The Next Phase: DB- Nov13, 2020
Real Vision CEO, Raoul Pal, and senior editor, Ash Bennington, discuss the growing shutdown measures in the U.S. even as the S&P 500 makes all-time highs. Looking at declining mobility data, Pal explo...
14 Nov 202049min
Is The Value Rotation "Over": DB- Nov 12, 2020
Real Vision managing editor, Ed Harrison, is joined by editor, Jack Farley, to break down a day of heavy selling across sectors as COVID-19 cases surge to unseen levels. Ed interprets what the Citigro...
12 Nov 202035min
Credit and the COVID Mushroom Cloud: DB- Nov 11, 2020
Senior editor, Ash Bennington, and managing editor, Ed Harrison, break down the pausing of the rotation out of growth and into value as cases and hospitalization in the U.S. surge to unseen levels. As...
11 Nov 202040min
Market Euphoria: This Year's Trading Patterns Coming Undone
Senior editor, Ash Bennington, joins Tony Greer, editor of the Morning Navigator, to examine the latest euphoric episode in markets. Greer discusses how the rotation in the markets demonstrates their ...
11 Nov 202040min
Daily Briefing Ask Me Anything
NOTE: THIS DAILY BRIEFING WAS FILMED THURSDAY, NOVEMBER 5. Fielding questions from Real Vision subscribers, senior editor, Ash Bennington, and managing editor, Ed Harrison, analyze how the various out...
9 Nov 202045min
Optimism for a Digital Future Amid Harsh Economic Realities: The Interview w/ Raoul Pal
Howard Lindzon, general partner at Social Leverage, tells Real Vision CEO Raoul Pal why he is bullish on the digital future of business despite acknowledging the harsh economic realities that have eme...
8 Nov 202048min
The Gold Bull Market Is Only in the Fourth Inning: The Interview (w/ Kiril Sokoloff and Raoul Pal )
Kiril Sokoloff sits down with Raoul Pal to discuss why he believes the bull market for precious metals is only in its fourth inning. All-in costs of gold production are under $1000 compared to the cur...
7 Nov 202057min
Dissecting the Narratives: What Markets Are Anticipating in the Coming Weeks
Managing editor, Ed Harrison, and senior editor, Ash Bennington, review this past week’s “everything rally” and key macro indicators against the backdrop of political uncertainty and COVID-19. Ed expl...
6 Nov 202038min
