolio with minimal costs of carry during the bull market, but which is designed protect his clients through the next financial crisis. Filmed on August 27, 2019 in Los Angeles.
Real Vision Sep 06, 2019
The Chinese Mirage
Christopher Balding, associate professor at Fulbright University Vietnam, delves into the many layers of the Chinese economy with Mike Green of Thiel Macro. Balding and Green discuss the inconsistencies in the overarching bullish narrative on China, and explain how the debt machine works in the Chinese real estate markets. Filmed on August 27, 2019 in Los Angeles.
Real Vision Sep 05, 2019
Momentum Late in the Cycle
Ari Wald, head of technical analysis at Oppenheimer & Co., makes his Real Vision debut with a bullish call on equities. Wald explains why he thinks the secular bull trend isn’t over yet, and breaks down the historical case for momentum strategies at this point in the cycle. He also highlights recent breakouts in momentum indicators and provides two ETFs to play the setup - $MTUM and $DWAS. Filmed on September 4, 2019 in New York.
Real Vision Sep 05, 2019
A Unique Bond Rally Play
Dan Russo, CMT, chief market strategist at Chaikin Analytics, presents a unique real estate analytics company as a way to play the rally in bonds. In this interview with Jake Merl, Russo walks through the bullish signals from his proprietary model, discusses how much upside he expects for the stock, and notes key risks to the trade. Filmed on September 4, 2019.
Real Vision Aug 30, 2019
Capital Allocation and Wealth Inequality
Abbas F. “Eddy” Zuaiter, managing member of Zuaiter Capital Holdings and former COO of Soros Fund Management, interviews Leo Hindery, chairman and CEO of Trine Acquisition Corp. In this candid conversation, these two titans discuss the dynamic environment in contemporary media and how the incentives of public firms have caused a level of inequality unsurpassed in history. They also discuss the relative importance of shareholders and stakeholders when it comes to corporate decision-making. Filmed on August 14, 2019 in New York.
Real Vision Aug 28, 2019
Is This Still a Bull Market?
Chris Verrone, partner at Strategas Research, sifts through the noise to answer a timely question on every investor’s mind: is the bull market over for stocks? In this interview with Alex Rosenberg, Verrone analyzes the market’s recent price action, breaks down some key contrarian signals, and notes where to draw the line in the sand for the S&P 500. Filmed on August 27, 2019.