#New Mexico

Real Vision Feb 28, 2017
Convexity Trades for a Changed Paradigm
Ben Melkman is a master of derivatives and trade structuring, having been mentored by some of the legends of the hedge fund business. In this Master Class, Ben explains his approach to identifying mispricings and gaining leverage from options in shifting economic paradigms. Filmed on February 9, 2017 in New York.
Real Vision Nov 15, 2019
Ben Melkman
Light Sky Macro’s founder, CEO, and CIO, Ben Melkman, joins legendary financial journalist Jim Grant to discuss how his macro hedge fund thrives in an industry where many firms are struggling to survive. Melkman reveals several scenarios that he sees as the most important potential paradigm shifts facing global markets today. With a fractured political climate prior to the 2020 presidential election and institutions relying on systematic option writing to enhance yield - especially in volatility markets - Melkman walks through his perspective on the most impactful risks facing investors today. Filmed on November 7, 2019 in New York.
Real Vision Jan 09, 2020
Mega-Trends, Seasonality, & Earnings Season
Michele “Mish” Schneider returns to Technical Trader for the first time this year to deliver more insightful analysis breaking down what traders should have on their radar for 2020. Looking at seasonality, mega-trends, earnings reports, geopolitical concerns, and the potential for an uptick in inflation, Schneider makes a controversial call on Beyond Meat and reveals several opportunities in gold, sugar, and solar energy. Filmed on January 7, 2020 in Sante Fe, New Mexico.
Real Vision Jul 13, 2020
Angrynomics: Twilight of the Technocrats
The neoliberal model of free trade, open borders, and liberalized capital flows is under assault. Traditional economic models with rational agents and efficient markets don't accord with reality, and people are starting to notice. Even recent advances in behavioral economics have failed to capture this disconnect. Mark Blyth, William R. Rhodes Professor of International Economics at Brown University, and Eric Lonergan, macro hedge fund manager at M&G Investments, explore and seek to resolve these conflicts in their new book, "Angrynomics." Blyth and Lonergan examine how the outsourcing of economic management to grey-suited bureaucrats is fomenting a populist backlash that is redrawing political battle lines and molding the destiny of different asset classes in ways few fully grasp. They analyze the recent largesse of central banks as a sort of asymmetric put-option which rewards those who hold assets and punishes those who don't. Blyth and Lonergan also explore potential solutions, which include dual interest rates, citizens' wealth fund, and - yes - even helicopter money. Filmed on July 8, 2020.
Real Vision Nov 15, 2019
Ben Melkman
Light Sky Macro’s founder, CEO, and CIO, Ben Melkman, joins legendary financial journalist Jim Grant to discuss how his macro hedge fund thrives in an industry where many firms are struggling to survive. Melkman reveals several scenarios that he sees as the most important potential paradigm shifts facing global markets today. With a fractured political climate prior to the 2020 presidential election and institutions relying on systematic option writing to enhance yield - especially in volatility markets - Melkman walks through his perspective on the most impactful risks facing investors today. Filmed on November 7, 2019 in New York.
Real Vision Jan 17, 2017
Future Farming and Feeding the Planet
Alan Boyce enthralled Real Vision viewers with his insider’s guide to agriculture investing and ultra modern farming methods. This time the former fed economist and partner in Tache Basin tackles the Federal Reserve’s credibility and their ability to control both inflation and the dollar amid Trump's isolationist policies. In a wide ranging discussion, Alan considers the unforeseen consequences of demographics, dollar strength and political missteps for the future of ag-tech and our ability to feed the planet.
Real Vision Jan 31, 2019
A Sweet Setup
Michele “Mish” Schneider, director of trading education & research at MarketGauge, presents a bullish outlook on the world’s most tasty commodity. She analyzes historical patterns, delves into the charts and highlights how to get a bite of the sweet action. Filmed in Sante Fe, New Mexico on January 29, 2019.