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.
Is the global economy poised to enter another deflationary cycle? Jeff Snider, head of global research and chief investment strategist at Alhambra Partners, believes that we have never enjoyed a true recovery from the global financial crisis - but instead, have merely bounced between cycles of deflation and reflation. In this piece, Snider unpacks the importance of Eurodollars as a key to understanding where the global economy is headed next. Filmed on September 11, 2018 in Tonawanda, New York.
Max Wolff, chief economist at the Phoenix Group, has an idea for trading the Japanese yen against the U.S. dollar. He explains what he’s looking at, key levels to watch out for, and how to make the trade, in this interview with Brian Price. Filmed on September 24, 2018.
Michele “Mish” Schneider, director of trading education and research at MarketGauge, is bullish on the digital health marketplace stock eHealth. In this interview with Justine Underhill, she unpacks her case for the company. Filmed on September 25, 2018.
Max Wolff, chief economist at the Phoenix Group, discusses his call for a defensive rotation out of tech and into consumer staples. In this interview with Brian Price, Max also highlights an ETF that is poised to benefit from the shifting market trends. Filmed on July 27, 2018.
Jeremy Shoykhet of the Active Owners Fund is sounding the alarm bell on Brighthouse Financial’s business model. In this interview with Brian Price, Jeremy makes the case that the MetLife spinoff is made up of potentially troubling assets. He also explains why a short position on Brighthouse could make a highly attractive hedge for a broad portfolio. Filmed on July 16, 2018.
Max Wolff, chief economist at the Phoenix Group, is waving a white flag of caution on the U.S. economy. Max says the combined impact of rising debt, a harmful trade war, and misguided fiscal policies will lead to a downturn for the S&P 500. He lays out his specific trade in this interview with Brian Price. Filmed on August 21, 2018.
Independent trader Jeremy Shoykhet is a high-conviction buyer of Seritage Growth Properties at current levels. In this interview with Brian Price, Shoykhet explains that a major loan from Berkshire Hathaway to Seritage will help shares of the REIT nearly double in the next year and a half. Filmed on August 15, 2018 in New York.
Max Wolff, chief economist at the Phoenix Group, has a unique view on Chinese equities. In this interview with Brian Price, Max reveals his short-term bullish thesis and discusses how to make the trade. Filmed on September 20, 2018
Max Wolff, chief economist at the Phoenix Group, is a buyer of gold. In this interview with Brian Price, Max says the yellow metal will become more attractive to investors once equity markets take a bearish turn. Max also lays out just how high he sees the ETF rising this year. Filmed on August 21, 2018.