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How to Invest in the Broadband Boom | Alternative Investments | Latitude 42

Citing “a stark digital divide”, the Biden Administration has outlined a $2 trillion infrastructure bill that will prioritize broadband expansion as a top policy goal, earmarking $100bn to bring affordable internet to “all Americans” by 2029. Currently, some 25% of Americans lack broadband access. The disparities between Americans with and without reliable access to the internet have become more visible. Latitude 42 is one of […]

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Portfolio Construction: Beyond BTC & ETH (w/Jeff Dorman, Joey Krug, Ari Paul, and Raoul Pal)

Arca CIO Jeff Dorman, Pantera Capital co-CIO Joey Krug, and BlockTower Capital CIO and co-founder Ari Paul join Raoul Pal, Real Vision CEO and co-founder, to discuss their three favorite sectors in crypto, portfolio construction outside of Bitcoin and Ethereum, and how they view DeFi. Each of the guests describe what decentralized finance means to them, touching on the risks of investing outside of the […]

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Should We Fear Inflation? | The Big Conversation | Refinitiv

This week Real Vision’s Roger Hirst uses Refinitiv’s best-in-class data to look at the likelihood of inflation data taking off from here as we start to see the impact of base effects from last year’s pandemic bust. Economists are upping the ante with bolder and bolder forecasts for growth, but these impacts may be very short-lived. The dollar and yields may be self-correcting, and China’s […]

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Using the Yield Curve to Forecast Volatility (w/Mike Green & Harley Bassman)

Harley Bassman, founder of The Convexity Maven and inventor of the MOVE Index, sits down with Mike Green of Thiel Macro to talk volatility, MMT, and Bassman’s strategy for structuring his trades. In this no-holds-barred interview, Bassman also speaks to several indicators he’s using to determine when the volatility tide will turn. Filmed on May 22, 2019 at the EQDerivatives conference in Las Vegas. Thanks […]

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Andreas Antonopoulos: Bitcoin, Layer 2 Solutions, and the Wild West of Crypto (w/Ash Bennington)

Author, coder, and educator Andreas M. Antonopoulos (aantonop.com) joins Ash Bennington, Real Vision senior editor, to discuss Bitcoin, layer 2 solutions, and the Wild West of crypto. Andreas describes Bitcoin as enabling trust across vast distances without coordination—trust without a central authority. He explains that Bitcoin allows you to trust in the system, without needing to trust the other person you are transacting with and […]

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Archegos’ $20 Billion Implosion | The Short of it | Zer0es TV

In this month’s episode of The Short of it, the Muddy Waters team dissects the epic implosion of Archegos Capital Management. They specifically dive into the artificially manufactured short-squeeze that happened to GSX, a Chinese online learning company which many short-sellers believe is the biggest fraud since Wirecard. Carson and Freddy give their critique of Bill Hwang, the former protégé of Julian Robertson of Tiger […]

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A Rejection of the New “Roaring 20s” Recovery Narrative (w/David Rosenberg and Ed Harrison)

David Rosenberg, chief economist and strategist at Rosenberg Research Associates, believes that there will be a recovery—but not one nearly as robust as the market is currently pricing in. In this interview with Ed Harrison, Rosenberg argues that this is the result of a freshly increased debt overhang, lingering unemployment, and shifts towards saving and away from spending as a result of the psychological scarring […]

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Dan Tapiero: Three Key Crypto Investment Categories (w/Dan Tapiero and Raoul Pal)

Dan Tapiero, founder and managing partner of 10T Holdings, joins Raoul Pal, CEO and co-founder of Real Vision, to discuss some of the crypto investment sectors he is interested in, including blockchain infrastructure, on-ramps, and next generation financial services. Taperio explains his approach to investing in the space and why he is looking to invest in what he considers to be mid-sized, crypto companies worth […]

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Richard Koo: How Excessive Corporate Debt Could Thwart Future Economic Growth (w/Ed Harrison)

Subscribe to the Real Vision Crypto channel for more crypto-related content: http://rvtv.io/SubscribeRVCrypto Richard Koo, chief economist at Nomura Research Institute, returns to Real Vision to update his framework on how key economic variables such cash, liquidity, savings, and debt have been impacted by the global recession. In this interview with Real Vision managing editor Ed Harrison, Koo applies to the current situation his noted theory […]

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The SPAC Boom Apex, Market Memes, & the Biggest Opportunities in Tech (w/Josh Wolfe & Michael Green)

Because of their favorable structure, SPACs have become the vehicle of choice for founders and venture capitalists to bring private startups to the public market—even with the explosion of SPACs in 2020, we are already on record setting pace in 2021. In this interview with Mike Green of Logica Capital, Josh Wolfe of Lux Capital breaks down exactly why the SPAC structure is so favorable […]

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Yield Curve Control, Non-Fungible Tokens & a Wobbling Equity Market (w/Raoul Pal & Ash Bennington)

Real Vision CEO and co-founder Raoul Pal joins senior editor Ash Bennington to make sense of a bond market trying to regain its footing and a wobbling equity market vulnerable to an ignited dollar. Raoul argues that inflation is probably on the horizon but insists that it will be temporary cyclical, not secular. Raoul estimates that the Federal Reserve’s pledge to target maximum employment – […]

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The Macro “Endgame”: Growth, Gold, Deflation, and the Dollar (w/Lyn Alden and Eric Basmajian)

Eric Basmajian, founder and editor at EPB Macro Research, joins Lyn Alden of Lyn Alden Investment Strategy to break down his near-term outlook on the global economy as well his longer-term framework for macro investing. Basmajian notes that the growth rate in industrial output, the pick-up in demand for commodities, and a steepening yield curve indicate a growth pick-up. Alden and Basmajian explore the significance […]

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The Real Reason the Elite Count Gold as a Real Asset – EB Tucker and Robert Kiyosaki

Robert Kiyosaki is well-known for the phrase “Savers are losers” and it’s never been more true than in today’s economy. In his book, today’s guest says, “As history reveals an ugly pattern of governments spending tomorrow’s hard-earned savings today leaving unknowing savers holding the bag.” What most people don’t understand is that this is all a well-orchestrated plan to keep things from collapsing. But if […]

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Challenging the Mainstream COVID-19 Lockdown Narrative (w/Mike Green, Nick Hudson & Russel Lamberti)

In the fight against COVID-19, lockdowns have become a major policy tool used by governments around the world with a stated goal of limiting the spread of the virus and keeping hospitals from running out of capacity. Nick Hudson, CEO of Sana Partners, and Russell Lamberti, Founder of ETM Macro Advisors, are part of Pandemics Data and Analytics, or PANDA, a collective of leading scientists, […]

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Lyn Alden’s 2021 Macro Outlook

Lyn Alden of Lyn Alden Investment Strategies shares her 2021 thesis for the U.S. dollar, interest rates, inflation, and growth, providing a strategic update of how her expectations for these key macro variables influence her outlook on assets such as commodities, EM equities, real estate, gold, and bitcoin. Alden evaluates whether her bearish view on the dollar, which has proven enormously successful over the past […]

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Anthony Pompliano’s Story: Lessons on Bitcoin, Life, and Investing (w/ Raoul Pal)

Anthony Pompliano, investor at Pomp Investments, joins Real Vision CEO Raoul Pal to discuss Pompliano’s early career, his investing journey, and his introduction to the Bitcoin space. Pompliano describes his background, starting with college and his time in the military up until today, and he shares some of the most important lessons he learned for life and for investing. He talks about how he launched […]

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Winning the GameStop Game – FREE Training with Andy Tanner

We just did an emergency video! It is not are usual video as this is about what is happening RIGHT NOW! It is also a video that will tell you, beg you, plead with you to join Andy’s FREE and LIVE training! Normally we would mention Andy’s trainings, but this is different. This is LIVE! This is FREE! This is about what is happening RIGHT […]

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Bitcoin & The Future of Crypto Regulation (w/ Raoul Pal & Caitlin Long)

Caitlin Long, CEO & Founder of Avanti Financial Group, joins Real Vision CEO Raoul Pal to discuss Bitcoin, Wyoming at the forefront of regulations, and the problems of custody for crypto assets. Long explains the benefits Bitcoin has over many traditional asset classes as well as the concerns brought about by unclear regulations. She sheds light on how and why Wyoming aims to provide the […]

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