Mike Green - This Car Has No Brakes (But We re Driving Uphill): DB- Dec17, 2020

Mike Green - This Car Has No Brakes (But We re Driving Uphill): DB- Dec17, 2020

Mike Green of Logica Capital Advisors joins Real Vision senior editor, Ash Bennington, to share his market outlook as U.S. equities yet again reach all-time highs. Green breaks down the current market structure, looking at how changes to order book depth and inter-asset correlations present investment risks. Green and Bennington discuss commodities, passive investing, and the Fed’s latest FOMC meeting, with Green sharing his outlook on inflation and interest rates. Lastly, Bennington asks Green his views on crypto-assets and particularly Bitcoin, which continues to surge immensely. In the intro, editor Jack Farley jobless reports on today’s jobless claims, the status of U.S. fiscal stimulus, and Tesla’s looming entry into the S&P 500. The paper by Rob Arnott on Tesla, which Jack mentions, can be found here: https://www.researchaffiliates.com/en_us/publications/articles/819-tesla-the-largest-cap-stock-ever.html?evar36=eml_tesla-hero-title&_cldee=amFja0ByZWFsdmlzaW9uLmNvbQ%3d%3d&recipientid=contact-a2eae8d2e63beb1180f1b4c5161772f1-63905c439f0c42899407aad7822ace65&esid=0498153a-6840-eb11-80f1-b4c5161772f1. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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The Knock-On Effect #18 - Why will trucking surveillance lead to problems for holiday shoppers?

The Knock-On Effect #18 - Why will trucking surveillance lead to problems for holiday shoppers?

Why does a recent mandate for increased workplace surveillance spell trouble for retailers? Justine and Alex discus — also touching on implanted microchips, byzantine trucking regulations, and Alex’s affinity for “the open road.” Learn more about your ad choices. Visit podcastchoices.com/adchoices

5 Okt 201845min

The Knock-On Effect #17 - Why does increased NASA funding mean Qatar could lose an honor?

The Knock-On Effect #17 - Why does increased NASA funding mean Qatar could lose an honor?

Who stands to profit from the next era of space exploration? Alex, Justine and Roger discuss, touching on international space law, libertarians on Mars, and Justine's favorite intergalactic snack food. Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Sep 201830min

The Knock-On Effect #16 - Online ads and grocery store shifts?

The Knock-On Effect #16 - Online ads and grocery store shifts?

What impact will the growth of online advertising have on your local grocery store? Justine, Alex and Roger discuss — also touching on cookie wars, mysterious Senate hearing testimony, and Roger’s favorite breakfast. Learn more about your ad choices. Visit podcastchoices.com/adchoices

21 Sep 201840min

The Knock-On Effect #15 - South African Meat and Large-Cap Tech

The Knock-On Effect #15 - South African Meat and Large-Cap Tech

What does cheaper South African biltong have to do with a rally in large-cap U.S. tech stocks? Roger, Justine and Alex discuss the knock-on effects of the shifts in emerging market currencies— also touching on earnings excuses, the myopic U.S. rally, and romantic questions. Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Sep 201825min

The Knock-On Effect #14 - Why will asthma cases change cargo shipping?

The Knock-On Effect #14 - Why will asthma cases change cargo shipping?

What impact will the proliferation of asthma have on innovation in the cargo shipping industry? Justine and Alex discuss in this podcast-only episode of the Knock-On Effect, also touching on massive kites, the dregs of the fuel-making process, and Alex’s Model UN days. Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Sep 201830min

The Knock-On Effect #13 - Why China’s waste ban matters

The Knock-On Effect #13 - Why China’s waste ban matters

Why will China’s efforts to clean up its image put more water bottles inside shoes, lead to a recycling black market and raise the costs for shipping garbage? Alex and Justine discuss — also touching on virgin plastics, the voyage of a garbage barge in the 1980s, and the Polish trash mafia. Learn more about your ad choices. Visit podcastchoices.com/adchoices

31 Aug 201847min

The Knock-On Effect #12 - Turkey Troubles and Spicy Hazelnuts

The Knock-On Effect #12 - Turkey Troubles and Spicy Hazelnuts

Why will the crisis in Turkey lead hazelnuts to be covered in wasabi? Alex and Justine discuss — also touching on Nutella, “hot money,” and Japanese snacking habits. Learn more about your ad choices. Visit podcastchoices.com/adchoices

24 Aug 201826min

The Knock-On Effect Summer Series #2 - Raoul Pal on Turkey

The Knock-On Effect Summer Series #2 - Raoul Pal on Turkey

Will turmoil in Turkey send global markets skidding? And why might such an economically small country have an incredibly outsized effect? Raoul Pal, co-founder CEO of Real Vision and founder of The Global Macro Investor, discusses with Justine and Alex. Learn more about your ad choices. Visit podcastchoices.com/adchoices

17 Aug 201827min

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