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EssentialDaily Briefing

Daily Briefing - July 13, 2020

Featuring Jack Farley, Ash Bennington, and Ed Harrison

Jul 13, 2020 • 28 minutes

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Essential

Daily Briefing

Daily Briefing - July 13, 2020

Ash & Ed discuss life & markets during coronavirus & explore what might bring people to speculate on a stock like Tesla that is extremely overvalued.

Featuring Jack Farley, Ash Bennington, and Ed Harrison

Jul 13, 2020 • 28 minutes

Senior editor Ash Bennington hosts Ed Harrison for a conversation about life and markets during coronavirus. Using Tesla as a jumping off point, they take an existentialist turn and explore what might bring people to speculate on a stock that, by all traditional metrics, is extremely overvalued. Ed proffers that people who take a gamble on Tesla and other retail favorites do so out of a sense of desperation in order to feel a sense of control, at a time when they feel powerless. Ash provides additional color on Ed’s theory by analyzing the impact of fiscal stimulus. Ed and Ash also they frame their thinking through today's interview with Mark Blyth and Eric Lonergan. In the intro, Jack Farley explores the coming "fiscal cliff" in the U.S., and puts Tesla's extreme price action in context. Show More

Real Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.

More Episodes

Real Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.

More Episodes

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