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 - 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. ...

10 Heinä 202044min

Daily Briefing - July 9, 2020-Fee-Free and Passive Trading Are Distorting Price Discovery: Tyler Neville

Daily Briefing - July 9, 2020-Fee-Free and Passive Trading Are Distorting Price Discovery: Tyler Neville

Real Vision managing editor Ed Harrison hosts Real Vision's Tyler Neville to discuss the ever-expanding chasm in markets between fundamentals and flows. Drawing upon his experience on the buy-side, Ty...

9 Heinä 202027min

Daily Briefing - July 8, 2020 - ETF Inflows Could Make Market Vulnerable - Ed Harrison

Daily Briefing - July 8, 2020 - ETF Inflows Could Make Market Vulnerable - Ed Harrison

Senior editor Ash Bennington joins managing editor Ed Harrison to discuss the latest developments in markets, macro, and coronavirus. Ash and Ed first dive into recently released interviews with Steph...

8 Heinä 202037min

Daily Briefing - July 7, 2020 - Macro Backdrop Signals Slowing Global Growth.

Daily Briefing - July 7, 2020 - Macro Backdrop Signals Slowing Global Growth.

Managing editor Ed Harrison joins Dan Russo, CMT, chief market strategist at Chaikin Analytics, to discuss the latest developments and trends in markets. With his blend of technical and fundamental an...

7 Heinä 202031min

Daily Briefing - July 6, 2020 - Sentiment Is All That Matters

Daily Briefing - July 6, 2020 - Sentiment Is All That Matters

Max Wiethe joins managing editor Ed Harrison to discuss sentiment, the 2020 election, and forward earnings and what sort of impact that will have on markets in the coming months. Max and Ed first brea...

6 Heinä 202033min

The Interview w/ William White & Brent Johnson- July 5, 2020

The Interview w/ William White & Brent Johnson- July 5, 2020

At few moments in history have the policies of global central banks been as important as they are today. Former central bank insider and senior fellow at the C.D. Howe Institute, William White, tells ...

6 Heinä 20201h 14min

The Interview w/ Kyle Bass & Raoul Pal - The State of Global Macro through Coronavirus Chaos

The Interview w/ Kyle Bass & Raoul Pal - The State of Global Macro through Coronavirus Chaos

Kyle Bass, founder and CIO of Hayman Capital, joins Real Vision's Raoul Pal to break down the state of global macro. Bass talks about the bifurcation between capital markets and the real economy due t...

4 Heinä 20201h 11min

Daily Briefing - July 3, 2020 - Special Edition

Daily Briefing - July 3, 2020 - Special Edition

In this special, Fourth of July edition of the Daily Briefing, senior editor Ash Bennington and managing editor Ed Harrison sit down to answer questions from our viewers concerning everything from cry...

4 Heinä 202028min

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