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Real VisionAugust 11, 2020
Charlie McElligot - Macro's Seasonal Shifts and the Volatility Compression Slingshot
Charlie McElligot, managing director for cross-asset strategy at Nomura Global Markets, joins Real Vision’s managing editor, Ed Harrison, to discuss his view of reversal potential for financial market over the next three to six months. McElligot breaks down what he views as crowded trades that might be over-positioned and prone to momentum reversal. He explains how recent volatility compression could act as a slingshot for markets in conjunction with seasonal volume and issuance fluctuations. McElligot and Harrison analyze the phenomena of institutional crowding into short-vol strategies compressing returns, as well as the impact of long-vol hedging strategies, such as S&P 500 puts and VIX calls, have on large dislocations in those markets. McElligot also explains the recent shift in macro regime driving factors from dollar liquidity, Fed QE, and rate expectation to growth and inflation expectations. Filmed on August 7, 2020.
Real VisionAugust 10, 2020
Daily Briefing - August 10, 2020
Real Vision senior editor, Ash Bennington, joins managing editor, Ed Harrison, to discuss the pivotal forces driving markets. They discuss bank balance sheets in Europe and how compression of net interest margins are damaging bank earnings. Ash discusses supply constraints of consumer staples, and Ed analyzes volatility, market breadth, and “bear steepening” through the lens of his recent interviews with Milton Berg and Charlie McElligott. They also look forward to a market of lower growth and higher prices. In the intro, Jack analyze Berkshire Hathaway’s recent Q2 earnings report.
Real VisionAugust 10, 2020
The Return of the Turning Point Master
Milton Berg, Founder and CIO of Milton Berg Advisors, joins managing editor Ed Harrison to analyze the technical patterns and market internals on his radar. From his repository of over 10,000 indicators, Berg selects and discusses the ones he thinks are most compelling, such as 5-day breadth thrust, consecutive volume-up days, and the put/call ratio. Berg then observes that the equity markets are behaving like commodities, in that they are trending upward as volume spikes. Lastly, Berg and Harrison try and reconcile some oddly bullish indicators with the macro backdrop with Berg casting doubt on the long-term sustainability of central bank’s ability to ballast asset prices. Filmed on August 6, 2020. For additional charts of Milton Berg’ Advisors, click here: https://rvtv.io/2PLS1qR
Real VisionAugust 07, 2020
Daily Briefing - August 7, 2020
Real Vision CEO Raoul Pal is joined by senior editor Ash Bennington to discuss the current state of different asset classes at this unique juncture. Raoul shares his view on the dollar, precious metals, and bitcoin. He also provides a strategic update on his unfolding thesis. Raoul guides viewers from the hope event into the insolvency phase as high-frequency data show slowdowns in economic activity. Raoul and Ash discuss why they think bitcoin is a favorable trade, and they explore why buying calls on the VIX and puts on the S&P 500 could ballast a gold-heavy portfolio. In the intro, Jack Farley discusses today's Employment Situation Report from the Bureau of Labor Statistics.

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