Daily Briefing - July 10, 2020 - The V-Shape Recovery Idea is Dead: Raoul Pal

Daily Briefing - July 10, 2020 - The V-Shape Recovery Idea is Dead: Raoul Pal

Is the idea of a V-shaped recovery dead? Real Vision CEO Raoul Pal and senior editor Ash Bennington explore that question in depth through the lens of the virulent reemergence of COVID-19 in the U.S. Raoul and Ash break down the alarming rise of cases coming out of many states and analyze the effect that this ominous second wave will have on markets. They also discuss Ash’s seminal interview today with Dr. Kayvon Modjarrad, director for Emerging Infectious Diseases at the Walter Reed Army Institute of Research. Raoul is firm in belief that the human reaction function is what matters and that the virus’s effect on behavior is more significant than the virus itself. Raoul concludes that caution is prudent in these uncertain times and that the bond market is sending the clearest signal to investors. In the intro, Peter Cooper examines market news and coronavirus data. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(2141)

Bitcoin’s Next Move Comes Down to the Fed?  | Trading The Market: September 16, 2026

Bitcoin’s Next Move Comes Down to the Fed? | Trading The Market: September 16, 2026

Bijan Maleki and Kris Bullock break down the crypto market just ahead of today’s critical FOMC decision, with traders bracing for a potential rate hike and another major test for Bitcoin and risk asse...

16 Syys 1h

Is the Risk-On Trade Breaking Down? | Macro Mondays: September 14, 2026

Is the Risk-On Trade Breaking Down? | Macro Mondays: September 14, 2026

Andreas Steno and Mikkel Rosenvold are back to discuss several key macro signals that are potentially shifting all at once. They dig into the outlook for oil flows, whether a new hiking cycle is start...

14 Syys 32min

Bessent Just Made His Move. Is Bitcoin Ready? with Kris Bullock & Bijan Maleki | Trading The Market - September 9, 2026

Bessent Just Made His Move. Is Bitcoin Ready? with Kris Bullock & Bijan Maleki | Trading The Market - September 9, 2026

Bitcoin and crypto are tightening into key technical setups as the Treasury prepares up to $6 billion in bond buybacks. Bijan Maleki and Kris Bullock break down the catalyst, the $83K level that matte...

9 Syys 55min

The Bitcoin Bottom Is Looking More Convincing | Trading The Markets: Septmeber 2, 2026

The Bitcoin Bottom Is Looking More Convincing | Trading The Markets: Septmeber 2, 2026

Bijan Maleki and Kris Bullock are back to break down a potentially important shift in the macro setup for crypto. With the U.S. Treasury stepping up long-dated bond buybacks, long-end yields are falli...

2 Syys 1h

Is Risk-On Too Risky? | Macro Mondays: August 31, 2026

Is Risk-On Too Risky? | Macro Mondays: August 31, 2026

Andreas Steno and Mikkel Rosenvold are back to unpack Kevin Warsh’s surprisingly hawkish message at Jackson Hole and what it could mean for markets. They also turn to the latest escalation in the Midd...

31 Elo 30min

Bitcoin Just Flipped! Is the Bottom Finally In? w/ Kris Bullock & Bijan Maleki | Trading the Markets August 26, 2026

Bitcoin Just Flipped! Is the Bottom Finally In? w/ Kris Bullock & Bijan Maleki | Trading the Markets August 26, 2026

Bijan Maleki and Kris Bullock are back to break down a potentially important shift in the macro setup for crypto. With the U.S. Treasury stepping up long-dated bond buybacks, long-end yields are falli...

26 Elo 58min

Scott Bessent Just Changed the Liquidity Setup | Macro Mondays: August 24, 2026

Scott Bessent Just Changed the Liquidity Setup | Macro Mondays: August 24, 2026

Andreas Steno and Mikkel Rosenvold are back to ask whether Friday’s stock market rally marks the return of a more bullish macro setup, and how far this move could run. They break down Scott Bessent’s ...

24 Elo 33min

Treasury Just Flipped the Setup for BTC & Gold w/ Kris Bullock & Bijan Maleki | Trading the Markets Aug. 19, 2026

Treasury Just Flipped the Setup for BTC & Gold w/ Kris Bullock & Bijan Maleki | Trading the Markets Aug. 19, 2026

Bijan Maleki and Kris Bullock are back to break down a potentially important shift in the macro setup for crypto. With the U.S. Treasury stepping up long-dated bond buybacks, long-end yields are falli...

19 Elo 50min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
vallattomat
rss-rahapodi
psykopodiaa-podcast
mimmit-sijoittaa
rss-oivalluksia-rahasta-elamasta
ostan-asuntoja-podcast
oppimisen-psykologia
rss-sami-miettinen-neuvottelija
rss-paasipodi
lakicast
rss-karon-grilli
rss-rahamania
rss-inderes
rahapuhetta
rss-siksi-viestinta
rss-pinnan-alle
rss-startup-ministerio
pomojen-suusta
inderespodi