Style Channels

Contrarian

Europe's Lurking Asset Allocation Crisis

Philipp Vorndran, investment strategist at Flossbach Von Storch for a decade and former chief investment strategist at Credit Suisse Asset Management, speaks bluntly about Europe’s money management business and the approach he is taking at his firm to maximize total return for investors. He shares his global perspective in the face of an uncertain outlook for investment in European-based companies. In addition to detailing his firm’s asset allocation strategies, Vorndran also tackles the need for physical gold, and addresses the coming crisis in European pension companies who are universally under-leveraged to equities. Filmed on August 30, 2019 in Cologne, Germany. Learn more about Macro Insiders here: http://www.realvision.com/macro-insiders

Growth

Becoming a "Fool on the Hill"

Whitney Tilson, founder and CEO of Empire Financial Research, talks to Ed Harrison about how a few big risks he took early in his career allowed him to grow his fledgling hedge fund. Heeding the advice of Warren Buffet provided him the perspective to identify the opportunities in non-consensus equities through the dotcom bubble. Tilson shares why that perspective helped develop his investment process. This clip is excerpted from a video published on Real Vision on September 13, 2019 entitled “The Endless Hunt for Value.”

High Yield & Income

Former Fed Insiders on Dollar Repo Madness

Danielle DiMartino Booth, chief strategist at Quill Intelligence, interviews George Goncalves of The Bond Strategist in his first appearance on Real Vision. As two former insiders at the Dallas Fed, Danielle and George deconstruct the US Dollar liquidity problems and help clarify the major structural issues confronting the repo markets. Filmed on September 18, 2019 in New York. Please see Danielle & George’s note here - https://www.realvision.com/fed-insiders-on-dollar-repo-madness-report.

Cryptos, Gold, & Hard Assets

CEO buys as Galway Metals stock flops on share supply surge

Are investors getting cold feet at the impending prospect of more Galway Metals (GWM) shares becoming free trading? If so, it may offer speculators opportunity as the company seeks to bulk up its resources on its New Brunswick project via more drilling.

Foreign Exchange

European Banks: Value Play or Value Trap?

Is there a case for buying beaten-down European bank stocks? AK explains what’s been going wrong, and examines whether there’s now a case for taking a second look.

Insurance

Becoming a "Fool on the Hill"

Whitney Tilson, founder and CEO of Empire Financial Research, talks to Ed Harrison about how a few big risks he took early in his career allowed him to grow his fledgling hedge fund. Heeding the advice of Warren Buffet provided him the perspective to identify the opportunities in non-consensus equities through the dotcom bubble. Tilson shares why that perspective helped develop his investment process. This clip is excerpted from a video published on Real Vision on September 13, 2019 entitled “The Endless Hunt for Value.”

Private Equity

Building a Crypto Trading Platform

Michael Moro, CEO of Genesis, an over-the-counter market-maker for cryptocurrencies, explains how he discovered bitcoin, recognized its value, and dove headlong into the industry. . This clip is excerpted from a video published on Real Vision on June 28, 2019 entitled “An Inside Look at Big Money’s Bitcoin Trading.”

Short Selling

Short Netflix, Long Disney

Andrew Freedman, CFA, communications sector head at Hedgeye, makes his Real Vision debut in style with a pairs trade on Netflix and Disney. He discusses why Netflix’s subscriber growth is hitting a wall, explains how Disney’s DisneyPlus could be a Netflix killer, and breaks down his price targets for both stocks, in this interview with Jake Merl. Filmed on July 29, 2019.

Activist

Becoming a "Fool on the Hill"

Whitney Tilson, founder and CEO of Empire Financial Research, talks to Ed Harrison about how a few big risks he took early in his career allowed him to grow his fledgling hedge fund. Heeding the advice of Warren Buffet provided him the perspective to identify the opportunities in non-consensus equities through the dotcom bubble. Tilson shares why that perspective helped develop his investment process. This clip is excerpted from a video published on Real Vision on September 13, 2019 entitled “The Endless Hunt for Value.”

Energy

Yangarra Resources insiders buy as investors punish oil patch success

Yangarra Resources has been growing its EPS by over 40% per year for the past 5 years. Yet, investors are lowering the P/E multiple on the stock. However, insiders are responding to this investor punishment by doubling down on their business strategy and buying more shares.