Real Vision: Finance, Business & The Global Economy

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Daily Briefing - May 15, 2020 05/15/2020

Daily Briefing - May 15, 2020 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. /episode/index/show/adventuresinfinance/id/14440160

Daily Briefing - May 14, 2020 05/14/2020

Daily Briefing - May 14, 2020 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. /episode/index/show/adventuresinfinance/id/14425196

Daily Briefing - May 13, 2020 05/14/2020

Daily Briefing - May 13, 2020 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. /episode/index/show/adventuresinfinance/id/14411891

Daily Briefing - May 12, 2020 05/13/2020

Daily Briefing - May 12, 2020 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. /episode/index/show/adventuresinfinance/id/14395697

Daily Briefing - May 11, 2020 05/11/2020

Daily Briefing - May 11, 2020 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. /episode/index/show/adventuresinfinance/id/14377352

The Interview - The Fed's New Unwritten Mandate 05/10/2020

The Interview - The Fed's New Unwritten Mandate 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. /episode/index/show/adventuresinfinance/id/14359286

The Interview - An International Perspective on COVID-19 05/09/2020

The Interview - An International Perspective on COVID-19 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. /episode/index/show/adventuresinfinance/id/14351555

Daily Briefing - May 8, 2020 05/08/2020

Daily Briefing - May 8, 2020 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. /episode/index/show/adventuresinfinance/id/14345618

The Interview ( Bonus Episode ) - Another Great 'Mortgage Meltdown' 05/08/2020

The Interview ( Bonus Episode ) - Another Great 'Mortgage Meltdown' 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. /episode/index/show/adventuresinfinance/id/14340248

Daily Briefing - May 7, 2020 05/08/2020

Daily Briefing - May 7, 2020 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. /episode/index/show/adventuresinfinance/id/14331878

Daily Briefing - May 6, 2020 05/06/2020

Daily Briefing - May 6, 2020 Ash Bennington and Roger Hirst explore the relationship between fundamental and technical analysis in the context of the coronavirus crisis. /episode/index/show/adventuresinfinance/id/14316431

Daily Briefing - May 5, 2020 05/05/2020

Daily Briefing - May 5, 2020 Real Vision’s Ash Bennington and Tony Greer, editor of Morning Navigator, discuss recent market action. Bennington and Greer discuss price action in the S&P 500, whipsawing oil markets, and the reopening of the US economy. Real Vision's Peter Cooper discusses shifts in consumer spending over the last few weeks, J. Crew filing for Chapter 11 bankruptcy protection, and Hertz being granted emergency forbearance to avoid bankruptcy. /episode/index/show/adventuresinfinance/id/14298914

Daily Briefing - May 4, 2020 05/04/2020

Daily Briefing - May 4, 2020 Ash Bennington hosts Real Vision’s Managing Editor Ed Harrison to discuss recent developments in markets, macro, and the coronavirus crisis. Today, Bennington and Harrison discuss Warren Buffett and his statements at the Berkshire Hathaway Annual Shareholders Meeting, the state of the airline industry, and the risks and limitations of reopening the global economy. /episode/index/show/adventuresinfinance/id/14282063

The Interview - The Charts of Truth 05/03/2020

The Interview - The Charts of Truth Peter Brandt, Founder of Factor LLC, speaks to Real Vision CEO, Raoul Pal, about the dramatic price action he’s witnessing in equities, commodities, currencies, gold, and bitcoin. A veteran technical analyst, Brandt tells Pal about the charts on his radar and how they are informing his investing perspective. Raoul discusses how he interprets these chart patterns through the lens of dominant market narratives and shares how they are informing his macro framework. /episode/index/show/adventuresinfinance/id/14260967

The Interview - The Fed Opening the Flood Gates 05/02/2020

The Interview - The Fed Opening the Flood Gates Dr. Thomas Hoenig discusses the extreme measures the Fed is taking to support asset prices during this unparalleled exogenous shock on markets. /episode/index/show/adventuresinfinance/id/14251352

Daily Briefing - May 1, 2020 05/02/2020

Daily Briefing - May 1, 2020 Ash Bennington joins Real Vision CEO Raoul Pal for an exploration of how to find the macro signal amid the noise of economic indicators, alternative data, and confounding price action. Raoul describes an alarming pattern he's been noticing in data on foot traffic, and gives his view on whether fiscal and monetary policy will be able to "paper over the cracks." Raoul and Ash then analyze the recent mortgage payment figures, and have a little bit of fun with Elon Musk's recent antics. /episode/index/show/adventuresinfinance/id/14246339

Daily Briefing - April 30, 2020 04/30/2020

Daily Briefing - April 30, 2020 Real Vision's Managing Editor Ed Harrison sits down with Roger Hirst to discuss what's going on in markets today. Harrison and Hirst touch on the economic numbers coming out of the U.S. and Europe, the possibility of China exporting deflation, and how the market will move forward in light of this information. /episode/index/show/adventuresinfinance/id/14224736

Daily Briefing - April 29, 2020 04/29/2020

Daily Briefing - April 29, 2020 Real Vision's Ash Bennington sits down with Roger Hirst to discuss the latest economic data: dismal GDP numbers, consumer spending, as well as other stats in the real economy. Bennington and Hirst analyze the recent technical levels on the S&P, and explore how the new COVID-19 treatments being tested could impact the timing and pace of re-opening the economy. /episode/index/show/adventuresinfinance/id/14208110

Adventures in Finance - Daily Briefing - April 28, 2020 04/28/2020

Adventures in Finance - Daily Briefing - April 28, 2020 Ash Bennington hosts Real Vision’s Managing Editor Ed Harrison to discuss recent developments in markets, macro, and the coronavirus crisis. Today, Bennington and Harrison discuss the U.S. recession outlook, economic sentiment, and whipsawing prices in global oil markets. /episode/index/show/adventuresinfinance/id/14188472

Adventures in Finance - Daily Briefing - April 27, 2020 04/27/2020

Adventures in Finance - Daily Briefing - April 27, 2020 Ash Bennington hosts Real Vision’s Managing Editor Ed Harrison for analysis of the day’s events. Bennington and Harrison discuss the shape & speed of the coming recovery as well as the different economic trajectories of the U.S. and Europe. /episode/index/show/adventuresinfinance/id/14171459

Adventures in Finance - Daily Briefing - April 24, 2020 04/24/2020

Adventures in Finance - Daily Briefing - April 24, 2020 Ash Bennington hosts Tony Greer, Editor of the Morning Navigator, to get a trader's-eye view of what’s happening in markets. Greer unpacks the underlying supply & demand dynamics of what drives markets higher during dismal news cycles in this must-see wrap-up of the week’s market action. /episode/index/show/adventuresinfinance/id/14137391

Adventures in Finance - Daily Briefing - April 23, 2020 04/23/2020

Adventures in Finance - Daily Briefing - April 23, 2020 In this episode of the Real Vision Daily Briefing, Managing Editor Ed Harrison hosts Roger Hirst for a discussion about emerging market credit risk, helicopter money, and the unwinding of the commodity daisy chain. /episode/index/show/adventuresinfinance/id/14121857

Adventures in Finance - Daily Briefing - April 22, 2020 04/22/2020

Adventures in Finance - Daily Briefing - April 22, 2020 Ash Bennington hosts Roger Hirst for a discussion about governments’ response to coronavirus and its implications for fiscal and monetary policy. The pair also cover the broader outlook for the global economy and the risk of structural changes caused by the pandemic. /episode/index/show/adventuresinfinance/id/14104907

Adventures in Finance - Daily Briefing - April 21, 2020 04/21/2020

Adventures in Finance - Daily Briefing - April 21, 2020 Ash Bennington hosts Ed Harrison, Real Vision’s managing editor, to break down the day’s events. In today’s episode, Bennington and Harrison continue their discussion on oil markets — and tie the broader macroeconomic fundamentals into technical market dynamics. The pair also discuss MMT, the structure of the USO ETF, and emerging market debt forbearance. /episode/index/show/adventuresinfinance/id/14089064

Adventures in Finance - Daily Briefing - April 20, 2020 04/21/2020

Adventures in Finance - Daily Briefing - April 20, 2020 Ash Bennington hosts Ed Harrison, Real Vision’s Managing Editor, to break down the day’s events. Today, the pair take a deep dive into the chaos of the profoundly fractured oil markets. Bennington and Harrison also discuss the long-term prognosis for the eurozone in a post-coronavirus world. In the intro, Jack Farley discusses the teetering CLO market and analyzes a short play that has paid off big time. /episode/index/show/adventuresinfinance/id/14074622

Adventures in Finance - Daily Briefing - April 17, 2020 04/17/2020

Adventures in Finance - Daily Briefing - April 17, 2020 Ash Bennington hosts Ed Harrison, Real Vision’s Managing Editor, to break down the week’s events. The pair cover the U.S. banking sector, risks to the commercial real estate market, Russian central bank policy action, and compare and contrast the timing and trajectory of the COVID Crisis to the GFC. Bennington and Harrison end on a discussion of the changing role of China in the global political and financial system in the wake of the current crisis. /episode/index/show/adventuresinfinance/id/14037008

Adventures in Finance - Daily Briefing - April 16, 2020 04/16/2020

Adventures in Finance - Daily Briefing - April 16, 2020 On today’s Real Vision Daily Briefing, Roger Hirst and Ed Harrison discuss FX markets, high yield credit, and EM fixed-income through the lens of Brent Johnson’s “dollar milkshake theory” and Mike Green’s thoughts on the concentration of capital. Harrison and Hirst analyze the impact that the Fed’s yield curve control will have on net interest margins for banks and whether central banks will draw a “line in the sand.” /episode/index/show/adventuresinfinance/id/14021858

Adventures in Finance - Daily Briefing - April 15, 2020 04/15/2020

Adventures in Finance - Daily Briefing - April 15, 2020 Ash Bennington hosts Real Vision’s Roger Hirst to talk markets and economics. In this episode, Bennington and Hirst discuss the dismal economic data coming out of the U.S. including industrial production, retail sales, and the Empire State Manufacturing index. The pair also consider oil prices, the crisis’s impact on the money market, and potential durable shifts to the structure of the American economy. /episode/index/show/adventuresinfinance/id/14007860

Adventures in Finance - Daily Briefing - April 14, 2020 04/14/2020

Adventures in Finance - Daily Briefing - April 14, 2020 Ash 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. /episode/index/show/adventuresinfinance/id/13992248

Adventures in Finances - Daily Briefing - April 13, 2020 04/13/2020

Adventures in Finances - Daily Briefing - April 13, 2020 Ash Bennington hosts Real Vision’s Managing Editor Ed Harrison to discuss the events of recent days as the coronavirus crisis grinds forward. Harrison and Bennington focus on the role of banks in financial crises as a transmission mechanism to the broader economy. The pair also consider risks to the high yield market and the role that exchange traded products play in providing liquidity in the global debt markets. /episode/index/show/adventuresinfinance/id/13975490

Real Vision: Finance, Business & The Global Economy

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