Mike Novogratz of Galaxy Digital Capital Management joins Real Vision’s Raoul Pal for a deep dive into the world of crypto. The two heavyweights delve into the major opportunities and risks, discuss crypto’s influence on institutions, and predict what could be ahead for the space. Filmed on July 31, 2018 in New York.
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.
Dan Morehead and Joey Krug of the blockchain investment fund Pantera Capital sit down with Michael Green of Thiel Macro. The group explores the current state of cryptocurrency, blockchain technology, and the current investment environment. In addition, Morehead and Krug look ahead to the future of distributed ledger technology to explore how smart contracts will create value for users and investors by reducing transaction costs and eliminating middlemen. Filmed on May 22, 2018 in San Francisco.
Louis Llanes, founder of Wealthnet Investments, unpacks the case for upside in China Telecom shares. In his view, the company's cash flow and strong subscriber base create a unique competitive advantage that will allow the company to outrun the competition in the race to build 4G and 5G infrastructure in the world's most populous nation. Filmed on September 18, 2018 in Englewood, Colorado.
Why will rising popularity of almond milk make it more expensive to store postage stamps? Justine, Roger and Alex discuss. Plus, Ash shares what he learned about corporate blockchain. Filmed on July 30, 2018.
Michele "Mish" Schneider, director of trading education and research at MarketGauge, is bullish on agriculture. She presents a trade on the relevant ETF in this interview with Alyona Minkovski. Filmed on April 30.
Abdulhadi Shahadah is the head of asset management of GIB Capital based in Riyadh, with two decades of investing experience in a multitude of international markets. Abdulhadi dissects the state of the Saudi equity market, alongside the future of investments and the implications of inclusion in the MSCI EM index. Filmed on August 14, 2017, in Saudi Arabia.
Decentralized Applications Are Market Serial Killer
Dan Morehead from Pantera Capital was one of the first major investors in Bitcoin and the early cryptocurrency technology. With the advent of tokenization, Dan assesses the impact that the next wave of decentralized applications will have on the world’s most valuable data monopolies and where the winners will emerge, as the Blockchain disintermediates venture capital in a post-capitalist era. Filmed on July 10, 2017, in San Francisco.
Robotics, automation and artificial intelligence represent the fourth industrial revolution and a potentially seismic opportunity for investors. Jonathan Cohen’s Robocap Fund covers applications from smart factories, self driving cars and robotic surgery and in this Expert View, Jonathan explains where - and how - these disruptive technologies will matter most. Filmed October 31, 2017 in London.
In Part Two of this riveting conversation, founder and writer of The High Tech Strategist Fred Hickey continues his discussion with Real Vision, exploring the smartphone market with insights into Apple and their supply-chain 'Apple Dumplings', how he approaches fairly assessing the value of unicorns, and why he, a life-long tech investor, is suddenly very interested in gold.
Ronan Manly brings an investment banking background to his analysis of the London gold market, which is dominated by a handful of bullion banks and huge unallocated positions. An inability to convert these positions into physical gold could be an accident waiting to happen in an opaque market perpetuated by secretive ETF custodians. Filmed on June 16, 2017, in London.
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.