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 8, 2020

Adventures in Finance - Daily Briefing - April 8, 2020

Real Vision’s Ash Bennington hosts Roger Hirst to discuss the rally in US equities against the backdrop of coronavirus. Hirst and Bennington discuss the rally from both a technical and fundamental per...

8 Apr 202032min

Adventures in Finance - Daily Briefing - April 7 2020

Adventures in Finance - Daily Briefing - April 7 2020

With markets and headlines moving faster than ever, we are now bringing all users a new ultra-timely show to help you keep up the dynamic news cycle. Real Vision's Ash Bennington and Ed Harrison unpac...

7 Apr 202032min

Adventures in Finance - Daily Briefing - April 6 2020

Adventures in Finance - Daily Briefing - April 6 2020

With markets and headlines moving faster than ever, we are now bringing all users a new ultra-timely show to help you keep up the dynamic news cycle. Ash Bennington hosts Real Vision’s Managing Edito...

7 Apr 202028min

Dr. Gio Valiante — Sustainable Excellence in Investing and Life

Dr. Gio Valiante — Sustainable Excellence in Investing and Life

Dr. Gio Valiante, founder of Fearless Golf and head performance coach at Point72 Asset Management, coaches individuals at the highest levels of sports and finance. Dr. Valiante provides tips and stori...

15 Nov 201935min

Mark Ritchie II — The Critical Tell for the Stock Market

Mark Ritchie II — The Critical Tell for the Stock Market

Mark Ritchie II, CIO of RTM Capital Advisors, sits down with Real Vision’s Ed Harrison to discuss how he has re-positioned his investments after going 100% cash in December. He believes that the react...

8 Nov 201923min

What Will a Recession Do to Venture Capital? With Josh Wolfe and Raoul Pal

What Will a Recession Do to Venture Capital? With Josh Wolfe and Raoul Pal

Josh Wolfe, co-founder of Lux Capital, sits down with Raoul Pal to examine the indicators that are warning that the economic cycle is reaching an inflection point. Wolfe and Pal discuss the idea that ...

1 Nov 201935min

Gold & “The Bitcoin Standard” with Saifedean Ammous and Marty Bent

Gold & “The Bitcoin Standard” with Saifedean Ammous and Marty Bent

Is there a path for bitcoin to become the new gold standard? Economist Saifedean Ammous, author of the ‘The Bitcoin Standard: The Decentralized Alternative to Central Banking,’ joins Real Vision to sh...

25 Okt 20191h 9min

China vs. The U.S.: Trade War to Cold War? (with Kyle Bass and Robert Spalding)

China vs. The U.S.: Trade War to Cold War? (with Kyle Bass and Robert Spalding)

Kyle Bass sits down with retired Brigadier General Robert Spalding to discuss the reality inside China. Spalding spent years living in China as Defense Attache in Bejing & served as the chief China st...

18 Okt 20191h 4min

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