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)

Adventures in Finance - Daily Briefing - April 20, 2020

Adventures in Finance - Daily Briefing - April 20, 2020

Ash Bennington hosts Ed Harrison, Real Vision’s Managing Editor, to break down the day’s events. Today, the pair take a deep dive into the chaos of the profoundly fractured oil markets. Bennington and...

21 Apr 202039min

Adventures in Finance - Daily Briefing - April 17, 2020

Adventures in Finance - Daily Briefing - April 17, 2020

Ash Bennington hosts Ed Harrison, Real Vision’s Managing Editor, to break down the week’s events. The pair cover the U.S. banking sector, risks to the commercial real estate market, Russian central ba...

17 Apr 202040min

Adventures in Finance - Daily Briefing - April 16, 2020

Adventures in Finance - Daily Briefing - April 16, 2020

On today’s Real Vision Daily Briefing, Roger Hirst and Ed Harrison discuss FX markets, high yield credit, and EM fixed-income through the lens of Brent Johnson’s “dollar milkshake theory” and Mike Gre...

16 Apr 202030min

Adventures in Finance - Daily Briefing - April 15, 2020

Adventures in Finance - Daily Briefing - April 15, 2020

Ash Bennington hosts Real Vision’s Roger Hirst to talk markets and economics. In this episode, Bennington and Hirst discuss the dismal economic data coming out of the U.S. including industrial product...

15 Apr 202037min

Adventures in Finance - Daily Briefing - April 14, 2020

Adventures in Finance - Daily Briefing - April 14, 2020

Ash Bennington hosts Real Vision’s Managing Editor Ed Harrison to discuss the day’s events. In this episode, the pair unpack new GDP growth forecasts, the latest economic warning from the IMF, and the...

14 Apr 202029min

Adventures in Finances - Daily Briefing - April 13, 2020

Adventures in Finances - Daily Briefing - April 13, 2020

Ash Bennington hosts Real Vision’s Managing Editor Ed Harrison to discuss the events of recent days as the coronavirus crisis grinds forward. Harrison and Bennington focus on the role of banks in fina...

13 Apr 202035min

Adventures in Finance - Daily Briefing - April 10, 2020

Adventures in Finance - Daily Briefing - April 10, 2020

Real Vision CEO & co-founder Raoul Pal joins Ash Bennington for a big picture look at the events of the last few weeks in the wake of coronavirus with a focus on the global economy. Pal and Bennington...

12 Apr 202036min

Adventures in Finance - Daily Briefing - April 9, 2020

Adventures in Finance - Daily Briefing - April 9, 2020

Real Vision's Roger Hirst and Ed Harrison talk about the Fed’s intervention into high yield ETFs and whether that support would spill over into equity markets to support shares on a sustained basis. I...

9 Apr 202026min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-borsmorgen-okonominyhetene
rss-penger-polser-og-politikk
finansredaksjonen
pengepodden-2
utbytte
rss-sunn-okonomi
livet-pa-veien-med-jan-erik-larssen
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
pengesnakk
lederpodden
stormkast-med-valebrokk-stordalen
okonomiamatorene
rss-heftye-moter-flinke-folk
rss-markedspuls-2
rss-fa-makro