Daily Briefing - May 22, 2020

Real VisionMay 22, 2020
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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Other Real Vision Videos

Real VisionSeptember 18, 2020
Daily Briefing - September 18, 2020
Real Vision CEO and co-founder, Raoul Pal, is joined by senior editor, Ash Bennington, to look forward to the future of markets as well as Real Vision. After they evaluate how the market interpreted the Fed’s latest FOMC meeting, Raoul broadens the conversation beyond equities to make sense of the flatness in bond yields and credit spreads. Raoul and Ash then discuss the upcoming two-week exploration on Real Vision, “Has Everything Changed,” as well as discuss how Real Vision’s new platform, “The Exchange,” is allowing Real Vision members to connect with each other and form a “hive mind.” In the intro, Jack reviews market price action and gives a sneak peak of “Has Everything Changed.”
Real VisionSeptember 18, 2020
Why China Will Avoid Crisis by Any Means Necessary
After years living abroad in China and Vietnam, professor Chris Balding has returned to the U.S. because of concerns for his safety due to his role in exposing the data collection operations of Shenzen Zhenhua Data Technology. In this interview with Michael Green of Logica Capital Advisors, Balding lays out the initial findings from his expository research and updates viewers on the current state of affairs in China. Together they examine geopolitical tensions between China and the rest of Asia as well as China’s current relationship status with Europe and Russia. They also help viewers make sense of what is happening on the Chinese homefront and the macro factors driving capital flows into the country. Filmed on September 15, 2020. More information about the Chinese data gathering operation described in the interview can be found here: https://rvtv.io/33Cmxd7 and https://rvtv.io/3ktuDvg
Real VisionSeptember 17, 2020
Daily Briefing - September 17, 2020
Senior editor, Ash Bennington, joins managing editor, Ed Harrison, to discuss the latest in markets, macro, and coronavirus. They discuss how the results of the upcoming earnings season will provide a gauge on the health of the economy and solidify its standing as 2020 begins to come to a close. They also speculate on the ongoing persistence and momentum to the upside in equity markets, short-dated options trading amongst retail investors, and the sudden proliferation of special purpose acquisition companies (SPACs). Ash and Ed then debrief yesterday's FOMC meeting, lay out the impact the Fed's actions will have on the bond market, and consider whether the Fed really is out of ammo at this point. In the intro, Peter Cooper shares the latest jobless claims data and enumerates on the flaws of solely relying on this data to understand the health of the labor market.

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