The home of stock ideas and strategies that run against the herd in search of undervalued companies cheap or ideas left for dead by other investors but which have the potential to deliver above average returns.

INK Videos Jan 20, 2020
Insiders buy as Empire goes on sale
Investors marked down Empire (EMP.A) shares after an earnings call in December. INK Research explains why that may offer a tempting sale price for contrarian investors.
Real Vision Jan 20, 2020
The Best Laid Plans: Understanding Elizabeth Warren's Economics
David Bahnsen, founder and CIO of The Bahnsen Group, takes a deep dive into the economic portfolio of Democratic presidential candidate Elizabeth Warren. Bahnsen unpacks the potential inconsistencies and contradictions of Warren's plan — with a particular focus on the consequences of a wealth tax. Filmed on January 13, 2020 in New York.
Real Vision Jan 17, 2020
The Bond Bullion Bonfire
David Rosenberg returns to Real Vision to discuss the interplay between yield and price in an era of record-low interest rates. In conversation with Real Vision’s Ed Harrison, he warns about the decade-long asset inflation in stocks as well as in bonds, which he perceives as a liquidity cycle not backed by fundamentals. He predicts central banks will remain dovish and reveals why he is constructive on gold, commodities, energy stocks, and a number of long-duration treasuries. Filmed on January 13, 2020, in Toronto.
Real Vision Jan 06, 2020
Down the A.I. Rabbit Hole: Hedge Funds, Wall St, & Machine Learning
Artificial intelligence and machine learning are poised to "eat the world" — but how, exactly, do they work together on Wall Street to make money for traders? NYU business professor, data scientist, and hedge fund manager Vasant Dhar sits down with fellow hedge fund manager and mathematician Hari Krishnan to take a deep dive into the cutting edge where technology meets markets. Filmed on December 9, 2019 in New York.
Real Vision Jan 02, 2020
Buybacks, Boeing, and Broken Promises
Dr. William Lazonick, co-founder and president of The Academic-Industry Research Network, sits down with Real Vision's Max Wiethe to dissect the evolution of the stock market and the modern American economic system. Citing Boeing as an example, he contends that the stock market is being used to loot previously innovative corporations as insiders and outsiders alike are incentivized to push stock prices higher. He also argues that American competitiveness is being sapped as companies prioritize stock buybacks over investing in research and development, building new infrastructure, and paying off debt. Lazonick explains how this focus on short-term profits has led to unstable employment, sagging productivity growth and a loss of international competitiveness. Filmed on December 6, 2019 in New York.
Real Vision Dec 24, 2019
The Generational Deflation Gap
Nicholas Pardini, portfolio manager and founder of Davos Investment Group, sits down with Tony Greer to describe his macro framework. Pardini argues that different generations are subject to different effective inflation rates, which is having profound knock-on effects in politics as well as in the economy. Pardini then shares part of his investment thesis, and outlines how he got his start in the investment business. Filmed on November 19, 2019, in New York. Find more info about Davos Invest Group here: and find more of Nicholas's research here:
Real Vision Dec 13, 2019
Joel Greenblatt
Joel Greenblatt, managing principal and co-chief investment officer at Gotham Asset Management, sits down with the iconic Jim Grant of Grant's Interest Rate Observer to talk value investing, the efficient market hypothesis, human psychology, negative interest rates, and education in the modern age. Greenblatt breaks down the simple strategy that led to his tremendous success and explains how it can be applied in today's high-tech, complicated markets. Filmed on November 6, 2019 in New York.
Real Vision Dec 06, 2019
Jim Litinsky
Jim Litinsky, founder and CEO of JHL Capital Group, joins Jim Grant to discuss how his value-based investment process has led him to increasingly creative corners of the financial markets. Litinsky and Grant examine the state of the financial world in the context of extreme monetary policy and geopolitical turbulence. Litinsky outlines his outlook for markets and details the turn of events that led his firm to own the only environmentally-friendly rare earth metals producer in the world. Filmed on November 6, 2019 in New York.
Real Vision Dec 02, 2019
Seeking Shelter through the Storm
In a market dominated by algorithms and stampeding crowds, how do you find an edge — especially at the end of a cycle? This week, Drew breaks down the conversation between Jim Grant and Sy Jacobs and reveals a leeward port for your portfolio.
Real Vision Nov 29, 2019
Sy Jacobs
Are leveraged loans the next major threat to the global economy? Sy Jacobs, managing partner of Jacobs Asset Management, joins forces with Jim Grant to scrutinize the “leveraged loan,” an asset class that is increasingly raising eyebrows on Wall Street. Jacobs and Grant tackle the efficient market hypothesis, negative yielding debt, and our current place in the business cycle. Filmed on November 7, 2019 in New York.
Real Vision Nov 25, 2019
A Dirtnap in the Zeitgeist
Jared Dillian, author of the newsletter “The Daily Dirtnap,” sits down with Tony Greer, founder of TG Macro, to talk about the market stories catching their eye: curve steepeners and cannabis stocks. Dillian breaks down his prescient call on Beyond Meat from this spring and weighs the possibility and the impact of an Elizabeth Warren Presidency in 2020. Filmed on November 14th in New York.
Real Vision Nov 25, 2019
2020: "A Rollercoaster on the Polls"
With less than a year until the 2020 election, the Democratic primary, impeachment proceedings, and rumblings of third party candidates become more relevant to investors every day. This week, Drew explains how the 2020 election might impact financial markets.