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.
Tony Greer of TG Macro lays out his bearish trade on Citigroup. He discusses the catalysts, key levels to watch out for, and how to make the trade, in this interview with Alyona Minkovski. Filmed on April 16th, 2018.
The Blockchain Killer? An Introduction to Hashgraph
Conventional wisdom has it that bitcoin's underlying technology, called the blockchain, will revolutionize electronic commerce, banking, and financial transfers. But is it possible that a different technology, called hashgraph, will actually be at the center of the coming revolution? Leemon Baird, the computer scientist and serial entrepreneur behind hashgraph, explains what the technology is, how it differs from blockchain, and how it could change the world. Filmed January 22nd, 2018 in Dallas.
What will the interactions among all the forces of social, political, and economic change mean for society going forward? Dee Smith puts the pieces together in the fifth and final episode of A World on the Brink, looking at what might be the ultimate causes of these changes and also exploring the crucial question of whether, and to what extent, the current systems and structures of the world will hold. Ultimately, the role of human nature and a look at history lend cause for both concern and for hope. https://www.realvision.com/world-brink-disclaimer/
Raoul Pal sees many critical markets at absolutely key levels. He starts with the tech giants, explaining why Google’s chart has become “the most important in the world,” before moving on to a bevy of other stocks, indices, currencies and commodities. What will break first, and how bad could the damage get? Filmed March 29, 2018 in Grand Cayman.
Several catalysts could come together to wreak havoc in the consumer auto lending space, argues Max Wolff of The Phoenix Group. He delves into the macro and micro components of the trade, and presents a few possible ways to play it.
Richard Excell, senior portfolio manager at Wolverine Asset Management, discusses why his call on Target and other big-box retailers has worked out, and forecasts what could be ahead for the space, in this section of an hour-long interview conducted by Michael Green.
Lakshman Achuthan of ECRI joins Real Vision once again to provide an update on where we are in the business cycle. He provides his short-term forecast, and discusses the potential long-term implications. He delves into the causes of the “secular stagnation” the global economy appears to be experiencing. Finally, he explains what most economists tend to get wrong about recessions. Filmed on April 6, 2018 in New York.
After being decimated in the wake of the financial crisis, the bespoke debt derivative market has grown rapidly in the past three years to over $100 billion today. David Meneret, CIO at Mill Hill Capital, sees lurking risks in this ballooning market. He explains the potential dangers, and walks us through the catalysts that threaten to trigger a wider downturn. Filmed on March 28, 2018 in New York.