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)

The Interview ( Bonus Episode ) - Another Great 'Mortgage Meltdown'

The Interview ( Bonus Episode ) - Another Great 'Mortgage Meltdown'

Columnist for HousingWire, Logan Mohtashami of AMC Lending Group sits down with Real Vision's Ash Bennington to discuss the "complete meltdown" he sees in the residential mortgage space during the cor...

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Ash Bennington hosts Real Vision’s Managing Editor Ed Harrison to discuss recent developments in markets, macro, and the coronavirus crisis. Today, Bennington and Harrison discuss Warren Buffett and h...

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Dr. Thomas Hoenig, distinguished senior fellow at George Mason University's Mercatus Center, joins Pedro da Costa, columnist at MarketWatch and Forbes, to discuss Dr. Hoenig's experience as former chi...

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Ash Bennington joins Real Vision CEO Raoul Pal for an exploration of how to find the macro signal amid the noise of economic indicators, alternative data, and confounding price action. Raoul describes...

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