Daily Briefing - June 4, 2020

Daily Briefing - June 4, 2020

Senior editor Ash Bennington joins managing editor Roger Hirst to discuss the latest developments in macro, markets, and coronavirus. Bennington and Hirst talk about the trajectory of the global recovery and growth—specifically, they explore the exponential increase in the savings rate, the vicious cycle the Fed might find itself in as they continue to support asset prices, and the potential for "zombification"of corporations through misallocated capital. They also dive into how sentiment is currently driving financial markets, why passive investors may not be prepared for the air pockets of potential drawdowns, and how easy monetary policy actually encourages growth deflation. In the intro, Nick Correa analyzes today’s ECB announcement to expand its Pandemic Emergency Purchase Program (PEPP). Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Adventures in Finance 51 - Xi’s China: What Next For The Middle Kingdom?

Adventures in Finance 51 - Xi’s China: What Next For The Middle Kingdom?

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Adventures in Finance 50 - 363 Days: Donald Trump’s First Year

Adventures in Finance 50 - 363 Days: Donald Trump’s First Year

A year after Donald Trump’s inauguration, we take a close look at the president’s performance. How well has President Trump done? Should market bulls thank him for the recent rally? And how great is t...

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Adventures in Finance 49 - Charge!: The Bull Case for Tesla

Adventures in Finance 49 - Charge!: The Bull Case for Tesla

At long last, a Tesla bull steps up to retort Mark Spiegel’s bear case on the electric car company. Rob Maurer, host of the Tesla Daily podcast, makes an impassioned case for both the company and the ...

12 Jan 20181h 15min

Adventures in Finance 48 -  Taking Stock: The Best of “Adventures in Finance”

Adventures in Finance 48 - Taking Stock: The Best of “Adventures in Finance”

Grant looks back at some of his favorite moments from the podcast, reflecting on some of the boldest calls, sharpest insights and most meaningful stories he’s heard. Learn more about your ad choices. ...

29 Dec 20171h 42min

Adventures in Finance 47 - What Lies Beyond? Big Themes for 2018 Part II: Inflation

Adventures in Finance 47 - What Lies Beyond? Big Themes for 2018 Part II: Inflation

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22 Dec 20171h 10min

Adventures in Finance 46 - What Lies Beyond? Big Themes for 2018 Part I: Volatility

Adventures in Finance 46 - What Lies Beyond? Big Themes for 2018 Part I: Volatility

Grant and James are joined by two of the most seasoned volatility traders in the world, David Dredge of City Financial and Chris Cole of Artemis Capital Management, to discuss the curious absence of v...

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Adventures in Finance 45 - Baring The FAANGS: What’s Next For The Tech Titans?

Adventures in Finance 45 - Baring The FAANGS: What’s Next For The Tech Titans?

Mark Mahaney of RBC Capital Markets offers his positive assessment of the outlook for the big tech giants who have led the market rally while Jesse Felder, author of The Felder Report and host of the ...

8 Dec 20171h 10min

Adventures in Finance 44 - Mind Games: Harnessing Market Psychology

Adventures in Finance 44 - Mind Games: Harnessing Market Psychology

Peter Atwater (Financial Insyghts) and Ben Hunt (Salient) are masters of how to measure confidence in both the economy and in markets. In conversation with Grant Williams, they break down their method...

1 Dec 20171h 7min

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