Daily Briefing - July 31, 2020

Real VisionJuly 31, 2020
Senior editor Ash Bennington hosts Real Vision favorite Mike Green of Logica Capital Advisors. Mike Green gives a strategic update on the markets, and, through the lens of his renowned critique of passive investing, analyzes flow data on ETFs and mutual funds to conclude that the markets could be due for some turmoil in the coming months. Green and Bennington also discuss today’s interview with Green and Rob Arnott, one of the world's leading quantitative investors. Green also shares his views on "volmaggedon" and the similarities between short-vol and bonds. In the intro, Jack reviews recent FAANG earnings and gives a preview of Jason Buck's three-part "Ahead of the Curve," a deep-dive into volatility featuring interviews with Chris Cole, Jerry Haworth, and Bastian Bolesta.
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Real VisionSeptember 18, 2020
Daily Briefing - September 18, 2020
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Real VisionSeptember 17, 2020
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Senior editor, Ash Bennington, joins managing editor, Ed Harrison, to discuss the latest in markets, macro, and coronavirus. They discuss how the results of the upcoming earnings season will provide a gauge on the health of the economy and solidify its standing as 2020 begins to come to a close. They also speculate on the ongoing persistence and momentum to the upside in equity markets, short-dated options trading amongst retail investors, and the sudden proliferation of special purpose acquisition companies (SPACs). Ash and Ed then debrief yesterday's FOMC meeting, lay out the impact the Fed's actions will have on the bond market, and consider whether the Fed really is out of ammo at this point. In the intro, Peter Cooper shares the latest jobless claims data and enumerates on the flaws of solely relying on this data to understand the health of the labor market.

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