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

Avsnitt(2054)

Make or Break: Inflation - Everything Has Changed Since 2019

Make or Break: Inflation - Everything Has Changed Since 2019

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Raoul Pal the Journey Man - A New Paradigm

Raoul Pal the Journey Man - A New Paradigm

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“Regionalization” is the transition from a world of stable prices and consistent growth to one of rising costs of living where the threat of global famine is real. The breakdown of an economic order f...

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The Kyle Bass Interviews - If We Don't Get it Right, the Consequences are Dire

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The transition to clean energy is an extremely important and noble cause but achieving future net-zero targets “will be very, very difficult.” That’s the message from Wil VanLoh, the Founder and CEO o...

27 Dec 20221h 20min

The Exponential Age - "This Is the Most Important Interview in the History of Real Vision"

The Exponential Age - "This Is the Most Important Interview in the History of Real Vision"

Emad Mostaque is democratizing artificial intelligence. The hedge fund manager turned entrepreneur is the founder of Stability AI, the company behind Stable Diffusion, an image-generating algorithm th...

26 Dec 20221h 4min

December's Stock Sell-Off Rages On

December's Stock Sell-Off Rages On

U.S. equities took another tumble on Thursday as the worst December for stocks since 2018 continues. Meanwhile, Asia markets rallied on some upbeat earnings and a strengthened yen. On today’s show, th...

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Did Markets Shrug Off the BoJ Decision?

Did Markets Shrug Off the BoJ Decision?

The yen slipped slightly today after surging almost 4% on Tuesday, after the Bank of Japan surprisingly tweaked its yield curve control policy. U.S. equities are up for the second straight day, provid...

21 Dec 202237min

Bank of Japan Leaves Capital Markets Shook

Bank of Japan Leaves Capital Markets Shook

The Bank of Japan’s surprise move to change its policy and allow the 10-year JGB yield to move 50 basis points on either side of its 0% target, caught global markets off guard. In this deep dive, West...

20 Dec 202241min

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