Real Vision: Finance & Investing

Latest Episodes:

Daily Briefing - May 27, 2020 May 27, 2020

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Senior editor, Ash Bennington, joins managing editor, Roger Hirst, to discuss the latest developments in macro, markets, and coronavirus. Bennington and Hirst analyze what’s happening in Europe, including the recently proposed EU stimulus package, ballooning European debt, and the underlying structure of the eurozone. They also discuss recent moves in equity prices and the current landscape of currency markets. In the intro, Real Vision’s Nick Correa shares the details of both the EU’s and Japan’s proposed stimulus bills for economic relief.

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Daily Briefing - May 26, 2020 May 26, 2020

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Managing editor Ed Harrison and senior editor Ash Bennington break down the brewing tensions between China and the United States. They comprehend the consequences of a potential "decoupling" between the two superpowers and analyze the possibility of a new Cold War. Ed and Ash also analyze the continued rise of U.S. equities and look forward to see whether the ongoing crisis will be the shortest recession in history or if there is some "post-snapback malaise" in store. In the intro, Jack Farley takes a look at what could be the first convertible bond default in the history of Chinese markets.

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Daily Briefing - May 25, 2020 May 25, 2020

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Senior editor Ash Bennington joins Real Vision CEO and co-founder Raoul Pal to discuss the latest developments in macro and coronavirus. Bennington and Pal discuss the collapsing velocity of money and stagnant US growth, the Canadian and Australian housing markets, and what the future of commercial real estate may look like in a post-coronavirus world.

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The Interview - The Second Wave Is Going to Be Much, Much Worse May 24, 2020

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Dr. Dena Grayson speaks to Pedro Da Costa about the ongoing efforts of medical professionals to save lives and stop the COVID-19 pandemic in its tracks. She evaluates the promising new drug Remdesivir and discusses her work on similar drugs such as Galidesivir and Favipiravir. She shares her thoughts on herd immunity, the possibility of a vaccine, as well as the different efforts of governments worldwide to contain the pandemic.

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The Interview - The Third Act May 23, 2020

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Hugh Hendry, founder and former CIO of Eclectica Asset Management, joins Real Vision CEO Raoul Pal to analyze the state of markets at this unprecedented juncture of uncertainty and to reflect on a lifetime of macro investing. Raoul and Hugh explore how gold could perform in a debt deflation and whether central bank largesse is sufficient to help risk assets weather the storm. After a thorough investigation into the interplay between volatility and price, they contemplate the prospect of a “gilded depression” – one in which cataclysmic economic disaster is kept solvent by never-ending fiscal stimulus and where asset prices are continually re-inflated by incessant injections of central bank liquidity. Hugh can be found on Twitter at @hendry_hugh and on Instagram at hughhendryofficial.

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Daily Briefing - May 22, 2020 May 23, 2020

Show notes

Senior editor Ash Bennington sits down with Real Vision CEO and co-founder Raoul Pal to explore the latest developments in markets and macro. They dive into why debt mutualization won’t be enough to save Europe, what the elimination of GDP targeting means for China, and how Hong Kong’s limited autonomy is slipping from its grasp with China’s latest security law announcement. The pair also discuss the challenges of a solvency crisis, the rising threat of deflation, and the plummeting two year U.S. Treasury yield.

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Daily Briefing - May 21, 2020 May 21, 2020

Show notes

Real Vision's managing editors Ed Harrison and Roger Hirst sit down to discuss the latest developments in markets, macro, and coronavirus. Nick Correa talks about the new waves of infections in South Korea and the country's unique challenges in containing and stopping the spread.

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Daily Briefing - May 20, 2020 May 20, 2020

Show notes

Real Vision’s senior editor Ash Bennington and managing editor Roger Hirst analyze the latest developments in markets. Bennington and Hirst discuss the implications of fiscal burden-sharing in the European Union within the framework of French President Macron and German Chancellor Merkel’s recent joint proposal for a €500 billion aid fund. The pair also unpack the technical and supply and demand dynamics driving oil markets, the concentration risk in the largest stocks of the S&P 500, and key technical levels in US equity markets. During the intro, Real Vision’s Nick Correa discusses the reopening of Spain, and the unique hurdles the Spanish will face as they begin their journey to economic recovery.

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Daily Briefing - May 19, 2020 May 19, 2020

Show notes

Real Vision senior editor Ash Bennington hosts managing editor Ed Harrison to discuss the retracement of the S&P 500 amid a distressing Bank of America study that found that only 10 percent of fund managers are anticipating the V-shaped recovery that has been promised. Ed and Ash also explore the troubling stories coming out of Latin America, the trouble in the European banking sector, and the potential of a redenomination of the Euro into legacy currencies. In the intro, Jack Farley takes a closer look at PNC Financial’s sale of its stake in Blackrock.

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The Interview - A Pandemic Focused Pension Health Update May 19, 2020

Show notes

Long before the market’s most recent correction, underfunded pensions were already a huge concern. Now that prices have fallen along with interest rates, pensions are in an even worse position than before. Leo Kolivakis, publisher of Pension Pulse, returns to update Ed Harrison and Real Vision viewers on the state of the global pension system with a specific focus on how the short vol trade and private market investments have and will continue to be affected by the crisis.

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