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 - April 30, 2020

Daily Briefing - April 30, 2020

Real Vision's Managing Editor Ed Harrison sits down with Roger Hirst to discuss what's going on in markets today. Harrison and Hirst touch on the economic numbers coming out of the U.S. and Europe, th...

30 Huhti 202032min

Daily Briefing - April 29, 2020

Daily Briefing - April 29, 2020

Real Vision's Ash Bennington sits down with Roger Hirst to discuss the latest economic data: dismal GDP numbers, consumer spending, as well as other stats in the real economy. Bennington and Hirst ana...

29 Huhti 202037min

Adventures in Finance - Daily Briefing - April 28, 2020

Adventures in Finance - Daily Briefing - April 28, 2020

Ash Bennington hosts Real Vision’s Managing Editor Ed Harrison to discuss recent developments in markets, macro, and the coronavirus crisis. Today, Bennington and Harrison discuss the U.S. recession o...

28 Huhti 202038min

Adventures in Finance - Daily Briefing - April 27, 2020

Adventures in Finance - Daily Briefing - April 27, 2020

Ash Bennington hosts Real Vision’s Managing Editor Ed Harrison for analysis of the day’s events. Bennington and Harrison discuss the shape & speed of the coming recovery as well as the different econo...

27 Huhti 202031min

Adventures in Finance - Daily Briefing - April 24, 2020

Adventures in Finance - Daily Briefing - April 24, 2020

Ash Bennington hosts Tony Greer, Editor of the Morning Navigator, to get a trader's-eye view of what’s happening in markets. Greer unpacks the underlying supply & demand dynamics of what drives market...

24 Huhti 202039min

Adventures in Finance - Daily Briefing - April 23, 2020

Adventures in Finance - Daily Briefing - April 23, 2020

In this episode of the Real Vision Daily Briefing, Managing Editor Ed Harrison hosts Roger Hirst for a discussion about emerging market credit risk, helicopter money, and the unwinding of the commodit...

23 Huhti 202030min

Adventures in Finance - Daily Briefing - April 22, 2020

Adventures in Finance - Daily Briefing - April 22, 2020

Ash Bennington hosts Roger Hirst for a discussion about governments’ response to coronavirus and its implications for fiscal and monetary policy. The pair also cover the broader outlook for the global...

22 Huhti 202035min

Adventures in Finance - Daily Briefing - April 21, 2020

Adventures in Finance - Daily Briefing - April 21, 2020

Ash Bennington hosts Ed Harrison, Real Vision’s managing editor, to break down the day’s events. In today’s episode, Bennington and Harrison continue their discussion on oil markets — and tie the broa...

21 Huhti 202036min

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