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)

The Interview - Lining Up The Dollar Dominoes w/ Brent Johnson and  Lyn Alden

The Interview - Lining Up The Dollar Dominoes w/ Brent Johnson and Lyn Alden

Brent Johnson, CEO of Santiago Capital, joins Lyn Alden of Lyn Alden Investment Strategy for an in-depth discussion on the fate of the world's most important currency: the U.S. dollar. Johnson gives a...

25 Heinä 20201h 19min

Daily Briefing – July 24, 2020 – Inter-Asset Correlations Can Be Telling: Max Wiethe

Daily Briefing – July 24, 2020 – Inter-Asset Correlations Can Be Telling: Max Wiethe

Senior editor Ash Bennington is joined by editor Max Wiethe to reflect on a week of divergent price action. Ash and Max analyze the extreme rallies in precious metals, with Max describing his macro fr...

24 Heinä 202030min

Daily Briefing – July 23, 2020 – We Are In A Secular Stagnating Market: Tyler Neville

Daily Briefing – July 23, 2020 – We Are In A Secular Stagnating Market: Tyler Neville

Managing editor, Ed Harrison, joins Real Vision’s Tyler Neville to break down his ideas around secular stagnating markets, demographics, and pensions. Tyler discusses how mega corporations are no long...

23 Heinä 202031min

Daily Briefing – July 22, 2020 – Gold Rally Could Be Signaling Inflation Fears: Jim Bianco

Daily Briefing – July 22, 2020 – Gold Rally Could Be Signaling Inflation Fears: Jim Bianco

Managing editor, Ed Harrison, hosts Jim Bianco of Bianco Research to discuss the Fed and Judy Shelton’s recent nomination, the significance of flows, and his forward look on markets and the economy. B...

22 Heinä 202034min

Daily Briefing – July 21, 2020 – There Is Only One Story: Europe – Ed Harrison

Daily Briefing – July 21, 2020 – There Is Only One Story: Europe – Ed Harrison

Senior editor Ash Bennington joins managing editor Ed Harrison to talk about how EU leaders have closed in on its landmark recovery deal. Ash and Ed examine how European political dynamics have shifte...

21 Heinä 202028min

Daily Briefing – July 20, 2020 – Jobless Claims Will Rise By 500,000 Over Next Month: Ed Harrison

Daily Briefing – July 20, 2020 – Jobless Claims Will Rise By 500,000 Over Next Month: Ed Harrison

Senior editor, Ash Bennington, hosts managing editor, Ed Harrison, to analyze the economic news of the day. Ed and Ash examine the recent jobs figures, and Ed describes why he believes the current job...

20 Heinä 202036min

The Interview - Debt Deflation Holy Grail w/ Richard Koo

The Interview - Debt Deflation Holy Grail w/ Richard Koo

Real Vision Managing Editor Ed Harrison talks to Richard Koo, Chief Economist at Nomura Research Institute. Koo is famous for his work on balance sheet recessions, a rare type of recession where drast...

19 Heinä 202057min

The Interview - Inside the COVID-19 Vaccine Project w/ Dr. Kayvon Modjarrad

The Interview - Inside the COVID-19 Vaccine Project w/ Dr. Kayvon Modjarrad

Dr. Kayvon Modjarrad, director of the Emerging Infectious Diseases Program at Walter Reed Army Institute of Research, joins Ash Bennington to explain what the Department of Defense's coronavirus vacci...

18 Heinä 20201h 2min

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