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)

The Interview - with Kiril Sokoloff and Raoul Pal -Gold, Germs, and Self-Preservation

The Interview - with Kiril Sokoloff and Raoul Pal -Gold, Germs, and Self-Preservation

Kiril Sokoloff, chairman and founder of 13D Global Strategy and Research, joins Raoul Pal, CEO and co-founder of Real Vision, to discuss the ongoing coronavirus pandemic and its long-term consequences...

31 Maj 202055min

The Interview - Don't Hate the Fed, Hate the Game

The Interview - Don't Hate the Fed, Hate the Game

Recently the Federal Reserve has taken unprecedented steps to backstop the market, sending investors scrambling to relearn the “rules of the game,” and inciting arguably justifiable outrage from other...

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Daily Briefing - May 29, 2020

Daily Briefing - May 29, 2020

Senior editor Ash Bennington joins managing editor Ed Harrison to discuss the latest developments in markets and macro in the era of coronavirus. Bennington and Harrison talk through the risks and pot...

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Daily Briefing - May 28, 2020

Daily Briefing - May 28, 2020

Managing editor, Ed Harrison, joins managing editor, Roger Hirst, to discuss the latest developments in markets, macro, and coronavirus. They talk through why US equities are still not suffering even ...

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Daily Briefing - May 27, 2020

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Senior editor, Ash Bennington, joins managing editor, Roger Hirst, to discuss the latest developments in macro, markets, and coronavirus. Bennington and Hirst analyze what’s happening in Europe, inclu...

27 Maj 202040min

Daily Briefing - May 26, 2020

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Managing editor Ed Harrison and senior editor Ash Bennington break down the brewing tensions between China and the United States. They comprehend the consequences of a potential "decoupling" between t...

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Daily Briefing - May 25, 2020

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Senior editor Ash Bennington joins Real Vision CEO and co-founder Raoul Pal to discuss the latest developments in macro and coronavirus. Bennington and Pal discuss the collapsing velocity of money and...

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The Interview - The Second Wave Is Going to Be Much, Much Worse

The Interview - The Second Wave Is Going to Be Much, Much Worse

Dr. Dena Grayson speaks to Pedro Da Costa about the ongoing efforts of medical professionals to save lives and stop the COVID-19 pandemic in its tracks. She evaluates the promising new drug Remdesivir...

24 Maj 202049min

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