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 Knock-On Effect #25 - Urbanization, Obesity, and India’s Exports

The Knock-On Effect #25 - Urbanization, Obesity, and India’s Exports

Why does rapid population growth in urban centers mean we may see more exports from India? Alex and Justine discuss — also touching on the worldwide obesity epidemic, the state of the world in 1800, a...

23 Marras 201834min

The Knock-On Effect #24 - Why Fruit Patents Matter

The Knock-On Effect #24 - Why Fruit Patents Matter

What does China’s shifting attitude toward intellectual property mean for the fruit industry? Justine and Alex discuss - also touching on the Bacardi family and the quest for the next celebrity apple....

16 Marras 201834min

The Knock-On Effect #23 - Are Bear Markets Actually Good?

The Knock-On Effect #23 - Are Bear Markets Actually Good?

Real Vision’s Ash Bennington joins Alex to reflect on a trope frequently heard in the cryptocurrency world these days: “The best projects are built in bear markets.” Plus: The differences between cry...

9 Marras 201832min

The Knock-On Effect #22 - Why the trucker shortage matters, part 2

The Knock-On Effect #22 - Why the trucker shortage matters, part 2

How does the recent mandate to electronically log trucker hours impact the labor force, Amazon and U.S. consumers? Justine and Alex speak with Will Pletcher, president of transportation company MCAH L...

2 Marras 201834min

The Knock-On Effect #21 - Why does the growth of China's billionaire class mean wine bottles will get a lot more complicated?

The Knock-On Effect #21 - Why does the growth of China's billionaire class mean wine bottles will get a lot more complicated?

If the trade war winds down, why might we see more security measures on wine bottles? Alex and Justine discuss, touching on nail-biting auctions, vineyard pests and new uses for the blockchain. Learn ...

26 Loka 201840min

The Knock-On Effect #20 - Why might our honey obsession lead to more mini-robotic drones?

The Knock-On Effect #20 - Why might our honey obsession lead to more mini-robotic drones?

How does the health food craze contribute to the production of drones? Justine and Alex discuss, touching on global smuggling rings, food fakery and sauerkraut flavored honey. Learn more about your ad...

19 Loka 201836min

The Knock-On Effect #19 - Elections, Payday Loans & Stolen Goods

The Knock-On Effect #19 - Elections, Payday Loans & Stolen Goods

If the Republicans maintain control of Congress, why might it become easier to buy stolen goods by accident? Alex and Justine discuss, also touching on wordy regulations, the emotional reaction to wea...

12 Loka 201847min

The Knock-On Effect #18 - Why will trucking surveillance lead to problems for holiday shoppers?

The Knock-On Effect #18 - Why will trucking surveillance lead to problems for holiday shoppers?

Why does a recent mandate for increased workplace surveillance spell trouble for retailers? Justine and Alex discus — also touching on implanted microchips, byzantine trucking regulations, and Alex’s ...

5 Loka 201845min

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