Daily Briefing - May 20, 2020

Real VisionMay 20, 2020
Real Vision’s senior editor Ash Bennington and managing editor Roger Hirst analyze the latest developments in markets. Bennington and Hirst discuss the implications of fiscal burden-sharing in the European Union within the framework of French President Macron and German Chancellor Merkel’s recent joint proposal for a €500 billion aid fund. The pair also unpack the technical and supply and demand dynamics driving oil markets, the concentration risk in the largest stocks of the S&P 500, and key technical levels in US equity markets. During the intro, Real Vision’s Nick Correa discusses the reopening of Spain, and the unique hurdles the Spanish will face as they begin their journey to economic recovery.
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Other Real Vision Videos

Real VisionMay 29, 2020
Daily Briefing - May 29, 2020
Senior editor Ash Bennington joins managing editor Ed Harrison to discuss the latest developments in markets and macro in the era of coronavirus. Bennington and Harrison talk through the risks and potential upside to growth as European institutions debate bailouts in Europe, the possible ripple effect of President Trump’s call to revoke Hong Kong’s special trade status, and the plausibility of the renminbi becoming a global reserve currency. In the intro, Real Vision's Peter Cooper discusses some of the latest economic data coming out of Canada.
Real VisionMay 29, 2020
The Ultimate Macro Phase Change
Russell Clark, CIO of Horseman Capital Management, sits down with Real Vision CEO, Raoul Pal, to discuss the new risk-reward paradigm he sees on the horizon. Clark explains why he believes that the past decade – characterized by low growth, falling commodity prices, and a strong dollar – is coming to an end. Clark and Pal look at ratios such as gold/oil and growth/value to interest rates, and Clark suggests that a prolonged wave of commodity price appreciation could become the new normal once aggregate demand returns to pre-crisis levels. Clark also discusses China and its Belt and Road Initiative in great detail. Clark and Pal consider the potential returns of assets within emerging markets, as well as commodities such as gold and oil. Filmed on May 26, 2020.
Real VisionMay 28, 2020
Daily Briefing - May 28, 2020
Managing editor, Ed Harrison, joins managing editor, Roger Hirst, to discuss the latest developments in markets, macro, and coronavirus. They talk through why US equities are still not suffering even though the real economic data demonstrates an increasingly bleaker picture. In light of that, Harrison and Hirst break down what lessons to draw from this investing environment. In the intro, Real Vision’s Jack Farley looks at the continued strain on employment in the airline and tech industries.

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