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The Global Macro Edge 

Real Vision
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Alex Gurevich, CIO of Honte Investments, is a long-time Real Vision favorite. His rigorous process and analysis, along with his variant perceptions, are an inspiration for all investors. In this episode of The Journey Man, Raoul sits down with Alex to glean his big picture views on inflation, yields, gold, silver, the dollar, and crypto. Alex is a long-term investor, and one of his key traits is patience to allow things to play out. Patience is one of the greatest edges you can have when it comes to success in markets. The edge we all get listening to Alex talk macro is simply priceless. Filmed on September 17, 2021.
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The Global Macro Edge
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This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that - now stop reading the small print and go and enjoy Real Vision.

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6 сен 2024

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Комментарии : 63   
@joshnalder5011
@joshnalder5011 2 года назад
Interesting that people think quantum computing is a threat to BTC but not CBDCs
@viktoriarebane1274
@viktoriarebane1274 2 года назад
People be kicking themselves in a couple of weeks for refusing to invest in Stocks or Crypto.
@jacksonken7502
@jacksonken7502 2 года назад
Are Stocks really that profitable? Heard so much about the fluctuating market prices and complexity of reading chats and all that. I'll appreciate your feedback.
@rockwellantonette4238
@rockwellantonette4238 2 года назад
@@jacksonken7502 Yea! The best time to trade uranium stocks *(DYOR)* do your own research. Through a professional *Nancy* *Lynn* *Lewis* you can look her up!
@tomthetalker4442
@tomthetalker4442 2 года назад
I remember her from Fenner & Smith great woman.
@jeffinchi
@jeffinchi 2 года назад
Cryptocurrency conversation starts at 40:04, for those of you that are interested
@dalasure1805
@dalasure1805 2 года назад
One other comment regarding the long term equity thesis. Way back, when my class-mates were crunching numbers for the book, "Stocks for the Long Run" by Jeremy Siegel. He made a similar case over 30 years ago as Alex is making today. The problem was that the average person does not invest for 100 years! Most Americans are lucky to invest for a 30 year time period. Combine that with an opportunistic entry and exit point and you will be ok, otherwise not. The problem is that you can not choose when to be born, have money to invest, and retire. There's a reason most pension plans are happy with a 7% hurdle rate. This year the S&P finished the year closer to 27%. Think about it.
@mkd2674
@mkd2674 2 года назад
I love this year-end interviews. I just love it :)
@SalKhayer
@SalKhayer 2 года назад
This Alex bro is AWESOME. I love this guy.
@alexbennett9533
@alexbennett9533 2 года назад
that is hard to listen too. so muffled. you guys need to improve the mic quality. y'all guests need to fix this.
@AndreaMartinez-qu1be
@AndreaMartinez-qu1be 2 года назад
Real Question. WTH is that venquilitrist puppet doing in the intro of the Real Vision intro? It's a split second put noticeable if keep watching and even pause it. Really, is there meaning behind it cuz it's kinda creepy.
@Confusione_Infinito_Absurdum
@Confusione_Infinito_Absurdum 2 года назад
"The Global Macro Edge"? AIR DATE: Three months ago.
@r.s.334
@r.s.334 2 года назад
Thx
@larry6406
@larry6406 2 года назад
The audio was off on the guests end. Very hard to understand what he was saying.
@kurtdewhurst4883
@kurtdewhurst4883 2 года назад
That was AWESOME!!! TY
@jamesmontgomery8249
@jamesmontgomery8249 2 года назад
Maybe 50s inflation stabilized as result of economic boom from infrastructure not financed by debt.
@AdamDorfman82
@AdamDorfman82 2 года назад
if yields remain superior in Crypto, will the fed be pressured to raise rates simply to allow the traditional banking system to be more competitive?
@narcisochavez9392
@narcisochavez9392 2 года назад
raising rates traditionally hurt banks, but it wont hurt crypto very much
@ReTr093
@ReTr093 2 года назад
In terms of size, crypto is like 0.5% of the bonds market, and defi barely makes up 10% of crypto. So absolutely nothing to worry about (for now).
@desireisfundamental
@desireisfundamental 2 года назад
Forex volatility is low because everybody has printed so much currency that you need to move huge amounts between them to cause the moves that used to happen before. In forex you will have lower and lower volatility until they just kinda stop moving.
@88peyote
@88peyote 2 года назад
Sooo insightful thanks Real Vision for your work!
@Riskninjaz
@Riskninjaz 2 года назад
Precious metals are cheap for key actors to manipulate. Letting the pm prices rise is the bellwether for a broadly sick market so they don’t let it rise. Market forces will win out in the end but they’ll try.
@vkozamastra
@vkozamastra 2 года назад
Why three months delay in airing this podcast?
@thebluesclues2012
@thebluesclues2012 2 года назад
I agree, I often spot the air date and get disappointed, but its cos they want you to sign up on their platform and get it real time I guess, I just might :)
@MangekyoDominatesAll
@MangekyoDominatesAll 2 года назад
When will people figure out fed doesn’t actually control bond market?
@reginaldthorne
@reginaldthorne 2 года назад
Sound system along with accent made it too hard to listen to. 🤷🏼‍♂️
@jessyjames7508
@jessyjames7508 2 года назад
Now that inflation is headed to double digits, I wonder what Alex thinks about equities in 2022?
@OptimusPrime.
@OptimusPrime. 2 года назад
Im sorry but in inflation he said assets go down? How is this? Assets would go up i would think. Anything sought after and limited would increase i would think, such as property as no one would want to sell for free printed money.
@rahulthukaram
@rahulthukaram 2 года назад
Even the euro dollar curve is inverted
@tas3159
@tas3159 2 года назад
Most of these youtube talking heads made most of thier money from selling their "Ideas", If you know how to make money you don't go running to talk about it. you sit quite and do it.
@ReTr093
@ReTr093 2 года назад
Tell that to Ray Dalio, he spends a ton of time writing papers and books to share his ideas.
@walterblake1
@walterblake1 2 года назад
He hasn't done enough research on crypto.. but he'll learn eventually
@F3ND1MUS
@F3ND1MUS 2 года назад
lets go
@alinpopa2708
@alinpopa2708 2 года назад
On Elrond blockchain security is not a big issue anymore.
@MrJucesar2005
@MrJucesar2005 2 года назад
Audio needs improvement.
@rof8200
@rof8200 2 года назад
They will never tighten. They must inflate the debt and social security obligations away.
@MrCEO-1
@MrCEO-1 2 года назад
Bro they said they will though
@sivi9741
@sivi9741 2 года назад
@@MrCEO-1 They said QE and inflating the fed balance sheet a decade ago was temporary too bro . It went 10X !
@simonroese2596
@simonroese2596 2 года назад
Solid info here Thanks for all you do
@markdonaldson3643
@markdonaldson3643 2 года назад
If it goes off the edge Crypto will take a massive dive just like all other markets. Suppress the market for the real money to come in, ergo the lengthening of the cycle!!! I wish I had bought more.
@whitemanmark4740
@whitemanmark4740 2 года назад
Crypto RU-vidrs need to stop looking for reasons that the market is struggling solely on what is happening in the Crypto market. The World financial system is on the edge People are nervous not just about the Crypto market, but all markets.
@markdonaldson3643
@markdonaldson3643 2 года назад
I have learned from BRYAN ANTHONY DECKER and other Youtubrs, who taught me how to make trade and increase my crypto from 2 to 17 btc that no one really knows what is going to happen and I know you are only saying what you think will happen based on the past. It is yours and my opinion so people should make their own investment choices based on their own research..
@Matt-lq7gd
@Matt-lq7gd 2 года назад
anyone see that puppet in the beginning of the opening graphics... lol uh weird
@ogbackroadcryptobootleg
@ogbackroadcryptobootleg 2 года назад
🇨🇦 🍁 🇨🇦
@richardrader6427
@richardrader6427 2 года назад
Hard to follow
@WalksandAll
@WalksandAll 2 года назад
Great chat Gents. P.s. I won't be touching Platinum for some time. I'm giving the markets 4 to 6 months then I'm out. People will sell their shares for the end of tax year, the governments will fleece the people for debt creation through fiat creation, everything will crater and the commodity cycle will take over. Split your risk! Part of my macro economic outlook. A caveat; if there was a solar flare, cyber polygon or other unforeseen electro magnetic problem, how much precious metals would it take to build back B... the whole world? Food for though. Cheers for chatting your mouth off Klaus!
@Leo-eb1wl
@Leo-eb1wl 2 года назад
well this didn't age very well did it.
@MarkyGoldstein
@MarkyGoldstein 2 года назад
Audio still a skillset in demand
@kiwiryker
@kiwiryker 2 года назад
I wanna cry , I can’t get crypto right , change that crying 😢, I’m a failure
@robbybroon4904
@robbybroon4904 2 года назад
Just buy, hold, forget it. Don’t try to trade. Don’t look at the price too often.
@hexinthecity4082
@hexinthecity4082 2 года назад
Artists and Prostitutes Coffee Book
@HwangChan1
@HwangChan1 2 года назад
People will be kicking themselves in few weeks if they miss the opportunity to buy and invest in Crypto as it's retracing....BE WISE....
@r.s.334
@r.s.334 2 года назад
Hope so, but I've heard that before.
@friendselfdone
@friendselfdone 2 года назад
Exactly, I already bought Plasma Pay token $PPAY at $0.07 - it’s about to go 100x over the next year - replace uniswap and other popular DEXes
@2ferone86
@2ferone86 2 года назад
😵‍💫😂
@jazzisback
@jazzisback 2 года назад
How dare you, publish a conversation having been aired 3 months ago? Unsub.
@michaelmorris5758
@michaelmorris5758 2 года назад
H e does this so he can create a position and make money b4 other people, he did work for Goldman Sacs
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