DB-Oct 16, 2020 - The Debt Civil War and "The Organic Recession"

DB-Oct 16, 2020 - The Debt Civil War and "The Organic Recession"

Senior editor, Ash Bennington, and managing editor, Ed Harrison, look forward to the relevant themes. Ed adds to David Rosenberg’s recent comments that “organically, the economy is still in recession,” and he and Ash reflect on (the? a bit awk) recent success of Sweden’s pandemic shutdown response. They then put a week of bank earnings into context and analyze Warren Buffett selling the bulk of Berkshire Hathaway’s holdings in Wells Fargo. In the intro, Ash speaks to Real Vision editor, Jack Farley, about “priming” in the markets for distressed debt. For reference, the video Ed discusses at the beginning can be found here: https://exchange.realvision.com/post/the-breakdown-what-all-financial-crises-have-in-common-5f89ad21d788a45104be209e. Visit realvision.com to get access for just $1 for months access. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2053)

The Next Big Trade - The Godfather of MMT Explains It All

The Next Big Trade - The Godfather of MMT Explains It All

Warren Mosler, an American economist and entrepreneur, is perhaps the leading proponent of Modern Monetary Theory (MMT). But what is MMT? And how can it help us understand what’s happening at a macro ...

16 Okt 202252min

My Life in 4 Trades - How Bill Browder Took on Putin’s Oligarchs

My Life in 4 Trades - How Bill Browder Took on Putin’s Oligarchs

There’s nothing ordinary about Bill Browder’s life. After earning an MBA from the Stanford Graduate School of Business in 1989, he moved to Russia with the intention of becoming the “biggest capitalis...

15 Okt 202252min

A Break From the Whipsaw

A Break From the Whipsaw

The situation in the U.K. is going from bad to worse, with Prime Minister Liz Truss now in danger of losing her own job after firing her finance minister Kwasi Kwarteng and short-circuiting her own ec...

14 Okt 202233min

Ask Me Anything w/ Raoul Pal

Ask Me Anything w/ Raoul Pal

Real Vision Co-Founder & CEO, Raoul Pal, answers the internets questions and covers everything from macro & crypto to wine, scuba diving, food and art! Learn more about your ad choices. Visit podcastc...

14 Okt 20221h 6min

When There’s No One Left To Sell

When There’s No One Left To Sell

Within three hours today, S&P 500 futures swung from a 3.9% decline to a 3.9% rally. “It's pretty incredible,” tweeted Jared Dillian shortly after noon, “to watch people get fooled by the market over ...

13 Okt 202237min

The Fed Will Stick To Its Waste-Laying

The Fed Will Stick To Its Waste-Laying

The Producer Price Index for September came in hotter than expected, as investors brace for the Thursday morning release of Consumer Price Index data. Minutes to the most recent meeting of the Federal...

12 Okt 202239min

What Is the Bond Market Telling Us?

What Is the Bond Market Telling Us?

The Bank of England intervened in the U.K gilt market for the second time in two days Tuesday, with the following warning: "Dysfunction in this market, and the prospect of self-reinforcing 'fire sale'...

11 Okt 202236min

Why the Stock Selloff May Have Reached Its Limits

Why the Stock Selloff May Have Reached Its Limits

Stocks opened to the downside but trended higher throughout the day, the Dow Jones Industrial Average peaking into positive territory in the early afternoon, as investors prepare for Thursday morning’...

10 Okt 202239min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
utbytte
livet-pa-veien-med-jan-erik-larssen
pengesnakk
tid-er-penger-en-podcast-med-peter-warren
finansredaksjonen
stormkast-med-valebrokk-stordalen
okonomiamatorene
morgenkaffen-med-finansavisen
lederpodden
rss-kantsonen
rss-investering-gjort-enkelt
rss-markedspuls-2
flypodden