Daily Briefing - July 10, 2020 - The V-Shape Recovery Idea is Dead: Raoul Pal

Daily Briefing - July 10, 2020 - The V-Shape Recovery Idea is Dead: Raoul Pal

Is the idea of a V-shaped recovery dead? Real Vision CEO Raoul Pal and senior editor Ash Bennington explore that question in depth through the lens of the virulent reemergence of COVID-19 in the U.S. Raoul and Ash break down the alarming rise of cases coming out of many states and analyze the effect that this ominous second wave will have on markets. They also discuss Ash’s seminal interview today with Dr. Kayvon Modjarrad, director for Emerging Infectious Diseases at the Walter Reed Army Institute of Research. Raoul is firm in belief that the human reaction function is what matters and that the virus’s effect on behavior is more significant than the virus itself. Raoul concludes that caution is prudent in these uncertain times and that the bond market is sending the clearest signal to investors. In the intro, Peter Cooper examines market news and coronavirus data. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(1969)

The Knock-On Effect #28 - The Fate of Waste, Nuts, Space & More

The Knock-On Effect #28 - The Fate of Waste, Nuts, Space & More

What do we know about the strange places we’ve been? In this season finale, Justine, Alex and Roger provide updates about the topics previously covered in the “The Knock-on Effect,” touching on the bright-red bugs behind the American aperitivo resurgence, the market potential for spicy hazelnuts, privatization of space and the moon, the glut of cheese, the existence of moon cheese, vaccine-flavored honey and the uniquely British appeal of Mr Kipling cakes. Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Des 201829min

The Knock-On Effect #27 - Why Big Soda’s Political Strategy Matters

The Knock-On Effect #27 - Why Big Soda’s Political Strategy Matters

Why will local efforts to curb obesity mean more states will ban grocery taxes? Justine and Alex discuss – also touching on taxpayer-subsidized soda purchases, Big Soda’s tobacco-like tactics, the trouble with slippery slope arguments, and the relative quality of different states’ tap water. Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Des 201836min

The Knock-On Effect #26 - Inflation, Inequality and Bitcoin

The Knock-On Effect #26 - Inflation, Inequality and Bitcoin

Does inflation increase or decrease wealth inequality? Alex recently got into a Twitter feud on that very subject, but guest co-host Jake Merl sets him straight. They also touch on Fed policy, the quality of government data, and the perils of replying to tweets while walking. Learn more about your ad choices. Visit podcastchoices.com/adchoices

30 Nov 201826min

The Knock-On Effect #25 - Urbanization, Obesity, and India’s Exports

The Knock-On Effect #25 - Urbanization, Obesity, and India’s Exports

Why does rapid population growth in urban centers mean we may see more exports from India? Alex and Justine discuss — also touching on the worldwide obesity epidemic, the state of the world in 1800, and the general decline of sexual activity. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Nov 201834min

The Knock-On Effect #24 - Why Fruit Patents Matter

The Knock-On Effect #24 - Why Fruit Patents Matter

What does China’s shifting attitude toward intellectual property mean for the fruit industry? Justine and Alex discuss - also touching on the Bacardi family and the quest for the next celebrity apple. Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Nov 201834min

The Knock-On Effect #23 - Are Bear Markets Actually Good?

The Knock-On Effect #23 - Are Bear Markets Actually Good?

Real Vision’s Ash Bennington joins Alex to reflect on a trope frequently heard in the cryptocurrency world these days: “The best projects are built in bear markets.” Plus: The differences between crypto conferences and muni bond conferences, why Bitcoin Cash has become a punchline, and what Alex learned from an Aria bellhop. Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Nov 201832min

The Knock-On Effect #22 - Why the trucker shortage matters, part 2

The Knock-On Effect #22 - Why the trucker shortage matters, part 2

How does the recent mandate to electronically log trucker hours impact the labor force, Amazon and U.S. consumers? Justine and Alex speak with Will Pletcher, president of transportation company MCAH Ltd, about surging wages and costs in trucking. Will also sets the record straight on some common trucker stereotypes. Learn more about your ad choices. Visit podcastchoices.com/adchoices

2 Nov 201834min

The Knock-On Effect #21 - Why does the growth of China's billionaire class mean wine bottles will get a lot more complicated?

The Knock-On Effect #21 - Why does the growth of China's billionaire class mean wine bottles will get a lot more complicated?

If the trade war winds down, why might we see more security measures on wine bottles? Alex and Justine discuss, touching on nail-biting auctions, vineyard pests and new uses for the blockchain. Learn more about your ad choices. Visit podcastchoices.com/adchoices

26 Okt 201840min

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