Real Vision

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Featured Videos

Real VisionNovember 30, 2020
The Macro Backdrop: Why Bitcoin? Why Now?
Lyn Alden of Lyn Alden Investment Strategy, joins Travis Kling founder of Ikigai Asset Management, to discuss the current macro climate and the various forces contributing to deflationary and inflationary pressures. Alden explains the ramifications of these pressures on stores of value, such as Bitcoin. She touches on the potential "Japanification" of the United States, debt cycles and the Bitcoin Halving. Alden explains that US politics will have the greatest impact on most asset classes in the near term and that the diversification of global payment systems will likely be the most important in the longer term. Filmed on November 10, 2020. Key Learnings: Alden explains that the long term debt cycle will likely play a role in the continued growth of Bitcoin and that the US political situation will weigh heavily on the near term growth in store of value assets. She lays out the primary factors that answer the questions, why Bitcoin? Why now?
Real VisionNovember 27, 2020
The Background for Black Friday's All-Time Highs
Real Vision managing editor Ed Harrison and senior editor Ash Bennington discuss the all-time highs set on the S&P 500 and Nasdaq Composite on this holiday-shortened trading day in U.S. equity markets. Harrison and Bennington also take a step back to evaluate the broader context for rising stock prices during the month of November. Specifically, the pair explores the apparent recent decrease of political risk in the U.S., the impact of increasing case counts and virus fatalities, the potential effects of a Covid-19 vaccine on the global economic climate, and the risk of future lockdowns and growing geopolitical uncertainty in the Middle East.
Real VisionNovember 27, 2020
Boaz Weinstein - Finding Relative Value Amid Credit Market Madness
Boaz Weinstein, founder and CIO of Saba Capital Management, made a name for himself at Deutsche Bank in the early days of credit derivatives. Since leaving to start his own fund he has continued to make a name for himself as a master of credit derivatives and relative value. In this interview with Real Vision’s Ed Harrison, Weinstein discuss how the current environment of tight spreads for pristine balance sheets and vulnerable companies alike is presenting some interesting relative value opportunities. Harrison and Weinstein also discuss Bill Ackman's recent reup on the same big CDS trade that has helped Saba return over 70% YTD, the Fed’s role in credit markets and credit ETF liquidity problems, and the opportunities Weinstein is seeing in closed-end funds. Filmed on November 23, 2020. Key Learnings: The credit of companies with close to zero percent chance of defaulting is trading at the same prices as companies with serious COVID risks is presenting RV opportunities. Closed-end funds trading at discounts to NAV are also presenting rare opportunities for yield in this low-rate environment.

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