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Real Vision Profile picture
@RealVision
May 24, 2022 β€’ 7 tweets β€’ 4 min read β€’ Read on X
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1/ There's a revolution happening in the workforce 🧡

Working from 🏠 offers employees more flexibility, less time commuting, greater job satisfaction, $ savings & the ability to boost productivity.

.@I_Am_NickBloom joins .@biancoresearch to discuss the future of work from home
2/ Where do you prefer to work from?
3/ "By far, the biggest predictor of levels of work from home by industry, by an individual is education" - .@I_Am_NickBloom
4/ It's all about #technology.

πŸš€ The returns for new software or hardware to support work from home have exploded according to Professor .@I_Am_NickBloom
5/ .@biancoresearch wonders where are we heading for the next 10-15 years?

.@I_Am_NickBloom thinks we'll see a mix.

Roughly 20% of people still want to work fully in person...
6/ .@I_Am_NickBloom as an economist makes his case of why he's not a big fan of regulation πŸ‘‡

" I really don't think you need regulation on work from home. #Freemarkets are doing it for us."...
Watch the entire discussion on the future of work from home here πŸ‘‡

rvtv.io/3wSiiKt

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More from @RealVision

Real Vision Profile picture
Jan 7
A New Multipolar World Order 🌐

Felix Zulauf joined @RaoulGMI for a deep dive on macro, geopolitics, and where the world is heading this year.

Please enjoy five takeaways:

1/ It's GAME OVER for the US πŸ‡ΊπŸ‡Έ
2/ Germany's Economic Decline: "Germany is not competitive anymore" πŸ‡©πŸ‡ͺ
πŸ‘‡ Subscribe to @RaoulGMI's channel and get a weekly dose of alpha so you don't f*ck this up!
Read 7 tweets
Real Vision Profile picture
Nov 7, 2023
Store of value = an asset with the ability to rise when cash falls.

A lot of people have this misconception that a store of value should hold it's price, but as @agurevich23 says, "your store of value should climb when money expands and cash becomes less valuable."

A πŸ§΅πŸ‘‡ (1/9)
2/9: The real power to shape the economy lies hidden in plain sight: banking regulations.

"The most unambiguous way to affect monetary policy is to tighten or loosen banking regulations."

It's a lever more potent than interest rates or balance sheet adjustments.
3/9: When interest rates rise, it's not the indebted who are the economy's bellwether, but the cash-rich.

"It's the strong players...that will drive the economy down" by choosing to contract their balance sheets.

A surprising twist in the tale of fiscal fitness.
Read 9 tweets
Real Vision Profile picture
Sep 23, 2023
We've wrapped up our Crash or Boom series...

Let's recap what the last 2 weeks have taught us.

A πŸ§΅πŸ‘‡ (1/13)
2/13: Part 1: Crash or Boom?

We've started off with @RaoulGMI laying out his thesis on the Crash or Boom narrative and how he's positioning for it.

*Spoiler: he's "real bloody bullish."

πŸ‘‰ rvtv.io/46k98Fe
3/13: Part 2: The #Recession Plot Thickens

In part 2 @AndreasSteno welcomed @MikaelSarwe to discuss his thesis on the recession narrative.

πŸ‘‰ rvtv.io/3LkXamB
Read 14 tweets
Real Vision Profile picture
Sep 21, 2023
A Boom is coming for emerging markets (EMs) and #uranium...

That's according to @hkuppy & @gave_vincent of @Gavekal, two of the foremost minds in macro and commodity space.

Let's analyze why they think that.

A πŸ§΅πŸ‘‡ (1/8) Image
2/ So we mentioned a boom in #uranium...

Now why is that?

Well according to Kuppy; "the supply number isn't there."
3/ Now, Vincent is also a fan of uranium, but he has something more to say about #energy as an asset class in general.

*Spoiler: he thinks it's a new anti-fragile asset class...
Read 9 tweets
Real Vision Profile picture
May 1, 2023
How to spot market opportunities...

The current market environment is one of the toughest we've ever seen, but that doesn’t mean it’s impossible.

Every day, new opportunities emerge...

πŸ§΅πŸ‘‡(1/9)
2/9: Winning at investing takes constant work and evolution...

That's why we launched The Game of Investing, a bi-weekly newsletter delivering real lessons from experts to help you level up.

If you're serious about your investing, sign up hereπŸ‘‡
rvtv.io/3k8x3Vo
3/9: In Issue 1 of The Game, macro expert @elementmacro walks us through why developing a repeatable process that suits our own unique personality, goals, and time horizon is so important to surviving today’s markets.

β€œ90% of investing is managing your emotions,” Mike says.
Read 9 tweets
Real Vision Profile picture
Apr 29, 2023
Hong Kong: a global #crypto hub?

Hong Kong authorities have recently told banks they are free to offer services to crypto businesses and will release a crypto & $BTC framework in May.

Let's take a closer look…

A πŸ§΅πŸ‘‡ (1/9) Image
2/9: Hong Kong, an international financial center, is now attempting to become the world's leading cryptocurrency hub.

Despite China's crackdown on crypto activities and ban in 2021, Hong Kong is actively attracting blockchain and digital asset companies.

Here's how...
3/9: The city is charting its course in the world of Web3, providing regulatory clarity, and courting not only mainland Chinese crypto firms but foreign ones too, such as HashKey and rival exchange OSL. Image
Read 11 tweets

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