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Featured Videos

Real VisionApril 22, 2021
Is Crude Oil the Best Inflation Hedge? And Other Oil Questions
Michael Kao, CEO of Akanthos Capital Management, returns to Real Vision to give his outlook on oil and energy markets. Kao highlights energy's outperformance in inflationary environments, positive roll dynamics making carrying long oil futures more attractive, and the shift in policy for OPEC+. Kao also highlights two potential feedback loops he sees for oil--one sending prices higher and the other creating issues for oil and other risk assets. Finally, Kao takes a long-term view analyzing when and how EV penetration will actually affect oil demand and the question of whether shale production will spoil the next big oil price spike. Filmed on April 20, 2021.
Real VisionApril 21, 2021
When The Music Stops: Airlines, Gold, and Inflation Nirvana
Jared Dillian, founder of The Daily Dirtnap, joins Real Vision’s Jack Farley to break down how market sentiment is evolving, the pause of the re-opening trade, and the renewed vigor in speculative activity. Dillian puts the remarkable rise of Dogecoin alongside other high-flyers such as Tesla, SPACs, and GameStop, exploring how rising rates could unwind leverage and cause some of these trades to implode. Dillian then discusses why he decided to exit the airlines, an industry on which he was previously very constructive. Dillian evaluates other re-opening sectors such as commercial real estate and theme parks before explaining why he is doubling down on his inflation trades and gearing his holdings to an even higher level of inflation exposure such as gold, land, and food.
Real VisionApril 21, 2021
The Tiger Cub Investing in Technologies Driving the Future of Agriculture
Dwight Anderson of Ospraie Ag Science is well known as one of Julian Robertson’s famous "Tiger Cubs" and, for the last 20 years, has been one of the leading investors in agriculture and farming. After realizing the headwinds on the horizon for farmers and traditional agriculture investments, his focus has shifted to the cutting edge of agriculture technologies that will help farmers combat these headwinds by farming smarter, more efficiently, and more sustainably. In addition to highlighting the most important trends and technologies in agtech, Anderson will discuss the case for agtech as an ESG investment for carbon reduction, illustrate the ways agtech can help fight nutritional disparities in the U.S., and break down the difference in opportunity sets between public and private markets. Filmed on April 16, 2021

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