Takeaways from Recession Watch

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Real VisionJuly 27, 2019
Over the past two weeks, Raoul Pal has tried to determine the risk of a recession, and to gauge the potential consequences that could result. In this concluding piece, Raoul Pal explains what he’s learned through the past two weeks of programming, and provides some insights about how best to invest both in a rebound scenario and in a downturn. Filmed on July 17, 2019 in New York.
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Real VisionFebruary 27, 2020
The Perfect Storm of Value and Volatility
Tobias Carlisle, principal and founder of Acquirer’s Fund, sits down with Chris Cole of Artemis Capital Management to discuss how to find pockets of deep value in a world saturated with liquidity. Carlisle outlines the various valuation metrics (price-to-book, price-to-sales, price-to-earnings, etc.) and describes which metrics he thinks have the most predictive power in today’s market. Surveying the mediocre performance of value over the past two decades, Carlisle argues that value is due for a bounce. Cole and Carlisle conclude by constructing the framework for investors to combine the “long-val” play with “long-vol” play. Filmed on February 7, 2020, in Austin, Texas.
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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.

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