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Real VisionNovember 27, 2020
Boaz Weinstein - Finding Relative Value Amid Credit Market Madness
Boaz Weinstein, founder and CIO of Saba Capital Management, made a name for himself at Deutsche Bank in the early days of credit derivatives. Since leaving to start his own fund he has continued to make a name for himself as a master of credit derivatives and relative value. In this interview with Real Vision’s Ed Harrison, Weinstein discuss how the current environment of tight spreads for pristine balance sheets and vulnerable companies alike is presenting some interesting relative value opportunities. Harrison and Weinstein also discuss Bill Ackman's recent reup on the same big CDS trade that has helped Saba return over 70% YTD, the Fed’s role in credit markets and credit ETF liquidity problems, and the opportunities Weinstein is seeing in closed-end funds. Filmed on November 23, 2020. Key Learnings: The credit of companies with close to zero percent chance of defaulting is trading at the same prices as companies with serious COVID risks is presenting RV opportunities. Closed-end funds trading at discounts to NAV are also presenting rare opportunities for yield in this low-rate environment.
Real VisionNovember 26, 2020
Thanksgiving "Ask Me Anything" with Ed and Jack
Real Vision managing editor Ed Harrison welcomes Jack Farley for a Thanksgiving “Ask Me Anything” special edition of the Daily Briefing. Sourcing questions from the Real Vision Exchange, Jack asks Ed questions about whether the U.S. will enter a second round of lockdowns, and whether the equity market could once again undergo a major crash. Ed shares his views on the future of debt, deflation, and commodities, over the next 30 years, as well as his technique learning new languages. Jack and Ed share the ways in which they follow market news, as well as their views on the difference between accounting antics and downright fraud. Lastly, Jack and Ed give an inside look at Real Vision’s ongoing mission to democratize finance.
Real VisionNovember 26, 2020
Christopher Joye: Liquidity Ignition in the Land Down Under
Christopher Joye, co-chief investment officer at Coolabah Capital Investments, joins Joe Walker of the Jolly Swagman Podcast to share his macro outlook on credit, rates, and housing in Australia. Joye forecasts the path of the coronavirus going forward, using quantitative models which have so far proved prescient. Joye tells Walker why Australian quantitative easing has buoyed the already richly-priced housing market (a prediction which won him the moniker "the hunter of Australian housing bears") as well as compressed credit spreads to very narrow levels. Filmed on November 16, 2020. Key learnings: The Reserve Bank of Australia may be late to the QE party, but this fiesta will run all night and those who can spot opportunities in credit and sovereign bonds will be rewarded handsomely.
Real VisionNovember 25, 2020
5 Big Questions for a Double-Dip Recession
Max Wiethe and Real Vision managing editor, Ed Harrison, discuss Ed's outlook for a winter double-dip recession in the U.S. and the most important questions for determining the breadth, depth, and market implications of this prediction. How bad will the pandemic get before this wave can be arrested? How severe an economic brake will have to occur to get the virus under control? What short- and long-term impact will this have on businesses? What can policymakers do to mitigate downside risk and prevent worst-case outcomes? How will all of this feed through into asset markets? In the intro, Real Vision's Haley Draznin, examines the juxtaposition between the markets hitting record highs and the broader economy as initial jobless claims rise for a second week in a row.

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