Daily Briefing – September 24, 2020

Published on
September 24th, 2020
27 minutes

Daily Briefing – September 24, 2020

Daily Briefing ·
Featuring Haley Draznin, Ed Harrison, and Roger Hirst

Published on: September 24th, 2020 • Duration: 27 minutes

Managing editor, Ed Harrison, hosts managing editor, Roger Hirst, to break down wild market swings that have characterized the last week of price action. Roger explores key retracement levels in the IBEX and FTSE 100 as well as the recent weakness in bank stocks, using his analysis from his latest episode of "The Big Conversation." Ed then discusses the momentum shift over the past two weeks from growth to value through the lens of his interview with Ben Inker, heir apparent to Jeremy Grantham at GMO. The pair then look at the head-and-shoulders pattern in the U.S. Dollar Index (DXY) and explore whether currencies could be a release valve for volatility adjustment. In the intro, Ed speaks to Real Vision reporter, Haley Draznin, about the steady rise in jobless claims released today, which signal continuing layoffs as the economy recovers slowly from the coronavirus pandemic.



  • TE
    Tito E.
    27 September 2020 @ 19:28
    Great stuff today. Roger strong performance even after a massive night.
  • MJ
    Marcus J.
    24 September 2020 @ 23:10
    Seriously Roger, a comb perhaps?
    • vf
      victor f.
      25 September 2020 @ 01:52
      Disagree. True competence needs no window dressing.
    • RM
      Roberto M.
      26 September 2020 @ 01:07
      You want the slick back hair and white teeth go to CNBC. This is all substance!
  • DM
    Don M.
    25 September 2020 @ 02:27
    Much better DB than the last two. Very insightful and useful.
    • CM
      Cory M.
      25 September 2020 @ 22:33
      Absolutely. Tech traders can’t compare to Roger and Ed.
    • RM
      Roberto M.
      26 September 2020 @ 01:03
      I second that. RVDB should always be this format. A combination of Ash, Ed, Roger & Raoul.
  • RM
    Roberto M.
    26 September 2020 @ 00:56
    This is why i love RV. 10/10. Roger and Ed both. I like the hair i think it's cool.
  • DT
    David T.
    25 September 2020 @ 19:52
    I thought Sideshow Mel was just a Simpsons character :)) Sorry.
  • PP
    Patrick P.
    25 September 2020 @ 02:01
    Roger ... I know that the barber shops in England are probably closed... but get the honey to trim you up a bit mate. Either that or wear a hat. LOL
    • DH
      Damian H. | Founder
      25 September 2020 @ 14:26
      Oh Patrick - we're loving Roger's bouffant here in the office. It isn't easy to get your hair to do that - it takes hard work and hours of attention.
  • RM
    Russell M.
    25 September 2020 @ 14:09
    Super analysis by Roger!
  • AT
    Adelina T.
    25 September 2020 @ 08:18
    Great DB!! ED and Roger is the best paring, two experienced thinkers discussing! Prefer the DBs to be just that, focused on what is happening now and how it fits in with the broader narrative. Practical input to our own thinking and actions. Love how diversity is getting more attention, now also including hairstyles.
  • EL
    25 September 2020 @ 06:43
    Is Roger turning into Kramer from Seinfeld? Great update!
  • MD
    Matt D.
    25 September 2020 @ 05:28
    We have stereo pool tables on RV. Hmm. Nice work Haley.
  • JM
    John M.
    25 September 2020 @ 03:28
    Interesting comments from Roger on the precious metals.
  • SV
    Stephen V.
    25 September 2020 @ 02:57
    Great hair - Blown out!
  • JC
    John C.
    25 September 2020 @ 02:39
    Awesome interview. The banks are key; great perspective from Roger on Europe. Nationalization should be on the radar, certainly. MMT (Magic Money Tree) is taking root. BoE embracing negative rates this week. The debt jubilee may run across sov and corp space, esp. as nationalization odds increase. I was skeptical of the crypto silo, but Raoul's Michael Saylor interview changed my mind. $MSTR very much on the radar with huge squeeze potential (not due to modest short interest, but simply demand outstripping supply), esp. ahead of a proper BTC ETF. The discounted subscription for CFA Institute members was ket for the RealVision platform as meeting continuing ed metrics has been more difficult under C-19. This should be expanded to GARP (Global Association of Risk Professionals) and PRMIA if it has not been already. Keep up the great work! JCG
  • KD
    Kenneth D.
    25 September 2020 @ 02:25
    Where is Tyler Neville when the stocks are going down?
  • DB
    David B.
    25 September 2020 @ 02:13
    Always a great point of view. Keep rocking the hair!
  • NL
    Nikola L.
    25 September 2020 @ 01:54
    and Australian banks.. WBC about to pay $1.3bn AUD fine for money laundering involving child exploitation rings. This is one of the top 4 Australian banks.
  • AD
    Antonio D.
    25 September 2020 @ 01:36
    Enjoyed the closing commentary on Gold and Silver, reiterating where they stand in the global picture.
  • HB
    Herman B.
    25 September 2020 @ 01:19
    Great conversation. On different subject, did not know that Hair is huge on real vision TV. Give Roger a break folks, must be a combination of the weather and so many things to sort out in UK. Heard Ed laughing at the idea of so many trucks at the borders.
  • LS
    Lewis S.
    25 September 2020 @ 01:18
    I feel like Roger is going to slide suddenly through my front door and make himself a bowl of cerial
  • VR
    Vladimir R.
    25 September 2020 @ 00:45
    Great work gents!
  • DS
    David S.
    24 September 2020 @ 23:38
    Good comments on gold and silver. I am surprised with all the commotion of Brexit, COVID-19 rise in UK and Europe, etc. that gold, silver, and Bitcoin have not started to move up again. The US is becoming more dysfunctional too. The sabotage of the US postal system is real. I mailed a birthday card to Switzerland and it took almost two months to arrive. This is not an isolated instance. If you get rid of the sorting machines it will disrupt the flow of mail. With all the disruptions, I am just a little surprised that safe-haven assets are not doing better. DLS
    • LF
      Liam F.
      24 September 2020 @ 23:58
      The sabotage of democracy itself!
    • IS
      Ian S.
      25 September 2020 @ 00:44
      Check out the Bret Johnson and Steven Van Metre RV video for the answers to your questions...
  • DW
    Dean W.
    25 September 2020 @ 00:38
    Love Haley’s dress and she’s very articulate. Great forex insights from Mr, Hirst
  • MH
    Muddshir H.
    24 September 2020 @ 22:23
    Two masters
    • JA
      John A.
      25 September 2020 @ 00:34
      As a premium sub., this is the most stupid show ever. What you do their hubris -- nothing. What a waste!
  • AT
    ALAN T.
    25 September 2020 @ 00:18
    Roger's great
  • sc
    sung c.
    25 September 2020 @ 00:18
    I just figured out why Roger's hair looks so wild. It's because hi wine rack isn't behind him within easy reach.
  • SS
    S S.
    24 September 2020 @ 22:59
    Let's address the elephant in the room. WTF is up with Roger's hair? Did he just get out of bed? I had to switch to audio, because with hair like that, even a British accent can't save you. πŸ˜‚
    • MG
      M G.
      24 September 2020 @ 23:59
      LOL, you didn't see their prime minister, did you?
    • SS
      S S.
      25 September 2020 @ 00:14
      No one takes Boris seriously either 🀣
  • SS
    S S.
    24 September 2020 @ 23:02
    Ed Harrison is a pro. I have no idea how he talked to Roger with a straight face. πŸ˜‚ This episode should be renamed - Hair Gate with RogHAIR Hirst
    • EH
      Edward H. | Real Vision
      24 September 2020 @ 23:33
      You know Roger is just trying to wind you up! I swear I saw him make SURE his hair was extra big upfront right before we started.
    • SS
      S S.
      24 September 2020 @ 23:58
      So Roger the Troll - Figuratively and literally. πŸ˜‚πŸ˜‚πŸ˜‚
  • BK
    Binyam K.
    24 September 2020 @ 23:50
    Thanks Ed, Haley and Roger!
  • AR
    Andrew R.
    24 September 2020 @ 23:43
    Another great RVDB. Thanks Ed!
  • Md
    Matthew d.
    24 September 2020 @ 22:35
    Roger dude LOVE the hair - maybe you should ask Ash Bennington for a buzz cut πŸ˜‚
    • ED
      Edward D.
      24 September 2020 @ 22:58
      I want to know who is his hairdresser. I have asked before.
    • DL
      David L.
      24 September 2020 @ 23:32
      Maybe it's Ash that needs to reconsider. Just saying.
  • VR
    Victoria R.
    24 September 2020 @ 23:25
    Roger always provides a bigger picture view. Patience and persistence.
  • jG
    james G.
    24 September 2020 @ 23:19
    Roger tried to light the gas oven but waited a bit too long ....
  • LA
    Lawrence A.
    24 September 2020 @ 23:02
    Real talk - why does Roger always look like he just got electrocuted?
    • GS
      Gerald S.
      24 September 2020 @ 23:10
      He must have lost a bet with Ed.
  • Jv
    Jasper v.
    24 September 2020 @ 22:31
    goodmorning Roger