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.
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.
Russell Clark of Horseman Capital has been building a short thesis on US shale oil and semiconductor stocks. He thinks that the decline in shale sand efficiency will be a force that drives the oil price higher and put downward pressure on the USD as future foreign investment diverts away from the US to alternative international opportunities. Filmed on October 11, 2018 in London.
The Kiril Sokoloff Interviews - Stanley F. Druckenmiller
Investment visionary Kiril Sokoloff is embarking on a series of exceptional interviews from his personal contacts for Real Vision. In the second episode of his series, he sits down with a revered titan of the investment world: Stanley Druckenmiller. Druckenmiller has an unrivaled track record that spans many decades. But what might be most incredible is that even whilst becoming one of the world’s most successful money managers, Druckenmiller has also managed to maintain an incredibly balanced and happy life. This interview provides a unique opportunity to learn the previously unheard secrets of an investment legend. Filmed on September 6, 2018 in New York. Kiril Sokoloff is the chairman & founder of 13D Global Strategy & Research. To find out more about 13D Publications, visit 13D.com/RVSD.
For the third link, The Chain extends to San Francisco, where John Burbank sits down with Charles Songhurst, private tech investor and former Head of Corporate Strategy at Microsoft. In this insight-packed conversation, Charles discusses the potential for growth within the US economy, San Francisco as a nexus of innovation, and his approach to assessing investments in the sector.
Renowned as the planet’s leading authority on technology investments at the height of the boom, investing titan Art Samberg provides a glimpse into one of the most colorful periods in hedge fund history.
Japanese Debt Wipeout – Can They Get Away With It?
Bill Fleckenstein runs through the potential impact and fallout of a debt jubilee by a G7 member, suggesting Japan is a more obvious candidate than the US. In conversation with Grant Williams, Bill runs through the likely repercussions of such a move, nearly a decade into the black hole of finance. Plus, we also get to hear the legendary short seller’s assessment of today’s insane markets. Filmed on October 19, 2017, in Oregon.
Colin Gillis, director of research at Chatham Road Partners, discusses the looming problems he sees for Apple shares. He explains his analysis, and lays out the trade, in this interview with Justine Underhill. Filmed on May 30th, 2018.
This week Mark Yusko, CEO / CIO of Morgan Creek Capital Management, sits for an open and insightful Master Class in which he gives an in-depth appraisal of the changing dynamics in the hedge fund industry over several decades, explains the difference between how strategic and tactical asset allocations drive real returns, and identifies the key strategies you need to select the right managers from a massive investing universe.
Jesse Felder takes a scalpel to the FANG stocks, breaking down - one by one - exactly what investors need to be concerned about. From question marks over their digital advertising model to declining sales and cash flow, Jesse asks when price insensitivity in the tech sector will finally flip. Filmed on October 20, 2017, in Oregon.
Investment visionary Kiril Sokoloff embarks on a series of exceptional interviews from his personal contacts for Real Vision. In this first episode, Kiril sits down with Ronnie Chan, a leading Hong Kong property developer and early Chinese technology investor who has successfully straddled the diversity of eastern and western investment philosophies, becoming a trusted advisor to leaders across the world. Ronnie talks to Kiril about markets, politics and how to manage President Vladimir Putin on the public stage.