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Real VisionJanuary 25, 2021
Reflation Misgivings and The GameStop Gamma Squeeze
Real Vision managing editor Ed Harrison and editor Jack Farley break down the logic-defying price action in highly speculative stocks like Blackberry, AMC Entertainment Holdings, and, most notably, GameStop Corp, which surged over 160% to $159 before plummeting yet still being up on the day. Ed and Jack break down the “short squeezes” and “gamma squeezes” that are inflating those names, particularly GameStop, with Ed interpreting his Real Vision Live with Jim Bianco today and Jack sourcing info from volatility trader Kris Sidial. Lastly, Ed shares his thinking on how the different COVID-19 variants will impact re-opening as well as the reflation trade, which he thinks may have overstepped its bounds. In the intro, Real Vision’s Haley Draznin describes what happened with GameStop’s volatile trading today.
Real VisionJanuary 25, 2021
Charting the Future of COVID-19: Is "Back to Normal" Within Reach?
How effective are the different COVID-19 vaccines? How does the science suggest we best move forward – and when will the world itself be rid of this deadly disease? In this interview, James Rasteh, founder and chief investment officer of Coast Capital, welcomes Justin Stebbing, professor of Cancer Medicine and Oncology at the Imperial College of London, to explore these critical questions. Stebbing gives a rigorous overview of the unique transmissibility and fatality rates of the virus and how the efficacies of the various vaccines, which are generally high, mean that a "back to normal" scenario is somewhat likely by around April 2021. Nevertheless, Stebbing thinks it is will be extremely difficult to eradicate COVID-19 completely and that, simply put, "coronavirus is here to stay." Filmed on January 20, 2021. Key learnings: The plurality of highly-efficacious vaccines means a return to normal is within sight. But yearly booster shots will likely be required, and full eradication will be extremely difficult—if not impossible.
Real VisionJanuary 25, 2021
Deflation and Insolvency Risks: Gold and Bonds' Moment to Shine
Steven Van Metre of Steven Van Metre Financial and Real Vision president Travis Kimmel discuss how bonds and gold perform during times of deflation and insolvency. After Kimmel shares his journey as an entrepreneur and a technologist to Real Vision’s president, he explains why he thinks insolvency poses a serious risk for the U.S. economy. He and Van Metre discuss why Treasury bonds perform so well during times of economic distress, comparing the performance of long Treasury bonds relative to the S&P 500, as well as to gold and gold miners. After Van Metre explains why he believes quantitative easing is, in fact, deflationary, Kimmel describes the “greatest trades” he sees on the horizon. Filmed on January 21, 2021. Key learnings: The repayment of debt destroys dollars, so the overhang of tremendous debt loads and obligations (rents, corporate borrowing, etc.) will prove deflationary. In this scenario, Kimmel and Van Metre think bonds offer a favorable risk/reward.
Real VisionJanuary 22, 2021
COVID-19 Spiraling Out of Control, Whipsawing Crypto, and the Coiled Snake of Macro
Real Vision CEO Raoul Pal joins senior editor Ash Bennington to share his latest thoughts on COVID-19, market froth, and cryptocurrency. Using models from his latest Real Vision Pro report, “Wile E. Coyote,” Raoul plots several dire situations for COVID-19 deaths. Raoul then talks about why he may smell “fire in the room” in the equity market, looking at indicators such as call option volume, activity in the pink sheet stocks, and the sky-high use of margin. Raoul and Ash then discuss the recent pullback in Bitcoin, and Raoul tells Ash what he thinks of alt coins and the risk/reward they offer to investors. Raoul reflects on the recent flatness in bond yields and the dollar, and he explores whether macro investors are turning toward crypto markets because that’s where the action is happening. In the intro, editor Jack Farley breaks down today’s economic data release for the PMIs from Germany, France, and the U.S. as well as IBM’s earnings disappointment.

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