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EssentialDaily Briefing

Daily Briefing - September 4, 2020

Featuring Jack Farley, Ash Bennington, and Raoul Pal

Sep 04, 2020 • 44 minutes

650

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Essential

Daily Briefing

Daily Briefing - September 4, 2020

Real Vision CEO, Raoul Pal, is joined by senior editor, Ash Bennington, to reflect on a week of extreme price action.

Featuring Jack Farley, Ash Bennington, and Raoul Pal

Sep 04, 2020 • 44 minutes

Real Vision CEO, Raoul Pal, is joined by senior editor, Ash Bennington, to reflect on a week of extreme price action. They analyze the dramatic crash of U.S. equities on Thursday and its connection to the speculative activity in derivatives markets. After weighing the significance of Softbank's unmasking as the big "NASDAQ Whale" that has been buying a massive amount of calls on big tech stocks, Raoul and Ash have a broader discussion about how volatility regimes evolve and bleed into each other. Raoul then provides a strategic update on his "unfolding" thesis, shares his thoughts on Europe, and explores the possibility of a W-shaped recession. Finally, Raoul and Ash discuss the "Festival of Learning" that Real Vision hosted this week, as well as give a sneak peek of Real Vision's new community feature, "The Exchange." In the intro, Jack Farley and Ash discuss today's jobs report and look at market volatility. 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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