– TIMESTAMPS –
0:00 Intro
0:38 Manhattan Project
3:05 Macron Resigns
5:28 Gold Price Pumps
7:43 EU Army
10:08 Meat Ban
12:41 UK Rejoins EU
15:12 Price Caps
17:29 New Reserve Currency
19:55 Yen Gets Rekt
22:41 Tax Haven Ban
~~~~~
๐ Disclaimer ๐
The information contained herein is for informational purposes only. Nothing herein shall be construed to be financial legal or tax advice. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speaker does not guarantee any particular outcome.
Teddy Valleeโs discretionary global macro hedge fund produced a 21% return in the first quarter of 2022 and has generated an average annualized return of 23% since 2018.
Vallee, the founder, and chief investment officer of Pervalle Global, joins Harry Melandri, an advisor at MI2 Partners, basically to answer one big question: How did you do it? โI’ve just been obsessed and focused on what the world looks like over the next 12 monthsโ is Teddyโs short answer.
The long answer begins on a soccer field, continues with a couple of concussions, and includes the development of a series of discretionary indicators, augmented by quantitative factors and technical analysis, that gives him and his firm the flexibility to jump from asset class to asset class, from place to place, and invest successfully regardless of the global macro environment.
Teddy talks to Harry about how that flexibility โhas been a huge edge for usโ and also explains why he thinks โinflation is going to fade much faster than the market thinks.โ Recorded on August 3, 2022.
TIMESTAMPS:
00:02:28 How Was Vallee’s Fund Up More Than 20% in Q1
00:04:53 Valle’s Macro Outlook
00:21:03 Listen to the Wise Words of Mike Tyson
00:32:14 The View on Emerging Markets
00:40:30 The View on the Dollar Wrecking Ball
00:43:48 What an Increase in Liquidity Would Mean for Crypto
00:48:30 It Ain’t What You Don’t Know That Gets You Into Trouble, It’s What You Know For Sure That Just Ain’t So
#returns #roi #investors
Thanks for watching Real Vision Finance!
About Real Visionโข:
Real Visionโข 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.
Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusionโฆThe material in REAL VISION GROUP video programs and publications {collectively referred to as โRV RELEASESโ} 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, โAffiliated Partiesโ} 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 individualโs, group of individualsโ or entityโs 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 โ now stop reading the small print and go and enjoy Real Vision.
Regionalizationโ is the transition from a world of stable prices and consistent growth to one of rising costs of living where the threat of global famine is real.
The breakdown of an economic order framed by just-in-time supply chains requires a rethink of trade networks and relationships. Geopolitical strategist Peter Zeihan addresses these issues and more in his new book โThe End of the World Is Just the Beginning: Mapping the Collapse of Globalization.โ
Zeihan joins Real Visionโs Maggie Lake to talk about the implications of this transition, including the end of Chinaโs time as a great power and the perpetuation of the U.S. dollarโs status as the global reserve currency.
Recorded on May 31, 2022.
TIMESTAMPS:
00:00:10 Why Our Future Will Be Pricier, Worse & Slower
00:03:52 The Benefits of Globalization
00:05:43 The Demographic Effect at a Global Scale
00:08:36 The End of the Supply Chain Network As We Know It
00:14:53 Solving Demographics Through Immigration Policies. Is it Possible?
00:15:39 The One-Child Policy & the Decline of China
00:23:32 The Risk of Global Famine Is Real
00:31:47 The Future of the U.S. Dollar As the Strongest Currency
00:34:48 Globalization vs. Regionalization
00:41:51 Productivity, Demographics, Technology and Europe’s Future.
00:47:48 What Determines the Geography of Success?
00:55:12 Opportunities for Latin America in a World Starved of Food & Energy
01:02:47 Is there Hope for a Better Future?
About Real Visionโข:
Real Visionโข 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.
Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusionโฆThe material in REAL VISION GROUP video programs and publications {collectively referred to as โRV RELEASESโ} 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, โAffiliated Partiesโ} 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 individualโs, group of individualsโ or entityโs 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 โ now stop reading the small print and go and enjoy Real Vision.
Pomp writes a daily letter to over 200,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/
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ZEN Lunacy
VV
Nicola Kenny
Mr. Smith
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———————————————————————————-
Very Special Thanks To My Patreon Supporters:
Professor Wally From Gunbot University
Janice W Chan
The Letter E
Matt Conley
FudWiser
UNM NU
Have You Tried The Tapioca
Richard Bonar
Shopping. io
Nigel Wyman
Prit Tea
Radion Barakov
Mike Minardo
TouchNJ
Gerald Nelms
CMoney
Ray Runowski
PoolingETH . com
William A Swier
Gary Opalka
Michelle URL
Marvin Calderon
Norman Waterman
Holdon Ihave2sneeze
Digital Asset News
Liam O’Cashidey
Cory Stevens
RTC 2021
Forex Lens Inc
Auspicious Agile & Blockchain
Yet Another Nick
Bitsource AML Solutions
Chris Charles
Roman Geber
David Chosrova
Stuart Niven
Larry Gooch
Tyler Winklevoss
NBKrypto
Steven Harper
Ulf Fatman Josefsson
Mohammad Tabbaa
Brian Vaci
Jeffrey
Pete Mozar
Cryptocurrency Logic
Jonathan Robert Kraus
Josh Gorcyca
K9 Ytrup
Crypto Jedi Truls Lee 3000
O. Tom Chhuong
Kaneko Tomonori
Sir Thomas11_11
Mike McCarty
Crypto And Beer Shipmate
ZEN Lunacy
VV
Nicola Kenny
Mr. Smith
Joey The Happy Farmer
Damien Walker
– TIMESTAMPS –
0:00 Intro
2:09 Cardano vs. Algorand
4:51 Dollar Dynamics
7:41 Decentralized Stablecoins
11:08 Elon Twitter Update
15:05 Calls For Crypto Regulation
17:52 Countries in Crisis
21:21 Top Performing Cryptos
24:42 Outro
~~~~~
๐ Disclaimer ๐
The information contained herein is for informational purposes only. Nothing herein shall be construed to be financial legal or tax advice. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speaker does not guarantee any particular outcome.
โRegionalizationโ is the transition from a world of stable prices and consistent growth to one of rising costs of living where the threat of global famine is real.
The breakdown of an economic order framed by just-in-time supply chains requires a rethink of trade networks and relationships. Geopolitical strategist Peter Zeihan addresses these issues and more in his new book โThe End of the World Is Just the Beginning: Mapping the Collapse of Globalization.โ
Zeihan joins Real Visionโs Maggie Lake to talk about the implications of this transition, including the end of Chinaโs time as a great power and the perpetuation of the U.S. dollarโs status as the global reserve currency.
Recorded on May 31, 2022.
About Real Visionโข:
Real Visionโข 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.
Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusionโฆThe material in REAL VISION GROUP video programs and publications {collectively referred to as โRV RELEASESโ} 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, โAffiliated Partiesโ} 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 individualโs, group of individualsโ or entityโs 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 โ now stop reading the small print and go and enjoy Real Vision.
