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Daily Briefing – August 13, 2020 – Private Portfolios Skewing Toward Long Duration Assets As Bond Proxies: Ed Harrison
Daily Briefing – August 13, 2020 – Private Portfolios Skewing Toward Long Duration Assets As Bond Proxies: Ed Harrison
ratings:
Length:
35 minutes
Released:
Aug 13, 2020
Format:
Podcast episode
Description
Senior editor, Ash Bennington, joins managing editor, Ed Harrison, to discuss secular stagnation, initial jobless claims, and the fiscal cliff. They begin by exploring Ed’s takeaways from his interviews with Milton Berg and Charlie McElligott, their contrarian stances, and how price signal distortion is pointing toward secular stagnation. Ed and Ash also parse the differences between seasonally adjusted and non-seasonally adjusted initial jobless claims and how the treatment of the data shapes the way an investor understands employment trends during the pandemic. They wrap up their discussion by considering USPS funding, the lapse in fiscal aid, and the significant political tail risks ahead for this election cycle. In the intro, Peter Cooper reviews the latest initial jobless claims numbers and the plight of essential workers.
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Learn more about your ad choices. Visit megaphone.fm/adchoices
Released:
Aug 13, 2020
Format:
Podcast episode
Titles in the series (100)
Adventures in Finance 25 - The Hedge Fund That Almost Broke the World: Before the hundreds of billions in corporate bailouts and trillions in central bank interventions, there was a time when we believed there was no way our financial models and investment strategies couldn’t be wrong. That was until a hedge fund came... by Real Vision Daily Briefing: Finance & Investing