Market Shocks Around the Corner? U.S. Election & COVID-19: DB-Oct 26 , 2020

Market Shocks Around the Corner? U.S. Election & COVID-19: DB-Oct 26 , 2020

Senior editor, Ash Bennington, joins managing editor, Ed Harrison, to talk through the social, political, and economic ramifications of the various U.S. presidential election outcomes in tandem with the risk of a more forceful and perhaps lethal second wave of COVID-19. Ash and Ed discuss how the policy outcomes in a Biden administration are more limited than what a Trump administration would be such as the fate of FAANG and Trump’s recent executive order regarding the dismissal of civil servants. They also consider what would happen to stimulus after the election, how markets have priced in a blue wave and how the outcome could be deviations away from expectations, and what the policy response might be to a rise in hospitalizations. Ed also explains the impact the hysteresis effect could have on the economy and consumers as well as how that may lead to more durable consumption changes post-COVID. Real Vision reporter Haley Draznin analyzes China’s Ant Group raising $34 billion, making it the largest IPO in history. Filmed on Oct 26, 2020 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2099)

The Knock-On Effect #8 - Stock Rally to Spur Foot Picking?

The Knock-On Effect #8 - Stock Rally to Spur Foot Picking?

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Real Vision Rewind #1 – Godfather of Central Banking

Real Vision Rewind #1 – Godfather of Central Banking

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6 Heinä 201843min

The Knock-On Effect #7 - Rising dollar to unleash unusual ice cream flavors?

The Knock-On Effect #7 - Rising dollar to unleash unusual ice cream flavors?

Why will a rising dollar lead to a proliferation of ice cream flavors that go far beyond vanilla? Justine and Alex discuss, touching on thieves in Madagascar, beaver glands, whisky maturation and the ...

29 Kesä 201837min

The Knock-On Effect #6 - Fed Hikes to Quash Lottery Ticket Sales?

The Knock-On Effect #6 - Fed Hikes to Quash Lottery Ticket Sales?

Why will a higher fed funds rates lead to a decline in the number of Americans who play the lottery? Alex and Justine discuss, along the way touching on the future of transportation, moving to L.A., t...

22 Kesä 201829min

The Knock-On Effect #5 - Demographics and Doorways

The Knock-On Effect #5 - Demographics and Doorways

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15 Kesä 201848min

The Knock-On Effect #4 - Tariffs and Cork

The Knock-On Effect #4 - Tariffs and Cork

Why will U.S. tariffs lead to a resurgence for the global cork industry? Justine and Alex explain, along the way discussing Australian wine, cork shoes and the Chinese consumer. Learn more about your ...

8 Kesä 201827min

The Knock-On Effect #3 - Crude Oil Boom, Craft Beer Gloom

The Knock-On Effect #3 - Crude Oil Boom, Craft Beer Gloom

Why will higher oil prices result in disappointed craft beer drinkers? Justine and Alex discuss. Plus, Alex delves into the world of academia, and discusses an interesting finding about the way stocks...

1 Kesä 201834min

The Knock-On Effect #2 - Rising Rates and Sandy Tracks

The Knock-On Effect #2 - Rising Rates and Sandy Tracks

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25 Touko 201824min

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