Daily Briefing – August 13, 2020 – Private Portfolios Skewing Toward Long Duration Assets As Bond Proxies: Ed Harrison

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 interviews with Milton Berg and Charlie McElligott, their contrarian stances, and how price signal distortion is pointing toward secular stagnation. Ed and Ash also parse the differences between seasonally adjusted and non-seasonally adjusted initial jobless claims and how the treatment of the data shapes the way an investor understands employment trends during the pandemic. They wrap up their discussion by considering USPS funding, the lapse in fiscal aid, and the significant political tail risks ahead for this election cycle. In the intro, Peter Cooper reviews the latest initial jobless claims numbers and the plight of essential workers. Sponsor Link - Keep Coming Back : http://keepcomingbackpodcast.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2100)

How I Use AI To Trade The Markets! | Kris Bullock and Bijan Maleki

How I Use AI To Trade The Markets! | Kris Bullock and Bijan Maleki

Join Bijan Maleki and Kris Bullock to see how Kris and the rest of the RV community use AI to be better investors. Whether that's through enhanced research, coding apps and dashboards, or creating tec...

18 Mar 1h 5min

Markets Confront Iran Risk and Fed Policy | Macro Mondays

Markets Confront Iran Risk and Fed Policy | Macro Mondays

Steno Research founder and CEO Andreas Steno is back with his co-host Mikkel Rosenvold, to discuss the growing risks around the Strait of Hormuz and what disruptions could mean for oil prices and glob...

16 Mar 33min

Crypto Defies the Doom and Gloom

Crypto Defies the Doom and Gloom

Sergito, the CEO of the Meebit Company, joins Mando to discuss the outlook on bitcoin, altcoins, and the broader crypto cycle, and whether investors should expect a new wave of risk appetite across di...

16 Mar 1h 2min

Trading the Market with AI: March 11, 2026

Trading the Market with AI: March 11, 2026

Bijan Maleki hosts Real Vision contributor Kris Bullock for a new show all about how traders can better use AI. Whether through enhanced research, coding apps and dashboards, or creating technical ind...

11 Mar 25min

We're Not Ready For This

We're Not Ready For This

The Exponential Age is here, and it's accelerating — bringing developments humanity is simply not ready for. In a special crossover episode of The Journey Man and the Exponentialist, Raoul Pal sits do...

5 Mar 1h 17min

Trading the Markets with AI: March 4, 2026

Trading the Markets with AI: March 4, 2026

Kris Bullock joins Bijan Maleki to break down how traders can use AI to level up their process. Whether through enhanced research, coding apps and dashboards, or creating technical indicators, Kris co...

4 Mar 33min

Markets React to US-Iran Conflict

Markets React to US-Iran Conflict

Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host, Mikkel Rosenvold, partner and head of geopolitics, to break down the latest news with the United States escalating mi...

2 Mar 42min

The AI Pendulum Swings the Market Hard

The AI Pendulum Swings the Market Hard

This week on REKT Vision, Bijan Maleki, filling in for Mando, sits down with Ejaaz, founder and CIO at 26CC, to close out our Trading the Future content campaign. They discuss the biggest narratives a...

2 Mar 47min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
e24-podden
rss-borsmorgen-okonominyhetene
rss-penger-polser-og-politikk
pengepodden-2
finansredaksjonen
utbytte
rss-politisk-preik
livet-pa-veien-med-jan-erik-larssen
morgenkaffen-med-finansavisen
pengesnakk
tid-er-penger-en-podcast-med-peter-warren
stormkast-med-valebrokk-stordalen
lederpodden
rss-sunn-okonomi
okonomiamatorene
rss-markedspuls-2
lederskap-nhhs-podkast-om-ledelse