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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S&P 500: Seasonal Correction



The seasonal correction by #SPX that we discussed would likely happen in Aug/Sep has materialized. In this video we look at this correction within the context of history to better understand the movements in the bond market. We also discuss #Bitcoin briefly as well.

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Bitcoin: Death Cross Rally Update



I thought it would be useful to provide an update on our death cross rally discussion from a couple of weeks ago. Not sure how I ended up rambling for an hour, but hope you enjoy!

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Bitcoin: September in Review



Let us take inventory of #BTC over the past month.

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Bitcoin: The Beauty of Mathematics (Part 39)



Time for an update on our #Bitcoin: The Beauty of Mathematics series, which is actually an analysis on the total #cryptocurrency market capitalization by comparing it to our fair value logarithmic regression trend line. No model will tell us exactly when/where the entire asset class will peak, but hopefully it gives us some insight into what is realistically possible. Where do you think the price of #Bitcoin is headed? Let me know in the comments!

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Bitcoin: Bull Market Support Band



Time for an update on our #Bitcoin bull market support band, considering that we have a new weekly close for #Bitcoin. This bull market support band is essentially our line in the sand for separating different types of market environments. Where do you think the price of #Bitcoin is headed? Let me know in the comments!

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S&P 500 Outlook



Let’s talk about the S&P 500. We got our seasonal correction in August/September. Now what? In this video we discuss seasonality, and occasional exceptions.

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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

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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#Macro #finance #macroeconomy #markets #financialmarkets #bonds #stocks #oil #gas #commodities #equities #gold

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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The Yield Curve & Recessions



The yield curve remains inverted, but the spread between the 10 yr. and 3 mo. treasuries has narrowed. However, the reason for this is has been due to a bear steepener as opposed to a bull steepener. In this video, we talk about these ideas and how it impacts the yield curve. We also discuss the implications of an inverted yield curve on recessions.

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Jobs Report



Let us dive into some of the recent data coming from the labor market. In this video, we discuss the unemployment rate, initial claims, continued claims, job quits, job openings, nonfarm payroll, and more!

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