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Real VisionAugust 14, 2020
Daily Briefing - August 14, 2020
Real Vision CEO, Raoul Pal, is joined by senior editor, Ash Bennington, to reflect on the current state of markets. Raoul and Ash discuss the upcoming “precious metals week,” and Raoul shares his views on gold, silver, and mining stocks and provides insight into his trading framework. Raoul and Ash then turn to cryptocurrency: Raoul analyzes Bitcoin’s risk/reward characteristics, and Ash details the technological breakthroughs of Ethereum 2.0 with Raoul maintaining it is the macro that is driving the extreme price action of this nascent asset class. In the intro, Jack gives a sneak peek of next week’s interviews on precious metals.
Real VisionAugust 14, 2020
Bill Erbey: The "Renaissance Man" of Entrepreneurship
Bill Erbey, CEO of Salt Pond Holdings, is an entrepreneurial “renaissance man,” who for over 30 years has driven major change in areas ranging from energy to mortgage finance to internet technology. He tells Real Vision managing editor Ed Harrison about his storied career spanning multiple disciplines and gives a deep dive on his patented solution to decongest the internet. Erbey discusses his latest ventures in cryptocurrency and medical technology and tells Harrison about his philanthropic efforts in education, which lead to the formation of Scholarly.co. Filmed on August 12, 2020.
Real VisionAugust 13, 2020
Daily Briefing - August 13, 2020
Senior editor, Ash Bennington, joins managing editor, Ed Harrison, to discuss secular stagnation, initial jobless claims, and the fiscal cliff. They begin by exploring Ed’s takeaways from his interviews with Milton Berg and Charlie McElligott, their contrarian stances, and how price signal distortion is pointing toward secular stagnation. Ed and Ash also parse the differences between seasonally adjusted and non-seasonally adjusted initial jobless claims and how the treatment of the data shapes the way an investor understands employment trends during the pandemic. They wrap up their discussion by considering USPS funding, the lapse in fiscal aid, and the significant political tail risks ahead for this election cycle. In the intro, Peter Cooper reviews the latest initial jobless claims numbers and the plight of essential workers.
Real VisionAugust 13, 2020
Risk-On or Risk-Off: Preparing For the Next Market Crash
The terms risk-on and risk-off are tossed around liberally by market participants -- but what do they actually mean, and how can you determine truly whether the market is in one camp or the other? In this interview, Michael Gayed, author of the Lead-Lag Report and portfolio manager of the ATAC Rotation Fund, answers those questions and explains why risk-off does not guarantee a market downturn. He also describes the backtested indicators of treasury and utility outperformance that he uses to determine the current state of risk-on or risk-off, and how he manages his portfolio accordingly. Additionally, Gayed gives his outlook on the question of continued outperformance of large-cap US equities vs small-caps and emerging markets and discusses the damage zero commission trading is doing to investors in the form of overtrading. Filmed on August 11, 2020.

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