Real Vision Podcast Real Vision's New President on the Dollar, Bonds, Bitcoin, and Tether: DB-Jan14,2021

Episode Summary

Jan 15 2021 . 40 MIN
Share:

Real Vision's New President on the Dollar, Bonds, Bitcoin, and Tether: DB-Jan14,2021

Managing editor Ed Harrison welcomes Real Vision’s new president, Travis Kimmel, to the Daily Briefing. Travis shares his Real Vision journey from an entrepreneur to a self-taught investor and outlines his macro framework for thinking inflation, credit creation, and currency flows. Travis explains why he isn’t fully convinced by the reflation narrative and why he believes that fiscal aid is more likely papering over the cracks than truly providing economic stimulus. Travis shares his view of Bitcoin, which he calls “a curious beast” and “a tabula rasa for narratives.” Lastly, Travis tells Ed about his concerns about the stable coin Tether. In the intro, Real Vision’s Haley Draznin examines the markets reacting ahead of President-elect Biden’s stimulus speech this evening, and the implications of the jobless claims rising.

Show Notes


Subscribe

Host

Ash Bennington

Follow Us

We'll be tweeting new episodes, polls, questions, and show updates. Follow us and say hi!

@Realvision

Join the revolution

Choose your membership level below

Real Vision Essential

Essential insights for all investors

Our core membership, Real Vision ESSENTIAL, unlocks our most popular shows, introducing the key market themes we focus on and featuring hard-to-access guests like Kyle Bass, Jim Chanos, Jim Grant, Stan Druckenmiller and many more.

Become a member now and get analysis you won’t find anywhere else.

  • Daily interviews, investment ideas and presentations

  • The Real Vision Daily Briefing – after market close

  • Quarterly two-week long investment themes

  • Full, ad-free access to the archive

  • Binge anytime, anywhere on mobile and OTT apps, and offline with downloadable video, audio and transcripts

Become a member today

Plans starting at just $239/year. Cancel anytime.

Select your plan