Cutting Through the Data for Trading Conviction – Jens Nordvig

Featuring Jens Nordvig

Advisor to some of the world’s most prominent hedge funds and award winning currency strategist, Jens Nordvig’s unique proprietary models help give traders conviction and the ability to discern relevant data and insights on China and Europe. With an eye on the forthcoming elections in France, Jens joins Michael Green for Real Vision with a timely discussion of the macro and political outlook. Filmed on February 9, 2017 in New York.

Published on
16 February, 2017
Fiscal Policy, China, Europe
62 minutes
Asset class
Bonds/Rates/Credit, Currencies


  • bf

    bart f.

    6 3 2017 14:08

    1       0

    Good stuff, a good value added would have been to discuss deeper that non linearity resulting from data processing: uncertainty, positioning, false signals, 2d derivative (I know that you know)

  • AL

    Alex L.

    2 3 2017 03:04

    0       1

    Good interview, but some advice for the interviewer and interviewee: when you are following or in agreement, do less of the "mhm"s! There must have been over a hundred. It got to be a bit distracting. A good silent listen would have been more than acceptable.

  • VS

    Victor S.

    24 2 2017 14:58

    0       0

    Over all a + but really people watch these interviews for a view -a market call not the obvious -eg the French election is a potential game changer! Lets get some trump talk....make a call with a reason ?

  • SL

    Steven L.

    22 2 2017 19:06

    1       0

    Excellent conversation! I've listened to it twice and really liked the range of topics covered and points of view. Very stimulating!

  • BC

    Burton C.

    22 2 2017 00:38

    2       1

    So tell me something I don't already know please

  • PS

    PD S.

    21 2 2017 20:35

    1       0

    This was a good, intellectually stimulating interview; but I didn't really get any actionable trade ideas that I didn't already know. Jens Nordvig is the man though--I used to get his research when he was at Nomura...

  • PH

    Philip H.

    20 2 2017 17:45

    2       0

    You can always count on Americans to do the right thing - after they've tried everything else. Winston Churchill

  • DS

    Dustin S.

    20 2 2017 16:22

    0       0

    I don't really see how this was an interview about data. They didn't discuss process; it was a macro discussion. I found Michael Green's original interview particularly interesting, because of the derivatives focus. I am not sure how much value was added here.

  • T~

    Tshort63 ~.

    17 2 2017 03:22

    2       0

    Enjoyed the discussion with some helpful insights specific to Europe, would have enjoyed seeing some of the data at work..

  • db

    don b.

    16 2 2017 20:37

    15       6

    What i have not seen on Real Vision is any interviews with investors that are killing it now. Example would be Dan Oliver of Myrmikan Capital. The action is in micro cap miners and explorers with many investors up 200% to 300% over the last 13 months or 14 months. Some like it HOT. C'mon man let's not wait to talk about this opportunity until after it is over. Jay Taylor would be another good interview.

  • LA

    Linda A.

    16 2 2017 19:29

    3       0

    To quote DT," this interview is tremendous". If LePen has a plan then the likelihood of her winning is high unlike DT & May who had no specific plans. 2017 may be the year that the EU falls apart. China reminds me of Valeant on a massive scale - high debt, buying binge of over inflated assets. All down-turns, reveal the weak hands. Momentum runs both ways on the up-side & down-side.

  • RM

    Richard M.

    16 2 2017 18:41

    2       0

    Good interview! Really interesting insights into the upcoming events transpiring in Europe (totally agree with him on his German views). 2017 is indeed going to be a very "interesting" time! China comments very interesting too!

  • DM

    Daniel M.

    16 2 2017 18:05

    2       0

    Really interesting stuff. Well done.
    Also like that the lighting and production value has improved enough that it's no longer distracting.

  • BK

    Brian K.

    16 2 2017 17:46

    7       0

    Awesome interview. Great week for RVTV so far.

  • rr

    rlw r.

    16 2 2017 17:40

    10       0

    Mike / Jens thank you so much for your conversation. Raoul /Grant please get these two guys together every quarter - immense value add.

  • P

    Phillip .

    16 2 2017 17:28

    10       38

    Interviewer very poor. No specifics, just random talk. When Grant interviews he gets specifics! Also the Subject is another ex- banker who made bad calls then formed his own firm. I was in his business.

  • RM

    Rainer M.

    16 2 2017 16:05

    3       0

    good thoughts and arguments

  • A1

    Animal 1.

    16 2 2017 16:04

    4       0

    Instinet vest