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Real VisionJanuary 22, 2021
Stock Picker Joe Besecker's ABCDs of Investing
Emerald Asset Management founder, president, and CEO Joe Besecker shares his top stock picks for 2021 with famed short-seller Marc Cohodes of Alder Lane Farm. Besecker breaks down his investment research process, his strategy for finding investable assets—what he likes to call the ABCDs—and the two reflect on a decades-long friendship analyzing the markets. Filmed on January 19, 2021. Key Learnings: Besecker highlights the top sectors he is eyeing—from RVs and cryptocurrency to biotech, life sciences, and digital education. He is betting on Camping World (CWH), Silvergate Bank (SI), Bioamerica (BMRA) and Chegg (CHGG).
Real VisionJanuary 21, 2021
The Fed's Quandary: Speculative Fervor Around Inflation Expectations
Michael Lebowitz, partner at Real Investment Advice, joins Real Vision managing editor Ed Harrison to discuss where inflation is headed and whether the market’s bet on the Fed getting it right this time has merit. Lebowitz discusses the nature of market price action for the past several months as risk assets have caught on fire and sector rotation has been occurring with incredible speed. With the growth of M1 and the velocity of money moving in opposite directions, Harrison and Lebowitz explore how the Fed might have to rethink their quantitative easing (QE) operations in order to achieve their goals of generating inflation. In light of this context, Lebowitz discusses his investment approach in this market environment. In the intro, Real Vision’s Haley Draznin checks out the markets on the first full day of President Biden’s holding office.
Real VisionJanuary 21, 2021
Lakshman Achuthan: Smooth Reflation Sailing (For Now...)
Lakshman Achuthan, COO and co-founder of ECRI, joins Real Vision managing editor Ed Harrison to share his outlook on economic growth, inflation, and markets. Achuthan charts his way through the next 12 months, pointing out how the bulk of ECRI indicators suggest that reflation is indeed, just as many foresee, here. Achuthan disaggregates "the reflation trade" into the U.S. business cycle upturn, the spike in future inflation gauges, and a pick-up in global industrial growth, predicting that these three forces will for the near-term persist, albeit with the potential for some "storm clouds on the horizon." Harrison asks Achuthan about the dangers and timescales of these storm clouds, and then the two interpret economic data ranging from jobless claims to shipping numbers to industrial production. Lastly, Achuthan shares his view on interest rates and volatility in the equity and credit markets. Key learnings: Reflation is here and will continue. In most of the economic data he tracks, Achuthan sees an expected pick-up in growth and inflation. Nonetheless, looking at longer-leading indicators, there are "storm clouds on the horizon" for these variables.
Real VisionJanuary 20, 2021
Buy the Reflation Rumor and Sell the Recovery News?
Real Vision managing editor Ed Harrison joins editor Max Wiethe to update his views on how yield curve steepening is affecting equity markets and his three potential outcomes for the reflation trade. Harrison and Wiethe also debate whether the reflation trade is a "buy the rumor, sell the news" scenario and tee up Real Vision’s big content campaign for February where we attempt to answer the question, “Is Everything a Bubble?” In the intro, editor Jack Farley reviews price action and analyzes Morgan Stanley's latest earnings report.

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