Daily Briefing - July 31, 2020

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Real VisionJuly 31, 2020
Senior editor Ash Bennington hosts Real Vision favorite Mike Green of Logica Capital Advisors. Mike Green gives a strategic update on the markets, and, through the lens of his renowned critique of passive investing, analyzes flow data on ETFs and mutual funds to conclude that the markets could be due for some turmoil in the coming months. Green and Bennington also discuss today’s interview with Green and Rob Arnott, one of the world's leading quantitative investors. Green also shares his views on "volmaggedon" and the similarities between short-vol and bonds. In the intro, Jack reviews recent FAANG earnings and gives a preview of Jason Buck's three-part "Ahead of the Curve," a deep-dive into volatility featuring interviews with Chris Cole, Jerry Haworth, and Bastian Bolesta.
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More Ultra Money Videos

Real VisionJanuary 25, 2021
Charting the Future of COVID-19: Is "Back to Normal" Within Reach?
How effective are the different COVID-19 vaccines? How does the science suggest we best move forward – and when will the world itself be rid of this deadly disease? In this interview, James Rasteh, founder and chief investment officer of Coast Capital, welcomes Justin Stebbing, professor of Cancer Medicine and Oncology at the Imperial College of London, to explore these critical questions. Stebbing gives a rigorous overview of the unique transmissibility and fatality rates of the virus and how the efficacies of the various vaccines, which are generally high, mean that a "back to normal" scenario is somewhat likely by around April 2021. Nevertheless, Stebbing thinks it is will be extremely difficult to eradicate COVID-19 completely and that, simply put, "coronavirus is here to stay." Filmed on January 20, 2021. Key learnings: The plurality of highly-efficacious vaccines means a return to normal is within sight. But yearly booster shots will likely be required, and full eradication will be extremely difficult—if not impossible.
Real VisionJanuary 22, 2021
COVID-19 Spiraling Out of Control, Whipsawing Crypto, and the Coiled Snake of Macro
Real Vision CEO Raoul Pal joins senior editor Ash Bennington to share his latest thoughts on COVID-19, market froth, and cryptocurrency. Using models from his latest Real Vision Pro report, “Wile E. Coyote,” Raoul plots several dire situations for COVID-19 deaths. Raoul then talks about why he may smell “fire in the room” in the equity market, looking at indicators such as call option volume, activity in the pink sheet stocks, and the sky-high use of margin. Raoul and Ash then discuss the recent pullback in Bitcoin, and Raoul tells Ash what he think of alt coins and the risk/reward they offer to investors. Raoul reflects on the recent flatness in bond yields and the dollar, and he explores whether macro investors are turning toward crypto markets because that’s where the action is happening. In the intro, editor Jack Farley breaks down today’s economic data release for the PMIs from Germany, France, and the U.S. as well as IBM’s earnings disappointment.
Real VisionJanuary 22, 2021
Stock Picker Joe Besecker's ABCD's of Investing
Emerald Asset Management founder, president, and CEO Joe Besecker shares his top stock picks for 2021 with famed short-seller Marc Cohodes of Alder Lane Farm. Besecker breaks down his investment research process, his strategy for finding investable assets—what he likes to call the ABCDs—and the two reflect on a decades-long friendship analyzing the markets. Filmed on January 19, 2021. Key Learnings: Besecker highlights the top sectors he is eyeing—from RVs and cryptocurrency to biotech, life sciences, and digital education. He is betting on Camping World (CWH), Silvergate Bank (SI), Bioamerica (BMRA) and Chegg (CHGG).

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