#I.T. Consulting

Real Vision May 11, 2018
Gold's Evolving Role in Portfolios
Simon Mikhailovich, Co-Founder of the Tocqueville Bullion Reserve, returns to Real Vision to discuss the events that propelled him to become a gold investor. In this in-depth interview, Mikhailovich speaks with Real Vision's Grant Williams about gold's role in a portfolio and how it can be used to hedge against risk. Filmed on April 9, 2018 in New York.
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 Apr 11, 2018
About-Face on Facebook
Michael Purves, chief global strategist and head of derivatives strategy at Weeden & Co., changes his view on shares of Facebook. He discusses his trade idea in this interview with Alyona Minkovski, filmed on April 9th, 2018.
Real Vision Jun 15, 2018
Finding the Right REIT
Kevin Kelly, managing partner of Benchmark Investments, presents his pairs trade on REITs. He explains how best to profit from real estate in a rising rate environment in this interview with Justine Underhill. Filmed on June 11, 2018.
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.
The Kyle Bass Interviews Nov 03, 2017
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.
Real Vision Dec 08, 2017
Episode Five
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/
Real Vision Apr 04, 2018
Market Breaking Points
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.
Real Vision Apr 13, 2018
The Naked Call: Right on Target
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.
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 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 May 21, 2018
Emerging Markets: From Vulnerability to Opportunity
At the beginning of 2017, Ed Misrahi of Ronit Capital was buying the Mexican peso in the aftermath of the U.S. election, when most investors were running the other way. The peso rallied aggressively in the first part of that year. Today, Ed still loves the long-term prospects across emerging markets, but sees excellent rewards from diversification and in leaving a little powder dry for better opportunities ahead. Filmed on May 3, 2018 in London.