Daily Briefing - July 8, 2020 - ETF Inflows Could Make Market Vulnerable - Ed Harrison
Senior editor Ash Bennington joins managing editor Ed Harrison to discuss the latest developments in markets, macro, and coronavirus. Ash and Ed first dive into recently released interviews with Stephanie Kelton and with George Magnus and share their takeaways from those pieces. They also talk about how flows are buoying equities, the “summer lull” that is occurring in markets, and the developing macro picture that could pull the rug out from underneath unsuspecting investors in the next few months. In the intro, Peter Cooper explains how coronavirus has affected millions of Americans’ living situations and what lies ahead for both renters and homeowners. Learn more about your ad choices. Visit podcastchoices.com/adchoices
8 Juli 202037min
Daily Briefing - July 7, 2020 - Macro Backdrop Signals Slowing Global Growth.
Managing editor Ed Harrison joins Dan Russo, CMT, chief market strategist at Chaikin Analytics, to discuss the latest developments and trends in markets. With his blend of technical and fundamental analysis, Russo shares where he’s seeing relative strength in equities and explains why understanding the macro picture and the interconnected relationships of various asset classes is important for equity traders. Russo and Harrison also dive into currencies, bonds, and the macro trends, especially as it pertains to inflation. In the intro, Peter Cooper talks about remittance and why it’s a critical piece of puzzle for the global economic recovery. Learn more about your ad choices. Visit podcastchoices.com/adchoices
7 Juli 202031min
Daily Briefing - July 6, 2020 - Sentiment Is All That Matters
Max Wiethe joins managing editor Ed Harrison to discuss sentiment, the 2020 election, and forward earnings and what sort of impact that will have on markets in the coming months. Max and Ed first break down Peter Atwater’s interview from last week on Real Vision, examining his thoughts on current market sentiment and US politics, which then leads them to consider what a Democratic sweep would mean for fiscal policy and how MMT policy would affect equities. They also talk about the growing consensus around the Fed’s indirect influence on equities, what variables would challenge the narrative of the Fed’s omnipotence, and how the growing number of companies suspending EPS estimates makes the future that much more unclear. In the intro, Peter Cooper shines a light on Warren Buffett's recent purchase of major natural gas pipelines from energy giant Dominion Energy. Learn more about your ad choices. Visit podcastchoices.com/adchoices
6 Juli 202033min
The Interview w/ William White & Brent Johnson- July 5, 2020
At few moments in history have the policies of global central banks been as important as they are today. Former central bank insider and senior fellow at the C.D. Howe Institute, William White, tells Santiago Capital's Brent Johnson just how we’ve gotten to this point. Dr. White puts forward the nuanced view that he is glad policymakers have implemented certain tools to lessen the impact of the crisis while also driving home the point that at best we are kicking the can down the road. The pair also discuss central bankers' recent abdication to fiscal authorities, the political limitations of policy tools supporting foreign markets, and the fate of the global dollar system. Learn more about your ad choices. Visit podcastchoices.com/adchoices
6 Juli 20201h 14min
The Interview w/ Kyle Bass & Raoul Pal - The State of Global Macro through Coronavirus Chaos
Kyle Bass, founder and CIO of Hayman Capital, joins Real Vision's Raoul Pal to break down the state of global macro. Bass talks about the bifurcation between capital markets and the real economy due to unprecedented monetary policy response. Bass and Pal discuss both temporary and permanent behavioral changes in response to coronavirus shutdowns and the potential for the global economy to stave off an insolvency crisis. Finally, Bass shares his perspective on U.S. – China tensions and provides viewers with a few ideas for investments that can help portfolios navigate today's uncertain markets. Learn more about your ad choices. Visit podcastchoices.com/adchoices
4 Juli 20201h 11min
Daily Briefing - July 3, 2020 - Special Edition
In this special, Fourth of July edition of the Daily Briefing, senior editor Ash Bennington and managing editor Ed Harrison sit down to answer questions from our viewers concerning everything from crypto to markets and more. Learn more about your ad choices. Visit podcastchoices.com/adchoices
4 Juli 202028min
Daily Briefing - July 2, 2020 - Will The US Pay the Price for Reopening?
Senior editor Ash Bennington joins managing editor Ed Harrison to discuss the latest developments in markets, macro, and coronavirus. Bennington and Harrison dive into the June jobs report and talk about how it fits into the overall picture of the US's economic recovery. They also explore the implications and future trajectory of the coronavirus's spread and its continuing impact on the economy. Learn more about your ad choices. Visit podcastchoices.com/adchoices
2 Juli 202031min
Daily Briefing - July 1, 2020 - Crypto Can Change the World
Editor Max Wiethe joins senior editor Ash Bennington to debrief Real Vision’s Crypto Gathering conference. Ash shares his insights from some of the panels he participated in and his recommended pieces of content for viewers if they didn’t have an opportunity to participate. Max and Ash also tee up the case for bitcoin and debate why and how the crypto space will have enduring relevance for years to come. In the intro, Nick Correa discusses the Fed’s Main Street Lending Program and its chilly reception by both lenders and borrowers. Learn more about your ad choices. Visit podcastchoices.com/adchoices
1 Juli 202038min
