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Apr 7 β€’ 6 tweets β€’ 4 min read
"The #Fed has been trying to ride 2 horses with 1 a$$..."

Short video 🧡 from our latest interview with @LukeGromen & @TaviCosta on how the Fed may be forced to back off its tightening cycle, inject new liquidity into an inflation spike & allow CPI to run even hotter...
"There is nothing more inflationary than a highly indebted government seeing rates rise..."

"They're going to have to finance this again & let that 8% CPI last year, run 8-10-12-15% CPI for the next 5 years. And then they can think about tightening..."
"I think ultimately we're in the early days of a vicious sector rotation..."

"...The Fed is going to be forced to print money into an inflation spike..."
More on the Fed riding 2 horses with 1 a$$...

"We're increasingly moving toward some sort of compressed super #inflation cycle in the US... where we have 3 years in the US of 100% - 200% inflation & debt/GDP is back to 40% & the #Fed takes Fed funds back to 5%..."
"The US isn't going to be #Japan. The US is going to be the US with Argentinian characteristics..."
Check out the full interview πŸ‘‡

rvtv.io/3jd53MA

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More from @RealVision

Apr 8
Want to create a successful investment framework?

Test it. Talk to people who disagree. Let them take it apart. Talk to people who agree. Retest its validity.

This is exactly what occurred in this discussion between @RaoulGMI & @EPBResearch who share similar frameworks...
Do we break to new secular lows?
Have you been wondering why people haven't returned to work and why "The Great Resignation" is in full swing?

Think about this
πŸ‘‡πŸ‘‡πŸ‘‡πŸ‘‡
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Apr 8
Dubbed as the RV interview of the year & an instant classic by @RaoulGMI, this fascinating, informative & extremely important conversation with @punk6529 takes you into the mind of a leading thinker & investor in the #NFT space.

Warning: Brain melt possible after 142 mins of 🀯
"It is a well known truism in technology, that technologies become consumerized when you stop talking about the technology."
"Culture is the most valuable thing we have..."

@RaoulGMI & @punk6529 on the value of intangibles
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Apr 7
Using old school strategies in #crypto markets...

@moritzseibert is back for a new episode of his series where he explores techniques of top asset managers in the cryptoverse.

This week, he sits down with @dfauchier of @NickelDigital to understand the market-neutral approach.
How does market making work in #crypto?
"There's broadly 3 different ways to invest in #crypto..."
Read 4 tweets
Mar 16
When you decide to start investing, one way or the other, you are in the capital preservation game...

Meet Alex Lennard who sat down with @JasonMutiny for a look at his firms approach - β€œAbsolute return investing with a focus on downside protection.”

πŸ‘‡πŸ‘‡
Ok, so we know downside protection is absolutely key to preserving capital.

But, how exactly do you go about protecting your portfolio?

Ask yourself this question - "Where is the mania?"
Think protecting your downside is not as exciting or as profitable as other more aggressive strategies?

Think again - Listen to this 2 min clip πŸ‘‡πŸ‘‡
Read 4 tweets
Mar 16
That magical time of year is upon us... And no... We don't mean the holidays.

We're talking about The #CryptoGathering πŸš€

⚑️ Join thousands of investors, thinkers & doers at the most electrifying 3 day event in #crypto ⚑️

πŸŽ† March 23-25 πŸŽ†

Here's @RaoulGMI with the detailsπŸ‘‡
Follow this thread to learn more about the #CryptoGathering & what you can expect.

First off - How much is it? This one is nice and easy.

If you are an Essential, Plus or Pro member you go for FREE.

Everyone else: $99 for tix + 6 month Essential membership included.
What kinds of things will you learn about? Here's a break down of each day.

Day 1 πŸš€
Read 8 tweets
Mar 16
Hedge fund manager @Upticken is an optimist. But, these are complicated times...

And when things are as nebulous as they are right now, caution is the name of the game.

@Upticken tells @MarkRitchie_II he is steering clear of risk and is currently 80% cash & 20% #gold...
"This is no time to be a cowboy..." @Upticken
#Gold... "The Mona Lisa of charts."

@Upticken & @MarkRitchie_II on gold's moment...
Read 4 tweets

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