Contrarian calls and macro opportunities

Featuring Tony Greer, Tommy Thornton, Dave Floyd

Three titans of the technical and trading world join Real Vision for an informal chat about which current market developments make them tick and what they think will be the best opportunities for the year. Tony Greer, Tommy Thornton and Dave Floyd talk tech, technicals, the dollar and debt, take a look at Europe, and pinpoint some contrarian ideas in the U.S. sector space. Filmed on June 1, 2018 in Grand Cayman.

Published on
13 June, 2018
Topic
US Dollar, Europe, Commodities, Debt
Duration
36 minutes
Asset class
Bonds/Rates/Credit, Equities
Rating
66

Comments

  • NH

    Neil H.

    5 7 2018 18:18

    1       0

    Very engaging conversation. Keep more of it coming.

  • SC

    Sajad C.

    30 6 2018 21:31

    0       1

    Star cast. Would love to have known their views on Gold/ Bitcoin right now.......... next episode.

  • NN

    Niraj N.

    30 6 2018 20:55

    0       0

    Engaging format. Good work!

  • SS

    Sean S.

    29 6 2018 15:20

    0       0

    all that food

  • PB

    Pier B.

    22 6 2018 18:15

    1       0

    Very nice listening format which holds the attention

  • TD

    Tejas D.

    21 6 2018 06:10

    1       0

    Great format. Very interesting

  • SH

    Sean H.

    21 6 2018 04:49

    2       0

    Great new format. The tripartite discussion provides for an interesting exchange of views and is a good variation to the 1:1 interviews on the platform. Keep up the innovation!

  • ml

    michael l.

    21 6 2018 02:23

    3       0

    Excellent new format (really like it). Would be ideal to have them back once a quarter or twice a year to continue the discussion - good give and take and flow between the three of them.

  • LA

    Linda A.

    19 6 2018 17:38

    2       0

    Love these guys -so nice & polite. Reminds me of when I was growing up - people conversed. Nowadays, people hide behind their computers wasting precious time on facebook etc. afraid to speak. Good ideas & cements some of my current trades. Looking forward to more "table talk".

  • DW

    Denton W.

    18 6 2018 19:02

    4       0

    This is great. Do more of these.

  • CD

    Cheryl D.

    18 6 2018 17:23

    3       0

    excellent forum!!!!!!!!!!!!!!!!!!!

  • AE

    Alex E.

    18 6 2018 03:46

    4       1

    This was Greg Wheldon on speed! WOW! Well done, gentlemen! RVTV should have this trio on again and again!!! For traders, you couldn't pick a better venue for information and trade ideas. Congrats Raoul and company, well done!!!

  • WM

    Will M.

    17 6 2018 18:07

    6       0

    Excellent conversation with good back and forth on reasoning and justification. These are smart professional guys and I can learn from their views. Great stuff!

  • CB

    C B.

    17 6 2018 14:41

    1       0

    It was interesting to hear, “indexing has done jack shit”. VTSAX is up 5.75% as of the video release. That shows how traders think about price return and not total return

  • JN

    Jill N.

    17 6 2018 10:33

    5       0

    Love the Roundtable interaction, more of this format please 👌

  • GO

    Gary O.

    17 6 2018 06:53

    2       0

    Great mix of minds. The conversation opens the idea flow. I really like it.

    Thank you again Real Vision!

  • RS

    Ranjit S.

    16 6 2018 22:58

    2       0

    I wish it was more insightful. Found it to be a high level conversation

  • JC

    Justin C.

    16 6 2018 22:51

    1       0

    Brilliant. I think this is the first time I have listened to a RVTV podcast 4 times. I just love this unfettered type of discussion. Really helpful.

  • JG

    John G.

    16 6 2018 20:57

    2       0

    I really like this format because I get multiple points of view, both from a fundamental and a technical basis.

  • TB

    Tad B.

    16 6 2018 15:44

    2       0

    That was very, very good. Really enjoyed it. More of those please :)

  • PL

    Peter L.

    16 6 2018 15:01

    2       0

    LOVED this format of discussion where experts in their field hash idea out, play devil's advocate and test assumptions. THIS type of analysis in my humble opinion is the most valuable thing that RV TV provides. Would be even more interesting to see this conversation happening at a real bar!

  • SA

    Scott A.

    15 6 2018 19:00

    4       0

    This is core RV stuff. Great format, great discussion.

  • SA

    Scott A.

    15 6 2018 19:00

    1       0

    This is core RV stuff. Great format, great discussion.

  • HY

    Hiroyuki Y.

    15 6 2018 16:41

    2       0

    This was great! The format works. I'm looking forward to the next one.

  • KA

    Konstantine A.

    15 6 2018 12:25

    1       0

    Great. Keep on. It would be good if you added all the mentioned instruments in the description.

  • BM

    Brett M.

    15 6 2018 04:13

    1       0

    I think this was a great type of content. I think it would be even better with higher caliber macro perspectives at the table. But the style and focal emphasis was very promising for this service.

  • ME

    Mattias E.

    15 6 2018 02:54

    3       0

    Great info in a conversational setting. Great idea! Loads of ideas and insights. looking forward to the next meet.

  • KE

    Kathryn E.

    15 6 2018 02:27

    2       0

    Great job guys! Amazing discussion and the length and format was perfect.

  • MK

    Mike K.

    15 6 2018 02:17

    2       0

    Best one yet! Bravo.

  • LT

    Lucas T.

    14 6 2018 23:58

    0       0

    I have not heard much about Demark signals. What is the general consensus about it among professionals? Where does it lie in terms of subjectivity and reliability between say Head and shoulder patterns and Gann

  • TT

    Thomas T.

    14 6 2018 21:12

    4       0

    For everyone concerned about the food on the table. Tony, Dave, and I did a second video where we did eat and drink! But I do think at a good bar or restaurant would be a better choice too.

  • MM

    Mak M.

    14 6 2018 20:57

    2       0

    I liked this video very much.Please make more like this one.Thanks

  • JD

    John D.

    14 6 2018 18:24

    5       0

    Length of time perfect. Great participants. Easy to understand concepts.bravo !
    Not sure what a "demark" is turning point ? supply/demand ?

  • JC

    John C.

    14 6 2018 18:22

    2       0

    Loved it! Since it's in the Caymans would suggest maybe doing it at a bar on the beach and encourage the speakers to have a beer and/or eat a little? Tony was the only guy who ate anything!

  • CS

    Charles S.

    14 6 2018 15:50

    2       0

    That chat worked well, really informative for traders.

  • PR

    Peter R.

    14 6 2018 12:12

    10       0

    Really like this format. Adding a third perspective is really valuable. In future ones, have perspectives that are more at odds would be interesting. Content was great as always. Would love to see more of TG. As always, DF and TT are great too.

    Some stylistic suggestions(these are very minor and not important to the value, but per Raoul's request, just wanted to provide any feedback I had):
    - Similar to other comments, either ditch the food or encourage the guests to eat it during the conversations. This might make it a little more natural instead of two of them looking at and nodding as the other one talks. I know it is awkward enough to talk on camera, let alone eat, but we will cut you guys a break if you have food in your teeth!
    - The room was a little sterile. All white, very bright, nothing interesting. Skin in the game had a really cool setting, it would be awesome if these format found a really cool restaurant or location to do it at. (like I said, not super important at all, would not make or break me watching, nothing needs to change to continue to add value, but this could add something)

    Great stuff here!

  • GS

    Gordon S.

    14 6 2018 11:35

    2       0

    Now get people with hight conviction opposing view on a specific topic (yes I'm thinking of Kyle Bass on China for one of the participants) and let the magic happen. This episode was a great start! Finally something I feel really excited about again on RV!

  • AF

    Andrew F.

    14 6 2018 10:34

    3       0

    hi Another great feature. Thx. Makes me feel like I'm heading in the right direction....I think.

  • EV

    Eddy V.

    14 6 2018 10:27

    1       0

    Very interesting conversation guys, but do not forget to eat the nice stuff that you had put on the table!

  • SG

    Sashi G.

    14 6 2018 09:53

    2       0

    Enjoyed the format and content. Good that each does a summary at the end as the discussion is wide-ranging. Suggest not to have this longer than 30 minutes. That tends to become more like the longer interviews then. The food is a distraction in this format - drinks/coffee should be fine enough. Will continue to watch

  • JA

    James A.

    14 6 2018 08:08

    3       0

    Great viewing. Would be more interesting if the 'titans' could enjoy a few beverages and get a bit loose lipped for us viewers!

  • DO

    Daryl O.

    14 6 2018 07:28

    2       0

    Great format. 3 is probably the right no. of people - keeps it rolling. And they were a great 3 to kick this off with. 30 mins is good but 45 wouldn't have been a problem.
    Thought the moderating was good but could be just a tad tighter on getting questions answered quickly/succinctly from all 3 around the table before then go down the rabbit holes of exploring them in more detail.
    Overall a great addition to RV.

  • BF

    Bret F.

    14 6 2018 06:45

    2       0

    Wow! Phenomenal discussion!

  • Nv

    Nick v.

    14 6 2018 06:16

    2       0

    The format is highly enjoyable and covers a lot of ground from different angles. Thank you

  • LC

    Liliana C.

    14 6 2018 05:47

    3       0

    Wow! Phenomenal discussion! Tony has been spot on on the oil play and I think he’s probably right about the sector over next 6 months. Tommy’s staples idea is brilliant! Dave’s insights on the Right labor markets in construction and the remodeling bit was super insightful. Not ready to take the plunge on shorting the 10 year treasuries tho.👍😀👏👏👏👏

  • JH

    Jesse H.

    14 6 2018 05:38

    2       0

    ...enjoyed this one, and great to see a new format coming online.

  • JH

    Jesse H.

    14 6 2018 05:37

    1       0

    ...the markets, we aren’t really investing, we are “trading” for income or making bets on different potential outcomes. Would like to see discussion with more of an investment focus. Nonetheless, enjp

  • JH

    Jesse H.

    14 6 2018 05:36

    2       0

    Like the new format, but more of a trader conversation and less of an investment one. Also, level of analysis here did not go as deep as I had hoped - the operative word here is “play.” When we “play”

  • TP

    Trevor P.

    14 6 2018 04:44

    3       0

    This is great! I love this format. Would really like to hear more from Tommy Thornton.

  • TH

    Takeshi H.

    14 6 2018 04:21

    3       0

    Awesome information

  • YB

    Yuriy B.

    14 6 2018 03:49

    3       0

    Fantastic!

  • RK

    Ryan K.

    14 6 2018 03:13

    3       0

    Love the new format.

  • CM

    C M.

    14 6 2018 02:48

    3       0

    Enjoyed this conversation. Useful to traders and longer term investors. Great to hear these guys talk out their positions. Helps to get inside their heads. Look forward to seeing this continue.

  • KJ

    Kulbir J.

    14 6 2018 02:40

    3       0

    Love it. This series is a winner.

  • JB

    Juan B.

    14 6 2018 00:51

    4       0

    Thanks! The Exchange is a valuable new initiative.

    Please add the PDF download to this episode and include PDF downloads to future episodes.

    PDF downloads are useful as notes can be made on the transcript for study-purposes.

  • MR

    Mathew R.

    14 6 2018 00:37

    3       0

    Awesome format and a great segment

  • PG

    Philippe G.

    14 6 2018 00:07

    2       0

    Loved it! Looking forward to more!

  • SC

    Sean C.

    13 6 2018 22:51

    2       0

    You got to have this format with J.C. Parets because I would love to hear his bullish scenario clash with other's more sideways/bearish case.

  • F

    Floyd .

    13 6 2018 22:28

    2       0

    Liked it.people that have REAL money on the line. combination of very short term traders and longer term investors good.

  • MD

    Michael D.

    13 6 2018 22:14

    2       0

    Love the new format. Excellent job as always RV. Take it to 11.

  • CB

    Chris B.

    13 6 2018 22:01

    4       0

    Great format, smart people, interesting topics, the right length….what’s not to like about this… Plus, ease in front of the camera by the speakers and natural interaction made this not just educational but very enjoyable to watch. Thanks RV and thanks to the three smart people in the room.

  • MC

    Mike C.

    13 6 2018 21:34

    3       0

    Love the format. Great discussion and content.

  • ML

    M L.

    13 6 2018 21:32

    2       0

    In discussion about sideways equities, no mention of the impact of cash repatriation, buybacks, US QT. It's a good discussion, but this is more trader talk than pure macro. No "why" questions answered.

  • CS

    Chuck S.

    13 6 2018 21:18

    2       0

    Brilliant new series! Great job on the premiere show. Can’t wait to see future matchups.

  • AH

    Andreas H.

    13 6 2018 21:17

    2       0

    very, very cool!!!!

  • MB

    Matthias B.

    13 6 2018 20:28

    6       0

    finally! great format. I reckon that the format would allow 30min and 60 min discussions, the 60 min ones going really deep into a topic such as ruptures in the offshore dollar market with J Snider et al. or two opposing views such as Jeff Gundlach and Dr Lacy Hunt. But i immediately like and appreciate the format, keep it up and coming. tks!

  • BH

    Brian H.

    13 6 2018 20:23

    2       0

    Winning content! Hope it becomes a regular format.

  • tW

    tgwtom W.

    13 6 2018 20:20

    2       0

    A natural progression. I'm a fan.

  • PS

    Patrick S.

    13 6 2018 20:04

    4       0

    he says value in energy... i say value in uranium depressed sector waking up ( 3 million times the energy density of crude oil)

  • DC

    David C.

    13 6 2018 19:37

    3       0

    This format is amazing. This is why I come to RV. More please.

  • DY

    Donny Y.

    13 6 2018 19:33

    3       0

    Great macro discussion. Love the setting!

  • GP

    Gero P.

    13 6 2018 19:26

    4       0

    Awesome. Thank you

  • IH

    Iain H.

    13 6 2018 19:05

    2       0

    Fantastic. For me, this what makes Real Vision, experienced active traders/investors talking about what they believe and what they are doing, not to a script. Looking forward to episode two. Cheers

  • JM

    John M.

    13 6 2018 19:02

    2       0

    I love the format and I can’t wait to see more.

  • MM

    Mike M.

    13 6 2018 19:01

    0       0

    Like the format. Hope you will make it part of your programming going forward.

    Best regards,

    Mike

  • MK

    Michael K.

    13 6 2018 18:39

    0       0

    top notch content, presumably slightly compatible for RV's efforts to broaden the 'slickness' of the thing to be more mass marketable, but the content is straight up deep informed strategist. Thank you much.

  • IO

    Igor O.

    13 6 2018 18:18

    2       0

    Love it!
    Make table round and ditch the food.

  • rm

    russell m.

    13 6 2018 18:16

    2       0

    Good. Trade the food prop and kitchen table for scotch on leather coasters around a round table and leather chairs. Tony is a solid interview everytime. You should invite him to cayman on the house if he does some work for you while he is there.

  • BM

    Bryan M.

    13 6 2018 17:29

    1       0

    Good format. But guysss….why no comments on the PMs?? If you want beaten down, hated & unloved you should be all over gold. Otherwise though, it was an enjoyable 30 minutes.

  • BC

    Brente C.

    13 6 2018 17:24

    5       0

    The open, multi-person, multi-topic conversational format definitely resonates with me. Great stuff.

  • SH

    Syed H.

    13 6 2018 17:23

    1       0

    This is great. Keep it up.

  • JL

    Johnny L.

    13 6 2018 17:18

    1       0

    If CNBC or Bloomberg had programs like this one I'd watch them.

    Fantastic program.

  • FK

    Firoze K.

    13 6 2018 17:14

    0       0

    Great insight, really enjoyed the format - the food looked great too!

  • MD

    Mark D.

    13 6 2018 17:12

    0       0

    Great format looking forward to the next one

  • CB

    Charles B.

    13 6 2018 17:10

    2       0

    Top rate. Thanks. Keep it up.

  • RA

    Robert A.

    13 6 2018 17:02

    8       0

    Love it! Vintage RV core stuff here. Timely (I agree the sooner out the better—but got to get it right) civilized discussions between 3 knowledgeable and credentialed guests on topics that are current and of interest. I like the fact that one guest kind of wears the “moderator” hat (in this case Tommy) and cues up the topics, makes sure to include everyone’s input on each topic and moves on when in his/her opinion the discussion is exhausted and keeps it from becoming too repetitive.....IMO, this is harder than it looks and again, IMO, Tommy is a Master at this. I think the 30 min format plus or minus is perfect for this round table type of discussion as just the right amount of topics can be explored (always leave the Audience wanting more). Don’t forget to get some of the great RV females involved too...Stephanie Pomboy and Juliette just to name a couple. Not only are there some trade ideas sprinkled in, but more importantly we get to hear the other guests pros/cons/agreement/push back on them as well which we don’t get in the Trader Videos. I REALLY like this new format!

  • SH

    Steve H.

    13 6 2018 16:57

    1       0

    Good format, excellent conversation.

  • CT

    Christopher T.

    13 6 2018 16:55

    0       0

    Love the format. Tommy and the turnaround time could be improved

  • RS

    Ronan S.

    13 6 2018 16:49

    1       0

    loved it!

  • SB

    Simon B.

    13 6 2018 16:37

    2       0

    Excellent. I requested a panel debate from the beginning and I love this type of format. Very illuminating. It seems to cover a lot of subjects, getting to the essence of each one. Looking forward to many more in variations of this style.

  • DA

    Domenico A.

    13 6 2018 16:17

    1       0

    enjoyed this.
    i think these type of panels are great . other ideas would be 10Y Treasury bulls vs bears - have some respected folks on both sides articulate their expectations . So Gross vs Lacy Hunt..or Central bank balance sheets – is it the stock vs flow that is important?
    Perhaps something topical like- World cups and major sporting events – a blessing or a curse for the host nation

  • KS

    Kevin S.

    13 6 2018 16:05

    3       0

    I really enjoy this format. It's great to see actual investors discuss their points of view and give insight into how they think. This is the type of content that makes my subscription more than worthwhile.

  • TB

    Taylor B.

    13 6 2018 15:32

    21       0

    This is the type of semi-casual/semi-structured conversational flow I enjoyed having with smarter people than myself during my days in the business. Adding a third member to the discussion seems to produce a more natural give and take than the direct Q&A format of 1x1 interviews, imo. Keep 'em coming.

  • DT

    Dan T.

    13 6 2018 15:12

    4       0

    Enjoyed the format and exchange dialogue.

  • WB

    Wes B.

    13 6 2018 15:02

    2       0

    Nice job guys.

    DF, any update to view on softs? Wheat still looks ok but Corn and particularly Beans (which you I know didn't mention) have gotten hit pretty hard last few days. Thanks

  • VP

    Vincent P.

    13 6 2018 14:59

    2       0

    Yep, awesome new series but please guys but as already mentioned, let's be more timely. Don't worry about editing so much, LOL! NICE!

  • KT

    Ken T.

    13 6 2018 14:58

    1       0

    Excellent combination of short term technicals with medium term macro thoughts. A very good addition to the service.

  • NG

    Nick G.

    13 6 2018 14:15

    8       0

    No one touched the food. What's up with that?

  • TJ

    Terry J.

    13 6 2018 13:19

    10       0

    Compulsive viewing with some great insights and trading tips from these three gentlemen. I loved the format, and look forward to more of these in the future!

  • RM

    Richard M.

    13 6 2018 13:07

    13       0

    Milton, I really like the concept of this new series (The Exchange) and I think it will be well received. This 1st episode was a great start and I look forward to future shows. Great coverage of various topics and trade ideas - this is what a lot of people here have been asking for so I think you will get a lot of positive feedback on this. I could easily see these segments going to a hour long session and would like to try that as 30 minutes almost seemed to short! Anyway, great stuff and keep up the good work.

  • tt

    tim t.

    13 6 2018 13:01

    2       0

    Great stuff, really worthwhile!

  • BV

    Brad V.

    13 6 2018 12:33

    2       0

    Enjoyed the new approach with three top traders exploring key themes and providing great insight into further research. Clearly a lot of information packed into this video that will either, reassure you have been looking at some important trends or it will steer you in a direction where opportunities lay. Great work....

  • RA

    Richard A.

    13 6 2018 12:19

    2       0

    Love the concept and this iteration.

  • VV

    Vanessa V.

    13 6 2018 12:11

    5       0

    Big thumbs up from me! Enjoyed the discussion and the rationale for ideas. Thank you Dave, Tony and Tommy.

  • PU

    Peter U.

    13 6 2018 11:58

    3       0

    Those glasses are inappropriate for beers!

  • GA

    Guy A.

    13 6 2018 11:52

    27       0

    Great piece. Only problem is the turnaround time. They speak often of “the next few weeks” but this was filmed two weeks ago. Would be great to get these timely pieces out a little quicker. But great content!

  • VS

    Vasil S.

    13 6 2018 11:28

    1       1

    Would have preferred deeper focus / discussion on one or two asset classes but that's just personal preference. Very good!

  • OS

    Oliver S.

    13 6 2018 11:12

    3       1

    A great addition to the RV platform.

  • ZP

    Zachary P.

    13 6 2018 11:08

    1       1

    Great video here.

  • JT

    Jarl T.

    13 6 2018 10:29

    2       0

    I loved it! Brilliant stuff.