Published on: October 17th, 2020 • Duration: 32 minutes
In the pilot episode of this new series, managing editor, Roger Hirst, dissects the October 2020 episode of Insider Talks to flesh out some of the nuances of what Raoul and Julian covered in their usual fast pace. In particular, Roger focuses on the mechanics and messaging behind QE as well as its effect on stock markets and the yield curve. Also in this episode, Roger goes deeper into real yields and their relationship to the price of gold; portfolio vs speculative flows; crash patterns; why regional banks are potentially a better short exposure than junk bonds; and lastly, how at the end of all this, digital currencies could be the path forward that would give central banks the flexibility they need. This is required viewing for this weekend. Filmed on October 13, 2020.