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 8, 2020

Daily Briefing - June 8, 2020

Senior editor Ash Bennington and managing editor Ed Harrison map out their framework for the rest of 2020. Ed and Ash look at the steepening yield curve and the continued ascent of U.S. equities. Ed g...

8 Juni 202022min

The Interview - How to Stay Safe on the Rollercoaster Ride (w/ Ric Edelman)

The Interview - How to Stay Safe on the Rollercoaster Ride (w/ Ric Edelman)

Ric Edelman, chairman and co-founder of Edelman LLC, speaks to Real Vision senior editor Ash Bennington about how investors can position themselves for success during this unprecedented crisis. Edelma...

7 Juni 202058min

The Interview - Profiting from Mispriced Credit Risk with Daniel Zwirn, CEO of Arena Investors

The Interview - Profiting from Mispriced Credit Risk with Daniel Zwirn, CEO of Arena Investors

Daniel Zwirn, CEO of Arena Investors, kicks off Debt Week by bringing his unique credit framework to Real Vision. Zwirn argues that a decade of cheap money has worsened credit quality, but that nevert...

6 Juni 20201h 4min

Daily Briefing - June 5, 2020

Daily Briefing - June 5, 2020

Real Vision CEO Raoul Pal and senior editor Ash Bennington discuss a roaring day on Wall Street as the U.S. labor market breathed a sigh of relief. Looking at everything from tech valuations to the AU...

5 Juni 202046min

Daily Briefing - June 4, 2020

Daily Briefing - June 4, 2020

Senior editor Ash Bennington joins managing editor Roger Hirst to discuss the latest developments in macro, markets, and coronavirus. Bennington and Hirst talk about the trajectory of the global recov...

4 Juni 202039min

Daily Briefing - June 3, 2020

Daily Briefing - June 3, 2020

Senior Editor Ash Bennington joins Managing Editor Roger Hirst to discuss the latest developments in macro, markets, and coronavirus. Bennington and Hirst discuss what “returning to normal” means for ...

3 Juni 202037min

Daily Briefing - June 2, 2020

Daily Briefing - June 2, 2020

Senior editor Ash Bennington hosts managing editor Ed Harrison to delve into whether the pandemonium in the U.S. will ever spread into capital markets. They analyze the historical performance of marke...

2 Juni 202030min

Daily Briefing - June 1, 2020

Daily Briefing - June 1, 2020

Senior editor Ash Bennington hosts managing editor Ed Harrison to discuss how the roiling civil unrest in the U.S. could affect businesses and financial markets. They look at the correlation of the Ci...

1 Juni 202032min

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