Reopening: A Macro Question – Live with Naufal Sanaullah

Published on
May 20th, 2020
Duration
56 minutes

Back to the Drawing Board – Live with Alex Gurevich


Reopening: A Macro Question – Live with Naufal Sanaullah

Live ·
Featuring Naufal Sanaullah

Published on: May 20th, 2020 • Duration: 56 minutes

The reopening is in process. Little by little, nations around the world are trying as hard as possible to get back to business as usual. And while pictures of packed beaches, streets and stores may seem encouraging to some, they also bring up a slew of questions that must be addressed. For example, how long will we be living with versions of social distancing/lockdowns? What impact will they have on economic activity? How quickly do we bounce back? And, perhaps most importantly, what fiscal and monetary policies will remain in play as we move forward? To fully understand these dynamics, a trip into the profundities of macroeconomics becomes necessary. To this end, Naufal Sanaullah, chief macro strategist at EIA All Weather Alpha Partners will be joining us on this segment of Real Vision Live. He will be our guide into the many unknowns of what awaits us on the other side of COVID-19.

Comments

Transcript

  • VS
    Ville S.
    28 May 2020 @ 19:20
    Get this guy back...right away!
  • RM
    Ric M.
    27 May 2020 @ 19:12
    CN
  • RM
    Ric M.
    27 May 2020 @ 19:01
    C
  • PP
    Peter P.
    25 May 2020 @ 16:16
    Loved this first interview with Naufal & my praise for Naufal's clarity of logic/thought is the ability to juggle & articulate both what I believe to be Austrian sensibilities as well as the pragmatic government response & within the Treasury/Fed response to "cut off the left tail" the ability to see the Federal Reserve for its role securing the money good (functioning financial markets) & the public good. I hope you return regularly to share your views, and wish you great success.
  • DB
    Donna B.
    22 May 2020 @ 17:14
    Applause, applause. Why aren't there more comments? There's so much in this interview, I'll read the transcript thoroughly. Great job guys!
    • PP
      Peter P.
      25 May 2020 @ 16:11
      Agree with your view that this wonderful discussion deserves praise, but on why not more comments -> I was unable to add a comment or reply to your post from my iPad (from where I watch most of my RV) - so I logged in via my laptop to post this comment....not sure if others have that issue. NB: When I mean unable - I mean everything is as normal, I type a comment and when I hit submit (that is when I get the message that something occurred) & the post is lost.
  • MJ
    Marcus J.
    25 May 2020 @ 06:02
    Brilliant interview, one of the best I've seen in a while. Naufal is a clear thinker
  • AW
    Angela W.
    24 May 2020 @ 22:20
    Brilliant interview. Great job Max! Thank you Naufal for so much thoughtful analysis ranging far and wide. Especially the Euro / $ thesis. A lot is riding on whether Europe can manage to operate as a true union or not. This is Real Vision at its best!
  • DF
    Diamantino F.
    24 May 2020 @ 15:14
    I can see the European equitys higher but the euro lower than the dollar ,,,
  • DF
    Diamantino F.
    24 May 2020 @ 15:08
    Really clear and good insights, thank you
  • DN
    D N.
    24 May 2020 @ 05:17
    Really good insights.
  • KB
    Kirk B.
    23 May 2020 @ 23:45
    interesting, revealing insight into at least one very bright Millennial's financial mindset and investment framework. Mr. Sanaullah is clearly not an adherent to the Austrian school of economics. All that appears to matter is government authorities getting fiscal and monetary policy right to maintain and increase aggregate demand, with investment decisions being based upon these policies. I suppose in time we will see how that all works out.
  • MN
    Mario N.
    22 May 2020 @ 01:55
    Fantastic, insightful interview. Thank you!!
  • AR
    Anik R.
    21 May 2020 @ 21:29
    I enjoyed this interview a lot. Very insightful. My eyes will be glued to screen come June 1st (as if it weren't already lol)