Daily Briefing – Aug 31, 2020 – This Bull Market Is Built On A Very Shaky Foundation: Ed Harrison
How is it that the real economy can be so weak while the asset markets continue to fly? Real Vision managing editor Ed Harrison explores this and more with senior editor Ash Bennington. Ed and Ash dis...
31 Aug 202035min
The Interview - w/ Parrilla and Pal - A Macro Masterclass in Portfolio Construction and Management
Diego Parrilla, portfolio manager and author of "The Anti-Bubbles" and "The Energy World," returns to discuss his poignant predictions that are coming to fruition one-by-one in this conversation with ...
30 Aug 20201h 26min
The Interview- Samra's Rules for Value Investing
David Samra, Portfolio Manager of Artisan Partners’ International Value Fund, speaks with Real Vision managing editor Ed Harrison about the subtle art of value investing. Samra, who defines value inve...
29 Aug 20201h 4min
Daily Briefing – Aug 28, 2020 – Inflation is a Proxy for GDP: Ed Harrison
Real Vision senior editor, Ash Bennington, and managing editor, Ed Harrison, react to the new U.S. consumer spending report out today from the Commerce Department. Despite gains for three consecutive ...
28 Aug 202033min
Bonus Episode: The Festival Of Learning Pre -Party With Raoul Pal & Damian
With just days to go before The Festival of Learning kicks off on Wednesday Sept 2nd, Real Vision Co-Founder and CEO Raoul Pal and Real Vision Co-Founder and Chief Creative Officer Damian Horner hoste...
28 Aug 202028min
Daily Briefing – Aug 27, 2020 – Sentiment is Shifting in the Markets: Tommy Thornton
Senior editor, Ash Bennington, hosts Tommy Thornton, founder of Hedge Fund Telemetry, to check the pulse of the market. Tommy discusses how frothy markets have seen price action heavily skewed by sent...
27 Aug 202042min
Daily Briefing – August 26,2020 – U.S. Headed For the Fiscal Cliff in September: Ed Harrison
Senior editor, Ash Bennington, joins managing editor, Ed Harrison, to discuss risk assets, credit markets, and the fiscal cliff. Within an environment of secular stagnation, they talk about the cross-...
26 Aug 202035min
Daily Briefing – Aug 25, 2020 – Markets Are Starting To Telegraph The Onset Of Inflation: Tony Greer
Senior editor, Ash Bennington, hosts Tony Greer, editor of The Morning Navigator, to continue their discussion of the wild inflation trade. They first look at ExxonMobil getting the boot from the Dow ...
25 Aug 202024min
