I do sometimes marvel with pride at what've been built with @RealVision and where its all going. Big plans a foot, as ever.
I mean on what other media in the world do you get this:
A shirtless @hendry_hugh in an alley beside his house, in St Barth, eating lunch (messily) while interviewing a less well-known but absolutely legendary bond trader.
And at the same time creating on screen magic
A smart, engaging, funny, intellectual, authentic conversation where everyone goes down the deep learning journey with Hugh.
This is a million miles from what anyone else is doing in financial media.
Yes, we have our own talented interviewers, most aren't camera trained, or fit any definition of "presenters".
They are all authentic and they are all smart and inquisitive. What you see is what you get...real people with a passion for RV.
But the big piece of Real Vision magic is that we do peer-to-peer interviews. They pretty much don't exist elsewhere in the media. It's deemed threatening to the star "hosts" or the founders, and is not "controllable."
That's the point!
Natural, irreverent, intellectual, authentic content is still rare in media.
But in this world, it should be ALL about the content of all types, the learning journey for everyone. And we actively encourage different people to take us on those journeys.
Disruption in media is NOT about moving to zoom interviews.
Disruption is about challenging EVERYTHING to create a new, magical and valuable experience for your members.
New media is ALL about your members.
It's all about community and two way dialogue. Not just a podcast or a video and a few tweets with your audience.
The Exchange, our new community platform, is going to be hugely disruptive, I think.
It is nascent but is developing fast.
Now our members, our RV team, our interviewers, our interviewees and our research providers all mix and SHARE ideas.
This is massively empowering for all and it's powerful too.
The future is happening, organically, from the ground up...
The Exchange is the world of traditional B2C media communities meeting C2C (user content) in a super expert network based on the incredible hive mind.
Just look at the "How I use Real Vision" section of The Exchange...
Our members made nearly 200 videos to help other members and newbies!!
We are very close to being in the Last Chance to Add Zone in crypto. The next step should be the memes breaking out and after that there is nothing to do but wait to take lifestyle chips off the table.
These are the three most important charts in Global Macro, along with Crypto - from this months Global Macro Investor publication:
1. Demographics are destiny. GDP slows over time as size of labour force shrinks.
2. Government Debt to GDP ratio is just a function of the working population. It offsets the weak growth and pays for the compunding interests on the debts. This is THE most important chart in macro.
3. That debt is serviced via debasement via liquidity increases over time.
$SUI is actiing like it is going to be one of the key Chosen Ones of the major new chains, if not THE Chosen One...
The chart has broken out of the inverse head and shoulders, which is an important first step. 1/
But more importantly, it has broen the downtrend vs $SOL (and all the top 20 tokens). Its relative strength in a sideways market is worth paying attention to.
But SUI is still in its early innings and the proof will have to be in successful appplications that scale built on top of the tech stack.
TVL is a small part of this and the Circle announcement is another good step. Gaming is a potential big breakout but still too early...
Sui $SUI is the groundbreaking ultra-fast L1, super efficient, full blockchain ecosystem that came out of Meta's Diem project.
The idea is that it is built for the scale of 4 billion people... i.e turning Web2 > Web3 1/
I have been looking for signs of the next big L1 mover by looking at the relative charts of many compared to each other and have mentioned this methodology on many podcasts....
$SUI is starting to look very interesting from a price perspective, although still early and unconfirmed, it is showing signs of breaking out against most tokens.