Seeking Shelter through the Storm

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Real VisionDecember 02, 2019
In a market dominated by algorithms and stampeding crowds, how do you find an edge — especially at the end of a cycle? This week, Drew breaks down the conversation between Jim Grant and Sy Jacobs and reveals a leeward port for your portfolio.
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Other Real Vision Videos

Real VisionDecember 11, 2019
The Perils of Passive Indexation
In his first appearance as a guest on Real Vision, Mike Green, portfolio manager at Thiel Macro, joins Real Vision CEO, Raoul Pal, to discuss the corporate credit cycle, the rise of passive indexing, and the consequences of mass baby-boomer retirement. Green argues that the simple algorithmic logic of passive vehicles causes irrational capital allocation. He asserts that these passive strategies only make money in a liquidity-enhanced environment, and he explains that stresses to the indices’ lack of cash reserves could create market volatility. Green and Pal examine the shift to passive vehicles and how that shift is molding the fate of both baby-boomer pensioners and millennials. Filmed on December 5, 2019 in London.
Real VisionDecember 11, 2019
Will There be a Recession in 2020?
Komal Sri-Kumar, the man who predicted the epic bond rally in 2019, returns to Real Vision to discuss where the 10-year Treasury is headed next. In this interview with Jake Merl, Sri breaks down the three forces driving yields lower, explains why the recent repo madness could be a canary in the coal mine, and notes what investors should expect from Jay Powell at the December Fed meeting. Filmed on December 10, 2019.
Real VisionDecember 10, 2019
The Kaplan Doctrine: Conservation, Preservation, and Value
Dr. Thomas Kaplan, legendary gold investor and philanthropist, joins Dan Tapiero of DTAP Capital to discuss his illustrious career in the natural resources space, some of Kaplan’s biggest winners, and the philanthropic efforts that he passionately pursues. In addition to his natural resource brilliance, he founded the Panthera Corporation, the world’s largest conservation effort to save the world’s big cats. Kaplan explains why both consolidation in the natural resources industry and global macroeconomic factors are aligning in a way that signals his latest venture, NOVAGOLD, could be the biggest opportunity he has ever encountered. Filmed on November 26, 2019 in New York.

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