Wag the Dog: The Fed & The Real Economy

Real VisionOctober 10, 2019
Julian Brigden, co-founder and head of research at MI2 Partners, unpacks the bind the Fed finds itself in as the economy approaches the end of a 10-year cycle. How does the Fed keep the markets going as asset prices continue to soar? Brigden explains the potential channels and methods of intervention and explores specific trades that may benefit in different environments. Filmed on October 4, 2019 in New York.
Download audio clip
Get access to daily trading ideas, trending topics, interviews and more!
Please subscribe to Insider Tracking Advantage Ultra

Other Real Vision Videos

Real VisionOctober 21, 2019
Bitcoin as a Global Macro Trade
What role do digital assets play in a modern global macro portfolio? John Vincent and Sam Jernigan of Wakem Global Opportunity Fund discuss profiting from the bitcoin trade — including portfolio construction, inter-asset correlations, volatility, skew, and the role of covered calls. Vincent and Jernigan also explore more fundamental aspects of digital assets, such as the inherent conflict between the store of value and medium of exchange functions. Filmed on September 9, 2019 in New York.
Real VisionOctober 21, 2019
Inside Gold vs. Bitcoin: What Can Save You?
This week, AK examines the history of money, breaks down the role of bitcoin and gold in the monetary system, and reveals what can save your portfolio in the next downturn - gold or bitcoin?
Real VisionOctober 19, 2019
Doubling Down on Declining Yields
David Rosenberg, chief economist at Glushkin Sheff & Associates, sits down with Real Vision’s Ed Harrsion to discuss his investment thesis for today’s turbulent times. He sees interest rates continuing to decline as central banks scramble to prop-up a lofty equity market to avoid a deflationary spiral. Rosenberg expands on his bullish play on long-term Treasurys and suggests that investors “buy what is scarce” — in this case, counter-cyclical stocks, high-quality long-term bonds, and gold. Rosenberg also touches on political risk, demographic change, and wealth inequality. Filmed on October 4, 2019 in Toronto.

Get an Insider Tracking Advantage Ultra subscription for

  • Insider filing email alerts
  • Access to premium INK Research reports
  • Full access to weekly North America Top filer reports
  • and more including access to INK Ultra Money

Only $9.99 per month (plus tax)!