The Asset Overvaluation Debate and the Future of Risk-Parity( w/ with Alex Gurevich )

Real Vision: Finance & Investing

Real Vision

Business, Investing, News, Business News

4.1 • 1.1K Ratings

🗓️ 24 May 2021

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

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Summary

Real Vision Live Replay: 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. Recorded on : 8 Feb 2021 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:46.0	Alex, as ever, great to get you on Real Vision.
0:50.0	It's been a while actually since you and I chatted.
0:52.0	I think last time was somewhere like May in the middle of the mail stream.
0:58.0	And as ever, I want to pick your brains because I think people are really struggling to make sense of this environment.
1:06.0	It kind of, it looks like everything's a bubble.
1:09.0	Nobody knows what's a real trend, what's not a trend.
1:12.0	So I'd love to get first level just the top top down view on what you think is going on.
1:17.0	What's playing out here?
1:20.0	Okay, well, first it's good to be back.
1:22.0	And yes, it's been less than a year, but this day's time has kind of warped.
1:27.0	It used to be a year in the markets of not what it used to be.
1:31.0	God, now know the economy.
	...

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