Inside the Episode – Insider Talks (Nov 2020)

Published on
November 17th, 2020
Duration
34 minutes


Inside the Episode – Insider Talks (Nov 2020)

Insider Talks ·
Featuring Roger Hirst

Published on: November 17th, 2020 • Duration: 34 minutes

In this next installment of “Inside the Episode”, Real Vision’s managing editor, Roger Hirst, breaks down some of the most central points of discussion in the November 2020 episode of Insider Talks. With fiscal policy stepping into the game with a much more powerful swing this year, Roger explains where Raoul and Julian agree and where their views diverge. Because those differences in views are ultimately expressed in their investments, Roger connects their underlying reasoning to Raoul’s recommendations in the bond market and in the eurodollar market and to Julian’s confidence in reflation swiftly coming. Roger also weaves their thoughts together by explaining yield curve control’s as well as quantitative easing’s effects on bonds and the dollar and why, if true reflation emerges, commodities, precious metals, emerging markets, and Japan are increasingly attractive.

Comments

Transcript

  • af
    andrew f.
    21 November 2020 @ 12:01
    Great stuff Roger Next time wear the Val Doonican jumper and sit in a rocking chair. It's a British thing!
  • DF
    David F.
    21 November 2020 @ 10:18
    Thank Roger
  • SS
    Shanthi S.
    20 November 2020 @ 22:35
    Unbelievably good. Thank you so much. Adds immense value.
  • SS
    S S.
    17 November 2020 @ 23:27
    Roger is the best at explaining complex topics, simply. Brilliant. Roger is under-utilised. We need to see him more.
    • DR
      Derrick R.
      19 November 2020 @ 18:09
      I miss the Roger / Ed RVDBs...
  • MC
    Melvin C.
    18 November 2020 @ 18:14
    I hope your wife was Ok with you redecorating the living room to film the "inside" series... ;-) Great show, RV keeps going above and beyond. The problem now is for us to keep finding the time to watch all the great content!
    • DR
      Derrick R.
      19 November 2020 @ 18:08
      I'm guessing she was OK with it as my wife chose the same wallpaper in our own house! LOL
  • DR
    Derrick R.
    19 November 2020 @ 01:30
    This content couldn't be more welcome!
  • lv
    leon v.
    18 November 2020 @ 23:21
    Very helpful. Roger made the complex discussion easy to understand. Thank you RV team. More of these please.
  • BF
    Ben F.
    18 November 2020 @ 18:40
    i thought i got it all in the original episode but this was another level. so so helpful.
  • MT
    Matthew T.
    18 November 2020 @ 14:57
    When I see Roger, I click
  • AP
    Alfonso P.
    18 November 2020 @ 14:29
    Excellent, please keep doing it and thanks, it widens the perspective.
  • JH
    Jon H.
    18 November 2020 @ 12:13
    This can't be done better, Roger!
  • rj
    rodolfo j.
    18 November 2020 @ 06:37
    This was just amazing... Keep up the great work.
  • LT
    Lisa T.
    18 November 2020 @ 03:16
    Awesome, Roger! I followed the original discussion, but decided to watch this to make sure I truly understood it. Very helpfully to clarify all the nuances of the discussion between Raoul and Julian.
  • GS
    George S.
    18 November 2020 @ 02:59
    Thanks for all your great feedback guys. It's great to see that you are enjoying these. The first one (last month) was a pilot to test out format and everything. This is the official episode 1 (of hopefully many). These are now an official part of the Pro experience. We will aim to publish each episode not more than 5 working days after the release of Insider Talks. Keep sending all the feedback. If you feel a topic needs more explaining, let us know. Thanks George (Real Vision)
  • AH
    Allan H.
    18 November 2020 @ 01:51
    Inside the Episode with Roger is excellent. More of this please. However, the combination of wallpaper, chair and Roger’s Bjorn Borg warmup top were impossible! C’mon Roger!
  • SM
    Sean M.
    18 November 2020 @ 01:01
    This may even be better than the actual episode.
  • JS
    John S.
    17 November 2020 @ 23:50
    Excellent - thanks Roger
  • MB
    Max B.
    17 November 2020 @ 21:23
    Even better than the last one 👏👏👍
  • OT
    Omar T.
    17 November 2020 @ 20:29
    keep doing these. Thanks!
  • ly
    lena y.
    17 November 2020 @ 17:55
    Wow super helpful! Will Jan 3rd Georgia senate run off be critical? Will McConnell and Biden friendship still carry a good size fiscal package if republican takes the senate majority?
  • vk
    vineet k.
    17 November 2020 @ 17:46
    Great Explain
  • DM
    Don M.
    17 November 2020 @ 17:12
    The background mixed with chair gave me a slight seizure.
  • MS
    Mark S.
    17 November 2020 @ 14:23
    This is real value to my subscription. Great job Roger.
  • AT
    Alun T.
    17 November 2020 @ 10:39
    Outstanding. Thanks Roger. Liking these explainers Real Vision
  • SN
    Stefan N.
    17 November 2020 @ 09:52
    Very helpful. Besides the retro back drop, well done, this guy does an amazing job explaining what the seniors put forward in their monthly session.
  • JR
    Josh R.
    17 November 2020 @ 09:28
    Very helpful, thanks roger
  • PM
    Philip M.
    17 November 2020 @ 06:57
    These additional insights and explanations are very helpful. Thank you, Mr Bond.