Where's the Pain Trade?

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Real VisionAugust 05, 2019
Michael Purves, CEO of Tallbacken Capital Advisors, is closely watching the divergence between stocks and bonds. In this interview with Alex Rosenberg, Purves makes sense of this discrepancy with an analysis of the differing factors influencing those respective markets. He also explains how an uptick in global economic data could catch many investors offsides. Filmed on August 2, 2019.
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Other Real Vision Videos

Real VisionOctober 22, 2019
Legitimizing Bitcoin Investment with Crypto Access Products
Michael Sonnenshein, managing director at Grayscale Investments, first entered the bitcoin space 6 years ago when he met Barry Silbert. Since then, the Grayscale Bitcoin Trust has ballooned to almost $2 billion in net asset value. Sonnenshein explains how the rise of bitcoin access products like $GBTC have helped legitimize investment in the asset class and opened up the space to a new crop of bitcoin bulls. He also touches on generational wealth transfer as an extremely underappreciated aspect of the debate between bitcoin and gold. Filmed on October 8, 2019 in New York.
Real VisionOctober 22, 2019
Digitizing the Ultimate Bearer Asset
How can gold and cryptocurrencies co-exist in a digital world? Daniel Masters, executive chairman of Coinshares, examines what the digitization of gold means for both gold and bitcoin. Masters argues that the advent of cryptocurrencies unlocked the potential by mitigating gold’s physical limitations. Masters dispels several misconceptions about the infrastructure of bitcoin, describes the monetary system in place today, and explains how cryptocurrencies like bitcoin can actually bolster the strengths of the current precious metals market infrastructure. Filmed on October 9, 2019 in London.
Real VisionOctober 21, 2019
Bitcoin as a Global Macro Trade
What role do digital assets play in a modern global macro portfolio? John Vincent and Sam Jernigan of Wakem Global Opportunity Fund discuss profiting from the bitcoin trade — including portfolio construction, inter-asset correlations, volatility, skew, and the role of covered calls. Vincent and Jernigan also explore more fundamental aspects of digital assets, such as the inherent conflict between the store of value and medium of exchange functions. Filmed on September 9, 2019 in New York.

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