Daily Briefing - June 23, 2020

Daily Briefing - June 23, 2020

Senior editor Ash Bennington joins managing editor Ed Harrison to discuss the latest news in markets, macro, and coronavirus. Bennington and Harrison first analyze the breaking story about Wirecard, a German fintech company, and its implications for Germany. They also talk about how the Fed has released the animal spirits on markets, bolstered by exorbitant amounts of liquidity, and anticipate the pullback in consumption in light of a W-shaped recovery. Finally, they explain how the pandemic reasserting itself will end up strengthening the dollar and lead to a liquidity crunch. In the intro, Nick Correa explains the latest developments in the Wirecard story and provides some context around how they arrived at this point. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2086)

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Adventures in Finance 4 - Analyzing Cyclical Market Behavior

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Adventures in Finance 3 - Opportunities in German Real Estate

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Uncover the huge untapped potential in Germany’s real estate market and the interesting cultural and fundamental dynamics driving this opportunity. Mark Yusko, CEO and CIO of Morgan Creek Capital Mana...

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Adventures in Finance 2 - Geopolitical Framework for Investing

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Adventures in Finance 1 - Aftermath of India Demonetization

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Delving into the consequences and opportunities following the cancellation of 86% of India’s currency in circulation. Also, find out what Raoul Pal, founder of Real Vision and Global Macro Investors, ...

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