Daily Briefing - May 22, 2020

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Real VisionMay 22, 2020
Senior editor Ash Bennington sits down with Real Vision CEO and co-founder Raoul Pal to explore the latest developments in markets and macro. They dive into why debt mutualization won’t be enough to save Europe, what the elimination of GDP targeting means for China, and how Hong Kong's limited autonomy is slipping from its grasp with China's latest security law announcement. The pair also discuss the challenges of a solvency crisis, the rising threat of deflation, and the plummeting two year U.S. Treasury yield.
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More Ultra Money Videos

Real VisionMay 29, 2020
Daily Briefing - May 29, 2020
Senior editor Ash Bennington joins managing editor Ed Harrison to discuss the latest developments in markets and macro in the era of coronavirus. Bennington and Harrison talk through the risks and potential upside to growth as European institutions debate bailouts in Europe, the possible ripple effect of President Trump’s call to revoke Hong Kong’s special trade status, and the plausibility of the renminbi becoming a global reserve currency. In the intro, Real Vision's Peter Cooper discusses some of the latest economic data coming out of Canada.
Real VisionMay 29, 2020
The Ultimate Macro Phase Change
Russell Clark, CIO of Horseman Capital Management, sits down with Real Vision CEO, Raoul Pal, to discuss the new risk-reward paradigm he sees on the horizon. Clark explains why he believes that the past decade – characterized by low growth, falling commodity prices, and a strong dollar – is coming to an end. Clark and Pal look at ratios such as gold/oil and growth/value to interest rates, and Clark suggests that a prolonged wave of commodity price appreciation could become the new normal once aggregate demand returns to pre-crisis levels. Clark also discusses China and its Belt and Road Initiative in great detail. Clark and Pal consider the potential returns of assets within emerging markets, as well as commodities such as gold and oil. Filmed on May 26, 2020.
Real VisionMay 28, 2020
Daily Briefing - May 28, 2020
Managing editor, Ed Harrison, joins managing editor, Roger Hirst, to discuss the latest developments in markets, macro, and coronavirus. They talk through why US equities are still not suffering even though the real economic data demonstrates an increasingly bleaker picture. In light of that, Harrison and Hirst break down what lessons to draw from this investing environment. In the intro, Real Vision’s Jack Farley looks at the continued strain on employment in the airline and tech industries.

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