Beware the Bear Market Rally

Real VisionMarch 25, 2020
Are stock market rallies a sign that the bear market might be over? To Julian Brigden of MI2 Partners and of Macro Insiders, the answer to this question is a resounding no. He argues that in such times of extreme volatility, melt-ups are to be expected – but these brief flashes of upward momentum offer nothing more than false hope. Surveying the latest macroeconomic data, Brigden concludes that a significant contraction in GDP growth is imminent and that a sustained recovery in stocks and bonds is unlikely because consumer spending is extremely vulnerable to social distancing. Brigden also comments on central banks’ responses to the ongoing crisis and notes that their liquidity injections reduce the risk-reward of shorting traditional assets. Filmed on March 18, 2020, over Skype.
Get access to daily trading ideas, trending topics, interviews and more!
Please subscribe to Insider Tracking Advantage Ultra

Other Real Vision Videos

Real VisionApril 06, 2020
COMING SOON: Daily Briefing - April 6, 2020
PLEASE NOTE THAT FROM 4 P.M. TO 6 P.M. YOU WILL SEE A SHORT 20 MINUTE VIDEO IN THE PLACE OF THAT DAY’S EPISODE. THIS CLIP SERVES AS A PLACEHOLDER FOR THE DAY’S VIDEO — SO THAT THE MINUTE THE ACTUAL EPISODE IS READY TO AIR, WE CAN SWAP THE PLACEHOLDER OUT AND GET THE DAILY BRIEFING TO YOU AS QUICKLY AS POSSIBLE. With markets and headlines moving faster than ever, we are now bringing all Real Vision members a new ultra-timely show to help you keep up with the dynamic news cycle. Real Vision’s Daily Briefing will be filmed Monday through Friday after the US market closes at approximately 4:15 p.m. ET and released that same day, with the goal of having the show out before 6:00 p.m. ET. The show will always feature a host from Real Vision and a guest, sometimes a member of the editorial staff, and sometimes a contributor from outside of Real Vision. You can expect the show to be approximately 15-20 minutes in length, to cover the important developments from the day, and to tie these recent events back into the durable themes and long-form pieces that are core to Real Vision’s coverage and analysis.
Real VisionApril 06, 2020
Daily Briefing - April 6, 2020
Ash Bennington hosts Real Vision’s Managing Editor Ed Harrison to discuss the apparent disconnect between today’s market euphoria and the severe risks and uncertainty now facing the world economy. The pair discuss spiking unemployment, political risk, ballooning debt, and the corporate earnings outlook.
Real VisionApril 06, 2020
Bank Insolvency, Bailouts, and Blockchain
Financial journalist Pedro DaCosta speaks with former FDIC chair Sheila Bair about the ongoing efforts of the U.S. government to contain the economic damage inflicted by the COVID-19 pandemic. She discusses the Small Business Administration’s (SBA) efforts to extend credit to endangered businesses and explores whether the Federal Reserve might use blockchain technology in order to deliver emergency cash to U.S. citizens in a more efficient (as well as hygienic) manner. Bair places these topics in context by drawing on her experience as head of the Federal Deposit Insurance, where she led the effort to protect depositors during the Great Financial Crisis.

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)!