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(2070)

Daily Briefing – August 26,2020 – U.S. Headed For the Fiscal Cliff in September: Ed Harrison

Daily Briefing – August 26,2020 – U.S. Headed For the Fiscal Cliff in September: Ed Harrison

Senior editor, Ash Bennington, joins managing editor, Ed Harrison, to discuss risk assets, credit markets, and the fiscal cliff. Within an environment of secular stagnation, they talk about the cross-...

26 Aug 202035min

Daily Briefing – Aug 25, 2020 – Markets Are Starting To Telegraph The Onset Of Inflation: Tony Greer

Daily Briefing – Aug 25, 2020 – Markets Are Starting To Telegraph The Onset Of Inflation: Tony Greer

Senior editor, Ash Bennington, hosts Tony Greer, editor of The Morning Navigator, to continue their discussion of the wild inflation trade. They first look at ExxonMobil getting the boot from the Dow ...

25 Aug 202024min

Daily Briefing – Aug 24, 2020 – Real Vision Talks K-Shaped Recovery, Tesla, Money Fund Fee Waivers

Daily Briefing – Aug 24, 2020 – Real Vision Talks K-Shaped Recovery, Tesla, Money Fund Fee Waivers

Real Vision senior editor Ash Bennington hosts managing editor Ed Harrison to make sense of a series of financial news stories -- from the so-called “K-shaped” recovery to the struggles American colle...

24 Aug 202037min

The Interview- w/ Simon Dixon & Raoul Pal- Banking the Future

The Interview- w/ Simon Dixon & Raoul Pal- Banking the Future

Simon Dixon, CEO of bnktothefuture.com, joins Real Vision CEO, Raoul Pal, to break down the intersection of the crypto world and the world of traditional finance. Starting his career in investment ban...

23 Aug 20201h 13min

The Interview -w/ Marko Papic and Mike Green -- The Next Decade for Geopolitics and Markets

The Interview -w/ Marko Papic and Mike Green -- The Next Decade for Geopolitics and Markets

We can all remember when geopolitical tensions and trade wars were the most important headlines seeming to move global markets up or down depending upon their tenor, but recently the global pandemic a...

22 Aug 20201h 14min

Daily Briefing – August 21, 2020 – W-Shaped Recession Isn’t Off the Table: Raoul Pal

Daily Briefing – August 21, 2020 – W-Shaped Recession Isn’t Off the Table: Raoul Pal

Real Vision CEO Raoul Pal is joined by senior editor Ash Bennington to reflect on the future of markets at this unique juncture. Raoul begins by giving Ash a glimpse of how his “unfolding” thesis has ...

21 Aug 202047min

Daily Briefing – August 20, 2020 – The Best Thing For Asset Prices Is A Deep Recession: Roger Hirst

Daily Briefing – August 20, 2020 – The Best Thing For Asset Prices Is A Deep Recession: Roger Hirst

Senior editor, Ash Bennington, hosts managing editor, Roger Hirst, to discuss ongoing global monetary and fiscal policy support, how central banks may need to adjust their course, and what the long-te...

20 Aug 202038min

Daily Briefing – Aug 19, 2020 – Euro Strength Driving Dollar Weakness, Inflationary Breakout Stories:  Roger Hirst

Daily Briefing – Aug 19, 2020 – Euro Strength Driving Dollar Weakness, Inflationary Breakout Stories: Roger Hirst

Senior editor, Ash Bennington, joins managing editor, Roger Hirst, to take a deep dive into the apex predator of currency markets: the U.S. dollar. Roger argues that the size and speed of the dollar’s...

19 Aug 202034min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
uppgang-och-fall
rss-borsens-finest
avanzapodden
svd-tech-brief
fill-or-kill
rss-kort-lang-analyspodden-fran-di
montrosepodden
borsmorgon
dynastin
rss-inga-dumma-fragor-om-pengar
24fragor
lastbilspodden
kapitalet-en-podd-om-ekonomi
bathina-en-podcast
tabberaset
rss-dagen-med-di