#United States Of America

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.
Trade Ideas Apr 18, 2018
Trade Ideas: Leave the Citi
Tony Greer of TG Macro lays out his bearish trade on Citigroup. He discusses the catalysts, key levels to watch out for, and how to make the trade, in this interview with Alyona Minkovski. Filmed on April 16th, 2018.
Real Vision Jan 19, 2018
Grant Williams in Conversation with Hugh Hendry
In the second of his new flagship series, Grant Williams travels to Saint Barthélemy in the Caribbean for a conversation with the founder of Eclectica Asset Management, Hugh Hendry. In a revealing and at times deeply personal discussion, Hugh discusses the rise and fall of Eclectica and explains how his experiences reflect the problems facing the wider hedge fund industry. Hugh also offers his thoughts on the pitfalls of arrogance as well as the pressures that stem from being a free spirit in an increasingly constrained world.
Trade Ideas Apr 19, 2018
Trade Ideas: Lower for Longer
Dr. Komal Sri-Kumar, president of Sri-Kumar Global Strategies, likes buying the 10-year Treasury bond. He discusses why yields should fall, in this interview with Alyona Minkovski. Filmed on April 16th, 2018.
Technical Trader Apr 12, 2018
Technical Trader: Making Paper with Staples
Technical analyst Mark Newton digs into the charts, and lays out a bullish trade on the consumer staples sector. Filmed on April 10, 2018.
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 Feb 19, 2018
Auto Finance Wreck Down the Road?
Several catalysts could come together to wreak havoc in the consumer auto lending space, argues Max Wolff of The Phoenix Group. He delves into the macro and micro components of the trade, and presents a few possible ways to play it.
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 Oct 13, 2017
Episode One
A World on The Brink, begins with Episode One, where host Dee Smith examines the complex world we live in and looks at how we have got to where we are today. In trying to gain an understanding, we delve back through history to the 300-year-old Westphalian Order and then move forward to the liberal international system and the rules based order. Together we explore how the many complex systems, agreements and structures from across centuries govern how our modern-day world functions and how in 2017 these systems are coming under increasing pressure. https://www.realvision.com/world-brink-disclaimer/
Trade Ideas Apr 12, 2018
Trade Ideas: A Yearn to Short Yen
Mark Spiegel, managing member at Stanphyl Capital, likes shorting the Japanese yen. He discusses why the currency should weaken, in this interview with Justine Underhill. Filmed on April 5th, 2018.
Real Vision Apr 09, 2018
Lurking Dangers in Debt Derivatives
After being decimated in the wake of the financial crisis, the bespoke debt derivative market has grown rapidly in the past three years to over $100 billion today. David Meneret, CIO at Mill Hill Capital, sees lurking risks in this ballooning market. He explains the potential dangers, and walks us through the catalysts that threaten to trigger a wider downturn. Filmed on March 28, 2018 in New York.