Ultra Money

Pages

Featured Videos

Real VisionNovember 26, 2020
Christopher Joye: Liquidity Ignition in the Land Down Under
Christopher Joye, co-chief investment officer at Coolabah Capital Investments, joins Joe Walker of the Jolly Swagman Podcast to share his macro outlook on credit, rates, and housing in Australia. Joye forecasts the path of the coronavirus going forward, using quantitative models which have so far proved prescient. Joye tells Walker why Australian quantitative easing has buoyed the already richly-priced housing market (a prediction which won him the moniker "the hunter of Australian housing bears") as well as compressed credit spreads to very narrow levels. Filmed on November 16, 2020. Key learnings: The Reserve Bank of Australia may be late to the QE party, but this fiesta will run all night and those who can spot opportunities in credit and sovereign bonds will be rewarded handsomely.
Real VisionNovember 25, 2020
5 Big Questions for a Double-Dip Recession
Max Wiethe and Real Vision managing editor, Ed Harrison, discuss Ed's outlook for a winter double-dip recession in the U.S. and the most important questions for determining the breadth, depth, and market implications of this prediction. How bad will the pandemic get before this wave can be arrested? How severe an economic brake will have to occur to get the virus under control? What short- and long-term impact will this have on businesses? What can policymakers do to mitigate downside risk and prevent worst-case outcomes? How will all of this feed through into asset markets? In the intro, Real Vision's Haley Draznin, examines the juxtaposition between the markets hitting record highs and the broader economy as initial jobless claims rise for a second week in a row.
Real VisionNovember 25, 2020
Investing in Iraq: Perception vs. Reality
Iraq is not a place that immediately comes to mind when thinking of attractive investment opportunities. Despite decades of geopolitical turbulence, investors have long eyed frontier markets like Iraq for high-growth value investments. Geoffrey Batt, Managing Member of Euphrates Advisors, invests exclusively in Iraqi companies – from consumer-packaged goods and banks to telecommunications firms and e-commerce. For over a decade, he has invested in the Iraq Stock Exchange (ISX) and has been able to identify companies with long term capital appreciation. He sees a transformation currently taking place with Iraq's younger generation and the widespread adoption of fintech companies throughout the country. Filmed November 23, 2020. Key Learnings: Batt explains his investment philosophy in searching for economies with potential historic equity re-ratings. He notes that that the greatest opportunities in any market, asset class and investment are those in which there’s a very wide gap between perception and reality.
Real VisionNovember 24, 2020
Bitcoin, Weed, and the Value Rotation Trade
Senior editor Ash Bennington welcomes back Tony Greer of TG Macro to make sense of today’s price action as the equity markets roar to all-time highs. After the pair briefly discusses the significance of the news that Janet Yellen will likely be named Treasury Secretary, Tony shares his analysis on the value rotation away from the tech giants into cyclical reflation plays like banks, casinos, hotels, and energy. As Tony says, “the world is getting back in business”. Ash and Tony then look the performance of Bitcoin as it approaches its 2017 highs, and explore the future of gold as an inflation hedge. Lastly, Tony gives an update on his trades in the cannabis sector. In the intro, Real Vision's Haley Draznin analyzes the market rally to record highs as the Dow surpasses 30,000 for the first time ever and looks into the anticipated rebound in the economy for the second half of 2021.

INK Ultra Money Free