Raoul Pal & Howard Lindzon: Will a Phoenix Rise From the Ashes of Tech?



Tech investor Howard Lindzon thinks we may see more cracks emerge in the technology sector amid the end of the easy money era.

Still, he believes there’s capital to be put to work in good tech. The co-founder of StockTwits and general partner at venture capital firm Social Leverage joins Raoul to discuss the tech wreck of 2022, and what happens in 2023 and investigate “the seeds of opportunity” for the beleaguered sector. Recorded on December 14, 2022.

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#raoulpal #macro #financialmarkets

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Is Now the Time to Jump Back Into Tech?



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Netflix and NVIDIA present major investment opportunities in 2023, according to Beth Kindig, CEO and lead tech analyst of the I/O Fund.

But while she sees that tech could experience broad gains, Beth warns that cloud services specifically are already showing signs of turbulent skies.

Remember, this is not advice but rather a launching point for you to do your own due diligence and to make decisions that suit your risk tolerance, your time horizon, and your financial objectives. Recorded on January 6, 2023.

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#techstocks #stockstowatch #nvidia

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Steno's Signals: How China's Reopening May Affect Commodities & Equities



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China bids adieu to zero-COVID this week after its borders reopened, and investors are flocking in to capitalize on these long-awaited trading opportunities.

Andreas takes a step back to examine the Chinese economy as it currently stands and digs into how the reopening may affect prices across various asset classes. Recorded on January 10, 2023.

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#chinaeconomy #chinanews #financialmarkets

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The Titanic Forces at Play Bringing Back NUCLEAR! ☢️



🔥 𝐅𝐑𝐄𝐄 Newsletter: Understand What’s Moving Markets — In Minutes! http://www.realvision.com/rvdb

In this inaugural episode of Looking for the Upside, Andreas Steno Larsen, and Mark Nelson, the managing director at Radiant Energy Group, explore opportunities in nuclear power and uranium for 2023.

Mark walks us through the investment case. The goal is for you to walk away wanting to explore this topic further or decide it’s not for you. Enjoy. Recorded on January 6, 2023.

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#uranium #nuclearenergy #nuclear

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Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

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How to Leverage Bill Gates' Farmland Buying Spree



Real Vision’s James Helliwell and Sven Miserey, fund manager of the CAP Sustainable Agriculture Fund, explore opportunities in farmland and sustainable agriculture for 2023 and explain why water scarcity and climate change are key drivers of this unique asset.

James then shifts the focus toward inflation and portfolio construction, before wrapping up with the best ways to trade this theme, including where to look in AgTech. Recorded on January 12, 2023.

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#investingstrategy #farmlandsforsale #farmland

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Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

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Dollar Liquidity Incoming: How Will It Move Markets?



When the U.S. breaches its debt limit, the Treasury will be forced to inject new liquidity into financial markets using various accounting gimmicks.

Andreas shares how this extra cash flow could affect various asset classes and explores the potential multiple and ugly ramifications of this nightmare scenario. Recorded on January 17, 2023.

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#dollar #macro #usdollar

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Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

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Raoul Pal & Lawson Steele: Why It's Time to Consider Carbon Again



The man who’s nailed the carbon trade since 2004 thinks things are getting interesting.

Lawson Steele has made some very good calls on carbon.

As one of the only experts in the field in 2006, he predicted the price would drop to zero, which it did not long after. In 2018, he turned super bullish, bringing himself (and Real Vision members) an astonishingly good trade. In this interview with Raoul, Lawson is back to explain why the supply-and-demand picture tells him things are getting ‘interesting’ again.

He gives a primer on the carbon market, explains why he’s bullish, and offers members a peek into his new venture, Kakubi, which brings the EU physical carbon allowances onto the blockchain. Recorded on Tuesday, January 17, 2023.

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#macro #raoulpal #carbon

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David Rosenberg: Adjusting Your Portfolio For A Pending Recession



🔥 𝐅𝐑𝐄𝐄 Newsletter: Understand What’s Moving Markets — In Minutes! http://www.realvision.com/rvdb

“There’s not a snowball’s chance in hell we hit the lows in the stock market in advance of a big rally in bonds.”

“I think by this time next year inflation is going to be flat. It could even be negative.”

While the debate over inflation continues, veteran economist and strategist David Rosenberg is firm in his view that inflation is going to fall faster than people think this year.

He’s also certain that there’s zero chance of a soft landing and that a fed pivot is coming.

In this interview with Samuel Burke, the noted contrarian shares his top three sector picks for investors right now. Recorded on January 19, 2023.

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#bonds #portfoliomanagement #recession

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Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

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Andreas Steno & Marko Papic: The Anti-Davos Trade



Elites are misunderstanding risk, but here’s how to play it in your favor.

Despite the backdrop of doom and gloom at the World Economic Forum in Davos, Marko Papic, Clocktower Group’s Chief Strategist is optimistic. He tells Andreas Steno Larsen exactly where he sees the upside and why he’s bullish on commodities, China’s reopening, and emerging markets generally.

Andreas then turns his attention to trade expression by sharing his favorite plays on this theme including dispersion in commodity sectors and European equities. Recorded on January 17, 2023.

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#riskmanagement #davos2023 #worldeconomicforum

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Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

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Why You Shouldn't Get Too Comfortable Holding Risk Assets



What’s the “Waller Rule,” and what does it have to do with dollar liquidity and your investments?

Following a speech last week by FOMC member Christopher Waller, Andreas Steno Larsen presents what he calls the “Waller Rule,” which suggests that QT will either need to slow or pause if USD reserves become equal to 10-11% of U.S. GDP.

He then breaks down why this potential scenario might be bad news for risk assets in the second half of 2023. Recorded on January 24, 2023.

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#investing #riskmanagement #risk

About Real Vision™:
Real Vision™ is where you can gain an understanding of the complex world of finance, business, and the global economy with real in-depth analysis from real experts.

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Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

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