Real Vision

Real VisionJuly 29, 2020
Daily Briefing - July 29, 2020
Managing editor, Ed Harrison, and senior editor, Ash Bennington, come together to discuss the Fed in light of the FOMC's announcement today. Ed and Ash drive home how the Fed, at this time, is the dominant agent in these markets and how investors' feelings regarding Fed action can interfere with one’s ability to make money. Because of the Fed’s mandate, Ed and Ash discuss why they are "the only game in town" and how it's led them to respond to the crisis with unprecedented force. They then consider the weight of the arguments concerning the dollar losing reserve currency status and examine the implications of the Fed's latest announcement. In the intro, Nick Correa covers what’s happening in gold markets and whether the rally is "overhyped" as well as Santander's and Barclays' earnings announcements.
Real VisionJuly 28, 2020
Daily Briefing - July 28, 2020
Senior editor, Ash Bennington, joins Max Wiethe to cover the types of U.S. stimulus that have been implemented so far, the battle happening in Congress, and the crypto space. Ash and Max do a deep-dive into the types of monetary policy the Fed can implement and the alphabet soup of facilities they have set up to respond to the crisis. They also discuss at length what the current negotiations could mean for the 2020 elections, how the robustness of the recovery is what matters at this stage, and how the dysfunction of Congress is on display. Finally, they talk about gold breaking its all-time highs, bitcoin nearing $11,000, and the long-term view of the crypto space. In the intro, Nick Correa talks about the newly-unveiled proposal from the Republicans for fiscal stimulus and the sources of tension as Congress races toward passing a relief bill.
Real VisionJuly 28, 2020
Macro Maelstrom
Lyn Alden of Lyn Alden Investment Strategy returns to give an update on her dollar thesis, as well as share her views on gold, silver, bonds, and bitcoin. She analyzes the rally in gold by looking at historical rallies and comparing them to real yields, M2 per capita, as well as U.S. equities. Alden explores why some foreign central banks didn’t use the dollar swap lines at all, and why this doesn’t change her view on the U.S. dollar. Alden also looks at the stock market and bitcoin. Filmed on July 23, 2020. Lyn’s charts can be viewed here: https://rvtv.io/3f76kjV
Real VisionJuly 27, 2020
Daily Briefing - July 27, 2020
Senior editor, Ash Bennington, hosts managing editor, Ed Harrison, to break down the recent price action in gold and bitcoin, and to analyze the health of the U.S. economy as COVID-19 continues to spread. Ash and Ed also consider how the dollar continues to weaken and where rates are headed, as well as speculate on what the next iteration of US fiscal policy will shape up to be. In the intro, Jack Farley takes a look at the plumbing of the gold market.
Real VisionJuly 27, 2020
Policy Response to COVID-19 and the Fate of the United States
Mike Green of Logica Capital sat down with Srinivas Thiruvadanthai, director of research at the Jerome Levy Forecasting Center, in the last interview to be filmed in Real Vision's studios before the world and our daily routines would be drastically changed by unforeseeable total lockdowns. A lot has changed since then, and in this new interview, they reexamine their outlooks with the advantage of fresh data. Together they discuss the side effects of policies like total lockdown, increased unemployment insurance, and PPP while also examining the social and economic undercurrents that, although accelerated by COVID-19, were established long before it arrived on our shores. Using historical parallels to the Roman Empire, Sri and Mike also think about their long-term outlooks for the U.S. and its currency, taking a view that the U.S. is not in its dying days. Filmed on July 23, 2020.
Real VisionJuly 24, 2020
Daily Briefing - July 24, 2020
Senior editor Ash Bennington is joined by editor Max Wiethe to reflect on a week of divergent price action. Ash and Max analyze the extreme rallies in precious metals, with Max describing his macro framework through the lens of his Real Vision Live interview with Greg Weldon. Ash then explores the rapidly approaching fiscal cliff, which leads into a philosophical discussion on financial journalists’ penchant for making uncertain connections between news headlines and moves in asset prices. Max describes his view on the dollar, and Ash and Max close by examining the dislocations between and within different equity indices. In the intro, Jack Farley goes over the latest economic data and explores the recent bid to rescue Brooks Brothers from bankruptcy.

Pages

Featured Videos

Real VisionAugust 11, 2020
Charlie McElligot - Macro's Seasonal Shifts and the Volatility Compression Slingshot
Charlie McElligot, managing director for cross-asset strategy at Nomura Global Markets, joins Real Vision’s managing editor, Ed Harrison, to discuss his view of reversal potential for financial market over the next three to six months. McElligot breaks down what he views as crowded trades that might be over-positioned and prone to momentum reversal. He explains how recent volatility compression could act as a slingshot for markets in conjunction with seasonal volume and issuance fluctuations. McElligot and Harrison analyze the phenomena of institutional crowding into short-vol strategies compressing returns, as well as the impact of long-vol hedging strategies, such as S&P 500 puts and VIX calls, have on large dislocations in those markets. McElligot also explains the recent shift in macro regime driving factors from dollar liquidity, Fed QE, and rate expectation to growth and inflation expectations. Filmed on August 7, 2020.
Real VisionAugust 10, 2020
Daily Briefing - August 10, 2020
Real Vision senior editor, Ash Bennington, joins managing editor, Ed Harrison, to discuss the pivotal forces driving markets. They discuss bank balance sheets in Europe and how compression of net interest margins are damaging bank earnings. Ash discusses supply constraints of consumer staples, and Ed analyzes volatility, market breadth, and “bear steepening” through the lens of his recent interviews with Milton Berg and Charlie McElligott. They also look forward to a market of lower growth and higher prices. In the intro, Jack analyze Berkshire Hathaway’s recent Q2 earnings report.
Real VisionAugust 10, 2020
The Return of the Turning Point Master
Milton Berg, Founder and CIO of Milton Berg Advisors, joins managing editor Ed Harrison to analyze the technical patterns and market internals on his radar. From his repository of over 10,000 indicators, Berg selects and discusses the ones he thinks are most compelling, such as 5-day breadth thrust, consecutive volume-up days, and the put/call ratio. Berg then observes that the equity markets are behaving like commodities, in that they are trending upward as volume spikes. Lastly, Berg and Harrison try and reconcile some oddly bullish indicators with the macro backdrop with Berg casting doubt on the long-term sustainability of central bank’s ability to ballast asset prices. Filmed on August 6, 2020. For additional charts of Milton Berg’ Advisors, click here: https://rvtv.io/2PLS1qR
Real VisionAugust 07, 2020
Daily Briefing - August 7, 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.

INK Ultra Money Free

See more free videos