What Happens When "Dry Powder" Meets Liquid Markets?

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Real VisionJanuary 31, 2020
Why is it that equity returns are at record-highs – and yet beating the market is harder than ever? Josh Wolfe, co-founder and managing partner at Lux Capital, sits down with Mike Green, chief strategist and portfolio manager at Logica Capital Advisers, to explore this question. After Wolfe discusses a few of his recent successful venture exits, the pair discusses how excessive liquidity is making it harder to deploy capital, a process Green calls "alpha-degradation." Other topics include Tesla, Bloomberg, and the "first-mover disadvantage." Filmed on January 23, 2020, in New York.
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Real VisionFebruary 25, 2020
Unmasking SuperMugatu -- How the Pros Find Edge
Dan McMurtrie, founder of Tyro Capital Management (also known as SuperMugatu on Twitter), joins Real Vision to discuss his analytical research into the off-the-beaten path sub-sectors of the global economy that he believes will provide asymmetric returns. He talks about the evolution of financial markets and how he takes advantage of inefficiencies in financial markets and social trends to find edge in a world sparse with alpha generating opportunities. He reveals his philosophy on asset allocation – balancing potential non-linear risks with opportunity capitalization. McMurtrie also shares a few of his favorite value plays and explains the reasoning behind his theses. Filmed on February 20, 2020 in New York.
Real VisionFebruary 24, 2020
Agricultural Commodities and the Impending Solar Cycle Shock
When trying to understand what is actually driving climate change, it is important to remember the source of the information. Shawn Hackett, president of Hackett Financial Advisors, considers himself to be a non-biased observer whose only financial incentive is to analyze the driving forces behind changes in weather to accurately forecast price movements in agricultural commodities for his clients made up of farmers, producers, and investors. Using analysis of natural cycles of the solar system and the sun, Hackett lays out his thesis that agricultural commodities are in for a massive shock as we enter into a period of increased weather volatility and lower temperatures. Filmed on January 29, 2020 in New York. Shawn Hackett’s report on agricultural commodities and solar cycles can be found here: https://www.hackettadvisors.com/Register_Sample_WeatherReport.asp
Real VisionFebruary 21, 2020
Reversal of Fortune: Inside Pensions and the Erosion of Retirement
How did the promise of a stable pension and a happy retirement, once the pillar of the American dream, become a threat to the solvency of state governments across the U.S.? Over the past decade, the funding-gap for public pensions has exploded to record levels. While blame is often placed on politicians short-changing contributions, hardline union leaders, and a host of other factors, one largely misunderstood and ignored component is the management of the pensions themselves. As many of their assets failed to deliver expected returns, pensions doubled-down on high-risk, high-fee investments, hoping to shore up more money. That shift in investments has eroded transparency, which has made it increasingly difficult to follow the money – not only putting at risk the retirement of millions of Americans, but the funding of state budgets and the health of the entire economy. Filmed in New York, Massachusetts, Arizona, Florida, Rhode Island and and other locations in 2019 and 2020.

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