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Real Vision: Finance & Investing

Is the Real Rates Tsunami Incoming?

Real Vision: Finance & Investing

Real Vision

News, Business News, Investing, Business

4.11.1K Ratings

🗓️ 25 November 2023

⏱️ 64 minutes

🧾️ Download transcript

Summary

🚀 The Exponential Age is going to permanently change the world on every level, including your day-to-day life. Have it work in your favor - https://rvtv.io/3FAb8hj Harry Melandri from MI2 Partners and Alex Gurevich, founder and CIO of HonTe Investments, discuss the resurgence of higher real rates amid the Fed's quantitative tightening and prolonged higher interest rates. Gurevich shares his 2024 inflation and growth outlook and offers insights on how to craft a balanced portfolio during these uncertain times. Recorded November 6th. Check out Alex’s new publication, 21 Futures, which can be found here: https://bitcoinbook.shop?ref=alexgurevich1 And don't forget to check out the Exponentialist — a new research service from Raoul Pal and David Mattin detailing how exponential technologies are reshaping our world… and what that means for investors: https://www.realvision.com/thefuture Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

Do you know the number one obstacle to financial success? Time or lack of it.

0:08.0

Without enough time you can't learn efficiently, plan effectively, or focus on the right strategies.

0:14.9

That's why Real Vision offers you a simple and efficient way to gain expert knowledge, use time-saving

0:20.6

market tools, and leverage the brain power of our community to help you succeed faster.

0:26.7

Get a taste of financial freedom with our free offer at realvision.com forward slash free. I am very excited to be chatting to Alex Girovich. Most of you probably already know Alex,

0:52.0

but for the few who don't he's a founder and

0:53.9

CIO of Honte Investments and the best-selling author of the next perfect

0:58.4

trades and the trades of March 2020. Alex good to see you again. How is life in the Bay Area?

1:06.0

Well, thank you for having me. It's always a pleasure to be on and a pleasure to chat.

1:10.8

It is overcast, otherwise pretty good.

1:13.0

Why did you decide to locate yourself in the Bay Area?

1:17.0

Well, that history...

1:19.0

Apart from because you can, right?

1:20.0

Yeah, the history goes back almost 20 years.

1:23.0

I felt, I was still working for J.P. Morgan when I, like, when I moved out to the bay.

1:28.0

I just kind of felt like I wanted a change of scenery, there were so like personal reasons and I didn't want to change of scenery honestly from New York City.

1:37.5

And at that time I thought that California was a pretty good time zone for Macron because I wanted to have more access to ancient time

1:45.6

when to like late in the evening you can even get a little bit of Europe opening.

1:50.8

Honestly over long run it's not such a huge deal, which time zone you live on, but I felt like I could do okay from California and I wanted to kind of get away from the bus and the clutter of the trading floor and have like more time to contemplate long

2:04.4

horizon trading strategies.

2:06.0

You know, for some reason I always think of you as a barrier guy.

2:09.8

You know what it is?

...

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