Daily Briefing - August 3, 2020

Real VisionAugust 03, 2020
Senior editor, Ash Bennington, joins managing editor, Ed Harrison, to reckon with the idea of whether a COVID-19 vaccine will be the "medical bailout" everyone is staking their hopes on. Ash and Ed give an overview of where many major nations are currently in their battle against the pandemic and consider if this new normal is truly sustainable in the long-term. They also discuss the continued move toward a virtual world, how this is an omen of absolute collapse in certain industries, and how the pandemic has become a politically charged subject in the midst of a US election cycle. In the intro, Nick Correa shares some of the data from the Household Pulse Survey, revealing the ways fiscal stimulus has made up a portion of aggregate spending for American consumers.
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Other Real Vision Videos

Real VisionSeptember 25, 2020
Daily Briefing - September 25, 2020
Managing editor, Ed Harrison, and senior editor, Ash Bennington, come together to analyze the price action in stocks, bonds, and currencies. Ed looks forward to his interview with Leon Cooperman, and Ash interprets the latest economic data, including today’s dismal print for durable goods orders. They then consider the latest political news and discuss how the upcoming presidential election will impact markets. In the intro, Ash speaks to Real Vision editor, Jack Farley, about stocks, credit spreads, and a steepening VIX curve.
Real VisionSeptember 25, 2020
Hendry and Treue: The Immortal Trades
Hugh Hendry, founder and former CIO of Eclectica Asset Management, is joined by Bob Treue, founder of Barnegat Fund Management, to put on a clinic of idea generation. Due to its consistently high returns, Treue’s fund is ranked by Bloomberg as the world’s #1 fixed-income arbitrage fund. Treue shares with Hendry his process for consistent success and recounts some several of his grand-slam trades -- from arbitraging the spread between U.S. Treasurys and their inflation-protected counterparts to relative value plays on the yield curve for U.K gilts. Hugh Hendry can be found on HughHendry.com, on Instagram and Youtube as @hughhendryofficial, as well as on Twitter at @hendry_hugh.
Real VisionSeptember 24, 2020
Daily Briefing - September 24, 2020
Managing editor, Ed Harrison, hosts managing editor, Roger Hirst, to break down wild market swings that have characterized the last week of price action. Roger explores key retracement levels in the IBEX and FTSE 100 as well as the recent weakness in bank stocks, using his analysis from his latest episode of "The Big Conversation." Ed then discusses the momentum shift over the past two weeks from growth to value through the lens of his interview with Ben Inker, heir apparent to Jeremy Grantham at GMO. The pair then look at the head-and-shoulders pattern in the U.S. Dollar Index (DXY) and explore whether currencies could be a release valve for volatility adjustment. In the intro, Ed speaks to Real Vision reporter, Haley Draznin, about the steady rise in jobless claims released today, which signal continuing layoffs as the economy recovers slowly from the coronavirus pandemic.

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