The Asset Overvaluation Debate and the Future of Risk-Parity -- Live with Alex Gurevich
Here at Real Vision, we are exploring the question, “Is Everything a Bubble?” To many investors though, that question doesn’t even begin to scratch the surface of what needs to be considered in the current environment. In this live interview, Alex Gurevich, founder and CIO of HonTe Advisors, joins Real Vision CEO and co-founder Raoul Pal to discuss his position on what he thinks are the biggest questions facing investors today. Together, Gurevich and Pal will explore the future of risk-parity, the raging overvaluation debate and the role of interest rate momentum in equities, and the dichotomies in outcomes surrounding the dollar, precious metals, and interest rates. In addition, Gurevich will weigh in on the current discussion de jour around short-selling, how investors should think about navigating crisis vs. being positioned for the long-term, and why many are confusing features for bugs in the gold vs. bitcoin debate.