DB-Oct 16, 2020 - The Debt Civil War and "The Organic Recession"

DB-Oct 16, 2020 - The Debt Civil War and "The Organic Recession"

Senior editor, Ash Bennington, and managing editor, Ed Harrison, look forward to the relevant themes. Ed adds to David Rosenberg’s recent comments that “organically, the economy is still in recession,” and he and Ash reflect on (the? a bit awk) recent success of Sweden’s pandemic shutdown response. They then put a week of bank earnings into context and analyze Warren Buffett selling the bulk of Berkshire Hathaway’s holdings in Wells Fargo. In the intro, Ash speaks to Real Vision editor, Jack Farley, about “priming” in the markets for distressed debt. For reference, the video Ed discusses at the beginning can be found here: https://exchange.realvision.com/post/the-breakdown-what-all-financial-crises-have-in-common-5f89ad21d788a45104be209e. Visit realvision.com to get access for just $1 for months access. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2070)

Daily Briefing – August 10, 2020 – Buy Signals May Actually Be Sell Signals in Equity Markets

Daily Briefing – August 10, 2020 – Buy Signals May Actually Be Sell Signals in Equity Markets

Real Vision senior editor, Ash Bennington, joins managing editor, Ed Harrison, to discuss the pivotal forces driving markets. They discuss bank balance sheets in Europe and how compression of net inte...

10 Elo 202037min

The Interview - Druckenmiller Protege on Tech Investing and Developing Your Own Framework

The Interview - Druckenmiller Protege on Tech Investing and Developing Your Own Framework

We all get our start somewhere, and often the formative experiences of our early years shape our career path for years to come. Beeneet Kothari, managing partner at Tekne, was fortunate enough to spen...

9 Elo 202041min

The Interview-The Austrian Perspective on Recoveries, Bubbles, and Monetary Policy.

The Interview-The Austrian Perspective on Recoveries, Bubbles, and Monetary Policy.

For decades, the schools of economic thought that have informed monetary and fiscal policy decisions have been decidedly not Austrian; but, outside of the echo chambers of Washington D.C., Austrian Sc...

8 Elo 20201h

Daily Briefing - Aug 7 2020  w/ Real Vision CEO, Raoul Pal.

Daily Briefing - Aug 7 2020 w/ Real Vision CEO, Raoul Pal.

Real Vision CEO Raoul Pal is joined by senior editor Ash Bennington to discuss the current state of different asset classes at this unique juncture. Raoul shares his view on the dollar, precious metal...

7 Elo 202027min

Daily Briefing – August 6, 2020 – GDP Looks Backward; Stock Market Looks Forward : David  Bahnsen

Daily Briefing – August 6, 2020 – GDP Looks Backward; Stock Market Looks Forward : David Bahnsen

Senior editor Ash Bennington speaks to David Bahnsen, founder and managing partner of The Bahnsen Group, about the economics of re-opening and the state of the U.S. equity markets. Bahnsen weighs the ...

6 Elo 202043min

Daily Briefing - Aug 5, 2020 - The Pandemic Is Everything Right Now: Ed harrison

Daily Briefing - Aug 5, 2020 - The Pandemic Is Everything Right Now: Ed harrison

Senior editor, Ash Bennington, joins managing editor, Ed Harrison, to discuss some of the latest data coming out, revealing the health of the US economy. They go over the July ADP Nonfarm Payroll numb...

5 Elo 202037min

Daily Briefing – August 4, 2020 – Central Banks Don’t Have Things Under Control: Mike "Mish" Shedlock

Daily Briefing – August 4, 2020 – Central Banks Don’t Have Things Under Control: Mike "Mish" Shedlock

Senior editor Ash Bennington is joined by Mike "Mish" Shedlock of TheStreet.com to discuss gold and the looming fiscal cliff. Shedlock analyzes the purported "short squeeze" on gold, shining a light o...

4 Elo 202037min

Daily Briefing – August 3, 2020 – Downside Risk Has Not Been Fully Appreciated By Markets: Ed Harrison

Daily Briefing – August 3, 2020 – Downside Risk Has Not Been Fully Appreciated By Markets: Ed Harrison

Senior editor, Ash Bennington, joins managing editor, Ed Harrison, to reckon with the idea of whether a COVID-19 vaccine will be the “medical bailout” everyone is staking their hopes on. Ash and Ed gi...

3 Elo 202033min

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