Daily Briefing - May 21, 2020

Real VisionMay 21, 2020
Real Vision's managing editors Ed Harrison and Roger Hirst sit down to discuss the latest developments in markets, macro, and coronavirus. Nick Correa talks about the new waves of infections in South Korea and the country's unique challenges in containing and stopping the spread.
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Other Real Vision Videos

Real VisionMay 26, 2020
The New Normal for Global Industry
The global chemical industry is the third largest sector in the world behind agriculture and energy, and its outputs find their way into everything we consume. Paul Hodges, chairman of the pH Report, analyzes the chemical industry to give a unique perspective on the global economy to investors and corporations. In this timely discussion, he uses this lens to analyze the industrial fallout from COVID-19. Hodges argues that the chemical industry has been signaling a global growth downturn for years and that COVID-19 has only accelerated this trend as well as other trends like de-globalization. He also touches on the oil market, knock-on effects for industries like autos and technology, and lays out his case for a world entering a new normal of muted growth but massive opportunity in the reorganization of society. Filmed on May 20, 2020.
Real VisionMay 25, 2020
Daily Briefing - May 25, 2020
Senior editor Ash Bennington joins Real Vision CEO and co-founder Raoul Pal to discuss the latest developments in macro and coronavirus. Bennington and Pal discuss the collapsing velocity of money and stagnant US growth, the Canadian and Australian housing markets, and what the future of commercial real estate may look like in a post-coronavirus world.
Real VisionMay 22, 2020
Daily Briefing - May 22, 2020
Senior editor Ash Bennington sits down with Real Vision CEO and co-founder Raoul Pal to explore the latest developments in markets and macro. They dive into why debt mutualization won’t be enough to save Europe, what the elimination of GDP targeting means for China, and how Hong Kong's limited autonomy is slipping from its grasp with China's latest security law announcement. The pair also discuss the challenges of a solvency crisis, the rising threat of deflation, and the plummeting two year U.S. Treasury yield.

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