Teddy Vallee on the Dollar, Hard Assets, and the Real Rate Rotation (w/ Jack Farley)

Share this & earn $10
Real Vision Finance
Published at : 20 Jan 2021
612 views
65
3

Teddy Vallee, founder and CIO of Pervalle Global, joins Real Vision's Jack Farley to share his strategic outlook for assets such as the U.S. dollar, technology and energy stocks, gold, and bitcoin. Vallee explains why he believes that real rates for U.S. Treasury bonds will increase, and he describes why this view makes him believe there could be a capital exodus from technology into energy equities, as well as making bitcoin and gold less attractive to hold for the short-term, although he remains bullish on these two assets over the long-term. Filmed on November 24, 2020. Key learnings: Real rates on U.S. Treasuries will likely rise. Long-term the U.S. dollar will encounter problems, but Vallee spots short-term tactical opportunity as Treasury issuance will create liquidity negative conditions over the next two-to-three months. Vallee is very positive on energy, Latin America, EM debt, as well as commodities relative to U.S. tech and bonds.

Thanks for watching The Interview, the premier business and finance interview series in the world.

Subscribe to our channel now for more videos like this one: https://rvtv.io/subscribe

Do you want even more content like this? And to see this video before we release it here? Become a member of Real Vision -- get started for 7 days for only $1: https://rvtv.io/membership

About Real Vision™:
Real Vision™ is where you can gain an understanding of the complex world of finance, business and the global economy with real in-depth analysis from real experts.

Connect with Real Vision™ Online:
Twitter: https://rvtv.io/twitter
Instagram: https://rvtv.io/instagram
Facebook: https://rvtv.io/facebook
Linkedin: https://rvtv.io/linkedin

Teddy Vallee on the Dollar, Hard Assets, and the Real Rate Rotation (w/ Jack Farley)
https://www.youtube.com/c/RealVisionTelevision

For the transcript visit: https://rvtv.io/TheInterview

Disclaimer:
This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do 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 RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.
FinanceMarketsEconomy

NEW Nissan GT-R Nismo: Is It Worth $212K? Road And Track Review | Carfection 4K

NEW Nissan GT-R Nismo: Is It Worth $212K? Road And Track Review | Carfection 4K

Defeating Nemeny - Charming (2019)

Defeating Nemeny - Charming (2019)

Soprano - Le Coach (Paroles)

Soprano - Le Coach (Paroles)

Hammerers - Wide Range

Hammerers - Wide Range

Bazzi, Camila Cabello - Beautiful (Lyrics)

Bazzi, Camila Cabello - Beautiful (Lyrics)

Manfrotto Releases Cinematic Family of Bags

Manfrotto Releases Cinematic Family of Bags

[MV] HYOMIN(효민) _ Allure(입꼬리)

[MV] HYOMIN(효민) _ Allure(입꼬리)

Outi Makes a Pitcher

Outi Makes a Pitcher

Computer Case Airflow - What is Positive and Negative Pressure?

Computer Case Airflow - What is Positive and Negative Pressure?

Hear'say Live 2001 Concert DVD

Hear'say Live 2001 Concert DVD

The GameStop Revolution ($GME) Easily Explained by a Trader

The GameStop Revolution ($GME) Easily Explained by a Trader

Game of Thrones - Best Scenes Compilation HD

Game of Thrones - Best Scenes Compilation HD

Through Different Eyes

Through Different Eyes

BEST IN BEAUTY - 2020 | Fleur De Force

BEST IN BEAUTY - 2020 | Fleur De Force

MELODOWNZ - Fine (Official Video)

MELODOWNZ - Fine (Official Video)

How to Calculate Scale and to use Scale in Drawing

How to Calculate Scale and to use Scale in Drawing

Яко стълби във Велико Търново

Яко стълби във Велико Търново

ASMR Soft Head and Face Massage

ASMR Soft Head and Face Massage

Young Dolph “Large Amounts” (Instrumental Remake)

Young Dolph “Large Amounts” (Instrumental Remake)

Alle Farben - As Far As Feelings Go (Keanu Silva Remix)

Alle Farben - As Far As Feelings Go (Keanu Silva Remix)

Strongests Snowfall in the USA

Strongests Snowfall in the USA

LEGO Ninjago Official Soundtrack | Found My Place Lyric Video | WaterTower

LEGO Ninjago Official Soundtrack | Found My Place Lyric Video | WaterTower

Jennie (BLACKPINK) is attacked for controversial answer in an interview, BTS and PSY are brought up

Jennie (BLACKPINK) is attacked for controversial answer in an interview, BTS and PSY are brought up

DENIS vs SKETCH vs SUB - REAL LIFE HOUSE in Minecraft! (The Pals)

DENIS vs SKETCH vs SUB - REAL LIFE HOUSE in Minecraft! (The Pals)

The Fun They Had by Vara Prasad

The Fun They Had by Vara Prasad

Insufferable Annyong

Insufferable Annyong

I regret that I did not do it earlier! Very useful thing!

I regret that I did not do it earlier! Very useful thing!

Business Plan for Small Businesses | How to Write a Business Plan

Business Plan for Small Businesses | How to Write a Business Plan

Learn English with 5 Jokes

Learn English with 5 Jokes

Ensure Gold vs Anlene vs Bear Brand Adult Plus Review ni Kuya Ditto

Ensure Gold vs Anlene vs Bear Brand Adult Plus Review ni Kuya Ditto

Meet My FIANCE!!! | THE UGLY AESTHETICS

Meet My FIANCE!!! | THE UGLY AESTHETICS

Kehlani – In My Feelings (Official Audio)

Kehlani – In My Feelings (Official Audio)

BEATING Duo Showdown Challenge (12 Wins) 🍊

BEATING Duo Showdown Challenge (12 Wins) 🍊

Commencement 2014, 3 of 7: Alumni and Faculty Awards

Commencement 2014, 3 of 7: Alumni and Faculty Awards

Emilie Brooklyn: 'I Do Have the Utmost Respect for this Culture'

Emilie Brooklyn: 'I Do Have the Utmost Respect for this Culture'

COOL HACKS WITH SCHOOL SUPPLIES || Back To School DIY Hacks by 123 GO!

COOL HACKS WITH SCHOOL SUPPLIES || Back To School DIY Hacks by 123 GO!

It Came Upon the Midnight Clear

It Came Upon the Midnight Clear

TEDxMaui - Dr. Jacob Liberman - Stop Looking, Start Seeing

TEDxMaui - Dr. Jacob Liberman - Stop Looking, Start Seeing

I HAVE TWO HUGE PROBLEMS

I HAVE TWO HUGE PROBLEMS

We Need To Talk feat. Ahsaas Channa, Khushbu Baid & Parikshit Joshi | Girliyapa

We Need To Talk feat. Ahsaas Channa, Khushbu Baid & Parikshit Joshi | Girliyapa

The meristem which occur in grasses between matrue tissues and regenerate parts

The meristem which occur in grasses between matrue tissues and regenerate parts

xFSN Saber | Two Tips to Help You Win on ADC

xFSN Saber | Two Tips to Help You Win on ADC

BATANG FANCIER NG GOLDEN LINK, PANALO SA STREET FIGHT

BATANG FANCIER NG GOLDEN LINK, PANALO SA STREET FIGHT

How to determine the sexes of ducklings│Modern methods in duck farming in the philippines

How to determine the sexes of ducklings│Modern methods in duck farming in the philippines

How to Beat SEPHIROTH in Super Smash Bros. Ultimate

How to Beat SEPHIROTH in Super Smash Bros. Ultimate

CoD Ghosts In 2019 Is INFESTED With CAMPERS...

CoD Ghosts In 2019 Is INFESTED With CAMPERS...

Hey Mama GMV

Hey Mama GMV

Hot Zone Cheese 🧀

Hot Zone Cheese 🧀

THE METHOD - Trailer with English Subtitles

THE METHOD - Trailer with English Subtitles