Daily Briefing – September 28, 2020

Published on
September 28th, 2020
Duration
27 minutes


Daily Briefing – September 28, 2020

Daily Briefing ·
Featuring Ash Bennington and Ed Harrison

Published on: September 28th, 2020 • Duration: 27 minutes

Real Vision senior editor Ash Bennington hosts managing editor Ed Harrison to make sense of the biggest 3-day breakout in equities since April. Through the lens of Ed’s most recent piece in "Credit Writedowns." Ed and Ash explain why low interest rates tend to make growth stocks more valuable relative to value stocks, and why the recent rally in small-cap value stocks might be short-lived. Ed looks forward to his interview with hedge fund legend Leon Cooperman, which airs tomorrow, on Tuesday, September 29. The pair also discuss discount rates, portfolio rebalancing, and endogenous credit creation.

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