Education

It’s no secret that fundamentals are often not responsible for…

How Delta and Gamma Hedging Moves Markets

Russell Clark, CIO of Russell Clark Investment Management, has been…

Russell Clark – Adapting Your Framework in a Shifting Environment

Reflationary environments and the resulting reflation trades can be some…

The Different Forms of Reflation

Whether it is sending meme stocks rocketing higher, accentuating selloffs…

Understanding the Basics of the Options Market

Ali Akay, CIO of Carrhae Capital, has succeeded in an…

Ali Akay – Secrets of Emerging Market Investing

Historically, deflation has been present in some of the best…

Deflation: The Good, the Bad, and the Ugly

Previously, Jamie McDonald, former portfolio manager at Point72, discussed the…

The Differences Between Stagflation and Hyperinflation

Chris Cole, CIO of Artemis Capital, sits down with Jason…

Chris Cole — Implementing the Dragon Portfolio

Inflation is one of the most discussed but also most…

What Really Causes Inflation?

Jerry Parker, chairman and CEO of Chesapeake Capital, joins Moritz…

Jerry Parker – Follow the Rules: Lessons on Systematic Trend Following

In our “Investor Tutorials” series on portfolio management and construction,…

A Holistic View of Portfolio Management and Construction

Michael Vranos, founder and CEO of Ellington Management Group, has…

Michael Vranos – Lessons from the King of Structured Credit

It is said that, for every investment or trade, you…

Examining Entry and Exit Points

Along with position sizing, entry and exit points, and portfolio…

How to Think About Time Horizons

Raoul Pal sits down with legendary oil trader and hedge…

Pierre Andurand — The Oil Master Looks to the Future

Position sizing is one of the most important aspects of…

The Art and Science of Position Sizing

Jamie McDonald, former portfolio manager at Point72, breaks down the…

Understanding Yield Curve Control

In this interview with Mutiny Fund CIO Jason Buck, Brent…

Brent Johnson — Investing to Stay in the Game

Jamie McDonald, former portfolio manager at Point72, helps viewers understand…

The Anatomy of Financial Bubbles

In this episode of Investor Tutorials, Jamie McDonald, a former…

Breaking Down Bond Yields – Nominal vs. Real Yields

In this episode of Investor Tutorials, we look at the…

The Power of the Dollar

Investor Tutorials is a new educational series from Real Vision…

How Does Quantitative Easing Work?

Steven Van Metre, macro fund manager and creator of "Portfolio…

Breaking Down Russell Napier’s Rationale on Inflation

Steven Van Metre, CPF, and a macro fund manager and…

Breaking Down Kyle Bass and Michael Pettis – Dueling Perspectives on China