37:25

EssentialDaily Briefing

Daily Briefing - October 26, 2020

Featuring Haley Draznin, Ash Bennington, and Ed Harrison

Oct 26, 2020 • 37 minutes

216

35

Essential

Daily Briefing

Daily Briefing - October 26, 2020

Ash Bennington & Ed Harrison to talk through the ramifications of various election outcomes in tandem with the risk of a second wave of COVID-19.

Featuring Haley Draznin, Ash Bennington, and Ed Harrison

Oct 26, 2020 • 37 minutes

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. 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

COMMENTS

Sort By
  • Newest First
  • Oldest First
  • Top Rated
  • Most Discussed
  • Most Controversial

Access Essential Content

This content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?

See Our Plans

Already have an account? Log In