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.
In the second of his new flagship series, Grant Williams travels to Saint Barthélemy in the Caribbean for a conversation with the founder of Eclectica Asset Management, Hugh Hendry. In a revealing and at times deeply personal discussion, Hugh discusses the rise and fall of Eclectica and explains how his experiences reflect the problems facing the wider hedge fund industry. Hugh also offers his thoughts on the pitfalls of arrogance as well as the pressures that stem from being a free spirit in an increasingly constrained world.
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.
In Episode Four of A World on the Brink, Dee Smith examines the changing nature of conflict. Breaking down some of the greatest threats to our world and their impact on nations, geopolitics, and individuals. From nuclear, cyber, and bio war to technology as a disruptive force and the threats from the connectivity revolution to dangers arising from natural disasters and to what might perhaps be the greatest threat of them all, human nature. https://www.realvision.com/world-brink-disclaimer/
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.
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.
A World on The Brink, begins with Episode One, where host Dee Smith examines the complex world we live in and looks at how we have got to where we are today. In trying to gain an understanding, we delve back through history to the 300-year-old Westphalian Order and then move forward to the liberal international system and the rules based order. Together we explore how the many complex systems, agreements and structures from across centuries govern how our modern-day world functions and how in 2017 these systems are coming under increasing pressure. https://www.realvision.com/world-brink-disclaimer/
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.
In Episode Two of 'A World on the Brink' – Globalization and its Discontents, Dee Smith examines globalization and its impact, bringing nearly a billion people out of poverty, but not without significant drawbacks. In this episode, we attempt to place globalization in context: as both progenitor and part of larger global changes that include automation, the rise of identity politics, economic contagion, and phenomena like Brexit. Contributors discuss the pros and cons of globalization in the context of the politics of nostalgia, populist movements, and attempts to recreate previous political and social structures. We also examine the largely unanswered questions that face us all, as opposing economic and social trends continue to gather strength. https://www.realvision.com/world-brink-disclaimer/
A region diverse in culture and history, yet the source of many of today's most violent conflicts. Episode 3 of A World On The Brink teases out threads from the tapestry of history to explain crucial yet less known factors—often missing from the popular narrative—which continue to drive conflict and change in the Middle East. These include the post WW1 redrawing of borders, the rise of Saudi oil wealth, the influence of Wahhabism, the formation of Al Qaeda, the resource curse and the rise of ISIS. https://www.realvision.com/world-brink-disclaimer/