Navigating 2020's Monetary Disorder

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Real VisionJanuary 01, 2020
Jim Grant kicks off 2020 with a look forward to the coming year. Usually, Grant asks the questions, but today he provides his answers to questions around the 2020 presidential election and the force of gravity that extreme monetary policy has on financial markets. Grant addresses the problems facing Uber and WeWork, provides commentary on his disagreement with the Fed's understanding of money and markets, and explains whether the Fed will be able to normalize rates. Filmed on November 6, 2019 in New York.
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Real VisionFebruary 20, 2020
Building the 100-Year Portfolio
Imagine being furnished with generational wealth under one condition – you must choose only one asset allocation for your portfolio and stick with it for 100 years. Where would you even start? Chris Cole, CIO and founder of Artemis Capital Management, returns to Real Vision to answer that very question. He sits down with Danielle DiMartino Booth of Quill Intelligence to discuss the optimal portfolio construction for the long run, regardless of market condition. With uncertainty everywhere despite all-highs in the market, Cole discusses how to navigate Charlie Munger’s “death of the efficient frontier.” He explains the allegory of the Hawk and Serpent and breaks down the construction of his 100-year portfolio. Cole and Booth provide viewers with the tools to traverse the “incremental death of alpha,” and markets that are increasingly subject to the amplified volatility of increasingly passive investments. This piece is a much-watch for the pension fund or endowment that has no long-volatility exposure in their portfolio. Filmed on February 7, 2020 in Austin, Texas. To find Chris’s report click here.
Real VisionFebruary 20, 2020
Managing Eighty Billion Dollars Worth of Risk
With a record number of pension funds underfunded, the notion of having an “overfunded pension” can sound impossible. And yet that is exactly what Jim Keohane, CEO of the Healthcare of Ontario Pension Plan (HOOPP) has managed to achieve. Keohane speaks to Real Vision’s Ed Harrison about the remarkable obstacles pension funds face and how they can survive and thrive in the face of these challenges. Keohane argues that defined-benefit pensions can be sustainable if the fund manages risk the right way. Keohane articulates his process in constructing HOOPP’s portfolio, which is relied upon by its over 350,000 members, and describes how he uses derivates to manage risk for over $80 billion in assets. Filmed on February 13, 2020 in Toronto.
Real VisionFebruary 19, 2020
Reimagining Retirement and "Risk-Free" Assets
Allison Schrager, senior fellow at The Manhattan Institute and author of “An Economist Walks Into A Brothel,” sits down with Ramsey Smith of ALEX.fyi to discuss potential solutions to the global retirement crisis. Schrager argues that retirees are taking on too much risk with their portfolios by over-allocating to risky assets. She also explains why retirees are under-allocating to long-duration bonds. Smith and Schrager muse whether the idea of “retirement” should itself be reimagined and shed light on the current pension-related political conflagrations in France and Chile. Filmed on February 5, 2020, in New York.

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