Tesla, Banks, Bonds, and Bitcoin: DB - Nov18, 2020
Real Vision Managing editor Ed Harrison hosts Tommy Thornton, founder of Hedge Fund Telemetry, to discuss the opportunities and risks on the investment horizon. Tommy explores whether the ongoing rota...
19 Marras 202037min
A Technical Framework for Trading Ambivalent Markets: DB- Nov17, 2020
Real Vision senior editor, Ash Bennington, welcomes Dave Floyd of Aspen Trading Group back to the Daily Briefing to evaluate price action in the S&P 500, the U.S. 10 year Treasury note, and a variety ...
17 Marras 202038min
The Vaccine Rally: DB- Nov16, 2020
Real Vision managing editor, Ed Harrison, and senior editor, Ash Bennington, discuss the all-time highs being set in the S&P 500 and the Dow Jones Industrial Average as the news of Moderna’s vaccine b...
16 Marras 202032min
Dueling Perspectives On China's Economic Reality
Michael Pettis, senior fellow at the Carnegie-Tsinghua Center for Global Policy, and Kyle Bass of Hayman Capital Management are both keenly focused on the complex task of discerning China's economic r...
15 Marras 202050min
Jeffrey Gundlach -- Waiting for the Next Big Trade
Jeffrey Gundlach, CEO of DoubleLine Capital, has evolved his investment style over the years, and although he is still the "bond king", increasingly he has become multi-asset with a focus on getting t...
14 Marras 20201h 13min
The Next Phase: DB- Nov13, 2020
Real Vision CEO, Raoul Pal, and senior editor, Ash Bennington, discuss the growing shutdown measures in the U.S. even as the S&P 500 makes all-time highs. Looking at declining mobility data, Pal explo...
14 Marras 202049min
Is The Value Rotation "Over": DB- Nov 12, 2020
Real Vision managing editor, Ed Harrison, is joined by editor, Jack Farley, to break down a day of heavy selling across sectors as COVID-19 cases surge to unseen levels. Ed interprets what the Citigro...
12 Marras 202035min
Credit and the COVID Mushroom Cloud: DB- Nov 11, 2020
Senior editor, Ash Bennington, and managing editor, Ed Harrison, break down the pausing of the rotation out of growth and into value as cases and hospitalization in the U.S. surge to unseen levels. As...
11 Marras 202040min
