COMING SOON: Daily Briefing - April 15, 2020

Ad blocking detected

Thank you for visiting CanadianInsider.com. We have detected you cannot see ads being served on our site due to blocking. Unfortunately, due to the high cost of data, we cannot serve the requested page without the accompanied ads.

If you have installed ad-blocking software, please disable it (sometimes a complete uninstall is necessary). Private browsing Firefox users should be able to disable tracking protection while visiting our website. Visit Mozilla support for more information. If you do not believe you have any ad-blocking software on your browser, you may want to try another browser, computer or internet service provider. Alternatively, you may consider the following if you want an ad-free experience.

Canadian Insider Club
$299/ year*
Daily Morning INK newsletter
+3 months archive
Canadian Market INK weekly newsletter
+3 months archive
30 publication downloads per month from the PDF store
Top 20 Gold, Top 30 Energy, Top 40 Stock downloads from the PDF store
All benefits of basic registration
No 3rd party display ads
JOIN THE CLUB

* Price is subject to applicable taxes.

Paid subscriptions and memberships are auto-renewing unless cancelled (easily done via the Account Settings Membership Status page after logging in). Once cancelled, a subscription or membership will terminate at the end of the current term.

Real VisionApril 15, 2020
PLEASE NOTE THAT FROM 4 P.M. TO 6 P.M. YOU WILL SEE A 20 MINUTE VIDEO IN THE PLACE OF THAT DAY’S EPISODE. THIS CLIP SERVES AS A PLACEHOLDER FOR THE DAY’S VIDEO — SO THAT THE MINUTE THE ACTUAL EPISODE IS READY TO AIR, WE CAN SWAP THE PLACEHOLDER OUT AND GET THE DAILY BRIEFING TO YOU AS QUICKLY AS POSSIBLE. With markets and headlines moving faster than ever, we are now bringing all Real Vision members a new ultra-timely show to help you keep up with the dynamic news cycle. Real Vision’s Daily Briefing will be filmed Monday through Friday after the US market closes at approximately 4:15 p.m. ET and released that same day, with the goal of having the show out before 6:00 p.m. ET. The show will always feature a host from Real Vision and a guest, sometimes a member of the editorial staff, and sometimes a contributor from outside of Real Vision. You can expect the show to be approximately 15-20 minutes in length, to cover the important developments from the day, and to tie these recent events back into the durable themes and long-form pieces that are core to Real Vision’s coverage and analysis.
Get access to daily trading ideas, trending topics, interviews and more!
Please subscribe to Canadian Insider Club Ultra

More Ultra Money Videos

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.

Get a Canadian Insider Club Ultra subscription for

  • Insider filing email alerts
  • Access to premium INK Research reports
  • Full access to weekly North America Top filer reports
  • Ad-free browsing
  • INK Ultra Money premium content

(already an Ultra member? Please log into your account for access)