Daily Briefing – September 7, 2020

Published on
September 7th, 2020
Duration
44 minutes


Daily Briefing – September 7, 2020

Daily Briefing ·
Featuring Ash Bennington and Ed Harrison

Published on: September 7th, 2020 • Duration: 44 minutes

In this Real Vision Daily Briefing, managing editor, Ed Harrison, and senior editor, Ash Bennington, answer questions from Real Vision subscribers, about markets, their respective journeys, as well as Real Vision itself. Ed shares his experience of working in the foreign service, and he describes how his time spent working in the fixed income markets caused him to become more receptive to Austrian economics. Ash discusses his journey of transitioning from working in fintech to becoming a financial reporter, and he also explores his passion for cryptocurrency.

Comments

Transcript

  • OC
    O C.
    9 September 2020 @ 02:13
    The closed captions are ahead of the speakers. Could this be fixed please? Thank you very much!
  • CN
    Christopher N.
    9 September 2020 @ 01:44
    Excellent wide-ranging discussion. Hearing about your experiences in previous jobs gives color to your attitudes and opinions today. Great crypto discussion. Love adding some personality to your your normal nuts and bolts macro discussion, which I value as well. Nice job!!
  • sc
    sung c.
    9 September 2020 @ 01:35
    Entertaining and informative; best of both worlds. :)
  • RD
    REMCO D.
    8 September 2020 @ 22:29
    Additionally, great interview :)
  • MT
    Michael T.
    8 September 2020 @ 22:11
    Thanks for the insight on Richard Holbrooke! Greetings from Berlin!
  • RD
    REMCO D.
    8 September 2020 @ 21:57
    Guys, can you PLEASE make the transcript button under the video open in a new tab. I've clicked there 3 times already, intending to click the "Transcript" *tab* next to the comment tab. It now changes page, stops the video, need to go back, lost where I was etc. Thanks :)
  • MS
    Mark S.
    8 September 2020 @ 14:13
    Is Credit Write Downs available to Plus subscribers? I don't see a link on the RV website?
    • GH
      Gloria H.
      8 September 2020 @ 20:41
      It's a subscription-based newsletter written by Ed that is separate from RV.
  • CM
    Cory M.
    8 September 2020 @ 18:59
    What a treat! Had no idea this was here on holi-day. Super entertaining. Thanks for early rising for this, gents! (Ash, perhaps this shows that you could loosen up Dr Bernanke with coffee!) As for Ash's claim (and Ed's concurrence) that learning how the short term traders think when you have a long term "lens," is myopic (see what I did there?!). There are plenty of other platforms that provide stock tips and the day's plays. The reason for my apparently lost crusade against all this (short term) technical trading is to keep RV on its macro mission. This is why I subscribe. It may be interesting to learn how a tree grows, but it's not going to guide you through a forest.
  • JS
    Juraj S.
    8 September 2020 @ 14:16
    Ed, it's Bob Murphy, not Tom :)
    • JS
      Juraj S.
      8 September 2020 @ 14:20
      I see you corrected yourself, nice!
  • PG
    Philippe G.
    8 September 2020 @ 13:13
    Keep up the great work and insightful conversations!!
  • JS
    John S.
    8 September 2020 @ 04:49
    Bravo discussion! Grantham & Bernanke next? That would be great. The only downside to your excellent content is that Rupert will soon try to buy you. WSJ video content is so cluttered with advertising it does not play on my Mac.
    • RM
      Richard M.
      8 September 2020 @ 12:52
      Ed, I definitely second the motion to get Jeremy Grantham on - I've always admired his intellect and his integrity/honesty.
  • PL
    Pierce L.
    8 September 2020 @ 12:49
    Great conversation
  • PS
    Paul S.
    8 September 2020 @ 11:25
    Great conversation thank you gentlemen. Informative, in depth, covering lots of interesting areas with a great push pull ratio to keep the listeners engaged.
  • SP
    Saxon P.
    8 September 2020 @ 10:35
    Glad Ash bought up Ripple. There's a compelling story there. Whether your a supporter or a hater it's worth understanding what the Ripple team is building around XRP.
  • DO
    DIOGO O.
    8 September 2020 @ 10:01
    Hey Ed, regarding your comments of Austrian Economics: Get the Austrians ideas and sum them up with Richard Werner's framework... Austrians did not understood the banking and credit for real...
  • DO
    DIOGO O.
    8 September 2020 @ 09:57
    IDEA: I would like to see a series of Real Vision talking about blockchain COMPANIES.... that are coming up right now
  • DO
    DIOGO O.
    8 September 2020 @ 09:56
    Excellent Guys! Cheers!
  • SB
    Stewart B.
    8 September 2020 @ 07:08
    Thanks for your insight into politics, Ed. It is a sick system. Our politicians are self-serving.
  • JX
    JIA X.
    8 September 2020 @ 07:01
    Politics should never surrender to data, it makes data.
  • JT
    John T.
    8 September 2020 @ 04:11
    Interesting discussion on Bitcoin. When answering whether central banks will allow it to dethrone their currencies I’d say a few things: 1. Sovereign currencies will not be dethroned whether Bitcoin exists or not, it will simply be a different asset class like gold at the end of the day. 2. The market for bitcoin is too large and international for a country to easily shut down. 3. Deglobilization is a major trend, and more countries will welcome alternatives to the US dollar. Gold is the biggest obvious alternative, but it isn’t big enough. 4. If one or more smaller central banks start piling into Bitcoin, with its strictly limited supply, they could create a major central bank asset that they can borrow off of without selling. I wouldn’t be surprised to see it tried because they could up their own value as surely as SoftBank ups the values of its PE investments.
  • AC
    Adam C.
    8 September 2020 @ 04:06
    Great stuff. Love the background from you both.
  • MD
    Marjan D.
    8 September 2020 @ 02:40
    What about the Softbank story? A bank gaming the markets with OTM call options. Don't miss this one, it's huge for flows and directions.
  • BS
    Benjamin S.
    8 September 2020 @ 02:00
    Very good. I wish they would do more of these.
  • SZ
    Szar Z.
    8 September 2020 @ 01:51
    Chainlink is an ERC-20 token. To call it a ''technology'' in its current state is a tremendous overstatement.
  • ly
    lena y.
    8 September 2020 @ 01:31
    the government falls apart before Trump
  • MD
    Matt D.
    8 September 2020 @ 00:00
    Thanks Ash and Ed. Enjoyed the honest crypto discussion.