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 Gold vs. Bitcoin Debate with Barry Silbert and Roy Sebag

The Gold vs. Bitcoin Debate with Barry Silbert and Roy Sebag

Earlier this summer, we released two interviews debating Grayscale Bitcoin Trust’s “Drop Gold,” campaign. Grayscale is a subsidiary of Digital Currency Group founded by Barry Silbert. He provides the ...

11 Loka 201946min

Understanding Dollar Repo Madness with Danielle DiMartino Booth and George Goncalves

Understanding Dollar Repo Madness with Danielle DiMartino Booth and George Goncalves

Danielle DiMartino Booth, chief strategist at Quill Intelligence, interviews George Goncalves of The Bond Strategist in his first appearance on Real Vision. As former insiders of the Dallas Fed and US...

4 Loka 201940min

The Chinese Mirage with Chris Balding

The Chinese Mirage with Chris Balding

Christopher Balding, associate professor at Fulbright University Vietnam, delves into the many layers of the Chinese economy with Mike Green of Thiel Macro. Balding and Green discuss the inconsistenci...

27 Syys 20191h 5min

WeWork, Amazon, Fannie Mae and Berkshire: Whitney Tilson’s Hedge Fund Odyssey

WeWork, Amazon, Fannie Mae and Berkshire: Whitney Tilson’s Hedge Fund Odyssey

Whitney Tilson details his transformation from momentum trader to an investor living by Warren Buffett’s advice that “it’s far better to buy a wonderful company at a fair price than a fair company at ...

20 Syys 20191h 7min

Barry Silbert Forecasts the Future of Crypto

Barry Silbert Forecasts the Future of Crypto

Barry Silbert is the founder and CEO of Digital Currency Group, a cryptocurrency investment trust that is now worth as much today as the whole asset class was five years ago. In this conversation with...

13 Syys 201949min

Are Unfunded Pensions Secretly Driving Markets? (With Brian Reynolds and Tyler Neville)

Are Unfunded Pensions Secretly Driving Markets? (With Brian Reynolds and Tyler Neville)

Brian Reynolds, former chief market strategist at Rosenblatt Securities, tells why unfunded pension liabilities are the real engine for the U.S. credit boom, and how this financial engineering has pro...

6 Syys 201941min

Bitcoin, Gold, and the Future of Macro Investing (Dan Tapiero with Raoul Pal)

Bitcoin, Gold, and the Future of Macro Investing (Dan Tapiero with Raoul Pal)

Bitcoin, Gold, and the Future of Macro Investing (Dan Tapiero with Raoul Pal) Learn more about your ad choices. Visit podcastchoices.com/adchoices

30 Elo 20191h 5min

Russell Clark - Devaluing the Chinese Renminbi

Russell Clark - Devaluing the Chinese Renminbi

Russell Clark of Horseman Capital warns that a Chinese currency shock could be the spark that burns down the entire global economy. In an hour-long conversation with Real Vision editor Roger Hirst, wh...

23 Elo 201937min

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