The Growth Cycle Isn't Over Yet

Real VisionOctober 15, 2021
While many investors are bracing for a slowdown in growth that will drag down the reflation trade, Teddy Vallee, CIO and founder of Pervalle Global, couldn't disagree more. Swimming against the tide, he argues that the growth cycle is far from over, and he tells Marco Link's Christian Alexander how his fund’s unique macro proprietary indicators and models are showing a remarkably strong signal that bond yields will mount higher and that 2021 could end in tears for the deflationists. With his keen eye for market mispricing, Vallee explores key indicators that show why the market isn’t appreciating strong U.S. economic growth and outlines his alternative data findings on inflation and global consumer demand. They also discuss why Bitcoin is an inflation hedge and store of value. Filmed on September 29, 2021.
Get access to daily trading ideas, trending topics, interviews and more!
Please subscribe to Insider Tracking Advantage Ultra

Other Real Vision Videos

Public Aggregation ChannelNovember 30, 2021
Contemporary Contentions in the Crypto Community
Daniel Roberts, editor in chief of Decrypt, is always on top of the latest topics in the crypto Twitter-sphere as well as how they all interrelate. However, he and his team at Decrypt are constantly looking beyond the headlines to understand how minor events can indicate larger trends and cultural shifts. Here, he covers Ethereum, which has been in the hot seat recently as the debate over gas fees is firing up once again. This has correlated with a resurgence in NFT interest in the last couple of months as many NFTs are minted on the Ethereum chain. He also explores crypto’s rapidly changing culture by alluding to the ideological development from inception until now. Tune in for an eclectic update on clashing perspectives in crypto. Interviewed by Ash Bennington on November 24, 2021.
Real VisionNovember 30, 2021
The Grinch Wants Your Christmas: The Supply Chain Mess
The holiday season is imminent, and supply chains are still in disarray. Weston Nakamura explores the supply chain constraints with trucker Brad Snyder and freight logistics software company Tranzport CEO David Woldenberg. In a back-and-forth dialogue between two veterans of the logistics industry, Snyder and Woldenberg lay out what is going wrong in U.S. domestic supply chains on a ground level, discussing the “perfect storm” of trucker shortages, rising oil prices, and shipping bottlenecks that are leaving shelves empty and prices soaring. Nakamura and Woldernberg speculate on using container rates to forecast consumer behavior. Woldenberg also offers a glimpse of a possible future of diminished global supply chains where U.S. consumers shift their habits towards domestically produced goods, like wine produced in Southern California, rather than importing it. Recorded on November 19, 2021.
Real VisionNovember 29, 2021
Turkish Lira in Crisis While Virtual Land Skyrockets
Weston Nakamura joins us from Japan to share his insight on why the market went down on Friday and to talk about Turkey, where the stock market is thriving. He also discusses what’s happening to the Turkish Lira and how the currency can impact an entire asset class. While the real world is seeing the emergence of yet another Covid variant, Omicron, the virtual world of Decentraland saw a whopping $2.43 million sale of virtual land, which will be used for virtual fashion events. Interviewed by Petr Pinkhasov. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3CZTq2V

Get an Insider Tracking Advantage Ultra subscription for

  • Insider filing email alerts
  • Access to premium INK Research reports
  • Full access to weekly North America Top filer reports
  • and more including access to INK Ultra Money

Only $10.99 per month (plus tax)!