The Next Phase: DB- Nov13, 2020

The Next Phase: DB- Nov13, 2020

Real Vision CEO, Raoul Pal, and senior editor, Ash Bennington, discuss the growing shutdown measures in the U.S. even as the S&P 500 makes all-time highs. Looking at declining mobility data, Pal explores how the prospect of a full lockdown in the U.S will depress economic activity as well as perhaps markets. He and Ash then discuss default risk and the stock sales of Pfizer’s CEO before zooming out into macro issues such as how stagnant money velocity affects retirees and how rise in the monetary base could buoy precious metals and bitcoin. In the intro, Jack Farley reviews price action, evaluates the distress of cruise liners, and the looming expiration of the Fed’s emergency lending programs. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Avsnitt(2070)

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Adventures in Finance 14 - Feeding the Future: Debt, Demographics, & Dinner Plates

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Adventures in Finance 13 - What Lies Beneath: Volatility in a Peaceful World

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Volatility permeates markets, nature, and life. Yet, it is monumentally misunderstood, and often to ruinous consequences. Stephen Diggle, Founder of Vulpes Investment Management, and Chris Cole, Manag...

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Learn from hedge fund legends as Kyle Bass interviews John Burbank III to reveal insights and ideas that differentiate truly independent market thinkers from amateur speculators. In 'Things I Got Wron...

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Carson Block, Founder of Muddy Waters Research, single-handedly dismantles fraudulent companies and his research can cause stocks to plummet 90% in market cap. As one of the world's preeminent short-s...

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Adventures in Finance 9 - Reflation: American Dream or Political Nightmare?

Adventures in Finance 9 - Reflation: American Dream or Political Nightmare?

Deconstruct the Trump Reflation Trade as unsightly political realities emerge from the shadows. In 'Things I Got Wrong', David Hay, CIO of Evergreen Gavekal, confesses to underestimating central bank ...

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The repercussions of a boom-bust energy cycle and massive infrastructure investment means a supply glut and potentially lower oil prices for much longer than anyone expects. In 'Things I Got Wrong', M...

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