Daily Briefing – July 23, 2020 – We Are In A Secular Stagnating Market: Tyler Neville

Daily Briefing – July 23, 2020 – We Are In A Secular Stagnating Market: Tyler Neville

Managing editor, Ed Harrison, joins Real Vision’s Tyler Neville to break down his ideas around secular stagnating markets, demographics, and pensions. Tyler discusses how mega corporations are no longer playing to win, but playing to not lose and how the Fed’s monetary policies, especially in response to the pandemic, entrenches calcified companies, rendering the zombification effect. Ed and Tyler also examine how markets no longer reward innovative ideas with capital, but rather have converted into a debt refinancing mechanism and encourages a rentier market. They wrap their discussion by exploring how lack of funding will push pensions to go risk-on, whether Tesla can be likened to Amazon, and what may be coming to markets next. In the intro, Nick Correa shares the state of Kentucky recently filed lawsuit against Blackstone and KKR and how this highlights the extreme weaknesses and woes of the pensions industry at large. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Markets React to US-Iran Conflict

Markets React to US-Iran Conflict

Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host, Mikkel Rosenvold, partner and head of geopolitics, to break down the latest news with the United States escalating mi...

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This week on REKT Vision, Bijan Maleki, filling in for Mando, sits down with Ejaaz, founder and CIO at 26CC, to close out our Trading the Future content campaign. They discuss the biggest narratives a...

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