Real Vision

Real VisionNovember 26, 2019
How the Fed Sees Bitcoin: An Insider's View
Simon Potter is the former head of the New York Fed’s Markets Group and former manager of the Fed’s massive System Open Market Account — the $3.5 trillion trading vehicle used to execute US monetary policy. He joins Roberto Perli, co-founder & partner at Cornerstone Macro, for a deep dive into cryptocurrency from the perspective of a central bank senior policymaker. Potter provides his unique take on money, markets, and digital currencies. Filmed on November 6, 2019 in New York.
Real VisionNovember 26, 2019
Bitcoin: Breakdown or Shakeout?
Katie Stockton, founder and managing partner at Fairlead Strategies LLC., sits down with Real Vision’s Justine Underhill to make sense of the technical signals emanating from the bitcoin market. Stockton sees the next few weeks as a turning point for the cryptocurrency. Either it will continue to plunge well below its 200-day moving average, or it will reach an oversold condition. In the long-run, Stockton is bullish on bitcoin, but over the next month, she expects it to test a lower support level. Filmed in New York on November 25, 2019 in New York.
Real VisionNovember 25, 2019
A Dirtnap in the Zeitgeist
Jared Dillian, author of the newsletter “The Daily Dirtnap,” sits down with Tony Greer, founder of TG Macro, to talk about the market stories catching their eye: curve steepeners and cannabis stocks. Dillian breaks down his prescient call on Beyond Meat from this spring and weighs the possibility and the impact of an Elizabeth Warren Presidency in 2020. Filmed on November 14th in New York.
Real VisionNovember 25, 2019
2020: "A Rollercoaster on the Polls"
With less than a year until the 2020 election, the Democratic primary, impeachment proceedings, and rumblings of third party candidates become more relevant to investors every day. This week, Drew explains how the 2020 election might impact financial markets.

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Real VisionOctober 07, 2019
The Monetary System is Broken
Jeff Snider, head of global research at Alhambra Investment Partners, has been covering the repo market breakdown since May 2018. With the recent spike in repo rates, it seems like the rest of the market has finally started to take notice. Snider explains why this problem is not coming up out of the blue and breaks down why he views recent market moves as a sign that the banks are telegraphing their knowledge of major threats to the monetary system. Filmed on September 27, 2019 in New York.
Real VisionOctober 09, 2019
The Dollar Milkshake Re-Visited
Brent Johnson, CEO of Santiago Capital, returns to Real Vision to update his popular “Dollar Milkshake Theory.” Johnson unpacks the story of a massive flood of central bank liquidity and explains how capital flows are being sucked into US equity markets through a strengthening dollar. While this has inflated asset prices in the US, Johnson sees these powerful macroeconomic forces building toward a grim reckoning. Filmed on September 14, 2019 in Grand Cayman.
Real VisionDecember 04, 2019
Treating Osteoarthritis: Playing the Paradigm Shift
Scott Williams, portfolio manager for Fiftyone Capital, sits down to explain why he thinks Paradigm Biopharmaceuticals could be a hundred-bagger. The company’s repurposed pre-trial drug has already treated thousands of patients in Australia and is currently being tested on retired NFL players. Williams articulates his investment thesis to Real Vision’s Justine Underhill in today’s Trade Ideas. Filmed on December 3, 2019 in New York.