Gold, Germs, and Self-Preservation

Real VisionMarch 26, 2020
Kiril Sokoloff, chairman and founder of 13D Global Strategy and Research, joins Raoul Pal, CEO and co-founder of Real Vision, to discuss the ongoing coronavirus pandemic and its long-term consequences on monetary policy, investing, and geopolitics. Pal and Sokoloff analyze how a protracted quarantine might slow economic activity to such a degree that central banks become more active than they ever have before, either by monetizing debt or by purchasing risk assets outright. The pair also explore how the crisis might affect the 2020 election, the practice of stock buybacks, and specific assets like oil, gold, and the Japanese Yen. Released March 26, 2020.
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Other Real Vision Videos

Real VisionJuly 14, 2020
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We often categorize the epochs of finance as “post-XYZ” crisis as the changes that take place in market psychology, monetary policy, and politics upend our previously held truths, and experienced market participants have to learn the new rules of the game. Christophe Ollari, founder of Ollari Consulting, believes we are entering into a new post-COVID era, marked by different forms of monetary policy (ie., yield curve control or direct support of equity markets), suppressed bond market volatility, and an equity market that must act accordingly. Ollari also touches on the much-discussed “disconnect” between equities and the economy and argues that the lagging Russell 2000 index is a perfect example of why markets are neither disconnected from the facts nor pricing in a V-shaped recovery. Filmed on July 9, 2020.
Real VisionJuly 13, 2020
Daily Briefing - July 13, 2020
Senior editor Ash Bennington hosts Ed Harrison for a conversation about life and markets during coronavirus. Using Tesla as a jumping off point, they take an existentialist turn and explore what might bring people to speculate on a stock that, by all traditional metrics, is extremely overvalued. Ed proffers that people who take a gamble on Tesla and other retail favorites do so out of a sense of desperation in order to feel a sense of control, at a time when they feel powerless. Ash provides additional color on Ed’s theory by analyzing the impact of fiscal stimulus. Ed and Ash also they frame their thinking through today's interview with Mark Blyth and Eric Lonergan. In the intro, Jack Farley explores the coming "fiscal cliff" in the U.S., and puts Tesla's extreme price action in context.
Real VisionJuly 13, 2020
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