Daily Briefing – September 21, 2020

Published on
September 21st, 2020
Duration
29 minutes


Daily Briefing – September 21, 2020

Daily Briefing ·
Featuring Bryce Zuccoli, Ash Bennington, and Ed Harrison

Published on: September 21st, 2020 • Duration: 29 minutes

Real Vision senior editor, Ash Bennington, and managing editor, Ed Harrison, discuss a volatile day in markets. Ed and Ash analyze today's sell-off in stocks, gold, and silver as well as a significant rally in bonds. They then consider the resignation of Nikola founder, Trevor Milton, the rumors of European bank consolidation, and the passing of Supreme Court Justice Ruth Bader Ginsberg. Ed looks forward to his interviews with Jim Berry, Deloitte's U.S. real estate leader, and Ben Inker, head of asset allocation at GMO. Lastly, Ash speaks to Real Vision editorial intern Bryce Zuccoli, who was recently diagnosed with COVID-19.

Comments

Transcript

  • JS
    Jon S.
    22 September 2020 @ 19:31
    Can we get a video on essential or plus tier with someone who can talk about Covid origins? I think the world needs to know...
  • SC
    Sam C.
    22 September 2020 @ 09:22
    yes also wondered about EU vs US banks!
  • AH
    Attila H.
    22 September 2020 @ 08:37
    Get well soon, Bryce
  • RM
    Robert M.
    22 September 2020 @ 00:42
    Jim Chanos on August 1 - ‘This market is setting up to be one of the great short opportunities of all time. Trouble’s coming, I don’t know when, but it’s coming.’
    • CD
      Carl D.
      22 September 2020 @ 05:03
      on twitter he regularly says this is the golden age of fraud
  • BE
    Brent E.
    22 September 2020 @ 04:36
    Ed says 2020 has been an apocalyptic year, and he can't wait for things to calm down. Unfortunately, we live in the age of runaway climate change. Things will only get much, much worse.
  • BB
    Bob B.
    22 September 2020 @ 01:03
    Recession maybe over but the depression continues.
    • DS
      David S.
      22 September 2020 @ 03:51
      Worth voting twice. Remember the old days in Chicago: Vote early and vote often. DLS
  • AB
    Alastair B.
    22 September 2020 @ 03:02
    The split on learning more/less with remote learning is mostly due to family background. Those students with their own space and supportive families and a good work ethic thrive, but put the same work ethic on a student with a disruptive family or cramped house with young children and it becomes very difficult to learn. I see this with my own students.
  • TM
    Tyler M.
    22 September 2020 @ 03:01
    Nice work, guys. Always appreciate the effort put into these. These daily updates act as a key input and challenge to my current investment thinking/process. Helps keep me from thinking I’ve got it all figured out. Constant learning and improvement.
  • TB
    Tobin B.
    22 September 2020 @ 02:19
    Bryce looks physically fine but mentally devastated. This is not killing us physically, and we can change it!
  • IN
    I N.
    22 September 2020 @ 01:36
    Best wishes for the recovery to brother Bryce.
  • ss
    sam s.
    22 September 2020 @ 01:15
    My wife has had it twice. First time: 104 temp, tired, burning chest and cough, 3 days, fully recovered. Second time: 101 temp, aches and pains, lost taste and smell, 10 days recovered, but 4 weeks later still no taste or smell. It would seem (anecdotally) the virus is changing. Kids and I never caught it from her, but we isolated her in part of the house and disinfected like our lives depended on it. BTW, she’s a flight attendant. Wonder where she caught it? Take care of the ones you love— the virus is nasty.
  • BB
    Bob B.
    22 September 2020 @ 01:03
    Recession maybe over but the depression continues.
  • LS
    Lewis S.
    22 September 2020 @ 00:40
    I wondered if maybe Uniswap's spectacular token distribution event would get a mention but maybe DeFi still too underground for a show like Real Vision.
  • MC
    Michael C.
    22 September 2020 @ 00:39
    Get well Bryce. Nice to hear the Bezzle coming back! Often a topping signal?
  • mw
    michael w.
    22 September 2020 @ 00:12
    Of course it's the right thing to re-open campus. Imagine paying the highly inflated tuitions of today and you end up having to do online classes.
  • DS
    David S.
    22 September 2020 @ 00:12
    For analysis, the federal COVID transfer payments should be eliminated from the GDP. It will show a different picture. DLS
  • BK
    Binyam K.
    22 September 2020 @ 00:05
    Thanks Ash and Ed!
  • DS
    David S.
    21 September 2020 @ 23:52
    Mr. Zuccoli, I have faith that you will make it through well. Be careful in your recovery to rest. Most of your education comes after university. University opens the doors. This virus is very unpredictable in the short and long run. I have a Swiss friend who at 85 is positive for COVID-19 without symptoms even after the 14-day quarantine. There is more than meets the eye with virus. Your health is top priority. DLS
  • JA
    Jordan A.
    21 September 2020 @ 22:14
    He'll be fine. My Portuguese grandparents lost 7 of their 13 children children to the plague, and they didn't let it get them down. People are too soft now a day. My apologies if that's insensitive, but no one said life is easy.
    • LS
      Lewis S.
      21 September 2020 @ 23:45
      I know what you mean and sometimes I worry that this little smidgen of volatility we see in the historically luxurious life expectancy rate is prelude to a severe decline is said rate for any number of reasons. What I've seen of people's response to the minor threat of covid doesn't exactly fill me with confidence when I'm thinking about the gauntlet of increasingly difficult and life threatening challenges we're set to face over the coming years.
  • HB
    Herman B.
    21 September 2020 @ 23:39
    Ed & Ash, thanks for Bryce segment. My thoughts are with him & his family. Please keep us in the loop about his situation.
  • KM
    Kelly M.
    21 September 2020 @ 23:09
    Despite all of the charms that 2020 has provided for us I personally suspect the volatility hasn't even begun yet.
  • ER
    Ernesto R.
    21 September 2020 @ 23:00
    Get well Bryce and not be afraid is the worst you can do GOOD Vibes from Peru
  • SS
    S S.
    21 September 2020 @ 22:57
    Gofundme for Bryce to aid his recovery? This is very sad to see. Terrible news. Get well soon.
  • TM
    Trent M.
    21 September 2020 @ 22:29
    Ed and Ash I hope you're watching Ted Lasso on Apple TV if you need a little humor
    • AB
      Ash B. | Real Vision
      21 September 2020 @ 22:55
      Love that show!
  • GK
    Gregory K.
    21 September 2020 @ 22:37
    A prayer to the intern who tested positive.
  • BK
    Bruce K.
    21 September 2020 @ 22:14
    Get well Bryce!