Chad Morganlander, portfolio manager at Washington Crossing Advisors, revisits the opportunity he sees in consumer staples stock Church & Dwight. He explains why an expanding product line could benefit the company in this interview with Justine Underhill. Filmed on May 10, 2018.
Does cheap capital and its misallocation lead to a financialization of the economy, in a process that is detrimental to consumers? In this second installment of their Exchange series, Grant Williams, Simon Mikhailovich and Dan Oliver tackle some increasingly thorny issues such as the inevitability of cycles and their distorting effect on capital and ask if the central banks are now the last stop in the march of excess credit. Filmed on May 8, 2018 in New York.
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.
Brent Johnson’s journey to understand the outlook for the dollar and gold concludes with an extended interview with gold market legend Peter Schiff of Euro Pacific Capital. In this interview,Peter outlines the Fed’s contribution to global economic problems and suggests reflation in the next downturn will be impossible without causing a sovereign debt crisis. Filmed on October 11, 2017 in New York.
Chad Morganlander, portfolio manager at Washington Crossing Advisors, lays out a bullish trade on Walmart. He discusses the catalysts and his positioning in this interview with Justine Underhill. Filmed on May 10, 2018.
Chad Morganlander of Washington Crossing Advisors believes that Walgreens Boots Alliance is well-positioned to take on Amazon’s foray into drug retail industry. Chad lays out his trade in this interview with Brian Price. Filmed on July 2, 2018.
Thomas Thornton, founder of Hedge Fund Telemetry, presents a bearish thesis on IBM. Thornton warns that “Big Blue” is a vulnerable stock in an overbought sector. He explains the technical and fundamental catalysts behind the trade in this interview with Justine Underhill. Filmed on July 12, 2018.
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.
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.
What if the intense media focus on bitcoin and other digital currencies is missing the big story of business blockchain? Real Vision’s Ash Bennington investigates, interviewing blockchain specialists from IBM and KPMG, the founders of cutting-edge blockchain startups, and independent experts in the space. Filmed in July, 2018 in New York.