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Real VisionJune 04, 2020
Oil and Energy: Updating a Sector in Flux
Warren Pies, chief energy strategist for Ned Davis Research, has been spot on with his predictions for crude oil and energy equities in 2020, but a lot has changed since he last appeared in mid-April. In this interview, Pies returns to update viewers on his basket of indicators to explain his shifting outlook for crude prices. Pies touches on the rapid flattening of an unprecedented super-contango, the current fundamentals of supply and demand dynamics through the lens of U.S. inventories, and the macro and political factors affecting oil-dependent economies like Saudi Arabia and other OPEC+ countries. In addition, he breaks down the rally in energy equities, highlighting the stark contrast between the price action and fundamentals in a sector that is more of a macro trade than ever. Filmed on June 1, 2020.
Real VisionJune 03, 2020
Daily Briefing - June 3, 2020
Senior Editor Ash Bennington joins Managing Editor Roger Hirst to discuss the latest developments in macro, markets, and coronavirus. Bennington and Hirst discuss what “returning to normal” means for markets—whether it’s breaking into a new regime or a return to the status quo. They also dive into “the dollar smile,” where bond yields are headed, and commercial real estate in the UK. In the intro segment, Real Vision’s Nick Correa talks about the 1968 influenza pandemic and how the world’s response to pandemics in the past was vastly different from the response today.
Real VisionJune 03, 2020
"Macro is Back, Baby"
Teddy Vallee, founder and chief investment officer of Pervalle Global, returns to Real Vision to discuss why he believes we are at the precipice of a new dawn for macro investing. He explains the different models he uses to estimate the profound economic deterioration occurring in the U.S., and he explains how this data is shaping his macro outlook. Vallee reveals his long-term view for U.S. equities and explains why he thinks bitcoin is the macro asset class that offers the most opportunity. He also makes the case for gold mining stocks, as well as certain emerging markets equities. Filmed on May 29, 2020.
Real VisionJune 02, 2020
Daily Briefing - June 2, 2020
Senior editor Ash Bennington hosts managing editor Ed Harrison to delve into whether the pandemonium in the U.S. will ever spread into capital markets. They analyze the historical performance of markets during times of civil unrest and explore whether U.S. equities have "priced in" the possibility that the ongoing mass protests in the U.S. could accelerate the spread of COVID-19. Ed and Ash also discuss the yield curve and retracement levels for the S&P. In the intro, Real Vision's Nick Correa talks about the 1957 pandemic, the Eisenhower recession, and how they may intersect.

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