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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.
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.

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