Richard Koo: How Excessive Corporate Debt Could Thwart Future Economic Growth

Richard Koo: How Excessive Corporate Debt Could Thwart Future Economic Growth

Richard Koo, chief economist at Nomura Research Institute, returns to Real Vision to update his framework on how key economic variables such cash, liquidity, savings, and debt have been impacted by the global recession. In this interview with Real Vision managing editor Ed Harrison, Koo applies to the current situation his noted theory of a "balance sheet recession" in which liquidity is ample, but the private sector nevertheless remains focused on paying down debt. Koo and Harrison analyze the interplay between the economic shutdown and economic growth. Lastly, Koo shares his views about quantitative easing, negative interest rates, central bank digital currencies, and ongoing efforts by central banks to stem the damage wreaked by the pandemic. Recorded on January 29, 2021 Key learnings: Koo thinks that the unprecedented interventions of central banks were necessary to meet the once-in-a-lifetime crisis of COVID-19. Like many, Koo expects that economic growth will pick up once pent-up demand is unleashed. However, after this spurt of economic activity, Koo thinks that the overhang of debt could cause a significant balance sheet recession that is contractionary and deflationary. For our Listeners : Checkout skillshare.com and learn a new skill. You can use a unique promo link skillshare.com/realvision Protect your portfolio and join 130,000 members by signing up at masterworks.io with promo code REAL VISION today to skip the waitlist. See important information at masterworks.io/disclaimer Checkout Jordan Harbinger Show @ https://www.jordanharbinger.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Avsnitt(2083)

Daily Briefing - Sep23, 2020 - Bearish on the S&Ps, Bullish on Silver

Daily Briefing - Sep23, 2020 - Bearish on the S&Ps, Bullish on Silver

Managing editor, Ed Harrison, joins Dave Floyd, founder of Aspen Trading, to review and analyze today’s price action. Ed and Dave first discuss the continuing sell-off in equities and examine Dave’s b...

23 Sep 202023min

Daily Briefing - Sep 22, 2020 - Pass the Baton: Is the Market Rally Sustainable?

Daily Briefing - Sep 22, 2020 - Pass the Baton: Is the Market Rally Sustainable?

Senior editor, Ash Bennington, welcomes back Tony Greer, editor of the Morning Navigator, to discuss the ongoing inflation trade. Tony expounds on his bullish posture toward oil and some of the techni...

22 Sep 202032min

Daily Briefing - Sep 21, 2020 - Stocks, Gold, and Silver: A Violent Market Selloff.

Daily Briefing - Sep 21, 2020 - Stocks, Gold, and Silver: A Violent Market Selloff.

Real Vision senior editor, Ash Bennington, and managing editor, Ed Harrison, discuss a volatile day in markets. Ed and Ash analyze today’s sell-off in stocks, gold, and silver as well as a significant...

21 Sep 202032min

The Interview -Cities Aren't Dying - Demography & Rates Drive Housing w/ Logan Mohtashami

The Interview -Cities Aren't Dying - Demography & Rates Drive Housing w/ Logan Mohtashami

If you haven’t been living under a rock, you’ve probably heard the narrative that cities are dead and that white collar workers, now unburdened by the ability to work from home, are fleeing to the sub...

20 Sep 202052min

The Interview - How to Buy and Store Physical Metals w/ Mark Yaxley and Raoul Pal

The Interview - How to Buy and Store Physical Metals w/ Mark Yaxley and Raoul Pal

There will always be debate surrounding what is the best way to gain exposure to precious metals. Should you buy gold miners, an ETF, maybe trade futures? It can all seem very complicated, but what if...

19 Sep 202052min

Daily Briefing - Sep 18,2020 - Market Slip and Slide: The Fallout from the Fed's FOMC Meeting

Daily Briefing - Sep 18,2020 - Market Slip and Slide: The Fallout from the Fed's FOMC Meeting

Real Vision CEO and co-founder, Raoul Pal, is joined by senior editor, Ash Bennington, to look forward to the future of markets as well as Real Vision. After they evaluate how the market interpreted t...

19 Sep 202030min

Daily Briefing - Sep 17, 2020 - When the Other Shoe Drops: Earnings, Market Mania, Unemployment

Daily Briefing - Sep 17, 2020 - When the Other Shoe Drops: Earnings, Market Mania, Unemployment

Senior editor, Ash Bennington, joins managing editor, Ed Harrison, to discuss the latest in markets, macro, and coronavirus. They discuss how the results of the upcoming earnings season will provide a...

17 Sep 202031min

Daily Briefing - September 16, 2020 - Retail Investors Are the Megalodon of the Market: Hirst

Daily Briefing - September 16, 2020 - Retail Investors Are the Megalodon of the Market: Hirst

Senior editor, Ash Bennington, invites managing editor, Roger Hirst, to take a deep dive into options to gain clarity on what this market’s greatest, current mover is. Roger argues that, contrary to c...

16 Sep 202038min

Populärt inom Business & ekonomi

framgangspodden
badfluence
varvet
rss-jossan-nina
rss-svart-marknad
uppgang-och-fall
avanzapodden
rss-dagen-med-di
rss-kort-lang-analyspodden-fran-di
rss-inga-dumma-fragor-om-pengar
rss-borsens-finest
bathina-en-podcast
rss-den-nya-ekonomin
lastbilspodden
borsmorgon
market-makers
kapitalet-en-podd-om-ekonomi
fill-or-kill
rikatillsammans-om-privatekonomi-rikedom-i-livet
svd-tech-brief