This is your weekly taste of Real Vision – where the world’s smartest investors and traders share their best ideas. Find more at RealVision.com.
How Crypto Checkouts Drive Millions in Sales (Breakpoint 2024)
👉 For more information, go to https://solana.com/breakpoint.
*SPONSORED CONTENT* Did you miss out on Breakpoint 2024? In partnership with Solana, Real Vision is releasing the best talks from the event. In this presentation, Stijn Paumen of Helio explains how his company is enabling hundreds of companies to take advantage of more than $75M in sales using crypto.
Breakpoint is the annual gathering of the worldwide Solana community, hosted by the Solana Foundation. Breakpoint 2024 was held Sept. 20-21 in Singapore. For more information, go to https://solana.com/breakpoint.
DISCLAIMER
The content herein is provided for educational, informational, and entertainment purposes only, and does not constitute an offer to sell or a solicitation of an offer to buy any securities, options, futures, or other derivatives related to securities in any jurisdiction, nor should not be relied upon as advice to buy, sell or hold any of the foregoing.
This content is intended to be general in nature and is not specific to you, the user or anyone else. You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented without undertaking independent due diligence and consultation with a professional advisor. Solana Foundation Foundation and its agents, advisors, council members, officers and employees (the “Foundation Parties”) make no representation or warranties, expressed or implied, as to the accuracy of the information herein and expressly disclaims any and all liability that may be based on such information or any errors or omissions therein.
The Foundation Parties shall have no liability whatsoever, under contract, tort, trust or otherwise, to any person arising from or related to the content or any use of the information contained herein by you or any of your representatives. All opinions expressed herein are the speakers’ own personal opinions and do not reflect the opinions of any entities.
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10/25/2024 • 7 minutes, 15 seconds
Decentralized Science on Solana (Breakpoint 2024)
👉 For more information, go to http://solana.com/breakpoint.
*SPONSORED CONTENT* Did you miss out on Breakpoint 2024? In partnership with Solana, Real Vision is releasing the best talks from Breakpoint 2024.
In this keynote, Paul Kohlhaas of Molecule discusses decentralizing science and tokenizing research on Solana.
Breakpoint is the annual gathering of the worldwide Solana community, hosted by the Solana Foundation. Breakpoint 2024 was held Sept. 20-21 in Singapore.
👉 For more information, go to http://solana.com/breakpoint.
DISCLAIMER
The content herein is provided for educational, informational, and entertainment purposes only, and does not constitute an offer to sell or a solicitation of an offer to buy any securities, options, futures, or other derivatives related to securities in any jurisdiction, nor should not be relied upon as advice to buy, sell or hold any of the foregoing. This content is intended to be general in nature and is not specific to you, the user or anyone else. You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented without undertaking independent due diligence and consultation with a professional advisor. Solana Foundation Foundation and its agents, advisors, council members, officers and employees (the “Foundation Parties”) make no representation or warranties, expressed or implied, as to the accuracy of the information herein and expressly disclaims any and all liability that may be based on such information or any errors or omissions therein. The Foundation Parties shall have no liability whatsoever, under contract, tort, trust or otherwise, to any person arising from or related to the content or any use of the information contained herein by you or any of your representatives. All opinions expressed herein are the speakers’ own personal opinions and do not reflect the opinions of any entities.
About Real Vision™:
We arm you with the knowledge, the tools, and the network to succeed in your financial journey.
Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities.
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10/23/2024 • 6 minutes, 56 seconds
The Fed's Own Worst Enemy ft. Michael Kao & Harry Melandri
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Michael Kao, CEO of Akanthos Capital Management, joins Harry Melandri of MI2 Partners to discuss the potential fallout of what he calls "Powell's Premature Pivot." Michael explains how a shift in the U.S. dollar's equilibrating mechanism could ignite a competitive global rate-cutting cycle that would impact inflation volatility, oil prices, and overall economic stability.
🔥 This episode is brought to you thanks to Kalshi. Be one of the first 500 traders to get a $20 credit when you deposit $50. Use this link kalshi.com/realvision
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10/22/2024 • 1 hour, 9 minutes, 22 seconds
Breakpoint 2024: KAST - Product Keynote
*SPONSORED CONTENT* Did you miss out on Breakpoint 2024? In partnership with Solana, Real Vision is releasing the best talks from Breakpoint 2024. In this keynote, Raagulan Pathy of KAST, a stablecoin “super-app” built on Solana, introduces its PayFi suite of products — including IRL cards.
Breakpoint is the annual gathering of the worldwide Solana community, hosted by the Solana Foundation. Breakpoint 2024 was held Sept. 20-21 in Singapore. For more information, go to solana.com/breakpoint.
DISCLAIMER
The content herein is provided for educational, informational, and entertainment purposes only, and does not constitute an offer to sell or a solicitation of an offer to buy any securities, options, futures, or other derivatives related to securities in any jurisdiction, nor should not be relied upon as advice to buy, sell or hold any of the foregoing.
This content is intended to be general in nature and is not specific to you, the user or anyone else. You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented without undertaking independent due diligence and consultation with a professional advisor. Solana Foundation Foundation and its agents, advisors, council members, officers and employees (the “Foundation Parties”) make no representation or warranties, expressed or implied, as to the accuracy of the information herein and expressly disclaims any and all liability that may be based on such information or any errors or omissions therein.
The Foundation Parties shall have no liability whatsoever, under contract, tort, trust or otherwise, to any person arising from or related to the content or any use of the information contained herein by you or any of your representatives. All opinions expressed herein are the speakers’ own personal opinions and do not reflect the opinions of any entities.
About Real Vision™:
We arm you with the knowledge, the tools, and the network to succeed in your financial journey.
Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities.
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10/21/2024 • 7 minutes, 38 seconds
The Weekly Wrap-Up: October 20, 2024
🔥 Join us in Miami for the Crypto Gathering 2025 https://rvtv.io/4ephGzg.
Real Vision's Nico Brugge and Bijan Maleki break down the standout moments from an eventful week, provide updates on the RV Trade Idea competitions, and showcase some exciting new platform features. Stick around as they share their key takeaways and reflections on the week's most impactful content. Aired on October 18, 2024, on Real Vision.
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10/20/2024 • 19 minutes, 11 seconds
REKT Vision: "Uptober" Heats Up as BTC ETF Inflows Surge
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This week saw huge momentum for BTC ETFs, crypto now available through Venmo, and memes leading the pack in top gainers. Canary Labs and rektguy co-founders Ovie "OSF" Faruq and Michael "Mando" Anderson, also creator of the Mando Minutes newsletter, are back to review the biggest narratives driving crypto markets. On the latest REKT Vision, they discuss the big moves in the price of Bitcoin, memecoins rallies, and much more.
Get access to the exclusive monthly AMA and drinks session with OSF and Mando by signing
up to RV Crypto: https://rvtv.io/44e8Yj0
🔥 This episode is brought to you thanks to Kalshi. Be one of the first 500 traders to get a $20 credit when you deposit $50. Use this link kalshi.com/realvision
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10/18/2024 • 53 minutes, 19 seconds
Keynote: Sling (Breakpoint 2024)
👉 For more information, go to solana.com/breakpoint.
*SPONSORED CONTENT* Did you miss out on Breakpoint 2024? In partnership with Solana, Real Vision is releasing the best talks from Breakpoint 2024. In this keynote, Mike Hudack of Sling Money introduces “the money button for the world.”
Breakpoint is the annual gathering of the worldwide Solana community, hosted by the Solana Foundation. Breakpoint 2024 was held Sept. 20-21 in Singapore. For more information, go to solana.com/breakpoint.
Timestamps:
00:00 – Introduction and Real Vision Community Invite
00:21 – Salana Ecosystem and Vibrancy Overview
01:03 – Introduction to Sling: The Money Button for the World
01:37 – Sling’s Principles: Global Payments, Ease of Use, and Low Cost
02:25 – Demo: Sending Money from Europe to Kenya via Sling
02:58 – Adding Money: Apple Pay, M-Pesa, and PIX Integration
03:29 – Sending Money to Others via Sling and Text Message
04:15 – Withdrawing Money: SEPA, Debit Cards, and Mobile Wallets
04:44 – Self-Custodial Wallets: Full Ownership of Funds
05:19 – Stablecoin Support on Sling: USDC and USDP
05:53 – Global Financial System: Interoperability Across 150 Countries
06:29 – Closing Remarks
DISCLAIMER
The content herein is provided for educational, informational, and entertainment purposes only, and does not constitute an offer to sell or a solicitation of an offer to buy any securities, options, futures, or other derivatives related to securities in any jurisdiction, nor should not be relied upon as advice to buy, sell or hold any of the foregoing.
This content is intended to be general in nature and is not specific to you, the user or anyone else. You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented without undertaking independent due diligence and consultation with a professional advisor. Solana Foundation Foundation and its agents, advisors, council members, officers and employees (the “Foundation Parties”) make no representation or warranties, expressed or implied, as to the accuracy of the information herein and expressly disclaims any and all liability that may be based on such information or any errors or omissions therein.
The Foundation Parties shall have no liability whatsoever, under contract, tort, trust or otherwise, to any person arising from or related to the content or any use of the information contained herein by you or any of your representatives. All opinions expressed herein are the speakers’ own personal opinions and do not reflect the opinions of any entities.
About Real Vision™:
We arm you with the knowledge, the tools, and the network to succeed in your financial journey.
Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities.
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10/18/2024 • 7 minutes, 59 seconds
Breakpoint 2024: Tokenizing the Wine Industry ft. David Garrett from Club dVIN
*SPONSORED CONTENT* Did you miss out on Breakpoint 2024? In partnership with Solana, Real Vision is releasing the best talks from the event. In this discussion, dVIN CEO David Garrett gives an in-person demonstration of how they're using tokenization to modernize the wine market.
Breakpoint is the annual gathering of the worldwide Solana community, hosted by the Solana Foundation. Breakpoint 2024 was held Sept. 20-21 in Singapore. For more information, go to solana.com/breakpoint.
DISCLAIMER
The content herein is provided for educational, informational, and entertainment purposes only, and does not constitute an offer to sell or a solicitation of an offer to buy any securities, options, futures, or other derivatives related to securities in any jurisdiction, nor should not be relied upon as advice to buy, sell or hold any of the foregoing. This content is intended to be general in nature and is not specific to you, the user or anyone else. You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented without undertaking independent due diligence and consultation with a professional advisor. Solana Foundation Foundation and its agents, advisors, council members, officers and employees (the “Foundation Parties”) make no representation or warranties, expressed or implied, as to the accuracy of the information herein and expressly disclaims any and all liability that may be based on such information or any errors or omissions therein. The Foundation Parties shall have no liability whatsoever, under contract, tort, trust or otherwise, to any person arising from or related to the content or any use of the information contained herein by you or any of your representatives. All opinions expressed herein are the speakers’ own personal opinions and do not reflect the opinions of any entities.
About Real Vision™:
We arm you with the knowledge, the tools, and the network to succeed in your financial journey.
Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities.
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10/16/2024 • 8 minutes, 45 seconds
The Ripple Effects of War ft. Jacob Shapiro
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Jacob Shapiro, director of geopolitical analysis at Cognitive Investments, joins Andreas Steno Larsen to explore the potential near- and long-term economic effects of the ongoing conflict in the Middle East. Plus, they discuss how the upcoming U.S. election could shape the economic landscape moving forward.
This episode is brought to you thanks to Kalshi. Be one of the first 500 traders to get a $20 credit when you deposit $50. Use this link kalshi.com/realvision
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We arm you with the knowledge, the tools, and the network to succeed in your financial journey.
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10/15/2024 • 47 minutes, 9 seconds
Moving Modern Money: Sphere (Breakpoint 2024)
*SPONSORED CONTENT* Did you miss out on Breakpoint 2024? In partnership with Solana, Real Vision is releasing the best talks from Breakpoint 2024.
In this keynote, Arnold Lee of the payments platform Sphere digs into the challenges of building a crypto payments platform, and a new product — Spherenet — that could help alleviate them.
Breakpoint is the annual gathering of the worldwide Solana community, hosted by the Solana Foundation. Breakpoint 2024 was held Sept. 20-21 in Singapore. For more information, go to solana.com/breakpoint.
DISCLAIMER
The content herein is provided for educational, informational, and entertainment purposes only, and does not constitute an offer to sell or a solicitation of an offer to buy any securities, options, futures, or other derivatives related to securities in any jurisdiction, nor should not be relied upon as advice to buy, sell or hold any of the foregoing. This content is intended to be general in nature and is not specific to you, the user or anyone else.
You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented without undertaking independent due diligence and consultation with a professional advisor. Solana Foundation Foundation and its agents, advisors, council members, officers and employees (the “Foundation Parties”) make no representation or warranties, expressed or implied, as to the accuracy of the information herein and expressly disclaims any and all liability that may be based on such information or any errors or omissions therein.
The Foundation Parties shall have no liability whatsoever, under contract, tort, trust or otherwise, to any person arising from or related to the content or any use of the information contained herein by you or any of your representatives. All opinions expressed herein are the speakers’ own personal opinions and do not reflect the opinions of any entities.
About Real Vision™:
We arm you with the knowledge, the tools, and the network to succeed in your financial journey.
Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities.
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10/14/2024 • 8 minutes, 55 seconds
REKT Vision: Crypto Swings Big in a Volatile End to the Week
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Welcome back to REKT Vision- Crypto Swings Big in a Volatile End to the Week. What's next?
Bitcoin fell to as low as $58K before bouncing back. What's driving it? Canary Labs and rektguy co-founders Ovie "OSF" Faruq and Michael "Mando" Anderson, also creator of the Mando Minutes newsletter, are back to review the biggest narratives driving crypto markets. On the latest REKT Vision, they discuss the big moves in the price of Bitcoin this week, meme coins rally, CPI data, and much more.
Get access to the exclusive monthly AMA and drinks session with OSF and Mando by signing up to RV Crypto: https://rvtv.io/44e8Yj0
👉 This episode is brought to you thanks to Kalshi. Be one of the first 500 traders to get a $20 credit when you deposit $50. Use this link kalshi.com/realvision
Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities.
About Real Vision™:
We arm you with the knowledge, tools, and network to succeed on your financial journey.
Connect with Real Vision™ Online:
Website: https://www.realvision.com
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10/11/2024 • 1 hour, 3 minutes, 20 seconds
Bridging the Gap Between Capital Markets and Crypto (Breakpoint 2024)
*SPONSORED CONTENT* In partnership with Solana, Real Vision is releasing the best talks from Breakpoint 2024. In this chat, Sociéte Générale’s Guillaume Chatain discusses EURCV, a MiCA-compliant stablecoin, coming soon to the Solana ecosystem.
Breakpoint is the annual gathering of the worldwide Solana community, hosted by the Solana Foundation. Breakpoint 2024 was held Sept. 20-21 in Singapore. For more information, go to solana.com/breakpoint.
DISCLAIMER:
The content herein is provided for educational, informational, and entertainment purposes only, and does not constitute an offer to sell or a solicitation of an offer to buy any securities, options, futures, or other derivatives related to securities in any jurisdiction, nor should not be relied upon as advice to buy, sell or hold any of the foregoing. This content is intended to be general in nature and is not specific to you, the user or anyone else. You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented without undertaking independent due diligence and consultation with a professional advisor. Solana Foundation Foundation and its agents, advisors, council members, officers and employees (the “Foundation Parties”) make no representation or warranties, expressed or implied, as to the accuracy of the information herein and expressly disclaims any and all liability that may be based on such information or any errors or omissions therein. The Foundation Parties shall have no liability whatsoever, under contract, tort, trust or otherwise, to any person arising from or related to the content or any use of the information contained herein by you or any of your representatives. All opinions expressed herein are the speakers’ own personal opinions and do not reflect the opinions of any entities.
About Real Vision™:
We arm you with the knowledge, the tools, and the network to succeed in your financial journey.
Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities.
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10/11/2024 • 8 minutes, 27 seconds
Introducing Solana Seeker (Breakpoint 2024)
*SPONSORED CONTENT* In partnership with Solana, Real Vision is releasing the best conversations from Breakpoint 2024. In this keynote, Solana Mobile’s Emmett Hollyer introduces the next chapter of their mobile device offerings, Seeker.
Breakpoint is the annual gathering of the worldwide Solana community, hosted by the Solana Foundation. Breakpoint 2024 was held Sept. 20-21 in Singapore. For more information, go to solana.com/breakpoint.
DISCLAIMER
The content herein is provided for educational, informational, and entertainment purposes only, and does not constitute an offer to sell or a solicitation of an offer to buy any securities, options, futures, or other derivatives related to securities in any jurisdiction, nor should not be relied upon as advice to buy, sell or hold any of the foregoing. This content is intended to be general in nature and is not specific to you, the user or anyone else. You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented without undertaking independent due diligence and consultation with a professional advisor. Solana Foundation Foundation and its agents, advisors, council members, officers and employees (the “Foundation Parties”) make no representation or warranties, expressed or implied, as to the accuracy of the information herein and expressly disclaims any and all liability that may be based on such information or any errors or omissions therein. The Foundation Parties shall have no liability whatsoever, under contract, tort, trust or otherwise, to any person arising from or related to the content or any use of the information contained herein by you or any of your representatives. All opinions expressed herein are the speakers’ own personal opinions and do not reflect the opinions of any entities.
Timestamps:
00:00 – Introduction
00:21 – Solana Ecosystem and Vibrancy
01:04 – Solana Mobile: Mission and Achievements
02:19 – The Launch of Saga and Overcoming Challenges
03:34 – Chapter 2: Seeker Pre-orders and Community Response
05:13 – Revealing the Solana Seeker Prototype
06:01 – Seeker Features: Lighter, Brighter, Better Cameras, Longer Battery
06:36 – Seed Vault Wallet: Mobile-First Integration with Enhanced UX
07:37 – Solana Dapp Store and New Features for Seeker
08:13 – Seeker Genesis Token: Unlocking Rewards and Access
09:34 – Seeker as a Beacon for Solana Dapps and Ecosystem Integration
10:14 – AI and Gamers on Seeker: Exclusives and Advanced Features
11:04 – Airship: Cheaper Airdrops and Optimized for Chapter 2 Pre-orders
11:44 – Solana Community’s Role in Writing Chapter 2
12:18 – Seeker Shipping Mid-2025 and Pre-order Discounts at Breakpoint
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10/9/2024 • 14 minutes, 18 seconds
Dr. Sebastian Purcell Takes the Market's Temperature - AI & Demographics
🔥 Earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their latest offerings. For more information go to https://bit.ly/4eJqQXz
Dr. Sebastian Purcell, CEO and CIO of 1.2 Capital Management and associate professor at SUNY Cortland joins Ash Bennington to share his perspective on the recent market action, global macro conditions, and where he sees risk assets heading next. Sebastian is also the host of our latest Crypto Academy course, "The Art of the Bubble." You can find the episodes in the Academy: https://app.realvision.com/academy/crypto-academy-the-art-of-the-bubble/bubble-trading/course-introduction
👉 This episode is sponsored by Monetary Metals. Monetary Metals has been paying a physical yield on gold and silver for over 8 years. Earn 2-5% on gold, paid in gold, and up to 12% annually on silver, paid in silver, in their latest offerings. For more information go to https://bit.ly/4eJqQXz
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10/8/2024 • 1 hour, 10 minutes, 17 seconds
Balaji Srinivasan and Raj Gokal: The Network State (Breakpoint 2024)
*SPONSORED CONTENT* Did you miss out on Breakpoint 2024? In partnership with Solana, Real Vision is releasing the best talks from Breakpoint 2024.
In this chat, Balaji Srinivasan, author of The Network State, and Raj Gokal, co-founder of Solana and COO of Solana Labs, discuss decentralization, network states, and the Solana ecosystem.
Breakpoint is the annual gathering of the worldwide Solana community, hosted by the Solana Foundation. Breakpoint 2024 was held Sept. 20-21 in Singapore. For more information, go to solana.com/breakpoint.
DISCLAIMER
The content herein is provided for educational, informational, and entertainment purposes only, and does not constitute an offer to sell or a solicitation of an offer to buy any securities, options, futures, or other derivatives related to securities in any jurisdiction, nor should not be relied upon as advice to buy, sell or hold any of the foregoing. This content is intended to be general in nature and is not specific to you, the user or anyone else. You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented without undertaking independent due diligence and consultation with a professional advisor. Solana Foundation Foundation and its agents, advisors, council members, officers and employees (the “Foundation Parties”) make no representation or warranties, expressed or implied, as to the accuracy of the information herein and expressly disclaims any and all liability that may be based on such information or any errors or omissions therein. The Foundation Parties shall have no liability whatsoever, under contract, tort, trust or otherwise, to any person arising from or related to the content or any use of the information contained herein by you or any of your representatives. All opinions expressed herein are the speakers’ own personal opinions and do not reflect the opinions of any entities.
🔥 𝗝𝗢𝗜𝗡 Real Vision for FREE https://rvtv.io/3Y4t5Pw
About Real Vision™:
We arm you with the knowledge, the tools, and the network to succeed in your financial journey.
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10/7/2024 • 32 minutes, 24 seconds
REKT Vision: "Uptober” or “Rektober”? HUGE U.S. Jobs Beat
🔥 Join us in Miami for the Crypto Gathering 2025 - early-bird tickets here: https://rvtv.io/4ephGzg.
Welcome back to REKT Vision- HUGE U.S. Jobs Beat, are we in REKTober or is Uptober happening?
Canary Labs and rektguy co-founder Ovie "OSF" Faruq is joined by Sergio "Sergito" Silva, co-founder of Popset, filling in for Mando to review the biggest narratives driving crypto markets. On the latest REKT Vision, they discuss the so-far disappointing start to the month that has historically been strong for digital assets, the latest job numbers, and more.
Get access to the exclusive monthly AMA and drinks session with OSF and Mando by signing up to RV Crypto: https://rvtv.io/44e8Yj0
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10/7/2024 • 1 hour, 1 minute, 44 seconds
The State of the USDC Economy (Breakpoint 2024)
*SPONSORED CONTENT*
Did you miss out on Breakpoint 2024? In partnership with Solana, Real Vision is releasing the best talks from Breakpoint 2024.
In this conversation, Jeremy Allaire, co-founder, CEO, and chairman of Circle, explains the past, present, and future of the USDC stablecoin ecosystem. Breakpoint is the annual gathering of the worldwide Solana community, hosted by the Solana Foundation. Breakpoint 2024 was held Sept. 20-21 in Singapore. For more information, go to solana.com/breakpoint.
DISCLAIMER:
The content herein is provided for educational, informational, and entertainment purposes only, and does not constitute an offer to sell or a solicitation of an offer to buy any securities, options, futures, or other derivatives related to securities in any jurisdiction, nor should not be relied upon as advice to buy, sell or hold any of the foregoing. This content is intended to be general in nature and is not specific to you, the user or anyone else. You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented without undertaking independent due diligence and consultation with a professional advisor.
Solana Foundation Foundation and its agents, advisors, council members, officers and employees (the “Foundation Parties”) make no representation or warranties, expressed or implied, as to the accuracy of the information herein and expressly disclaims any and all liability that may be based on such information or any errors or omissions therein.
The Foundation Parties shall have no liability whatsoever, under contract, tort, trust or otherwise, to any person arising from or related to the content or any use of the information contained herein by you or any of your representatives. All opinions expressed herein are the speakers’ own personal opinions and do not reflect the opinions of any entities.
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10/4/2024 • 17 minutes, 2 seconds
PayPal USD and Solana (Breakpoint 2024)
👉 For more information, go to https://solana.com/breakpoint.
*SPONSORED CONTENT* Did you miss out on Breakpoint 2024? In partnership with Solana, Real Vision is releasing the best talks from Breakpoint 2024.
In this talk, Jose Fernandez da Ponte, SVP and GM of blockchain, crypto, and digital currencies at PayPal, and Omer Goldberg, CEO of Chaos Labs, sit down with the Solana Foundation’s Sheraz Shere to reflect on the rollout and future of PayPal USD (PYUSD) on Solana.
Breakpoint is the annual gathering of the worldwide Solana community, hosted by the Solana Foundation. Breakpoint 2024 was held Sept. 20-21 in Singapore. For more information, go to solana.com/breakpoint.
DISCLAIMER
The content herein is provided for educational, informational, and entertainment purposes only, and does not constitute an offer to sell or a solicitation of an offer to buy any securities, options, futures, or other derivatives related to securities in any jurisdiction, nor should not be relied upon as advice to buy, sell or hold any of the foregoing. This content is intended to be general in nature and is not specific to you, the user or anyone else. You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented without undertaking independent due diligence and consultation with a professional advisor. Solana Foundation Foundation and its agents, advisors, council members, officers and employees (the “Foundation Parties”) make no representation or warranties, expressed or implied, as to the accuracy of the information herein and expressly disclaims any and all liability that may be based on such information or any errors or omissions therein. The Foundation Parties shall have no liability whatsoever, under contract, tort, trust or otherwise, to any person arising from or related to the content or any use of the information contained herein by you or any of your representatives. All opinions expressed herein are the speakers’ own personal opinions and do not reflect the opinions of any entities.
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10/2/2024 • 16 minutes, 18 seconds
Is a Recession Still in the Cards? ft. Ben Miller
🔥 Visit https://realvision.com/token2049 for 15% off tickets for TOKEN2049 in Singapore, only with the code 'REALVISION'.
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Ben Miller, co-founder and CEO of Fundrise, joins Ash Bennington to discuss whether a recession is on the horizon, his expectations for a Federal Reserve rate cut, the current state of the real estate market, and how AI is reshaping economic growth.
📢 This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world's largest crypto event: TOKEN2049 Singapore from 18 to 19 September. Balaji Srinivasan, Solana's Anatoly, Arthur Hayes, and over 250 others will hit the stage, as TOKEN2049 takes over the iconic Marina Bay Sands in Singapore. With over 500 side events during TOKEN2049 Week, Singapore will transform into a crypto hub from 16 to 22 September, capped off by AFTER 2049, and the Formula 1 Grand Prix race weekend. Everyone will be there – this is the one event you can't miss this year.
🔥 Visit https://realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION'.
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8/8/2024 • 1 hour, 6 minutes, 32 seconds
REKT Vision: Can the Market Take This Much Bitcoin Selling?
🔥 Visit www.realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION'.
🔥 Get access to the exclusive monthly AMA and drinks session with OSF and Mando by signing up to RV Crypto https://rvtv.io/44e8Yj0.
REKT Vision is back with rektguy and Canary Labs co-founder Michael "Mando" Anderson and Popset co-founder Sergio "Sergito" Silva (filling in for OSF again) to review the biggest narratives this week. They dig into the German government's bitcoin sell-off, the breakdown in crypto and the tech sector's correlation, Solana's Firedance upgrade, and more.
This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world's largest crypto event: TOKEN2049 Singapore from 18 to 19 September. Balaji Srinivasan, Solana's Anatoly, Arthur Hayes, and over 250 others will hit the stage, as TOKEN2049 takes over the iconic Marina Bay Sands in Singapore. With over 500 side events during TOKEN2049 Week, Singapore will transform into a crypto hub from 16 to 22 September, capped off by AFTER 2049, and the Formula 1 Grand Prix race weekend. Everyone will be there – this is the one event you can't miss this year.
🔥 Visit www.realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION'.
🔥 Get access to a monthly exclusive drinks session with OSF and Mando by signing up to RV Crypto: https://rvtv.io/44e8Yj0
Watch this on Real Vision for so so much more - content, trade ideas, notes, AI, research and an epic community. All in one place.
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7/12/2024 • 58 minutes, 23 seconds
Deep Dive: Chainlink in 2024 w/ Sergey Nazarov
🔥 Visit www.realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION’.
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Chainlink, the blockchain oracle protocol, has been expanding its partnerships with TradFi behemoths such as Swift and DTCC. Ash Bennington sits down with co-founder Sergey Nazarov for an update on their work to bring real-world assets on-chain and the journey to institutional adoption. Recorded June 24, 2024.
Timestamps:
00:00 - Sponsor: Token2049
01:04 - Introduction of Sergey Nazarov and Chainlink overview
01:35 - Explanation of what Chainlink does and why it matters
02:09 - Comparison of blockchain industry with and without Oracle networks
02:45 - Chainlink's role in enabling transaction value
03:17 - Discussion on traditional finance adoption of blockchain
03:48 - Smart contracts in banking and capital markets
04:57 - Shift in the global financial system towards blockchain
06:09 - Growth of blockchain activities in public and private sectors
07:22 - Interaction between bank chains and DeFi protocols
08:18 - Development of a global internet of contracts
08:50 - Pilot projects with SWIFT and DTCC
09:57 - Details on SWIFT and DTCC projects and their significance
11:44 - Tokenization of funds and its importance
12:23 - Synchronizing data and value across chains
14:05 - Establishing global standards for blockchain interactions
15:11 - Infrastructure and systems in financial markets
16:09 - Transition timeline for blockchain adoption in finance
17:18 - Increased focus on practical applications of blockchain
18:22 - Efficiency and data sharing improvements in financial systems
19:24 - Tipping point for new financial products on blockchain
20:30 - Future growth and value migration in blockchain
21:40 - Real-world assets trading on blockchain
22:20 - Current state of real-world assets vs. DeFi
23:18 - Chainlink's role in verifying real-world assets
24:48 - Blockchain's potential for greater transparency
25:16 - Avoiding financial crises with blockchain technology
27:00 - Transparency in banking and asset management
28:07 - Access to information and market stability
29:17 - Understanding blockchain transactions and data
30:22 - Ensuring data accuracy and transparency
31:27 - Framework for constructing consensus on data
32:33 - Aggregating reliable data sources for blockchain
33:07 - Process of creating reliable blockchain data
34:09 - Challenges and solutions for off-chain data aggregation
35:17 - Importance of decentralized Oracle networks
37:05 - Clarifying the origin of DeFi data
37:38 - Role of off-chain data in blockchain applications
38:53 - Growth of Chainlink Oracle networks
40:05 - Evolution of Chainlink beyond data aggregation
41:50 - Analogy of smart contracts without Oracle networks
42:20 - Automation solutions for smart contracts
43:18 - Configurability of decentralized Oracle networks
44:25 - Decentralization and its impact on speed and performance
45:28 - Bottlenecks in blockchain technology
46:32 - Role of LINK token in Chainlink ecosystem
47:29 - Signals of widespread blockchain adoption
48:02 - Interaction between real-world assets and DeFi
49:05 - Growth of traditional financial systems on blockchain
50:12 - Collision of public and private blockchain worlds
51:27 - Building a single internet of contracts
52:26 - Final thoughts on the future of blockchain
53:37 - Importance of reliability in the blockchain industry
54:07 - Conclusion
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7/9/2024 • 57 minutes, 20 seconds
Are We Still Heading for a Recession? w/ David Rosenberg
🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41tyn6M. David Rosenberg, founder and president of Rosenberg Research, joins Ash Bennington to share his views on the current state of the economy, a growing disconnect between supply and demand, and what it means for the potential of a recession. David also discusses the bubble he sees forming in the stock market, and where he's spotting investment opportunities. Recorded on Thursday, June 20th.
This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world’s largest crypto event: TOKEN2049 Singapore on 18 to 19 September.
🔥 Visit www.realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION’.
Timestamps:
00:00 - Sponsor: Token2049
01:01 - Introduction of David Rosenberg
01:37 - David's perspective on the current economy
02:18 - Comparison to the 2007 economic outlook
03:33 - Recession pressures and the business cycle
04:11 - Impact of fiscal stimulus on the economy
05:25 - Credit card debt and delinquency rates
06:41 - Changes in consumer behavior and credit card balances
07:53 - The role of excess savings and stimulus checks
08:27 - San Francisco Fed report on excess savings
09:02 - Consumer revolt against high prices
10:06 - Discrepancy between current economic conditions and the Fed's statements
11:23 - Historical comparisons to 2008 and recession signals
12:34 - Overstated non-farm payrolls and data revisions
13:37 - Signs of a potential recession in various economic sectors
14:13 - GDP growth and economic activity slowing down
15:17 - Lack of catalysts for re-acceleration in growth
16:26 - Importance of supply and demand in forecasting inflation
18:11 - Expectations for disinflation and Fed rate cuts
19:20 - Discussion on current trend growth and productivity gains
21:04 - Labor force participation and its impact on the economy
22:15 - Disconnect between productivity gains and aggregate demand
23:26 - Impact of housing and consumer behavior on the economy
24:34 - Global economic conditions and their effect on US exports
25:40 - Outlook on inflation and interest rates without a recession
26:16 - Increasing unemployment rate and its impact on wages
27:23 - Supply curve dynamics leading to disinflation
28:43 - Capacity growth in the industrial sector
29:18 - Expectations for inflation to reach the Fed's target
30:26 - Implications for asset prices and the stock market
31:39 - Concentration risk and the impact of high-performing tech stocks
33:33 - Concerns about excessive valuations and investor behavior
35:08 - Importance of thematic investing and capital preservation
36:50 - Sectors with growth potential: Aerospace, defense, utilities, and healthcare
38:57 - Trading down and frugality trends among consumers
40:14 - Staples and essential sectors as investment opportunities
41:37 - Utilities as a growth area due to climate change and infrastructure needs
43:17 - The role of gold and gold mining stocks in a disinflationary environment
44:56 - Impact of passive indexation on market distortions
46:41 - Risks of bubble bursts and historical parallels
48:02 - Potential market corrections and investor psychology
50:13 - Advice on profit-taking and portfolio rebalancing
51:57 - Importance of capital preservation and conservative investing
52:36 - Final thoughts on the current market cycle
53:47 - Importance of historical context in investing decisions
54:33 - Sentiment and psychology driving market behavior
55:52 - Recommendations for protective strategies in investing
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7/3/2024 • 59 minutes, 20 seconds
Is the Stock Market Severely Mispriced? With Jesse Felder
Jesse Felder, founder of Felder Investment Research, joins Ash Bennington to discuss his outlook on the Federal Reserve and its policies, the impacts of rapidly rising rates on the broader market, and why he believes the U.S. equity market is severely mispriced.
You can find more of Jesse's work here: https://t.co/bvf4IL8Oha
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8/30/2023 • 33 minutes, 2 seconds
It’s a Whole New China Syndrome
Historic protests over the weekend have pushed President Xi Jinping into perhaps the most uncomfortable position of his tenure, as China’s continuing struggle with COVID-19 restrictions weighed on market sentiment ahead of Monday’s open. All three major U.S. equity indexes were down more than 1% heading into the close, while investors sought safety in government bonds. Already skeptical of the recent rally, in his most recent research note Tavi Costa shared ample evidence a recession is imminent. Tavi, a portfolio manager at Crescat Capital, joins Maggie Lake for today’s Daily Briefing to assess the global implications of growing domestic unrest over China’s lockdowns, to explain why we should be paying attention to the U.S. Treasury yield curve, and to identify a potentially highly profitable macro trade for the next two years. We also hear from Victor Shih about the future of China’s relationship with the rest of the world. Watch the full conversation between Victor Shih and Maggie Lake here: rvtv.io/3W0wYBt.
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11/28/2022 • 35 minutes, 18 seconds
What Will China Do?
Chinese stocks and the yuan rallied on unconfirmed reports authorities have formed a committee to reconsider China’s “COVID zero” restrictions on economic activity. There was no follow-through in the U.S., though, as investors remain focused on Wednesday and the Federal Open Market Committee’s monetary policy decision. Tony Greer, the founder of TG Macro and the editor of the Morning Navigator, joins Andreas Steno Larsen for today’s Daily Briefing to talk about what impact a reopening of the Chinese economy China will have on global commodity markets and how to position for potential upside. We also hear from Jesse Felder, author of The Felder Report, about how changing investment patterns will impact the technology and energy sectors. Watch the full interview between Jesse Felder and Maggie Lake here: https://www.realvision.com/shows/make-or-break-inflation/videos/there-wont-be-a-crash-but-drpj?tab=details.
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11/1/2022 • 35 minutes, 28 seconds
My Life in 4 Trades - Trading Is Not a Game of “Perfect”
Born into a family of cotton traders, Alexander Stahel is a natural when it comes to commodities. Alexander grew up in Switzerland before he migrated to the U.K. to begin an investment banking career. Now the chief investment officer at Burggraben Holding, the Zug, Switzerland-based firm he founded, he’s focused on finding great value in a few public and private companies. In this episode of My Life in Four Trades, Alexander explains why – just like golf – trading is not a “perfect” game. He also talks about how to avoid blind spots and shares his forecast for the energy space. Never miss an episode of My Life in 4 Trades - subscribe here.
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10/29/2022 • 49 minutes, 28 seconds
Yields Spike, Stocks Sag, the Fed Fiddles
The yield on the two-year U.S. Treasury note climbed to its highest level since 2007 on Wednesday, as investors priced in the probability that the Federal Reserve will maintain a hawkish policy stancy until there are meaningful signs of an easing in core inflation. The impact of higher interest rates is already being felt in key areas of the economy, such as the U.S. home mortgage market, where applications for both new purchases and refinancing have plummeted and builder sentiment has sagged to 25-year lows. Inflation in the U.K., meanwhile, reached its own 40-year peak, up 10.1% from a year ago. “King Dollar ... Reign of Terror!!” is the headline on Greg Weldon’s latest market commentary, and he has a point. Weldon, the CEO of Weldon Financial, joins Maggie Lake for today’s Daily Briefing to talk about the effects of a strong U.S. dollar on markets. We also hear from David Rosenberg about the down-the-line impact of the Fed’s massive liquidity withdrawal and what we could be facing come 2023. Watch the full conversation between David Rosenberg and Maggie Lake here: https://www.realvision.com/shows/the-essential-conversation/videos/forewarned-is-forearmed-reflecting-on-black-monday-0aOg?tab=details.
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10/19/2022 • 33 minutes, 52 seconds
Ask Me Anything w/ Raoul Pal
Real Vision Co-Founder & CEO, Raoul Pal, answers the internets questions and covers everything from macro & crypto to wine, scuba diving, food and art!
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10/14/2022 • 1 hour, 5 minutes, 25 seconds
Is Jerome Powell Going To Nuke Everything?
The major equity indexes were mixed as of midday, a fair-to-middling session welcome relief from recent wild whipsaws. We also saw mixed inflation data: the personal consumption expenditure accelerated more than expected in August in the U.S., and eurozone prices surged a record 10% in September, though American consumers’ inflation expectations eased this month. Much of the broad market conversation is about when rather than whether something big is about to break. Brent Donnelly, the president of Spectra Markets and the author of “Alpha Trader: The Mindset, Methodology and Mathematics of Professional Trading,” joins Maggie Lake to discuss that issue and to identify ways investors and traders can navigate the price action. We also hear from Michael Kao and Michael Nicoletos about the Federal Reserve’s global power. Watch the full conversation featuring Michael Kao and Michael Nicoletos here: https://www.realvision.com/shows/make-or-break-geopolitics/videos/when-will-the-dollar[…]uff-QpZW?source_collection=852d5cce52bd4c829fc3d84de72c55b8
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9/30/2022 • 44 minutes, 42 seconds
The Reality Is Higher Rates Slow Growth
Federal Reserve Chair Jerome Powell, testifying before Congress on Wednesday, said the central bank is “strongly committed” to bringing down inflation and can do so with its monetary policy tools. He also acknowledged that engineering a “soft landing” will be “very challenging.” Indeed, Bill Dudley, a former Fed governor, wrote today that “a recession is inevitable within the next 12 to 18 months.” Meanwhile, West Texas Intermediate crude oil declined, as President Joe Biden floated a three-month federal gasoline tax holiday. The three major U.S. indexes held modest gains approaching the closing bell, as investors saw room in Powell’s words for a sooner-than-expected dovish turn. Darius Dale, founder and CEO of 42 Macro, joins Real Vision’s Maggie Lake to talk about the effort to control inflation without constraining growth and the market’s reaction to Powell’s testimony. We also hear from Tian Yang about the issue of the Fed’s credibility. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3Ndy8Eh. And be on the lookout for Thursday’s release of the full Expert View session featuring Tian Yang.
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6/22/2022 • 34 minutes, 25 seconds
Can We Tame Inflation Without Tanking Growth?
The Dow Jones Industrial average was down 1.3%, the S&P 500 2.4%, and the Nasdaq Composite 3.4%, late in Monday’s trading, as last week’s sell-off continues. Ongoing supply chain problems, new pandemic-related lockdowns in China, and Russia’s war on Ukraine only make the Federal Reserve’s choices more complex as it tries to restrain inflation without tanking the economy. The yield curve steepened sharply, with the difference between the five-year note and the 30-year bond widening to a six-week high. “The bond market is doing the Federal Reserve’s job for them,” notes Jared Dillian. “The Fed is too slow in raising the federal funds rate, so the bond market is taking over.” Dillian, editor of The Daily Dirtnap, joins Real Vision’s Maggie Lake for today’s Daily Briefing to talk about what the bond market knows, what the equity market is figuring out, and what investors can do to protect themselves amid surging volatility. And we hear from Pierre Andurand, CIO of Andurand Capital, about how structural issues plaguing commodities markets could trigger a global financial crisis. Watch the full interview with Pierre Andurand and Raoul Pal here: https://rvtv.io/3MYL3dx Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3N0C0IX
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5/10/2022 • 36 minutes, 36 seconds
The Next Big Trade - Ross Gerber Believes This is Only The Beginning for Tesla
Here's a full-length episode from Real Vision's new original series, The Next Big Trade - be sure to subscribe. Ross Gerber is the Co-Founder, President, and CEO of Gerber Kawasaki Wealth and Investment Management. Ross and his team oversee $2.2 billion of investments focused on technology, clean energy and transportation, and more. Ross joins Harry Melandri to break down why he believes Tesla has so much room for growth.
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5/8/2022 • 39 minutes, 7 seconds
My Life in 4 Trades - Peter Brandt Has Seen It All
Here's a full-length episode from Real Vision's new original series, My Life in 4 Trades - be sure to subscribe. Legendary Trader, Peter Brandt, joins Maggie Lake to discuss his unprecedented financial journey. Peter sheds light on the early mistakes he made on the floor, what it was like to run his own company, and everything he learned along the way.
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5/7/2022 • 49 minutes, 20 seconds
VC Legend Bill Tai: The "New Era" of Valuations
The Interview: Legendary venture capitalist Bill Tai is an expert in identifying exponential trends. He has been an angel investor in more than 20 companies that have gone public, including Zoom and Dapper Labs. Tai returns to Real Vision to share with co-founder and CEO Raoul Pal what makes an exponential valuation and how the low interest rate environment has caused a surge in P/E multiples, richly rewarding high-growth technology companies. The two discuss how the current wave of NFTs and the adoption of the Metaverse unlock a new layer of value that brings economic empowerment, resulting in a new style of business based around community and platforms.
Recorded May 7, 2021.
Key Learnings: Tai is now looking to invest in companies with massively asymmetric risk, such as healthcare and renewables, where he sees potential for network effects to be created in these sectors. He shares his guiding principles behind every technology company he invests in: lower the friction to a use case, increase replicability of the behavior, and build a back end tuned for great scalability. To continue the discussion with fellow Real Vision members on Raoul and Bill's interview, click here to visit the Exchange: https://rvtv.io/3uHKsUL.
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7/18/2021 • 1 hour, 11 minutes, 34 seconds
When Opportunity Meets Reality: Real Estate in a Post-Covid World
The Interview: Nick Halaris, president at Metros Capital, welcomes Jim Rehlaender, CEO at JLP Asset Management, to discuss the US housing market, Covid-19's impact on real estate, and the effects of rising raw materials prices. He argues that rising construction costs and heightened demand for suburban land have contributed to the increase in home prices. This has presented a unique opportunity in rental properties as families decide where they want to settle after the pandemic. Rehlaender does not believe that high lumber prices are sustainable as an uptick in interest rates and delaying developments will curtail the demand for homes. The pair also discuss the impact on commercial real estate as businesses decide if their employees will return to work in person or remain remote.
Recorded on June 8, 2021. Key Learnings: Rehlaender explains his firm’s strategy of investing in publicly listed companies that are owners or operators of real estate assets. As Rehlaender analyzes potential investments, he ensures that the company has a good management team and an effective business strategy. He stresses that it is important to invest in people that can help poorly managed properties recover. However, if Rehlaender's team does not understand the market dynamics or property type, they will avoid investing in that company.
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7/17/2021 • 1 hour, 19 minutes, 16 seconds
Raoul Pal: The Dollar is the King
DB-Jun18,2021: Real Vision senior editor Ash Bennington welcomes Raoul Pal, CEO and co-founder of Real Vision, to explore recent price action of the key macro variable--the dollar--and its impact on markets. In light of the DXY breaking to the upside in the past couple days, Pal provides an update on his macro outlook and where the inflation narrative fits into his perspective.
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6/19/2021 • 53 minutes, 29 seconds
QCP Capital: A Breakdown of Asia's Crypto Markets
Crypto Wednesday: Darius Sit and Joshua Ho, co-founders of QCP Capital, joins Raoul Pal, Real Vision CEO and co-founder, to discuss Asia's crypto demand, how it differs from the West, and the future of those markets. Sit explains that almost no one in China uses physical dollars any more and that the existing, widespread usage of digital payments paves way for a smooth transition into the adoption of crypto payments. Ho mentions that this isn't just specific to Asia—all countries with a remittance corridor are likely to find utility and value from adopting crypto payments systems, which allow them to bypass the high intracountry remittance costs. They both believe that corporations are almost ready to begin allocating capital to the crypto space, but they are now looking for the most appropriate products to allocate to as crypto seems to have now been broadly accepted and legitimized.
Recorded on March 23, 2021. Key Learnings: China already has a strong digital-first culture and will likely be able to pivot to crypto payments much faster than other places. Remittances seem to be the most important factor in the usage of crypto in Asia and elsewhere as it allows them to bypass high fees when sending money to friends and family in different jurisdictions.
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6/9/2021 • 44 minutes, 30 seconds
Equities and Bonds Retreat as "BANG" Stocks Squirm
DB-Jun3,2021: Real Vision’s Jack Farley and Weston Nakamura guide viewers through a topsy-turvy day of price action where U.S. stocks and bonds sell off together as the “BANG” meme stocks (Blackberry, AMC, Nokia, and GameStop) pare some of yesterday’s gains. They also roll a pre-recorded segment of Real Vision managing editor Ed Harrison and crypto editor Ash Bennington, who reports from Miami’s 2021 Bitcoin conference. Farley and Nakamura close by reviewing the Fed’s decision to sell its holdings of corporate bonds and analyzing what the potential knock-on effects would be if the Turkish Lira were to continue to deteriorate. To read more of Weston's thoughts on the relationship of Bitcoin, gold, and the Turkish Lira, click here: https://rvtv.io/BTCLiraGoldEXCH
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6/4/2021 • 51 minutes, 48 seconds
The Battles in the Market: Big vs. Small, Stay-At-Home vs. Re-Opening
DB-Mar26,2021: Tommy Thornton of Hedge Fund Telemetry gives Real Vision’s Jack Farley a much-needed update on the “battles” in the market between mega-cap stocks that dominate the S&P 500 and the small-cap stocks in the Russell 2000 that have been ripping for months. Thornton analyzes the internals of the market, using DeMARK indicators to gauge exhaustion, and he looks at breadth, moving averages, and volatility. Thornton shares with Farley his view on bonds and energy stocks as well as Tesla, the ARK Innovation ETF, and specific stocks that are on his radar.
For our Listeners :
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3/26/2021 • 50 minutes, 3 seconds
Priced for Perfection: Has the Reflation Trade Gone Too Far?
DB-Mar25,2020. Real Vision managing editor Ed Harrison welcomes to the Daily Briefing Amanda Agati, chief investment strategist of PNC Financial Services Group, and Marc Chandler, chief market strategist at Bannockburn Global Forex. Agati shares her view on U.S. equity valuations, noting that stocks might have run too far, too fast amid reflation optimism, and Chandler argues that market performance will ultimately hinge on liquidity conditions, making the long-term case for why the dollar could be approaching the end of its bull cycle as twin deficits weigh it down. Agati also highlights that there is much opportunity in both the debt and equity of emerging markets, noting serious composition changes with the various indices. Lastly, Agati and Chandler share their views on bonds and credit.
For our Listeners :
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3/26/2021 • 34 minutes, 6 seconds
A Potential False Dawn : Banks, Oil, Tech, and Supplementary Leverage Ratios
DB-Mar19,2021. Despite today’s head fake in bonds (yields surged but quickly retreated from their peaks), this Friday marks the seventh consecutive week in which the U.S. 10 year Treasury yield has risen. Real Vision senior editor Ash Bennington hosts managing editor Ed Harrison and editor Jack Farley to analyze how the continued sell-off in bonds is impacting bank stocks, tech equities, and the U.S. dollar. They explore how the Fed’s decision to let the SLR exemption expire will impact the bond market and banks. Ed updates viewers on Europe’s economic woes, and Jack gives a quick rundown of the wild gyrations in the oil market. The three also look at the rate hikes by the central banks of Turkey, Brazil, Norway, and Russia.
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3/20/2021 • 42 minutes, 35 seconds
What Does It Take to Invest in Russia? ( w/ Harvey Sawikin )
Harvey Sawikin, co-founder and lead portfolio manager at Firebird Management, a fund dedicated to investing in frontier and emerging market equities in Eastern Europe, joins Real Vision editor/reporter Haley Draznin for a conversation about the development of emerging markets over the past several decades and the sector outlook. Firebird started out as the first Russian portfolio equity fund and has since expanded to include other countries in the region such as Kazakhstan, Georgia, and Romania. Sawikin shares why his investment strategy differs in more mature and developed markets, how a typical investor in emerging markets has evolved, portfolio repositioning amid the Covid-19 pandemic, and the value of travel in investing. . Key learnings: Emerging markets are often a blind spot for investors—finding them requires assessing liquidity risk and geopolitical climate. Dollar strength and weakness is the macro factor that has the biggest impact on emerging markets. The disinflationary environment has led Firebird to reposition its portfolio towards more growth stocks in the Eastern European region and less towards cyclicals.
Recorded on December 18, 2020.
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12/27/2020 • 52 minutes, 15 seconds
Masterworks: Art Investing for the Masses: Bonus Episode
Not only is art one of the oldest asset classes in the world, but it also is one of the best performing. In this interview with Real Vision’s Max Wiethe, Scott Lynn, CEO of Masterworks, makes the case for investing in “blue-chip art” and explains how his company is bringing this asset class traditionally reserved for the ultra-rich to a whole new cohort of investors. Together, Lynn and Wiethe discuss “blue-chip art” and how not all artists are made the same when it comes to the returns, explore the art market’s relative outperformance and correlations with other asset classes, and finally how Masterworks’ new business model, allowing investors to buy shares of art from some of the world’s most famous artists, is completely changing the market.
See important information: masterworks.io/disclaimer
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10/31/2020 • 40 minutes, 39 seconds
Raoul Pal: The Biggest Trade in the World: DB-Oct 23
Real Vision CEO, Raoul Pal, arrives to the Daily Briefing frothing at the mouth with Bitcoin bullishness. Senior editor, Ash Bennington, tries in vain to contain Raoul’s enthusiasm, but with Bitcoin up over 20% this month, Raoul’s zeal simply cannot be restrained, and he proceeds to go at length about how this asset will become a global reserve asset as the world moves along an adoption curve of trust. Raoul and Ash proceed to discuss the ongoing progress to make crypto-assets easier to own for RIAs and institutional investors, and Raoul reflects on the relative risk/reward profile of bitcoin at a time with record low bond yields and a stock market at all-time highs. In the intro, editor Jack Farley breaks down the new Frankenstein of the fixed income world: the CLO ETF.
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Senior editor, Ash Bennington, hosts Dave Floyd, founder of Aspen Trading, to discuss the levels he’s looking at after U.S. equity markets cratered today. Dave considers whether there are structural changes occurring in the markets and provides his insight into the frothiness by drawing comparisons between now and markets in the early 2000s. He also breaks down his tactical approach and how he makes his picks. Ash is also joined by Real Vision’s Roger Hirst, sharing his thoughts on how rising implied volatility was signaling a potential drawdown in the past few weeks. Roger explains how he analyzes the VIX and the volatility curve to understand this rare market signal and expands on Ed Harrison’s points about derivatives playing into rising volatility and what bond yields converging to zero means for real yields. Roger also provides his response to James Altucher’s segment from yesterday’s Daily Briefing.
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9/3/2020 • 46 minutes, 58 seconds
Daily Briefing - Aug 5, 2020 - The Pandemic Is Everything Right Now: Ed harrison
Senior editor, Ash Bennington, joins managing editor, Ed Harrison, to discuss some of the latest data coming out, revealing the health of the US economy. They go over the July ADP Nonfarm Payroll number, what the disappointing results say about where the economy stands, and why the pandemic really is something to seriously consider as a market driver. They also talk about the uptick of coronavirus cases globally, the Swedish outcome, and how the world would get closer to a new normal. They wrap up their discussion by exploring bifurcation, the divide between the real economy and the financial economy, and when that reality becomes important to markets as well as the bifurcation between the market winners and losers during the pandemic.
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8/5/2020 • 36 minutes, 17 seconds
Daily Briefing - June 30, 2020
Managing editor Ed Harrison joins Dave Floyd, founder of Aspen Trading Group, to discuss how to evaluate markets from a technical perspective. Believing that it’s important to “follow the tape” and trade what an investor sees, Floyd shares where he believes bonds and the S&P are headed and how both technical and fundamental analysis inform each other in a market rocked by COVID-19. Harrison and Floyd also touch on distortions of market signals, volatility, currencies, and silver. In the intro, Nick Correa discusses the potential impact of the Payroll Protection Program on small businesses and how the spread of the virus in the US further hurts their chances of making it through the pandemic.
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6/30/2020 • 28 minutes, 6 seconds
Daily Briefing - June 25, 2020
Senior editor Ash Bennington and managing editor Ed Harrison break down the latest economic data amid a bullish day on Wall Street. They discuss the rising infections in states like Texas, Arizona, and Florida, and they take a data-driven look at the apparent stalling of the jobs recovery and the reversal of the durable goods slowdown. Ash looks at how peoples’ marginal propensity to spend is affecting the recovery, while Ed explores whether different asset classes are pricing in different recovery “shapes” (equities pricing in a V-shape, high-yield pricing in a Nike swoosh, and investment grade pricing in a “reverse radical”). In the intro, Nick Correa discusses what's happening in Texas and how the virus spread undetected for several weeks before the US locked down.
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6/25/2020 • 45 minutes, 44 seconds
Daily Briefing - June 19, 2020
Real Vision CEO Raoul Pal joins senior editor Ash Bennington to reflect on a week of muted volatility amid a "quadruple witching" and unprecedented interventions from the world's major central banks. Raoul and Ash analyze the ECB's recent meeting around fiscal policy, and whether the Bank of Japan (BOJ), European Central Bank (ECB), and Bank of England (BOE) will follow the Fed and go into "hyperdrive," as Raoul puts it. The pair also discusses Apple's decision to close stores in the U.S. as the coronavirus continues to spread. Lastly, the pair looks forward to the upcoming "Crypto Gathering" on Real Vision. In the intro, Jack Farley discusses the recent Wirecard scandal and gives an overview of new action in the burgeoning corporate debt market.
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6/19/2020 • 38 minutes, 23 seconds
Daily Briefing - June 5, 2020
Real Vision CEO Raoul Pal and senior editor Ash Bennington discuss a roaring day on Wall Street as the U.S. labor market breathed a sigh of relief. Looking at everything from tech valuations to the AUD/USD trade, Raoul and Ash dive deeper into this jam-packed news day to see whether the economy really is on the mend. In the intro, Jack Farley touches on these themes and previews Raoul’s interview with Gerard Minack.
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6/5/2020 • 43 minutes, 19 seconds
Adventures in Finance - Daily Briefing - April 10, 2020
Real Vision CEO & co-founder Raoul Pal joins Ash Bennington for a big picture look at the events of the last few weeks in the wake of coronavirus with a focus on the global economy. Pal and Bennington discuss the broad changes brought on by the virus, including its impact on US equity markets, the bond market, long-term and durable realignments in the global economy and supply chains, and the rising tide of political risk and fragility across the globe.
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4/12/2020 • 34 minutes, 31 seconds
Dr. Gio Valiante — Sustainable Excellence in Investing and Life
Dr. Gio Valiante, founder of Fearless Golf and head performance coach at Point72 Asset Management, coaches individuals at the highest levels of sports and finance. Dr. Valiante provides tips and stories focused on improving performance and sustaining excellence over long periods of time. Please note that this podcast is comprised of shorter clips that previously appeared on Real Vision, compiled here for ease of listening — introduction by Drew Bessette.
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11/15/2019 • 34 minutes, 9 seconds
Mark Ritchie II — The Critical Tell for the Stock Market
Mark Ritchie II, CIO of RTM Capital Advisors, sits down with Real Vision’s Ed Harrison to discuss how he has re-positioned his investments after going 100% cash in December. He believes that the reaction to the Fed’s cut over these next few weeks are crucial to market tone for the next six to nine months. Filmed on July 2019 in New York - introduction by Drew Bessette.
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11/8/2019 • 21 minutes, 45 seconds
What Will a Recession Do to Venture Capital? With Josh Wolfe and Raoul Pal
Josh Wolfe, co-founder of Lux Capital, sits down with Raoul Pal to examine the indicators that are warning that the economic cycle is reaching an inflection point. Wolfe and Pal discuss the idea that inflated valuations in venture capital are being caused by the incremental buyer’s desperate search for growth. Wolfe warns that if the cycle indeed turns, a liquidity crisis could emerge. Filmed on July 9, 2019 in New York. Introduction by Drew Bessette.
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11/1/2019 • 33 minutes, 52 seconds
Gold & “The Bitcoin Standard” with Saifedean Ammous and Marty Bent
Is there a path for bitcoin to become the new gold standard? Economist Saifedean Ammous, author of the ‘The Bitcoin Standard: The Decentralized Alternative to Central Banking,’ joins Real Vision to share his views on both gold & bitcoin. From an Austrian perspective, he points out the paradoxes of Keynesianism and details the implications his thesis might have on the global monetary system. Hosted by Marty Bent. Filmed on October 9, 2019 in New York. Introduction by Drew Bessette.
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10/25/2019 • 1 hour, 5 minutes, 20 seconds
China vs. The U.S.: Trade War to Cold War? (with Kyle Bass and Robert Spalding)
Kyle Bass sits down with retired Brigadier General Robert Spalding to discuss the reality inside China. Spalding spent years living in China as Defense Attache in Bejing & served as the chief China strategist for the chairman of the Joint Chiefs. Spalding has deep knowledge of the people, culture, economy, & military of China in and examines the multifaceted threat to the US posed by the rising Asian superpower. Filmed on September 27, 2019 in Washington D.C. - Introduction by Drew Bessette.
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10/18/2019 • 1 hour, 46 seconds
The Gold vs. Bitcoin Debate with Barry Silbert and Roy Sebag
Earlier this summer, we released two interviews debating Grayscale Bitcoin Trust’s “Drop Gold,” campaign. Grayscale is a subsidiary of Digital Currency Group founded by Barry Silbert. He provides the argument for Bitcoin and explains the thinking behind the “Drop Gold,” campaign to Real Vision CEO, Raoul Pal. Then Roy Sebag, CEO and founder of Goldmoney, provides his rebuttal to Stephan Spears of McEwen Mining. These interviews were published June 2019. Introduction by Drew Bessette.
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10/11/2019 • 43 minutes, 20 seconds
Understanding Dollar Repo Madness with Danielle DiMartino Booth and George Goncalves
Danielle DiMartino Booth, chief strategist at Quill Intelligence, interviews George Goncalves of The Bond Strategist in his first appearance on Real Vision. As former insiders of the Dallas Fed and US Treasury primary dealers, 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 - introduction provided by Drew Bessette.
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10/4/2019 • 37 minutes, 49 seconds
The Chinese Mirage with Chris Balding
Christopher Balding, associate professor at Fulbright University Vietnam, delves into the many layers of the Chinese economy with Mike Green of Thiel Macro. Balding and Green discuss the inconsistencies in the overarching bullish narrative on China, and explain how the debt machine works in the Chinese real estate markets. Filmed on August 27, 2019 in Los Angeles and published on Real Vision September 6, 2019 - introduced by Drew Bessette.
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9/27/2019 • 1 hour, 1 minute, 21 seconds
WeWork, Amazon, Fannie Mae and Berkshire: Whitney Tilson’s Hedge Fund Odyssey
Whitney Tilson details his transformation from momentum trader to an investor living by Warren Buffett’s advice that “it’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” Tilson shares his views on WeWork’s IPO trouble, Amazon, Fannie Mae, and beaten-up European financials. This interview was published as a video on Real Vision in September, and the podcast introduction is provided by Alex Rosenberg.
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9/20/2019 • 1 hour, 4 minutes, 33 seconds
Barry Silbert Forecasts the Future of Crypto
Barry Silbert is the founder and CEO of Digital Currency Group, a cryptocurrency investment trust that is now worth as much today as the whole asset class was five years ago. In this conversation with Raoul Pal, Silbert discusses the long-term outlook for cryptocurrencies, as well as some of the most promising blockchain businesses being build today. This interview was published as a video on Real Vision in June, and the podcast introduction is provided by Alex Rosenberg.
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9/13/2019 • 46 minutes, 40 seconds
Are Unfunded Pensions Secretly Driving Markets? (With Brian Reynolds and Tyler Neville)
Brian Reynolds, former chief market strategist at Rosenblatt Securities, tells why unfunded pension liabilities are the real engine for the U.S. credit boom, and how this financial engineering has produced one of the greatest bull markets ever. A legal mandate requires these funds to earn 7.5% returns, and when they fail to do so, taxpayers foot the bill. As a larger percentage of these pensions are moved onto corporate balance sheets, the tightrope these pension funds walk gets more and more precarious.
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9/6/2019 • 38 minutes, 29 seconds
Bitcoin, Gold, and the Future of Macro Investing (Dan Tapiero with Raoul Pal)
Bitcoin, Gold, and the Future of Macro Investing (Dan Tapiero with Raoul Pal)
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8/30/2019 • 1 hour, 1 minute, 30 seconds
Real Vision Classics #5 - Josh Wolfe interviewed by Michael Green
What will the future look like, and what will that future mean for businesses and investors? Michael Green of Thiel Macro sits down with Josh Wolfe of Lux Capital for an incredibly though-provoking conversation about technology, manufacturing, the economy, and investment opportunities. Alex Rosenberg introduces the audio version of this long piece, which was filmed in June 2018.
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1/18/2019 • 1 hour, 18 minutes, 6 seconds
Real Vision Classics #4 - Raoul Pal interviewed by Dee Smith
Social media power, the proliferation of artificial intelligence, and the destruction of the rules-based global order. How are these massive trends connected? Raoul Pal, CEO of Real Vision and the mind behind the Global Macro Investor, sits down with Dee Smith of Strategic Insight Group for a wide-ranging and deep-diving conversation about these topics and more. Alex Rosenberg introduces the audio version of this long piece, which was filmed in August.
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1/11/2019 • 1 hour, 10 minutes, 17 seconds
Real Vision Classics #3 - Stanley F. Druckenmiller Interviewed by Kiril Sokoloff
One of the most widely watched videos on Real Vision this year was investment visionary Kiril Sokoloff’s interview of hedge fund legend Stanley F. Druckenmiller. Now we are releasing the audio version of this incredible interview to podcast listeners. Alex Rosenberg and Brian Price introduce the piece, which was filmed in September.
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1/4/2019 • 1 hour, 26 minutes, 37 seconds
Real Vision Classics #2 - Joe Duran Speaks to Brian Price
One of the most beloved videos released this year on Real Vision was our interview with Joe Duran, the founder and CEO of United Capital. Now we are allowing podcast listeners a chance to hear the full audio version of the piece. The man who conducted the October interview, Brian Price, introduces it alongside fellow Real Vision editor Jake Merl.
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12/28/2018 • 50 minutes, 11 seconds
Real Vision Classics #1 - Mark Cuban in Conversation with Kyle Bass
As a holiday treat, we are bringing you Mark Cuban’s full conversation with Kyle Bass. The video version of this interview was released on Real Vision in November 2017.
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12/21/2018 • 56 minutes, 40 seconds
The Knock-On Effect #28 - The Fate of Waste, Nuts, Space & More
What do we know about the strange places we’ve been? In this season finale, Justine, Alex and Roger provide updates about the topics previously covered in the “The Knock-on Effect,” touching on the bright-red bugs behind the American aperitivo resurgence, the market potential for spicy hazelnuts, privatization of space and the moon, the glut of cheese, the existence of moon cheese, vaccine-flavored honey and the uniquely British appeal of Mr Kipling cakes.
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12/14/2018 • 28 minutes, 4 seconds
The Knock-On Effect Summer Series #2 - Raoul Pal on Turkey
Will turmoil in Turkey send global markets skidding? And why might such an economically small country have an incredibly outsized effect? Raoul Pal, co-founder CEO of Real Vision and founder of The Global Macro Investor, discusses with Justine and Alex.
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8/17/2018 • 25 minutes, 54 seconds
The Knock-On Effect Summer Series #1 - Mark Dow on Liquidity
Are market participants misunderstanding the current state of liquidity - and if so, what are the potential knock-on effects? Mark Dow, founder of Dow Global Advisors and author of the Behavioral Macro Blog, discusses with Roger, Justine and Alex.
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8/10/2018 • 34 minutes, 50 seconds
The Knock-On Effect #8 - Stock Rally to Spur Foot Picking?
Why will higher stock prices lead more American to pick feet? Alex and Justine discuss, also touching on income inequality, one very fancy Manhattan store, and the marital habits of reptile owners. Plus, Justine explains why companies seems to be so afraid of the number “4.”
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7/13/2018 • 37 minutes, 9 seconds
Real Vision Rewind #1 – Godfather of Central Banking
How did the modern age of central banking begin? In this story previously heard in a 2017 episode of “Adventures in Finance,” Grant Williams, Aaron Chan and Ben Hunt look at the fascinating history of the man some consider the godfather of central banking, John Law. Then Alex and Justine draw some present-day conclusions.
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7/6/2018 • 41 minutes, 10 seconds
The Knock-On Effect #7 - Rising dollar to unleash unusual ice cream flavors?
Why will a rising dollar lead to a proliferation of ice cream flavors that go far beyond vanilla? Justine and Alex discuss, touching on thieves in Madagascar, beaver glands, whisky maturation and the globalized food production process.
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Why will higher oil prices result in disappointed craft beer drinkers? Justine and Alex discuss. Plus, Alex delves into the world of academia, and discusses an interesting finding about the way stocks react to earnings announcements.
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