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)

My Life in 4 Trades - Anthony Scaramucci on Failure, Authenticity, and the Future of Crypto

My Life in 4 Trades - Anthony Scaramucci on Failure, Authenticity, and the Future of Crypto

Anthony Scaramucci has worked in two of the most pressure-driven environments in America – investment banking at Goldman Sachs and the communications shop in the White House during the Trump administr...

12 Nov 202258min

So When Comes the Powell Pivot?

So When Comes the Powell Pivot?

It appears that inflation finally eased last month, as the rate of underlying price increases excluding energy and food slowed from a 40-year high. And U.S. stocks are staging their biggest rally sinc...

10 Nov 202243min

The US Dollar: Where It All Begins

The US Dollar: Where It All Begins

“We live in a world where the price of every key asset in the world is in U.S. dollars,” notes Darius Dale at the top of a recent tweet-thread explaining specifically what’s happening with crippled cr...

9 Nov 202242min

Let’s Talk Election Day Price Action

Let’s Talk Election Day Price Action

U.S. equity indexes surged early on Election Day but sagged heading into the last two hours of trading, rising perhaps in anticipation of a market-friendly divided government in Washington D.C. Gold r...

8 Nov 202234min

Around the World in 30 Minutes

Around the World in 30 Minutes

U.S. equity indexes held modest gains at midday Monday, as investors prepare for midterm elections with particularly global potential consequences. Andreas Sten Larsen goes around the world with Jacob...

7 Nov 202243min

The Next Big Trade - Luke Gromen on Why It's Best to "Be Long Energy" Right Now

The Next Big Trade - Luke Gromen on Why It's Best to "Be Long Energy" Right Now

Luke Gromen, the founder and president of Forest for the Trees, is a highly respected voice in the global macroeconomic research community. Luke joins Harry Melandri to explain why he’s long energy. H...

6 Nov 202254min

My Life in 4 Trades - Why Crypto's Ferocious Free Market Is Good for Investors

My Life in 4 Trades - Why Crypto's Ferocious Free Market Is Good for Investors

Chris Sullivan, a portfolio manager of Hyperion Decimus, transitioned from traditional finance to crypto – and he says it’s the best move of his career. A lot of that has to do with crypto’s freek-mar...

5 Nov 202246min

The Labor Market Is Still Intact

The Labor Market Is Still Intact

U.S. stocks opened higher but drifted lower through the trading day, digesting an October nonfarm payrolls report that showed a still-strong labor market in the aftermath of Federal Reserve Chair Jero...

4 Nov 202237min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
uppgang-och-fall
avanzapodden
bathina-en-podcast
svd-tech-brief
borsmorgon
rss-kort-lang-analyspodden-fran-di
rss-borsens-finest
rss-inga-dumma-fragor-om-pengar
loungepodden
kapitalet-en-podd-om-ekonomi
tabberaset
rss-dagen-med-di
dynastin
lastbilspodden
affarsvarlden
market-makers