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(2044)

AI and the Rule of Law ft. David Mattin & Mikhail Voloshin

AI and the Rule of Law ft. David Mattin & Mikhail Voloshin

​🔥 GET 3 months of Real Vision for Just $49 https://rvtv.io/3ZyY70t Ash Bennington and Mikhail Voloshin, CEO of Mighty Data, Inc., are joined by David Mattin, founder of New World Same Humans, for a wide-ranging conversation on the current state of AI. The group discusses the implications of the latest technical developments in AI for law enforcement, security, and civil society, unpacking the risks and opportunities ahead. Today's episode is sponsored by KraneShares KCCA ETF, the largest, most liquid, and only public market California allowance ETF. Please read the prospectus before investing in KraneShares. Learn more about the KCCA ETF here: https://kraneshares.com/KCCA/realvision. Investing involves risk. Principal loss is possible. KCCA is distributed by SEI Investment Distribution Company (SIDCO). Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

21 Loka 202356min

Time to Get Ahead of the Downturn? With Ben Miller

Time to Get Ahead of the Downturn? With Ben Miller

​🔥 GET 3 months of Real Vision for Just $49 https://rvtv.io/3ZyY70t Ben Miller, co-founder, and CEO of Fundrise, joins Maggie Lake to discuss the market reaction to surging interest rates and their economic consequences, the odds of recession and how one might play out, and why his Great Lag thesis suggests a more drawn-out period of uncertainty than many investors expect. You can find more of Ben's work here: www.fundrise.com Today's episode is sponsored by KraneShares KCCA ETF, the largest, most liquid, and only public market California allowance ETF. Please read the prospectus before investing in KraneShares. Learn more about the KCCA ETF here: https://kraneshares.com/KCCA/realvision. Investing involves risk. Principal loss is possible. KCCA is distributed by SEI Investment Distribution Company (SIDCO). Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

20 Loka 202338min

How Long Can the Fed Hold? With Darius Dale

How Long Can the Fed Hold? With Darius Dale

​🔥 GET 3 months of Real Vision for Just $49 https://rvtv.io/3ZyY70t Darius Dale, founder of 42 Macro, sits down with Maggie Lake to discuss the market reaction to Fed Chair Jerome Powell's remarks today and share his perspective on what else is driving price action in the U.S. 10-year Treasury yield. Plus, Darius and Maggie will discuss how the geopolitical landscape is influencing the energy outlook. You can find more of Darius' work here: www.42macro.com Today's episode is sponsored by KraneShares KCCA ETF, the largest, most liquid, and only public market California allowance ETF. Please read the prospectus before investing in KraneShares. Learn more about the KCCA ETF here: https://kraneshares.com/KCCA/realvision. Investing involves risk. Principal loss is possible. KCCA is distributed by SEI Investment Distribution Company (SIDCO). Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

19 Loka 202335min

Are We Trapped in a Silent Depression? With Jeffrey Snider

Are We Trapped in a Silent Depression? With Jeffrey Snider

​🔥 GET 3 months of Real Vision for Just $49 https://rvtv.io/3ZyY70t Jeffrey Snider, host of EuroDollar University, joins Maggie Lake to discuss the market reaction to today's Fed Beige Book release, the significance of some selling in U.S. 20-Year Treasury bonds, what he expects from the Fed in November, and why the global economy may be stuck in a "silent depression."You can join Jeff's free webinar on Friday, October 20 @ 6:30 p.m. ET here: https://event.webinarjam.com/register/18/qqx25to Today's episode is sponsored by KraneShares KCCA ETF, the largest, most liquid, and only public market California allowance ETF. Please read the prospectus before investing in KraneShares. Learn more about the KCCA ETF here: https://kraneshares.com/KCCA/realvision. Investing involves risk. Principal loss is possible. KCCA is distributed by SEI Investment Distribution Company (SIDCO). Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

18 Loka 202342min

Is it Time to Throw in the (Recession) Towel? With Tony Greer

Is it Time to Throw in the (Recession) Towel? With Tony Greer

​🔥 GET 3 months of Real Vision for Just $49 https://rvtv.io/3ZyY70t Tony Greer, founder of TG Macro and editor of the Morning Navigator, joins with Maggie Lake to discuss the market's response to today's surprisingly strong U.S. retail sales data, what it means for the potential of a U.S. recession, the outlook for the energy market, and more.You can find more of Tony's work here: https://tgmacro.com Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

17 Loka 202336min

Will Earnings Bolster the Bulls? With Dale Pinkert

Will Earnings Bolster the Bulls? With Dale Pinkert

​🔥 GET 3 months of Real Vision for Just $49 https://rvtv.io/3ZyY70t Dale Pinkert, head of trader development at TradeGateHub, joins Maggie Lake to discuss the latest earnings numbers and update us on his outlook for tech, gold, the U.S. dollar, and more. You can find more of Dale's work here: https://www.forexanalytix.com Today's episode is sponsored by KraneShares KCCA ETF, the largest, most liquid, and only public market California allowance ETF. Please read the prospectus before investing in Kraneshares. Learn more about the KCCA ETF here:  https://kraneshares.com/KCCA/realvision. Investing involves risk. Principal loss is possible. KCCA is distributed by SEI Investment Distribution Company (SIDCO). Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Loka 202337min

The Business Credit Market Unwrapped with Lon M Singer

The Business Credit Market Unwrapped with Lon M Singer

​🔥 GET 3 months of Real Vision for Just $49 https://rvtv.io/3ZyY70t Ash Bennington welcomes Lon M. Singer, senior partner at Riemer & Braunstein, a boutique U.S. law firm dedicated to structuring and negotiating business loans with some of the biggest financial institutions in the United States. In this conversation, Ash and Lon discuss how Lon gauges the unique credit market and business conditions today. More crucially, Lon shares how these insights ripple across the broader macro landscape. Today's episode is sponsored by KraneShares KCCA ETF, the largest, most liquid, and only public market California allowance ETF. Please read the prospectus before investing in KraneShares. Learn more about the KCCA ETF here: https://kraneshares.com/KCCA/realvision. Investing involves risk. Principal loss is possible. KCCA is distributed by SEI Investment Distribution Company (SIDCO). Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Loka 20231h 6min

Is a Recession Priced In? with Bob Elliot

Is a Recession Priced In? with Bob Elliot

​🔥 GET 3 months of Real Vision for Just $49 https://rvtv.io/3ZyY70t In the eleventh installment of our Crash or Boom series, Andreas Steno Larsen welcomes Bob Elliott, CEO and co-founder of Unlimited Funds, to explore whether financial markets are correctly pricing in a recession. If so, is a recession tradable? And what is the base case for next year? Plus, Bob shares how he manages the dual tail risks of a boom or a crash. Today's episode is sponsored by KraneShares KCCA ETF, the largest, most liquid, and only public market California allowance ETF. Please read the prospectus before investing in KraneShares. Learn more about the KCCA ETF here: https://kraneshares.com/KCCA/realvision. Investing involves risk. Principal loss is possible. KCCA is distributed by SEI Investment Distribution Company (SIDCO). Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Loka 20231h 4min

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