Daily Briefing-Sep 3, 2020-The Hidden Forces Behind the Market Panic - w/ Raoul Pal and Ash Bennington

Daily Briefing-Sep 3, 2020-The Hidden Forces Behind the Market Panic - w/ Raoul Pal and Ash Bennington

Real Vision CEO, Raoul Pal, is joined by senior editor, Ash Bennington, to reflect on a week of extreme price action. They analyze the dramatic crash of U.S. equities on Thursday and its connection to the speculative activity in derivatives markets. After weighing the significance of Softbank’s unmasking as the big “NASDAQ Whale” that has been buying a massive amount of calls on big tech stocks, Raoul and Ash have a broader discussion about how volatility regimes evolve and bleed into each other. Raoul then provides a strategic update on his “unfolding” thesis, shares his thoughts on Europe, and explores the possibility of a W-shaped recession. Finally, Raoul and Ash discuss the “Festival of Learning” that Real Vision hosted this week, as well as give a sneak peek of Real Vision’s new community feature, “The Exchange.” In the intro, Jack Farley and Ash discuss today’s jobs report and look at market volatility. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Jaksot(2110)

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Adventures in Finance 20 - Cyber Warfare: Welcome to the New Normal

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For years, cyberattacks on a global scale were the stuff of fiction; they have now become reality. And if the NSA isn’t safe then no one is safe. This week, we decode a potential existential threat to...

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Bitcoin is all everyone can talk about and the public is downright hysterical about the price, but the price is not what you need to be focusing on. This week, we explore how Bitcoin and the underlyin...

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Adventures in Finance 17 - Demographics Are Destiny

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Neil Howe isn't only a household name for finance-types, he coined the term "Millennials" and literally wrote the book on generational analysis. This week, he shares his insights on where we stand in ...

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Adventures in Finance 16 - Having Reservations: US Restaurant Revenues Signal Recession Risk

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What if restaurant sales could predict the next recession? According to Paul Westra, Senior Research Analyst at Stifel, decades of restaurant sales data accurately predicted the last two US recessions...

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Adventures in Finance 15 - Crises, Bubbles, Scandals: Financial History Uncensored (Part 1)

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