Daily Briefing – August 20, 2020 – The Best Thing For Asset Prices Is A Deep Recession: Roger Hirst
Senior editor, Ash Bennington, hosts managing editor, Roger Hirst, to discuss ongoing global monetary and fiscal policy support, how central banks may need to adjust their course, and what the long-te...
20 Elo 202038min
Daily Briefing – Aug 19, 2020 – Euro Strength Driving Dollar Weakness, Inflationary Breakout Stories: Roger Hirst
Senior editor, Ash Bennington, joins managing editor, Roger Hirst, to take a deep dive into the apex predator of currency markets: the U.S. dollar. Roger argues that the size and speed of the dollar’s...
19 Elo 202034min
Daily Briefing – August 18, 2020 – The Inflation Trade Just Caught Fire Again: Tony Greer
Senior editor, Ash Bennington, hosts Tony Greer, editor of The Morning Navigator Newsletter, to discuss the S&P 500 breaking record highs and the wild inflation trade. Tony considers where inflation i...
18 Elo 202028min
Daily Briefing – August 17, 2020 – Goldman’s S&P Target By No Means Out of the Question: Max Wiethe
Senior editor, Ash Bennington, is joined by editor, Max Wiethe, to talk gold, stocks, housing, and New York. After Ash analyzes the dismal Empire Manufacturing reading, he and Max discuss the NAHB hou...
17 Elo 202035min
The Interview - The Dawn of Chaos w/ Hugh Hendry and Luke Gromen
The global economy had been running higher for over a decade, and the coronavirus has been a major speed bump. But what happens when central banks have replaced the airbag with a dagger? This is the v...
16 Elo 20201h 11min
The Interview w/ Mike Green & Sri Thiruvadanthai - Policy Response to COVID-19 and the Fate of the United States.
Mike Green of Logica Capital sat down with Srinivas Thiruvadanthai, director of research at the Jerome Levy Forecasting Center, in the last interview to be filmed in Real Vision's studios before the w...
15 Elo 20201h 19min
Daily Briefing – August 14, 2020 – The Crypto Space Is The Best Trade In The World: Raoul Pal
Real Vision CEO, Raoul Pal, is joined by senior editor, Ash Bennington, to reflect on the current state of markets. Raoul and Ash discuss the upcoming “precious metals week,” and Raoul shares his view...
14 Elo 202036min
Daily Briefing – August 13, 2020 – Private Portfolios Skewing Toward Long Duration Assets As Bond Proxies: Ed Harrison
Senior editor, Ash Bennington, joins managing editor, Ed Harrison, to discuss secular stagnation, initial jobless claims, and the fiscal cliff. They begin by exploring Ed’s takeaways from his intervie...
13 Elo 202036min
