Jeremy Shoykhet likes betting against the Chinese tech behemoth. In this interview with Brian Price, Jeremy unveils his short thesis and reveals just how low he sees Alibaba falling. Filmed on September 12, 2018.
Fred Hickey, editor of The High Tech Strategist, provides his unique take on the state of the technology sector, in this conversation with Tommy Thornton. Cutting through the valuations quandary, Fred questions the price people are paying for Apple, spells out the overseas regulatory threats for Facebook and Google, and offers a reminder that pioneers are the ones that can end up with arrows in their backs. Filmed December 21st, 2017 in New Hampshire.
Mark Cuban in Conversation with Kyle Bass - The Maverick Investor
Entrepreneur, Investor, Maverick. Mark Cuban arrives on Real Vision, in an incredible conversation with the equally legendary Kyle Bass, who finds out what makes the man from Shark Tank tick and his approach to investing, alongside some sharp insights on the future of AI, robotics and ICOs. Filmed on October 18, 2017, in Dallas.
The Kiril Sokoloff Interviews - Stanley F. Druckenmiller
Investment visionary Kiril Sokoloff is embarking on a series of exceptional interviews from his personal contacts for Real Vision. In the second episode of his series, he sits down with a revered titan of the investment world: Stanley Druckenmiller. Druckenmiller has an unrivaled track record that spans many decades. But what might be most incredible is that even whilst becoming one of the world’s most successful money managers, Druckenmiller has also managed to maintain an incredibly balanced and happy life. This interview provides a unique opportunity to learn the previously unheard secrets of an investment legend. Filmed on September 6, 2018 in New York. Kiril Sokoloff is the chairman & founder of 13D Global Strategy & Research. To find out more about 13D Publications, visit 13D.com/RVSD.
Carson Block's Approach to Spotting Fraud, Cockroaches and Bullshit
Famed activist short seller Carson Block pulls no punches as he takes aim at Canada, Jack Ma and the U.S. pharmaceutical industry in this interview with Brian Price. Block, who serves as CIO of Muddy Waters Research, discusses the red flags he looks for when hunting for fraud, and reveals which companies are currently on his radar. Carson also touches on how his line of work has led to both tremendous success and death threats. Filmed December 4, 2018 in New York.
Ryan Holiday is a master of the dark arts of media exploitation. He made his name with several books including the now legendary ‘Trust Me, I’m Lying’, which has become the bible of new media manipulation. In this interview he assesses the battleground for the first Presidential election to be played by the rules of the new media landscape and the influence that the media has had in shaping the debate for America.
Tuur Demeester, founder of Adamant Capital, provides a broad update on cryptocurrency markets. He shares his analysis of the 2018 crypto selloff as well as his future market outlook. Additionally, Demeester discusses his view of the future of blockchain based smart contracts, payment processing, and asset tokenization. Filmed on December 13, 2018 in Austin, Texas.
As Canada gears up for legal recreational marijuana in 2018, Real Vision goes on a road trip across the nation to meet the entrepreneurs, activists and investors in this burgeoning business worth an estimated $20 billion. Where are the best opportunities in cannabis and what parts of the market should investors avoid?
We sit down with one of the co-founders of Paypal, Jack Selby, who described to us the laborious and disruptive processes involved in setting up one of the biggest online payment systems in the world. Jack also shares lessons learned at Clarium Capital and the challenges of managing a macro fund when you have the Fed on the other side of the trade as well as his latest venture into the independent film industry. A fascinating journey through a wonderfully diverse career.
Michael Parekh, tech investor and entrepreneur, engages Real Vision in an eye-opening discussion on the booming tech sector. In this interview, Michael addresses how the sky-high valuations of some tech companies act as a modern Gold Rush, examines how the big technology companies are diversifying their business models, compares the business strategies of market darlings Apple and Tesla, and shares his framework on assessing new tech investment opportunities.
Tom Thornton has spent three decades in the investment markets, sharpening his technical analysis framework, from brokerages to hedge funds to his latest venture Hedge Fund Telemetry. In this interview, Tom lays out his technically-led trading process, examining the sectors set to lead and lag, with actionable insight on single stock names. Filmed on July 14, 2017, in New York.
John Wu, angel investor and Chairman of FengHe Group, discusses his extraordinary journey from urban communist China to the software development floors of Yahoo! and Oracle, eventually joining Jack Ma as the CTO of an early Alibaba. John gives detail on the potential customer market in China, explains the high success rate of Chinese startups, and provides an outlook for external investors interested in China.