50 min listen
DB-Oct 1, 2020 - Reflation and Recovery: The Long-Term Outcomes of Today's Market Pressures
DB-Oct 1, 2020 - Reflation and Recovery: The Long-Term Outcomes of Today's Market Pressures
ratings:
Length:
33 minutes
Released:
Oct 1, 2020
Format:
Podcast episode
Description
Managing editor, Ed Harrison, joins managing editor, Roger Hirst, to break down today’s price action. Using Julian Brigden’s Expert View from September 28th as a springboard, Roger discusses the pressures that central banks are under to create reflation in an environment of low productivity, low growth, and a weaker dollar when they have instead contributed to asset price inflation. Roger and Ed also analyze the rebound in equities by considering how US equities are carrying out a bullish narrative of recovery as compared to poorer equity performance outside of the US. Wrapping up their conversation, Roger also offers his thoughts on the NASDAQ futures short position as well as how pensions are being threatened now. Real Vision reporter Haley Draznin takes a look at the rise in SPACs as first blank-check ETF makes its trading debut today.
Learn more about your ad choices. Visit megaphone.fm/adchoices
Learn more about your ad choices. Visit megaphone.fm/adchoices
Released:
Oct 1, 2020
Format:
Podcast episode
Titles in the series (100)
Adventures in Finance 4 - Analyzing Cyclical Market Behavior: Understand how to leverage financial cycles & forecast future markets with veteran investor Robin Griffiths. Also on this week, Brent Johnson, CEO of Santiago Capital, tells us his misjudgments’ on gold and being a true contrarian. by Real Vision Daily Briefing: Finance & Investing