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Real VisionMay 28, 2020
The Great Reset
Stephen Clapham, founder of Behind the Balance Sheet, analyzes the unique challenges that companies worldwide are facing during the ongoing pandemic. Using forensic accounting, Clapham surveys the financial landscape to identify risks and opportunities. He argues that the crisis will force companies to prioritize shoring up their balance sheet, and that as a result, stock buybacks will be diminished and return on equity across various sectors will suffer. Clapham reviews how companies have been juicing their earnings with “adjusted” figures, and he argues that this pandemic is a catalyst for a “great reset” in which executives use the ongoing crisis as an excuse to accurately tally their companies’ earnings. Across a longer time horizon, Clapham expects inflationary pressures to mount as central banks continue to monetize debt and as major players in consolidated industries – such as hospitality, retail, and airlines – gain pricing power. Find out more about Stephen Clapham’s work at https://www.behindthebalancesheet.com/. Filmed on May 27, 2020.
Real VisionMay 27, 2020
Daily Briefing - May 27, 2020
Senior editor, Ash Bennington, joins managing editor, Roger Hirst, to discuss the latest developments in macro, markets, and coronavirus. Bennington and Hirst analyze what’s happening in Europe, including the recently proposed EU stimulus package, ballooning European debt, and the underlying structure of the eurozone. They also discuss recent moves in equity prices and the current landscape of currency markets. In the intro, Real Vision’s Nick Correa shares the details of both the EU’s and Japan’s proposed stimulus bills for economic relief.
Real VisionMay 27, 2020
The Whole World in His Hands: A Global Rates and FX Masterclass
Bill Campbell is the portfolio manager responsible for the Global Bond Strategy Fund at bond behemoth DoubleLine Capital. In this interview with Real Vision’s Ed Harrison, Campbell takes viewers on a tour of global rates and FX markets. Together they take a wholistic view of the European continent, examining the state of the European Union’s core and periphery countries, the UK and Brexit, the opportunity outside of the EU within Germany’s sphere of influence, and the important legal proceedings to watch concerning joint Euro bond issuance. As well, Campbell breaks down a host of emerging and developed markets including China, Australia, New Zealand and many more. Filmed on May 21, 2020.
Real VisionMay 26, 2020
Daily Briefing - May 26, 2020
Managing editor Ed Harrison and senior editor Ash Bennington break down the brewing tensions between China and the United States. They comprehend the consequences of a potential "decoupling" between the two superpowers and analyze the possibility of a new Cold War. Ed and Ash also analyze the continued rise of U.S. equities and look forward to see whether the ongoing crisis will be the shortest recession in history or if there is some "post-snapback malaise" in store. In the intro, Jack Farley takes a look at what could be the first convertible bond default in the history of Chinese markets.

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