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 - June 16, 2020

Daily Briefing - June 16, 2020

Senior editor Ash Bennington joins managing editor Ed Harrison to unpack today's positive retail numbers as well as whether the recession is now "over" (even if in name only). Bennington and Harrison ...

16 Juni 202033min

Daily Briefing - June 15, 2020

Daily Briefing - June 15, 2020

Senior editor Ash Bennington joins Real Vision managing editor Ed Harrison to discuss a day of "risk on risk off" on Wall Street. Ed maps out a new paradigm he's noticing in the world of energy, equit...

15 Juni 202036min

The Interview - The New Frontier with Trevor Mottl and Raoul Pal

The Interview - The New Frontier with Trevor Mottl and Raoul Pal

Trevor Mottl, managing director at Lazard Labs, speaks to Real Vision CEO Raoul Pal about how machine learning and artificial intelligence (AI) can inform and transform the investment process – from i...

14 Juni 20201h 1min

The Interview - When The Whole Daisy Chain Unwinds

The Interview - When The Whole Daisy Chain Unwinds

James Aitken, partner at Aitken Advisors, joins Real Vision CEO Raoul Pal to discuss the intricate relationship between bond and FX markets and how this often overlooked connection is playing out at t...

13 Juni 20201h 29min

Daily Briefing - June 12 , 2020

Daily Briefing - June 12 , 2020

Real Vision CEO Raoul Pal and Real Vision managing editor Ed Harrison discuss today’s undulating recovery as global equities tried to regain ground lost in yesterday’s market rout. Raoul and Ed explor...

12 Juni 202036min

Daily Briefing - June 11, 2020

Daily Briefing - June 11, 2020

Managing editor Ed Harrison joins Lloyd Khaner, general partner and CIO at Khaner Capital Management, to discuss his macro outlook for the next year and beyond. Khaner explains some of the growth oppo...

11 Juni 202033min

Daily Briefing - June 10, 2020

Daily Briefing - June 10, 2020

Senior editor Ash Bennington joins Jay Pelosky, CIO and co-founder of TPW Investment Management, to unpack his contrarian and bullish thesis on the economy and markets. Pelosky argues that the big pla...

10 Juni 202036min

Daily Briefing - June 9, 2020

Daily Briefing - June 9, 2020

Senior editor Ash Bennington joins managing editor Ed Harrison to discuss market sentiment in light of NBER's recent announcement that the U.S. slid into recession in February. Bennington and Harrison...

9 Juni 202028min

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