Adventures in Finance - Daily Briefing - April 14, 2020
Real Vision: Finance, Business & The Global Economy
Release Date: 04/14/2020
Daily Briefing - May 15, 2020
Real Vision: Finance, Business & The Global Economy
Real Vision's CEO and co-founder, Raoul Pal, joins Senior Editor Ash Bennington to update viewers on his "Unfolding" thesis about the trajectory of the COVID crisis and its effects on the economy and markets. He also unpacks his views about the solvency risks in the BBB bond market and reviews highlights from his interviews with legendary investors Howard Marks and Kyle Bass.
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Daily Briefing - May 14, 2020
Real Vision: Finance, Business & The Global Economy
Real Vision’s Managing Editor Ed Harrison is joined by Roger Hirst to discuss the latest developments in markets, macro, and the coronavirus crisis. Peter Cooper talks about how China, Hong Kong, and South Korea are facing setbacks with a new wave of cases.
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Daily Briefing - May 13, 2020
Real Vision: Finance, Business & The Global Economy
Real Vision's senior editor Ash Bennington sits down with managing editor Roger Hirst to discuss the latest in macro, markets, and coronavirus. They dive into the psychological and economic repercussions that the shutdown has had on both New York City and London. They also talk about how the Fed's intervention in markets has played a role in supporting asset prices, the level of uncertainty about where they will go in the future, and why currency markets are the optimal place to express a macro position.
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Daily Briefing - May 12, 2020
Real Vision: Finance, Business & The Global Economy
Real Vision's Ash Bennington and managing editor Ed Harrison discuss the latest developments in macro, markets, and coronavirus. They dive into the havoc wrecked on the jobs market, the continuously moving plans to reopen the US economy, and Dr. Fauci's warning today to the US senate. They also review what's happening in the Eurozone and which European economies may be a model for the US's own reopening.
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Daily Briefing - May 11, 2020
Real Vision: Finance, Business & The Global Economy
Real Vision's Ash Bennington and Managing Editor Ed Harrison discuss Raoul's Expert View, "Global Recession - What's Next?", which was released today. Bennington and Harrison then take a deep dive into the real economy with a special focus on the risks posed by debt deflation. The pair also talk about the reopening of the global economy with an eye toward recent events in Germany. In the intro, Jack Farley looks at a dramatic new chapter in the WeWork saga.
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The Interview - The Fed's New Unwritten Mandate
Real Vision: Finance, Business & The Global Economy
Professor Mark Blyth and Professor Adam Tooze explore how coronavirus is laying bare the hidden risks embedded within our financial systems and how central banks worldwide are scrambling to paper over those chasms of danger. To them, it seems that the Federal Reserve has rewritten its remit, and they discuss how rather than try and keep prices stable or keep unemployment low, the sole focus of the Fed right now seems to be supporting asset prices at any cost, even if that means bailing outleveragedentities.
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The Interview - An International Perspective on COVID-19
Real Vision: Finance, Business & The Global Economy
With every day of lockdown and every dollar of stimulus, policy and markets are becoming more and more intertwined. Thatis why Pedro da Costa has been conducting a series of interviews with central bankers, policymakers,and the economists who inform their views. Pedro continues this series with Dr. Adam Posen, president of the Peterson Institute for International Economics. Together they examine the efficacy of the current fiscal and monetary policy response and how this crisis is affecting globalization.
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Daily Briefing - May 8, 2020
Real Vision: Finance, Business & The Global Economy
Ash Bennington hosts Real Vision Co-Founder and CEO Raoul Pal as they look forward to the biggest voyage Real Vision has ever gone on: Global Recession: What's Next? Over the course of this two-week content campaign, some of the brightest minds in finance will be sharing their views with you. Raoul and Ash also discuss the broad impact and context of the coronavirus crisis and look ahead to what we will learn in the coming weeks from economic data.
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The Interview ( Bonus Episode ) - Another Great 'Mortgage Meltdown'
Real Vision: Finance, Business & The Global Economy
Columnist for HousingWire, Logan Mohtashami of AMC Lending Group sits down with Real Vision's Ash Bennington to discuss the "complete meltdown" he sees in the residential mortgage space during the coronavirus crisis. Mohtashami and Bennington discuss housing prices, the dynamics in the mortgage market in a time of crisis, and the overall lending environment. The pair also touch on the economics of US demography, commercial real estate, and the quantum shifts in retail property in commercial real estate.
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Daily Briefing - May 7, 2020
Real Vision: Finance, Business & The Global Economy
Real Vision’s Managing Editor Ed Harrison is joined by Roger Hirst to discuss the latest developments in markets, macro, and the coronavirus crisis. Harrison and Hirst examine the effects of central bank liquidity on asset markets. Real Vision’s Peter Cooper gives an overview of the Eurozone’s economic future, the challenges Italy faces next as they descend from the peak of the outbreak, and Norway’s central bank cutting rates to zero.
info_outlineAsh Bennington hosts Real Vision’s Managing Editor Ed Harrison to discuss the day’s events. In this episode, the pair unpack new GDP growth forecasts, the latest economic warning from the IMF, and the first round of Q1 2020 bank earnings.