Daily Briefing – August 20, 2020 – The Best Thing For Asset Prices Is A Deep Recession: Roger Hirst

Daily Briefing – August 20, 2020 – The Best Thing For Asset Prices Is A Deep Recession: Roger Hirst

Senior editor, Ash Bennington, hosts managing editor, Roger Hirst, to discuss ongoing global monetary and fiscal policy support, how central banks may need to adjust their course, and what the long-term ramifications would look like. Ash and Roger review the latest FOMC minutes and consider the effects of looser inflation targeting and the implementation of yield curve control. They dig deeper into the push and pull of inflation targeting by looking at the risks of aiming for reflation and ending up with stagflation. In an environment of low rates and low yields within a deflationary structure, Roger and Ash explore how aggregate debt and growth could be negatively impacted in the long run. Finally, they look at how these scenarios would be expressed in currency markets—the continuing disparity between the dollar and the DXY and the growing pressure for a weaker euro and yen. In the intro, Peter Cooper examines the scaling back of U.S. dollar liquidity swaps, the newest unemployment numbers, and the FOMC minutes. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(1963)

Adventures in Finance 35 - Observations and Interpretations: Jim Grant

Adventures in Finance 35 - Observations and Interpretations: Jim Grant

Grant Williams welcomes Jim Grant- legendary financial author and founder of the twice monthly journal on financial markets, Grant’s Interest Rate Observer.  Together they discuss Jim’s rise to literary prominence from the time he was a gunner on the USS Hornet at the age of 17 through to his founding of Grant’s. We learn his views on the incredible rate increases of the mid 1980’s, what the end game would be for Central Banks, what he would do if he was FED chairman, when he thought the devaluation of the Dollar really began, and what would he take with him on a one-way trip to mars? Learn more about your ad choices. Visit podcastchoices.com/adchoices

29 Syys 20171h 2min

Adventures in Finance 34 - Jim Rogers: The Investment Biker Rides Again

Adventures in Finance 34 - Jim Rogers: The Investment Biker Rides Again

Investing legend Jim Rogers joins Grant Williams to talk about the defining moments in his life which took him to Wall Street in the 1960s and to Russia and China on a motorbike in the 1980s. Jim talks about how important non-consensus thinking has been throughout his career, explains how the current troubles in North Korea could provide the investment opportunity of a lifetime … and let’s Hugh Hendry know exactly what’s in his pocket. Learn more about your ad choices. Visit podcastchoices.com/adchoices

22 Syys 201754min

Adventures in Finance 33 - Keys to the Kingdom: Inside the Beautiful Mind of Hugh Hendry

Adventures in Finance 33 - Keys to the Kingdom: Inside the Beautiful Mind of Hugh Hendry

Always candid, often hilarious, Hugh talks openly about his experience in 2008 when his fund returned nearly 50% as markets melted down around him, about the fear he confronts every time he puts on a trade, his typically canny tactical approach to debating the fellow Scot he calls ‘The Best Speaker in the World’ and takes us back in time to a party in Moscow at an Oligarch’s apartment when he discovered the secret contents of an investing legend’s trouser pocket… Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Syys 20171h 21min

Adventures in Finance 32 - Season 2 Premier:  KYLE BASS

Adventures in Finance 32 - Season 2 Premier: KYLE BASS

Season 2 of Adventures in Finance kicks off with Kyle Bass joining Grant for this week’s entire episode. Kyle shares some of the Defining Moments of his life and explains how they shaped him. He tells us a story of a disastrous trade gone wrong, answers listener’s questions from the Real Vision Mailbag, and explains what he’d take on a rocket ship to Mars. Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Syys 20171h 8min

Adventures in Finance - 2017 Summer Series 5: Steve Diggle

Adventures in Finance - 2017 Summer Series 5: Steve Diggle

Grant and Aaron cap off the 2017 Summer Series of Adventures in Finance as they are joined by the founder of Vulpes Investment Management, Steve Diggle, where he discusses his love of long-distance running, his career as a university boxer, and the tranquility of diving. Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 Syys 201740min

Adventures in Finance - 2017 Summer Series 4: Mark Yusko

Adventures in Finance - 2017 Summer Series 4: Mark Yusko

Grant and Aaron continue the 2017 Summer Series of Adventures in Finance as they are joined by Mark Yusko, Founder and CIO of Morgan Creek Capital Management, where he discusses his passion for philanthropy, the influence of legendary college coaches on his thinking, and the importance of solitude on one's ability to think deeply. Learn more about your ad choices. Visit podcastchoices.com/adchoices

25 Elo 201743min

Adventures in Finance - 2017 Summer Series 3: Jawad Mian

Adventures in Finance - 2017 Summer Series 3: Jawad Mian

Grant and Aaron continue the 2017 Summer Series of Adventures in Finance as they are joined by Jawad Mian, founder of Stray Reflections, to discuss the philosophical underpinnings of his worldviews, how to create a mindset that lives in the present moment, why he went from buying hundreds of books to reading just a few of them multiple times.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

18 Elo 201730min

Adventures in Finance - 2017 Summer Series 2: Pippa Malmgren

Adventures in Finance - 2017 Summer Series 2: Pippa Malmgren

Grant and Aaron continue the 2017 Summer Series of Adventures in Finance and turn-off from the beaten path as they are joined by the Pippa Malmgren to discuss drone technology, interesting summer reads, and the steps she takes to stay balanced and creative while multi-tasking as a mother, Presidential advisor, keynote speaker, startup founder, economist, and bestselling author. Learn more about your ad choices. Visit podcastchoices.com/adchoices

11 Elo 201735min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
kasvun-kipuja
pomojen-suusta
lakicast
rss-ainin-sekatoimisto
rss-rahamania
rss-seuraava-potilas
rss-bisnesta-bebeja
rss-myynti-ei-ole-kirosana
ostan-asuntoja-podcast
sijoituskaverit
rss-lahtijat
rss-startup-ministerio
raharesepti
rss-rikasta-elamaa
rss-paasipodi
rss-yritys-ja-erehdys