Daily Briefing - July 23, 2020

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Real VisionJuly 23, 2020
Managing editor, Ed Harrison, joins Real Vision’s Tyler Neville to break down his ideas around secular stagnating markets, demographics, and pensions. Tyler discusses how mega corporations are no longer playing to win, but playing to not lose and how the Fed’s monetary policies, especially in response to the pandemic, entrenches calcified companies, rendering the zombification effect. Ed and Tyler also examine how markets no longer reward innovative ideas with capital, but rather have converted into a debt refinancing mechanism and encourages a rentier market. They wrap their discussion by exploring how lack of funding will push pensions to go risk-on, whether Tesla can be likened to Amazon, and what may be coming to markets next. In the intro, Nick Correa shares the state of Kentucky recently filed lawsuit against Blackstone and KKR and how this highlights the extreme weaknesses and woes of the pensions industry at large.
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Real VisionAugust 07, 2020
Daily Briefing - August 7, 2020
Real Vision CEO Raoul Pal is joined by senior editor Ash Bennington to discuss the current state of different asset classes at this unique juncture. Raoul shares his view on the dollar, precious metals, and bitcoin. He also provides a strategic update on his unfolding thesis. Raoul guides viewers from the hope event into the insolvency phase as high-frequency data show slowdowns in economic activity. Raoul and Ash discuss why they think bitcoin is a favorable trade, and they explore why buying calls on the VIX and puts on the S&P 500 could ballast a gold-heavy portfolio. In the intro, Jack Farley discusses today's Employment Situation Report from the Bureau of Labor Statistics.
Real VisionAugust 07, 2020
Samra's Rules for Value Investing
David Samra, Portfolio Manager of Artisan Partners’ International Value Fund, speaks with Real Vision managing editor Ed Harrison about the subtle art of value investing. Samra, who defines value investing simply as buying something well below its intrinsic value, shares the four criteria he and his fund use when looking at stocks: undervaluation, quality, financial strength and management alignment. He and Ed also discuss how investors can avoid the pitfalls of so-called “value-traps” – i.e. when a stock is cheap because there’s a reason it’s cheap. Lastly, Samra analyzes two companies that are in his fund’s portfolio: ABB and Compass Group PLC. Filmed on August 3, 2020.
Real VisionAugust 06, 2020
Daily Briefing - August 6, 2020
Senior editor Ash Bennington speaks to David Bahnsen, founder and managing partner of The Bahnsen Group, about the economics of re-opening and the state of the U.S. equity markets. Bahnsen weighs the risks and rewards of reopening the U.S. economy during the ongoing pandemic, using the Swedish "no-lockdown" model as an example. Bahnsen and Bennington also discuss the methodology of calculating GDP change as well as the widening chasm between the S&P 500 and the drastic economy contraction. Bahnsen explains this bifurcation by noting that the GDP looks backward while the stock market looks forward. In the intro, Jack Farley reviews the latest initial claims data and gives a strategic overview of the dramatic price action in the Turkish Lira.

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