Real Vision

Kai Volatility founder on 60/40: "60/40 made 0% returns from 1900 to 1920"

9 arguments: why the Fed's hawkish turn was theater, how a Treasury crisis makes the Fed the buyer of last resort, and why money sent to the bottom is…

Nov 9 • Scuttlebutt

Into The Cryptoverse founder: Bitcoin's breakout moved the burden of proof to the bears

8 calls: why he says the four-year cycle low may already be in, the Fed funds gauge that shows policy turned loose this year, and his regret at buying…

Oct 5 • Scuttlebutt

Korean semiconductor exports are up 250% year over year, Steno Research finds

8 calls: why the crypto rally is a short-dollar trade with an agent-economy story attached, the oil positioning that says the market is exhausted, and…

Sep 22 • Scuttlebutt

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