Daily Briefing - August 7, 2020

Real VisionAugust 07, 2020
Real Vision CEO Raoul Pal is joined by senior editor Ash Bennington to discuss the current state of different asset classes at this unique juncture. Raoul shares his view on the dollar, precious metals, and bitcoin. He also provides a strategic update on his unfolding thesis. Raoul guides viewers from the hope event into the insolvency phase as high-frequency data show slowdowns in economic activity. Raoul and Ash discuss why they think bitcoin is a favorable trade, and they explore why buying calls on the VIX and puts on the S&P 500 could ballast a gold-heavy portfolio. In the intro, Jack Farley discusses today's Employment Situation Report from the Bureau of Labor Statistics.
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Other Real Vision Videos

Real VisionSeptember 28, 2020
Daily Briefing - September 28, 2020
Real Vision senior editor Ash Bennington hosts managing editor Ed Harrison to make sense of the biggest 3-day breakout in equities since April. Through the lens of Ed’s most recent piece in "Credit Writedowns." Ed and Ash explain why low interest rates tend to make growth stocks more valuable relative to value stocks, and why the recent rally in small-cap value stocks might be short-lived. Ed looks forward to his interview with hedge fund legend Leon Cooperman, which airs tomorrow, on Tuesday, September 29. The pair also discuss discount rates, portfolio rebalancing, and endogenous credit creation.
Real VisionSeptember 28, 2020
Julian Brigden -- Markets, Monetary Policy, and Society: A Major Inflection Point
We kicked off week one of “Has Everything Changed?” with Raoul’s take on the question. Here to kick off an equally exciting week two is Julian Brigden, founder of MI2 Partners. As Real Vision Pro members already know, Julian and Raoul rarely agree on everything, and in this interview, you’ll get a completely different perspective. Brigden argues that the biggest effects from COVID are not course-altering changes, but rather the acceleration of the inevitable. He explains how markets and even society as a whole have been brought to a major inflection point and provides his view on the assets that will help investors come out on top when the dust finally settles. Filmed on September 23, 2020.
Real VisionSeptember 25, 2020
Daily Briefing - September 25, 2020
Managing editor, Ed Harrison, and senior editor, Ash Bennington, come together to analyze the price action in stocks, bonds, and currencies. Ed looks forward to his interview with Leon Cooperman, and Ash interprets the latest economic data, including today's dismal print for durable goods orders. They then consider the latest political news and discuss how the upcoming presidential election will impact markets. In the intro, Ash speaks to Real Vision editor, Jack Farley, about stocks, credit spreads, and a steepening VIX curve.

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