#Cyclical Consumer Services

The Interview Jan 12, 2018
Rising Risks for Tech Giants
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.
Real Vision Jun 21, 2018
Bull Case For The Mouse House
Dan Ives, chief strategy officer and head of technology research at GBH Insights, says that the bidding war between Comcast and Disney for various Fox assets is just heating up. However, regardless of the outcome, Ives believes that “The Mouse House” is undervalued at current levels. He explains why now is the time to buy Disney in this interview with Brian Price. Filmed on June 18, 2018. NOTE: Since filming, Disney responded to Comcast with a $71 billion bid for Fox assets.
Real Vision May 07, 2018
China Eyes the Prize in Global Fintech
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.
Real Vision Jul 18, 2018
Predicting the Next Crisis
Jim Rickards, a renowned author and the chief global strategist at Meraglim, is now predicting another global financial crisis. He explains why, and in so doing, reviews the unusual origins of his predictive analytics tool. He also explores complexity theory and Bayesian statistics. Filmed on July 12, 2018 in New York.
Real Vision Jun 13, 2018
Coffee perking up?
Shawn Hackett, president of Hackett Financial Advisors, discusses his bullish coffee trade. He explains his analysis and the key levels to watch in this interview with Justine Underhill. Filmed on June 4, 2018.
Real Vision May 04, 2018
Confronting Tech's Titans: Meet the Professor Who's Schooling Wall Street on Silicon Valley
From accurately predicting the recent price action of Bitcoin to foreseeing Amazon's purchase of Whole Foods, Scott Galloway, NYU Stern Professor and author of "The Four," has proven to be one of Wall Street's most clairvoyant commentators. In this interview with Datatrek's Nicholas Colas, the two discuss which tech titan will topple Apple to become the world's most valuable company, what the future holds for social media and the dangers of cryptocurrencies. Filmed April 24, 2018 in New York City.
Real Vision Jun 01, 2018
Bad Apple?
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.
Real Vision Jul 20, 2018
Capitalizing on Tech-Enabled Transformations
In his much-anticipated return to Real Vision, Josh Wolfe, Lux Capital co-founder and managing director, speaks with Thiel Macro’s Michael Green about how 3D printing, virtual reality and the evolution of mathematical applications are bringing equality to the global economy. He explains that digital technology will soon transform the way in which trillions of dollars worth of physical goods are manufactured — and highlights how investors can capitalize as all these shifts occur. Filmed on June 5, 2018 in New York.
Real Vision Dec 15, 2017
Grant Williams: In Conversation with Marc Cohodes
Real Vision's new flagship interview series premieres, as famed short seller Marc Cohodes joins Grant Williams for a candid and emotionally raw interview. In the first in a series of extended discussions with successful investors, Grant asks Marc about his short selection process, the difficulty of managing emotions when embroiled in a fight and his current battles with a series of companies he believes to be fraudulent. Marc offers a vicious takedown of biotech company MiMedx, and shares a gut-wrenching story of losing money during 2008, despite being perfectly positioned. Filmed November 21, 2017 in California.
Real Vision Jun 28, 2018
Telecom Titan to Rise Again?
Colin Gillis, director of research at Chatham Road Partners, explains why consolidation in the media landscape stands to benefit AT&T. He provides analysis of the telecom industry, and lays out the trade, in this interview with Brian Price. Filmed on June 25, 2018.
Real Vision Jul 06, 2018
A Bold Coffee Play
Chad Morganlander of Washington Crossing Advisors is bullish on Starbucks, one of the most beaten-down names in the Dow. Despite store closures and a departing CFO, Chad sees upward momentum for Starbucks due to growth potential in global markets. He lays out his thesis in this interview with Brian Price. Filmed on July 2, 2018.
Trade Ideas May 02, 2018
Fitbit - Stepping Up Their Game
Max Wolff, chief economist of the Phoenix Group, revisits his long Fitbit trade, in this interview with Alyona Minkovski. Filmed on April 26, 2018.