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.
Is this selloff in Apple justified? Dan Ives, managing director at Wedbush Securities, analyzes the current price action and explains what lies ahead for the stock. He discusses the recent earnings report and reviews the fundamental driver in this interview with Brian Price. Filmed on November 14, 2018.
Paul Schulte, founder of Schulte Research, explains why Chinese tech companies, especially fintech firms, have stealthily gained advantages over their largest US rivals. Developing their models from scratch, Chinese businesses are leapfrogging the West, where finance is encumbered by old-school cartels and tech is contending with a consumer backlash and regulatory oversight. Filmed on April 24, 2018 in Hong Kong.
For the third link, The Chain extends to San Francisco, where John Burbank sits down with Charles Songhurst, private tech investor and former Head of Corporate Strategy at Microsoft. In this insight-packed conversation, Charles discusses the potential for growth within the US economy, San Francisco as a nexus of innovation, and his approach to assessing investments in the sector.
Japanese Debt Wipeout – Can They Get Away With It?
Bill Fleckenstein runs through the potential impact and fallout of a debt jubilee by a G7 member, suggesting Japan is a more obvious candidate than the US. In conversation with Grant Williams, Bill runs through the likely repercussions of such a move, nearly a decade into the black hole of finance. Plus, we also get to hear the legendary short seller’s assessment of today’s insane markets. Filmed on October 19, 2017, in Oregon.
Colin Gillis, director of research at Chatham Road Partners, discusses the looming problems he sees for Apple shares. He explains his analysis, and lays out the trade, in this interview with Justine Underhill. Filmed on May 30th, 2018.
This week Mark Yusko, CEO / CIO of Morgan Creek Capital Management, sits for an open and insightful Master Class in which he gives an in-depth appraisal of the changing dynamics in the hedge fund industry over several decades, explains the difference between how strategic and tactical asset allocations drive real returns, and identifies the key strategies you need to select the right managers from a massive investing universe.
Jesse Felder takes a scalpel to the FANG stocks, breaking down - one by one - exactly what investors need to be concerned about. From question marks over their digital advertising model to declining sales and cash flow, Jesse asks when price insensitivity in the tech sector will finally flip. Filmed on October 20, 2017, in Oregon.
Tony Greer, founder of TG Macro, has been a staple of Real Vision's “Trade Ideas” during 2018. Looking ahead to 2019, Tony provides guidance and perspective amid the uncertainty. In this interview with Brian Price, Tony offers his take on the Fed and reveals where he sees the most concerning red flags for U.S. markets. Filmed on December 20, 2018.
Joe Perry, CMT, of ForexAnalytix is pressing his bearish bet on the S&P 500. He updates the trade and reveals the new key levels to watch out for in this interview with Brian Price. Filmed on January 3, 2019.
Max Wolff, co-founder of Multivariate, highlights the current price action in Apple and reveals why the recent selloff may be far from over in this interview with Brian Price. Although he recognizes the company’s long-term value, Wolff notes that trade wars, competition, debt, and many other factors impact his thesis. Filmed on January 3, 2019.