Daily Briefing - June 4, 2020

Daily Briefing - June 4, 2020

Senior editor Ash Bennington joins managing editor Roger Hirst to discuss the latest developments in macro, markets, and coronavirus. Bennington and Hirst talk about the trajectory of the global recovery and growth—specifically, they explore the exponential increase in the savings rate, the vicious cycle the Fed might find itself in as they continue to support asset prices, and the potential for "zombification"of corporations through misallocated capital. They also dive into how sentiment is currently driving financial markets, why passive investors may not be prepared for the air pockets of potential drawdowns, and how easy monetary policy actually encourages growth deflation. In the intro, Nick Correa analyzes today’s ECB announcement to expand its Pandemic Emergency Purchase Program (PEPP). Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2083)

Government Shutdown Nears Resolution, Global Equities Rally, and Coinbase Cancels BVNK Deal: PALvatar Market Recap, November 12 2025

Government Shutdown Nears Resolution, Global Equities Rally, and Coinbase Cancels BVNK Deal: PALvatar Market Recap, November 12 2025

🔥 Join the waitlist: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://rvtv.io/4mIxWi8⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, glo...

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US Shutdown Deal, UK Job Slump, and Uniswap’s Surge: PALvatar Market Recap, November 11 2025

US Shutdown Deal, UK Job Slump, and Uniswap’s Surge: PALvatar Market Recap, November 11 2025

🔥 Join the waitlist: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://rvtv.io/4mIxWi8⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, globa...

11 Nov 20256min

"The Printer Is Coming" | Macro Mondays: November 10th, 2025

"The Printer Is Coming" | Macro Mondays: November 10th, 2025

🔥 *Join the waitlist: https://rvtv.io/3IQ5Bs6* Andreas Steno Larsen, founder and CEO of Steno Research, and Mikkel Rosenvold, partner and head of geopolitics for Steno Research, are back to break d...

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U.S. Job Cuts, China Trade Weakness, and AI Stock Selloff: PALvatar Market Recap, November 07 2025

U.S. Job Cuts, China Trade Weakness, and AI Stock Selloff: PALvatar Market Recap, November 07 2025

🔥 Join the waitlist: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://rvtv.io/4mIxWi8⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global ma...

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US Jobs Surprise, Europe’s Weak Data, and Crypto’s Global Push: PALvatar Market Recap, November 06 2025

US Jobs Surprise, Europe’s Weak Data, and Crypto’s Global Push: PALvatar Market Recap, November 06 2025

🔥 Join the waitlist: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://rvtv.io/4mIxWi8⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macr...

6 Nov 20257min

How Low Will We Go? | Trading the Markets: November 5, 2025

How Low Will We Go? | Trading the Markets: November 5, 2025

Real Vision's Kris Bullock and Bijan Maleki are back to break down their favorite trade ideas found on Real Vision before taking questions from the audience. Tune in every Wednesday at 1pm ET LIVE on ...

5 Nov 202525min

Title: Market Fear, U.S. Shutdown, and Crypto Turmoil: PALvatar Market Recap, November 05 2025

Title: Market Fear, U.S. Shutdown, and Crypto Turmoil: PALvatar Market Recap, November 05 2025

🔥 Join the waitlist: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://rvtv.io/4mIxWi8⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro ...

5 Nov 20256min

Global Market Risk-Off, Manufacturing Contraction, and Crypto Turmoil: PALvatar Market Recap, November 04 2025

Global Market Risk-Off, Manufacturing Contraction, and Crypto Turmoil: PALvatar Market Recap, November 04 2025

🔥 Join the waitlist: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://rvtv.io/4mIxWi8⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro sh...

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