Felix Zulauf's Outlook on Equities, Bonds, Currencies, and Commodities (w/Raoul Pal)

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 economy and the risk of structural changes caused by the pandemic. With markets and headlines moving faster than ever, we are now bringing all Real Vision members a new ultra-timely show to help you keep up with the dynamic news cycle. Learn more about your ad choices. Visit podcastchoices.com/adchoices

22 Huhti 202035min

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 broader macroeconomic fundamentals into technical market dynamics. The pair also discuss MMT, the structure of the USO ETF, and emerging market debt forbearance. Learn more about your ad choices. Visit podcastchoices.com/adchoices

21 Huhti 202036min

Ash Bennington hosts Ed Harrison, Real Vision’s Managing Editor, to break down the day’s events. Today, the pair take a deep dive into the chaos of the profoundly fractured oil markets. Bennington and Harrison also discuss the long-term prognosis for the eurozone in a post-coronavirus world. In the intro, Jack Farley discusses the teetering CLO market and analyzes a short play that has paid off big time. Learn more about your ad choices. Visit podcastchoices.com/adchoices

21 Huhti 202039min

Ash Bennington hosts Ed Harrison, Real Vision’s Managing Editor, to break down the week’s events. The pair cover the U.S. banking sector, risks to the commercial real estate market, Russian central bank policy action, and compare and contrast the timing and trajectory of the COVID Crisis to the GFC. Bennington and Harrison end on a discussion of the changing role of China in the global political and financial system in the wake of the current crisis. Learn more about your ad choices. Visit podcastchoices.com/adchoices

17 Huhti 202040min

On today’s Real Vision Daily Briefing, Roger Hirst and Ed Harrison discuss FX markets, high yield credit, and EM fixed-income through the lens of Brent Johnson’s “dollar milkshake theory” and Mike Green’s thoughts on the concentration of capital. Harrison and Hirst analyze the impact that the Fed’s yield curve control will have on net interest margins for banks and whether central banks will draw a “line in the sand.” Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Huhti 202030min

Ash Bennington hosts Real Vision’s Roger Hirst to talk markets and economics. In this episode, Bennington and Hirst discuss the dismal economic data coming out of the U.S. including industrial production, retail sales, and the Empire State Manufacturing index. The pair also consider oil prices, the crisis’s impact on the money market, and potential durable shifts to the structure of the American economy. Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Huhti 202037min

Ash Bennington hosts Real Vision’s Managing Editor Ed Harrison to discuss the day’s events. In this episode, the pair unpack new GDP growth forecasts, the latest economic warning from the IMF, and the first round of Q1 2020 bank earnings. Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Huhti 202029min

Ash Bennington hosts Real Vision’s Managing Editor Ed Harrison to discuss the events of recent days as the coronavirus crisis grinds forward. Harrison and Bennington focus on the role of banks in financial crises as a transmission mechanism to the broader economy. The pair also consider risks to the high yield market and the role that exchange traded products play in providing liquidity in the global debt markets. Learn more about your ad choices. Visit podcastchoices.com/adchoices

13 Huhti 202035min