69 min listen
Market Shocks Around the Corner? U.S. Election & COVID-19: DB-Oct 26 , 2020
Market Shocks Around the Corner? U.S. Election & COVID-19: DB-Oct 26 , 2020
ratings:
Length:
40 minutes
Released:
Oct 26, 2020
Format:
Podcast episode
Description
Senior editor, Ash Bennington, joins managing editor, Ed Harrison, to talk through the social, political, and economic ramifications of the various U.S. presidential election outcomes in tandem with the risk of a more forceful and perhaps lethal second wave of COVID-19. Ash and Ed discuss how the policy outcomes in a Biden administration are more limited than what a Trump administration would be such as the fate of FAANG and Trump’s recent executive order regarding the dismissal of civil servants. They also consider what would happen to stimulus after the election, how markets have priced in a blue wave and how the outcome could be deviations away from expectations, and what the policy response might be to a rise in hospitalizations. Ed also explains the impact the hysteresis effect could have on the economy and consumers as well as how that may lead to more durable consumption changes post-COVID. Real Vision reporter Haley Draznin analyzes China’s Ant Group raising $34 billion, making it the largest IPO in history.
Filmed on Oct 26, 2020
Learn more about your ad choices. Visit megaphone.fm/adchoices
Filmed on Oct 26, 2020
Learn more about your ad choices. Visit megaphone.fm/adchoices
Released:
Oct 26, 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