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Real VisionJanuary 20, 2021
The Cannabis Trade: An Industry Set to Take Off
Jason Wild, founder of JW Asset Management, sits down with Tony Greer, founder of TG Macro, to discuss his career journey from pharmacist to investor with a firm that oversees $1 billion through a mix of investments in pharmaceuticals and cannabis producers. Wild’s early success came from assembling Arbor Pharmaceuticals and later selling it to KKR in 2014 for a large profit. He used the proceeds to invest in major Canadian cannabis companies, and he has since become one of the first U.S. institutional investors in legal cannabis companies. Today he is building the global cannabis company TerrAscend, where he is Chairman. Filmed January 14, 2021. Key Learnings: Wild identifies the top cannabis stocks to invest in and why he focuses on operating in limited-license states where there is less competition. The COVID-19 pandemic has helped drive investor demand in the cannabis industry and states and voters are finally realizing that cannabis legalization is a solution to help revive the economy.
Real VisionJanuary 19, 2021
Tony Greer - "When the Bond Market Speaks, I Like to Listen"
Tony Greer of TG Macro tells senior editor Ash Bennington why he has derisked as market sentiment spikes and the bond market continues to sell-off. Looking at indicators such as the put-to-call ratio and open call positions, Tony explains why he has sold off a series of his risk positions, most notably because of the inauguration tomorrow of President Elect Biden. Tony shares with Ash his plan of attack for various assets including grains, fertilizer stocks, and railways, which he sees as an apt way to trade rising inflation expectations. Ash and Tony discuss the continuing ascent of cryptocurrencies, and Tony describes the signals he is looking for in order to go full risk-on. In the intro, Real Vision’s Haley Draznin recaps the market sentiment the day before President-elect Biden’s inauguration.
Real VisionJanuary 19, 2021
How Frothy Markets Have Created a Bull Market in Short Selling
While markets have continued to melt up cries of bubble and commentary on the onslaught of companies clearly benefiting from these dynamics in spite of ridiculous valuations and questionable business models and practices have exploded. One of the brightest young stars in short selling, Edwin Dorsey, author of "The Bear Cave" newsletter is capitalizing on the amount of quality short seller research being produced by curating others research and producing his own short "leads." In this interview with Max Wiethe, Dorsey helps viewers make sense of the current market froth, describes his own unique process for generating short ideas, and runs through two recent targets of his newsletter as case studies of what he is looking for in this market. Filmed on January 12, 2021. Key Learnings: Dorsey highlights that the time has never been better for short sellers but cautions against shorting blindly, especially in overly frothy industries like EVs, and explains why he likes targeting 1$-$10 billion companies flying under most analysts' radar.
Real VisionJanuary 18, 2021
Ask Me Anything with "The Young Bucks"
Real Vision editors Max Wiethe and Jack Farley source questions from Real Vision members via The Exchange in this special, pre-recorded edition of The Real Vision Daily Briefing. Max and Jack discuss everything from how quantitative easing impacts the economy, to who their favorite contributors are, to how the evolution of their macro frameworks have evolved as a result of working at Real Vision. In addition to sharing their thoughts on stocks, bonds, and crypto, Max and Jack consider how their relatively young age should impact their risk tolerance and portfolio construction.

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