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(2070)

Daily Briefing – July 17, 2020 - Gold Miners The Only Action In Town: Raoul Pal

Daily Briefing – July 17, 2020 - Gold Miners The Only Action In Town: Raoul Pal

Real Vision CEO Raoul Pal is joined by senior editor Ash Bennington to reflect on weakness in the banking sector and the odd flatness that has characterized the market for the past month. Raoul gives ...

17 Jul 202037min

Daily Briefing – July 16, 2020 – The Reopening Has Stalled: Ed Harrison

Daily Briefing – July 16, 2020 – The Reopening Has Stalled: Ed Harrison

Senior editor Ash Bennington joins managing editor Ed Harrison to discuss the latest jobless claims numbers and its particular significance this week. They start off by discussing Ed’s latest intervie...

16 Jul 202031min

Bonus Episode - The Interview - Steve Keen -- We Need a Private Debt Jubilee

Bonus Episode - The Interview - Steve Keen -- We Need a Private Debt Jubilee

In these unprecedented times of economic stress, the mainstream playbook has been tossed out the window as fiscal and monetary authorities continue to throw everything but the kitchen sink at the prob...

16 Jul 20201h 4min

Daily Briefing – July 15, 2020 – Fed Tightening May Be Defining Factor for Equities and the Dollar: Roger Hirst

Daily Briefing – July 15, 2020 – Fed Tightening May Be Defining Factor for Equities and the Dollar: Roger Hirst

Senior editor Ash Bennington joins managing editor Roger Hirst to discuss the latest developments in markets and macro. Bennington and Hirst consider the divergence of large-cap stock indexes and smal...

15 Jul 202032min

Daily Briefing - July 14, 2020 - The System is Rigged Against Ordinary People: Ed Harrison

Daily Briefing - July 14, 2020 - The System is Rigged Against Ordinary People: Ed Harrison

Senior editor Ash Bennington joins managing editor Ed Harrison to discuss Q2 earnings for banks such as JPMorgan and Wells Fargo and use it as a barometer to talk about market cycles. Ash and Ed consi...

14 Jul 202037min

Daily Briefing - July 13, 2020 - Record Tesla Stock Price Reeks of Desperation - Ed Harrison

Daily Briefing - July 13, 2020 - Record Tesla Stock Price Reeks of Desperation - Ed Harrison

Senior editor Ash Bennington hosts Ed Harrison for a conversation about life and markets during coronavirus. Using Tesla as a jumping off point, they take an existentialist turn and explore what might...

13 Jul 202032min

The Interview - Professor Richard Werner joins Hugh Hendry - More Power To The Princes

The Interview - Professor Richard Werner joins Hugh Hendry - More Power To The Princes

Professor Richard Werner joins Hugh Hendry, founder and former CIO of Eclectica Asset Management, for a deep-dive into the world of central banking. They explore the process of credit creation and exa...

12 Jul 20201h 43min

The Interview - Stephanie Kelton -- MMT and the Deficit Myth

The Interview - Stephanie Kelton -- MMT and the Deficit Myth

By both surprise and necessity, Modern Monetary Theory is here at our doorstep. And with neither major party remaining as the party of 'fiscal responsibility', it seems there is little standing in the...

11 Jul 20201h 3min

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