Where's the Pain Trade?

Ad blocking detected

Thank you for visiting CanadianInsider.com. We have detected you cannot see ads being served on our site due to blocking. Unfortunately, due to the high cost of data, we cannot serve the requested page without the accompanied ads.

If you have installed ad-blocking software, please disable it (sometimes a complete uninstall is necessary). Private browsing Firefox users should be able to disable tracking protection while visiting our website. Visit Mozilla support for more information. If you do not believe you have any ad-blocking software on your browser, you may want to try another browser, computer or internet service provider. Alternatively, you may consider the following if you want an ad-free experience.

Canadian Insider Club
$299/ year*
Daily Morning INK newsletter
+3 months archive
Canadian Market INK weekly newsletter
+3 months archive
30 publication downloads per month from the PDF store
Top 20 Gold, Top 30 Energy, Top 40 Stock downloads from the PDF store
All benefits of basic registration
No 3rd party display ads

* Price is subject to applicable taxes.

Paid subscriptions and memberships are auto-renewing unless cancelled (easily done via the Account Settings Membership Status page after logging in). Once cancelled, a subscription or membership will terminate at the end of the current term.

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.
Get access to daily trading ideas, trending topics, interviews and more!
Please subscribe to Canadian Insider Club Ultra

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.

Get a Canadian Insider Club Ultra subscription for

  • Insider filing email alerts
  • Access to premium INK Research reports
  • Full access to weekly North America Top filer reports
  • Ad-free browsing
  • INK Ultra Money premium content

(already an Ultra member? Please log into your account for access)