Gold is Good, Bubbles are Bad | The Big Conversation | Refinitiv

This week Real Vision uses Refinitiv's best-in-class data to look at how bond yields are reflecting the growth outlook whilst equities reflect the flow. This is an environment that favours a break-out to new highs by gold. US real yields have been falling and this has been very supportive over the last few years. The Chatter looks at the resilience of assets to an increase in COVID cases, but that resilience does not extend to the real economy of small businesses. The Whisper looks at the data on the data and how retail investors are engaging with markets.
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The content and information (“Content”) in the video programs (“Video Programs”) is provided for informational purposes only and not investment advice. You should not construe any such Content, information or other material as legal, tax, investment, financial, or other professional advice nor does any such information constitute a comprehensive or complete statement of the matters discussed. None of the Content constitutes a solicitation, recommendation, endorsement, or offer by Refinitiv or any third party service provider to buy or sell any securities or other financial instruments in this or in in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction. All Content is information of a general nature, is illustrative only and does not address the circumstances of any particular individual or entity. Refinitiv is not a fiduciary by virtue of any person’s use of or access to the Video Programs or Content. You alone assume the sole responsibility of evaluating the merits and risks associated with the use of any information or other Content in the Video Programs before making any decisions based on such information or other Content. In exchange for accessing and viewing the Video Programs and Content, you agree not to hold Refinitiv, its affiliates or any third party service provider liable for any possible claim for damages arising from any decision you make based on information or other Content made available to you through the Video Programs. The Content and information in the Video Programs has been obtained from sources believed to be reliable, but Refinitiv makes no representation or warranty as to the accuracy, timeliness or completeness of the Content. Any opinion or recommendation expressed in the Video Programs is subject to change without notice. Refinitiv does not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Refinitiv disclaims all liability for any loss that may arise (whether direct, indirect, consequential, incidental, punitive or otherwise) from any use of the information in Video Programs. Refinitiv does not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstances. Refinitiv does not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in the Video Programs and should note that investment values may fall, you may receive back less than originally invested and past performance is not necessarily reflective of future performance.

[@JonnyMReck]

That dude is still there in the background - he never moves, never ceases his work. The model employee!

[@andytan911]

Could be playing games

[@errinwright]

Legend says he is still working at that spot with a great culture to this day

[@JonnyMReck]

Andy Tan - he’s too focused and proactive to be playing games. He’s probably putting the next episode’s charts together. He’s so on top of things!

[@Patternlogic]

The man is playing Galaga. Thought we wouldn’t notice but we did.

[@thegoodtimegirl]

I have a feeling this might be some virtual background - can't be that still! unless he has achieved salvation

[@maddysydney]

He is our 007- “Finance Bond” 😀

[@brettrobinson9713]

I feel fancier just by listening to him talk

[@silverkings2154]

brief, punctual and excellent presentation. Refinitiv is a top-quality product

[@user-kc1tf7zm3b]

Bloomberg’s production values are higher. Bigger budgets makes this possible.

[@stevenarxer2992]

The Polo is back in black. Like these vids. Feels like real experts, not just talking heads.

[@MAM1000W]

Don't forget that belt!

[@dmcc8620]

My mind is about to explode, but I'm grateful for all the hard work and will try to keep up:)

[@rmicone1]

I listened to this twice thus far

[@UnbenutzerKanalname]

one of my favorite videos every week!

[@The_Tauri]

Love hearing Roger's voice! Also, great job with the non-click baity-yet-perfectly-enticing video titles! RVF is always on point.

[@The_Finance_Guy]

Gold & Silver shares will go through the roof in this Stagflationary Depression we are currently going through.

[@MsWorldMine]

Great to see a clear objective view backed by data. Thanks

[@mikehardwicke23]

Great summaries and Great graphics as always. Thanks.

[@geraldfleming2810]

Roger I always enjoy your punchy topical presentations.

[@dazzyduck3471]

Excellent show - thank you

[@mattsullivan8286]

Love your videos Rog. Keep it up

[@TheCJUN]

Great stuff 👍

[@lonelyalgae5728]

Back to the Ralph Lauren shirt and with a nice new belt, very nice

[@1st-Impressions]

You mention the universal currency bitcoin, but haven’t included it in your performance chart where it would be at the top. Why not?

[@ashthegreat1]

Pfff. Universal currency? Only a tiny fraction of retailers accept it as payment. Hardly universal.

[@SportsIncorporated]

There aren't that many primary silver miners left.

[@method341]

All my stocks are making huge gains. I'm not selling until 10 year yields start climbing quickly. Don't forget that many pros called the Dot Com bubble years prematurely and not only that, many lost fortunes trying to short the market. Don't get ahead of the market and for god's sake don't fight the market. There's nothing wrong with investing in a bubble. In fact, it is necessary in order to capture long term gains. Just set a trailing stop in the form of a simple moving average to time the exit. Don't be afraid to ride uptrends. The whole point of investing is to make money. Not to quiver in fear.

[@ruim8590]

fantastic video helped me a lot

[@fairchild9able]

IS this the same clip twice??

[@MrWordsofwisdom]

Great synopsis. You may want to slow down your pace.

[@mikhailfranco]

1.5x ?

[@zSkandal]

2 videos in one day man you must have a whole wardrobe of RL shirts 😜

[@jandrewmore]

Am I the only person disturbed by the lack of keyboards for the workstations in the back in the "The Chatter" section? Seems likely this is a green screen set.

[@spicybets7322]

It's fairly normal, you just bring your laptop to plug into monitors.

[@quadq6598]

So the market is not real at this point, its 100% held up by the FED & will have to be going forward. Unlimited QE is quite the thing, unlimited infers not possible to go down. Why even call it a market? Not saying there is not money to be made here but this is not a real market if nothing can force prices down

[@nickoftime3715]

You're correct, there aren't any real markets anymore. The big question is why the people are being taxed if the FED can print in perpetuity? In fact, why are we paying for anything?

[@james3876]

If the inflation all goes into equities, sure, you have a point

[@Sneppehaas]

Amazing!

[@arealgem9404]

*I legit feel smarter because I’ve been listening & nodding to a guy with a British accent. Even people who are walking by looking me think I’m smart. I can feel what they’re thinking*

[@turbofanlover]

The market is insane...and this will end very badly. Just don't know when.

[@kuudereplus]

If there's no keyboard for the monitor in the back, what's that guy doing?

[@0hkk]

the navy button down returns! i admit i loved it at first but it must be threadbare by now! hopefully we get enough youtube ad revenue so my man can afford a fresh new look

[@fazdoll]

Somehow I don’t think he’s hurting for cash...

[@spindillio]

How is printing money and buying assets not considered cheating? I have to go to work every day to be able to buy things.

[@harryhlloyd]

It's hard looking at this guy, leaning on that desk like Matthew McConaughey, spouting cool finance jargon at speeds never previously thought possible, his shirt unbuttoned showing just the proper amount of tastefully manscaped chest, his hairdo better than my hairdon't. Just another Episode of The Big Conversation.

[@chrisfan9492]

so more and more debt to solve our debt problem.

[@bclmax]

wheres kyle bass? he is the man

[@nunoalexandre6408]

at last a very very very true !!!! lets get physical, physical ,gold bars at comex price !!!! if you can....

[@YoungGrizzly]

Love the title 🤣

[@justincross1247]

you guys should make a 5 second video just saying "stocks only go up" and walk out

[@uxpjsxu]

Yep, Portnoy has made "the suits" redundant

[@nathanrigby3418]

petty gripe: Love the material but why can't the camera angle just be from the front. I realise it's probably taught in video editing school, but the camera angles from the 30° to the side angle shots are ridiculously off-putting. I know its all the rage, but seriously, if the user can't keep attention from a front on camera angle, they shouldn't be watching this anyway. Sorry, hah, I think I just had an episode. Thanks for the material though!

[@endeavorwebs719]

Despite all that, gold will be sold here, toppy. Watch, a month of red coming for gold and its stocks

[@bminvincible]

this aged well lol

[@jonathanbrotto7278]

Love the explanation of the market outlook.

[@clauswolfgangmeyer1377]

Believe in that all this artificial curves.....and feel better!

[@sinematographers3344]

Amazing as always

[@makedredd299]

What happens if gold is made in China?

[@ashthegreat1]

For a rhetorical comment, there’s a lot of relevance in it. They are the worlds biggest producer, but keep all of it. In a world backed by gold - China would be king.

[@guenzburghdcl7637]

Gold bubble is bad , roger’s short sightedness handicaps him - history cannot be your forward strategy

[@james3876]

@ykshootraw x a vaccine is unlikely

[@mikehardwicke23]

Well - do you have a better one? If so please share!

[@ashthegreat1]

Any bubble is bad.

[@mj5648]

ya boy

[@GeorgetheArchitect]

This guy keeps repeating the SAME thing over and over agin. Fed this, Fed this.. Whatever I don’t understand, please blame the Fed

[@nickoftime3715]

The only thing that matters anymore is the FED. No real analysis needed anymore. Profits don't matter anymore either.

[@oanagonzalez4653]

Yes, he’s mentioning the FED because FED’s recent actions (which are in fact illegal and not in line with FED’s original charter) have poured a ton of liquidity in the financial markets and completely distorted them to the point where they are no longer correlated with the economy. On top of it, they said more or less that whatever happens to the economy, they will continue to pour liquidity in the markets, to support asset prices. This is just like a communist state - no matter what the economy is doing, someone at the top is setting the price of assets to where they want them to be...

[@philiproth3676]

Oana Gonzalez well said!

[@philleach6271]

Wanna make money, buy Tesla!