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 ( Bonus Episode ) - Another Great 'Mortgage Meltdown'

The Interview ( Bonus Episode ) - Another Great 'Mortgage Meltdown'

Columnist for HousingWire, Logan Mohtashami of AMC Lending Group sits down with Real Vision's Ash Bennington to discuss the "complete meltdown" he sees in the residential mortgage space during the cor...

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Real Vision’s Managing Editor Ed Harrison is joined by Roger Hirst to discuss the latest developments in markets, macro, and the coronavirus crisis. Harrison and Hirst examine the effects of central b...

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Ash Bennington hosts Real Vision’s Roger Hirst. Today, Bennington and Hirst explore the relationship between fundamental and technical analysis in the context of the Coronavirus crisis. The pair also ...

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Daily Briefing - May 5, 2020

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Ash Bennington hosts Real Vision’s Managing Editor Ed Harrison to discuss recent developments in markets, macro, and the coronavirus crisis. Today, Bennington and Harrison discuss Warren Buffett and h...

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The Interview - The Charts of Truth

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The Interview - The Fed Opening the Flood Gates

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Ash Bennington joins Real Vision CEO Raoul Pal for an exploration of how to find the macro signal amid the noise of economic indicators, alternative data, and confounding price action. Raoul describes...

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