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May 17 β€’ 4 tweets β€’ 3 min read
In response to Russia's invasion of #Ukraine, the 🌎 came together & weaponized financial systems against #Putin & his associates.

There's a problem though... The legal system that protects us all has been undermined.

It's β€œvery hard to put Humpty Dumpty back together again...”
What will kill this bull market? It won't be the Fed...
@dailydirtnap & Louis Vincent Gave of @Gavekal join forces to explore everything from the consequences of war in Eastern Europe & high energy prices to deglobalization, #supplychains, Fed policy & the perils of weaponized financial systems.

"#CPI will be 10% in September..."
Volatility is up, markets are under pressure, inflation is at 40 year highs & economic growth is slowing...

Are we headed for recession?

Don't miss the newest segment of our series on recession with Louis Vincent Gave & @dailydirtnap!

Full series $1 πŸ‘‡
rvtv.io/3PugUEM

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More from @RealVision

May 17
They call the #USD a wrecking ball... Why? What does it do that causes so much destruction?

What drives the price? Why is it πŸš€?

Who better to explain than the mind behind the #Dollar Milkshake theory, @SantiagoAuFund!

LIVE w/@AshBennington at 6PM ET πŸ‘‡
rvtv.io/3NntjZg
If you haven't seen it yet, here is the original video where @SantiagoAuFund talks about the Dollar Milkshake Theory.

Filmed on May 29, 2018 in San Francisco

And here is a follow up video where @SantiagoAuFund revisits the theory.

Filmed on September 14, 2019 in Grand Cayman.

realvision.com/shows/the-expe…
Read 4 tweets
May 16
The Fed had a chance to act. They didn't. Now, we're staring down the barrel of recession...

@DiMartinoBooth & @biancoresearch join forces to explore the fate of the 🌎 economy as #inflation rips across the planet & central banks try desperately to tame it.

🧡 πŸ‘‡
Let's start at the beginning... @DiMartinoBooth talks about what it was like working at the #Fed.

"It caused me to write a book."
The Fed was not able to generate inflation. Fiscal spending on the other hand, well, that's a different story...

"...You inject that kind of money directly into checking accounts, you're going to generate the mother of all inflations." @DiMartinoBooth
Read 5 tweets
May 9
Welcome to week 2 of πŸ“ˆGlobal Recession: Is Everyone Wrong?πŸ“‰

Last week was all about analysis. This week, it's all about capital allocation...

First up, 1 of the most respected energy traders on the planet, @AndurandPierre with @RaoulGMI on everything #commodities.

🌎 Crisis?
When there is a commodity crisis, the first countries to experience major distress are emerging markets...

+ As @RaoulGMI notes, $USD in shortage and going up at the same time that commodities are going up.

"That is the worst scenario ever for emerging markets..."
Ok, so where are we right now? Is a global crisis imminent? If so, how imminent?

"It will come, there's no way out unfortunately..."

When?

"I think in the next 20 months..." @AndurandPierre
Read 4 tweets
Apr 11
The Fed often takes a lot of heat for being behind the curve... but what if those assumptions are wrong?

Chief Innovation Officer at the @federalreserve, @Sunayna sat down with @colleenklein to shed light on the many facets of work that the #Fed does.
"People don't realize how #decentralized the central bank of the United States is..."
"Money is the ultimate consumer facing product..."
Read 4 tweets
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‘‡
Read 5 tweets
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
Read 5 tweets

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