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Real VisionOctober 23, 2020
Macro Mayhem: Filtering the Signal from the Noise
Raoul Pal, CEO and co-founder of Real Vision, welcomes back Keith McCullough, founder and CEO of Hedgeye Risk Management, to analyze how divergent indicators in inflation and growth are revealing trading signals for bonds, commodities, and equities going forward. McCullough breaks down his "Quad"-based investment process, going in greater depth on how "risk ranges" affect his trading across various asset classes such as corn, Chinese and Spanish equities, and Treasury Inflation-Protected Securities (TIPS). Pal and McCullough explore how investors should think about liquidity risks, position sizing, and risk allocation, and the two discuss the role of these factors during a time with such confounding economic data. Filmed on October 21, 2020. Key Learnings: The interplay of volatility, volume and price offers asymmetric opportunities across all asset classes. The rate of change of inflation and growth can be an effective way to determine when to bet on high-conviction trades.
Real VisionOctober 22, 2020
Daily Briefing - October 22, 2020
Managing editor, Ed Harrison, talks to Peter Boockvar, chief investment officer of Bleakley Advisory Group, about some of the most recent macroeconomic data releases such as jobless claims and existing home sales and what they portend for the economy. Boockvar also explains why recent comments from the Fed and the level on the 10-year Treasury bond matter. Real Vision reporter Haley Draznin analyzes the surge in corporate bonds as companies have done so much refinancing in one year and she looks at the new jobless claims out today which are at the lowest level since the coronavirus pandemic hit in March. What this means: The macro is telling Boockvar to watch for an uptick in cyclical inflation and he’s using it in conjunction with bottoms-up analysis to build a portfolio.
Real VisionOctober 22, 2020
Joel Greenblatt: Common Sense
With a phenomenal investment track record greater than perhaps even Warren Buffett and George Soros, Joel Greenblatt is renowned as one of the world's greatest investors in history. Yet recently, he has turned his gaze beyond markets to focus his attention on fixing problems in society, ranging from banking and retirement to education and even immigration. In this interview with managing editor Ed Harrison, Greenblatt discusses his common sense solutions to society's ills, using the same analytical framework that brought him tremendous success in the investment world. Greenblatt also shares his investment philosophy and current market outlook. Filmed on October 19, 2020.
Real VisionOctober 21, 2020
Daily Briefing - October 21, 2020
Senior editor, Ash Bennington, joins Jared Dillian, editor of The Daily Dirtnap, to discuss the art of portfolio construction and his current outlook on markets. Dillian shares his thoughts on why investors whose sole focus is on returns fail and how to structure a portfolio that properly accounts for risk. He also breaks down how he gets exposure in real estate as well as how he's thinking about the implications of the Fed backstopping the credit markets. Dillian also covers his thoughts on Bitcoin, time horizons, U.S. election outcomes, and trend following. In the intro, Real VIsion's Nick Correa share the latest CEO confidence numbers and the next big, potential SPAC deal between Michael Bloomberg and Bill Ackman.

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