38:01

EssentialDaily Briefing

Leveraged Finance at Full Throttle

Featuring Haley Draznin, Jack Farley, and Tyler Neville

Nov 23, 2020 • 38 minutes

191

42

Essential

Daily Briefing

Leveraged Finance at Full Throttle

Jack Farley hosts Tyler Neville for a spirited debate about the fate of risk assets.

Featuring Haley Draznin, Jack Farley, and Tyler Neville

Nov 23, 2020 • 38 minutes

Real Vision editor Jack Farley hosts Tyler Neville of Real Vision for a spirited debate about the fate of risk assets. Tyler makes the case that U.S. equities have a lot more room to run, basing his case on tight credit spreads and the Federal Reserve’s ever-expanding balance sheet. Tyler incorporates market breadth as well as venture capital funding to argue that the punch bowl may never be removed. Jack challenges Tyler’s bullish thesis, asking Tyler about the upcoming expiration of the Fed’s emergency lending programs and the possibility that the holiday season will accelerate the spread of the COVID-19 virus. Jack and Tyler then explore the future of so-called “zombie companies,” whose liabilities have swelled to over $1.2 trillion. In the intro, Real Vision's Haley Draznin analyzes the promising developments of a coronavirus vaccine, how it impacts the markets, and why some sectors will benefit a lot more than others. For charts from Tyler as well as Jack, click here: https://rvtv.io/2URRNAH 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

COMMENTS

Sort By
  • Newest First
  • Oldest First
  • Top Rated
  • Most Discussed
  • Most Controversial

Access Essential Content

This content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?

See Our Plans

Already have an account? Log In