Growth

A focus on those areas and stocks in the market market which have the strong growth potential either through innovation, proprietary business methods or market power.

Real Vision Oct 12, 2021
Beyond Mere Valuation: Finding True Alpha in Underappreciated Megatrends
Ophir Gottlieb, CEO of Capital Market Laboratories, has a different framework than the traditional stock-picker. Rather than searching for underappreciated companies in established industries, Gottlieb finds technological megatrends that themselves are underappreciated and overlooked by institutional investors such as cloud computing, streaming, e-commerce, and Web 3.0. Gottlieb gives a deep-dive on cloud computing stocks Digital Ocean ($DOCN), a central cloud platform powered by community, and Nutanix Inc ($NTNX), a pure-play in hyper-converged infrastructure (HCI). Gottlieb discusses why he remains very bullish on streaming company Roku ($ROKU) even after its more than 1,100% rise. He argues that institutional investors can fall into “cognition traps” by ignoring secular tech trends, which gives tremendous opportunities to retail investors. Gottlieb also discusses how he puts on positions by buying stocks as well as options. Other companies discussed include PagerDuty Inc ($PD), Shopify Inc ($SHOP), NVIDIA Corporation ($NVDA), Applied Materials ($AMAT), and Jumia Technologies ($JMIA). Interviewed by Real Vision’s Jack Farley on October 6, 2021.
Sep 30, 2021
When Music and Crypto Collide
Two complementary industries, music and crypto, are becoming more intermingled by the day. Jack Spallone, head of crypto at HIFI Labs, joins Kevin Kelly, co-founder of Delphi Digital, to provide an insider look. Hailing from the recording industry, Spallone has thought a lot about this intersection we see today with crypto. There are countless ways in which the transition to a more decentralized internet, Web 3.0, can manifest new avenues for musical artists to curate their followings and earn revenue. Spallone and Kelly dive into these various avenues—from “Label DAOs” to social token community funds. This video is another installment of Kevin Kelly’s journey into Social Tokens, DAOs, & the Ownership Economy Revolution. Filmed on September 23, 2021.
Real Vision Sep 30, 2021
The New Age Of Global Macro and Merger Arbitrage
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.
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.
Real Vision Sep 28, 2021
High Conviction Assets in the Meme Age
Joe Besecker, CEO of Emerald Asset Management, joins short seller Marc Cohodes to discuss some of the hottest names in the cybersecurity space. Despite many investors catching the "meme asset" bug, the pair outline the legitimate, annuity-like value of digital token assets and several of Besecker’s high conviction long-term cyber plays. As more investors become enthralled with NFTs, Besecker predicts an imminent rise of security tokens’ value in a digitized ecosystem. Filmed on September 21, 2021.
Sep 27, 2021
The Layperson's Guide to NFTs and Ethereum
How much do you really know about NFTs? The current perception is that they are just a tradable version of art, but Ryan Berckmans, an Ethereum community member and investor, outlines its intricacies and nuances in this analogy-filled interview. Berckmans seamlessly explains the working relationship between NFTs, a platform like OpenSea, ERC-721 tokens, and a metamask wallet with real world objects like scarfs, soda cans and shipping containers. Following these explanations, he explores why we will see a multiple blockchain future and explains the key differences between Ethereum, Solana and Cardano. Interviewed by Ash Bennington on September 8, 2021.
Real Vision Sep 24, 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.
INK Videos Sep 21, 2021
Bullish sentiment is sticking to Covalon Technologies
Covalon Technologies (COV) makes its morning report debut on the back of insider buying as the stock rallies after earnings news.
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.
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.