Inside the Episode – Insider Talks (Jan 2021)

Published on
January 16th, 2021
30 minutes

Inside the Episode – Insider Talks (Jan 2021)

Insider Talks ·
Featuring Roger Hirst

Published on: January 16th, 2021 • Duration: 30 minutes

In the latest installment of “Inside the Episode”, Real Vision managing editor Roger Hirst breaks down the most central points of discussion from January’s episode of Insider Talks. He zeroes in on the yield curve by explaining what it is, how it moves, what it’s used for, and how it impacts risk assets. Roger also dives into the reflation trade narrative by considering whether there is global synchronized reflation occurring and whether it is lasting or transitory. As Treasury yields are moving higher, Roger breaks down Raoul’s and Julian’s concerns about the destabilization of high yields could cause in a low growth environment, how market participants may respond to rising yields, and the fragility that is still present in the system.



  • KG
    Kos G.
    4 February 2021 @ 10:06
    Dear RV, would be great if you include the charts from the video into the transcript! thanks!
  • JD
    Jesse D.
    26 January 2021 @ 19:37
    Awesome commentary as always! Thx again!!!
  • AP
    Alfonso P.
    25 January 2021 @ 15:13
    thanks, a very good explanation and using charts makes a difference!
  • MS
    Mark S.
    23 January 2021 @ 04:28
  • MB
    Max B.
    21 January 2021 @ 13:20
    Late in watching but another perfect explanation and delivered well
  • SP
    Stanley P.
    20 January 2021 @ 04:26
    That was fantastic! A master class in yield curve, rates and dollar analysis--Thank you!
  • WS
    William S.
    19 January 2021 @ 20:57
    Great analysis...
  • KK
    Kenneth K.
    19 January 2021 @ 05:15
    Thank you, is bloody awesome!
  • jg
    john g.
    17 January 2021 @ 21:53
    This was a good video.
  • SH
    Susan H.
    17 January 2021 @ 04:52
    Love the details and full macro explanation! I appreciate how this built upon your previous in-depth look at yield control curve. I might start watching yours first and then Julian and Raoul´s. :)
  • BM
    Brent M.
    16 January 2021 @ 20:31
    Roger, Thank you for explaining the yield curve. I didn't completely understand what an inverted yield curve meant until today. I am learning constantly from RV but some of the content and language are over my head. These videos are really helping me properly understand the intricacies of the topics. Keep them coming, please.
  • TF
    16 January 2021 @ 13:17
    Brilliant Roger, thanks!