Finance & Business Videos

With every day of lockdown and every dollar of stimulus, policy and markets are becoming more and more intertwined. That is why Pedro da Costa has been conducting a series of interviews with central bankers, policymakers, and the economists who inform their views. Pedro continues this series with Dr. Adam Posen, president of the Peterson Institute for International Economics. Together they examine the efficacy of the current fiscal and monetary policy response and how this crisis is affecting globalization, emerging markets, and the state of the European Union. Filmed on April 16, 2020.

This week Real Vision use Refinitiv's best-in-class data to look at the inflationary and deflationary pressures that are impacting global economies. Can money printing manufacture inflation, or is this a true deflationary shock? Inventories will build and supply chains will be disrupted, creating dislocations in both directions, but the underlying economic fragility that existed pre-crisis may force consumers and corporates to de-lever their balance sheets.

In this clip, Raoul and Peter analyze what certain charts are indicating about the future of rates. They take a deep dive into Eurodollar futures, U.S. rates, Euro rates, as well as interest rates around the world. Peter Brandt describes how he looks for trades where leveraged players who took on too much risk are looking to unload their positions and are actually offering the negative carry.

In this clip, Peter and Raoul analyze what’s going on in the markets for gold and bitcoin. Peter analyzes the recent short positions of commercial players as something that could actually be positive for the gold market. Raoul also lays out the bullish view of bitcoin, which Peter accepts with a few caveats.

Peter Brandt, Founder of Factor LLC, speaks to Real Vision CEO, Raoul Pal, about the dramatic price action he’s witnessing in equities. A veteran technical analyst, Brandt tells Pal about the charts on his radar and how they are informing his investing perspective. Brandt describes the head and shoulders pattern he sees in the S&P 500, and analyzes the recent retail sales data. Raoul and Peter then analyze what a retracement could look like if the negative macro scenario continues.

Peter Brandt, Founder of Factor LLC, speaks to Real Vision CEO, Raoul Pal, about the dramatic price action he’s witnessing in commodities and currencies. A veteran technical analyst, Brandt tells Pal about the charts on his radar and how they are informing his investing perspective. He analyzes the charts of commodities such as corn, wheat, livestock, and sugar to estimate the probabilities and establish a macro view. Raoul then discusses how he interprets these chart patterns through the lens of dominant market narratives and shares how they are informing his macro framework.

In this interview, Peter Brandt, Founder of Factor LLC, and Real Vision CEO Raoul Pal ,analyze the dramatic price action of a wide array of currencies, including the Euro, Japanese Yen, Chinese Yuan, and Brazilian Real, and of course, the U.S. Dollar. Raoul and Peter analyze why the positioning in these markets is so extreme, and why the strength of the U.S. Dollar has Emerging Markets scrambling on the back foot.

Roger Hirst and Dave Puchowski, Refinitiv’s Director of Market Analysis, talk about how things have changed in the loans and credit space during these extremely uncertain times. When they previously spoke, they outlined how the loan and credit market volumes had dried up. How is this market looking now and what can we expect in the near future?

Peter Brandt, Founder of Factor LLC, speaks to Real Vision CEO, Raoul Pal, about the dramatic price action he’s witnessing in equities, commodities, currencies, gold, and bitcoin. A veteran technical analyst, Brandt tells Pal about the charts on his radar and how they are informing his investing perspective. Raoul discusses how he interprets these chart patterns through the lens of dominant market narratives and shares how they are informing his macro framework. Filmed on April 15, 2020.

Roger Hirst and Garett Lim, Refinitiv’s Solutions Director in ASEAN, talk about Singapore’s policy response compared to other regions and countries. After some initial success, the infection rate in the country has picked up dramatically, which has led to a swift response from the government.

Dr. Thomas Hoenig, distinguished senior fellow at George Mason University’s Mercatus Center, joins Pedro da Costa, columnist at MarketWatch and Forbes, to discuss Dr. Hoenig’s experience as former chief executive of the Kansas City Fed and former vice chairman of the Federal Deposit Insurance Corporation (FDIC). Drawing upon his experience as a voting member of the Federal Open Market Committee, the Fed’s principal organ for making large asset purchases, Dr. Hoenig discusses the current extreme measures that the Fed is taking in order to support asset prices during this unparalleled exogenous shock that the quarantine has inflicted on markets. They explore how large the Fed’s balance sheet could get and what a sustained zero-interest policy will mean for investors, workers, and employers.

The Intersection is a series of humanizing questions that we ask all of our guests here at Real Vision. Is there one person you would want to interview more than anyone? What is the book or books that have changed how you view the world? As an individual and as a leader in your field, how do you stay engaged and relevant in a world that is moving so quickly? Some of our guests can tie their success to one key breakthrough. Can you identify such a tipping point in your career? Can you identify the failure that had the most significant impact on your life? Who is a person you admire and why? What view do you hold that is most controversial in your professional life?

Dr. Thomas Hoenig, distinguished senior fellow at George Mason University’s Mercatus Center, joins Pedro da Costa, columnist at MarketWatch and Forbes, to discuss Dr. Hoenig’s experience as former chief executive of the Kansas City Fed and former vice chairman of the Federal Deposit Insurance Corporation (FDIC). After reflecting on this unique crisis, Dr. Thomas Hoenig analyzes whether the Federal is sending “mixed messages,” and shares his perspective on the financial health of the American economy.

Firmenich is the world's largest privately-owned perfume and taste company. More than half of the world's population interact with one of Firmenich's products every single day; but it's still a family-owned company, with sustainability at its core. Gilbert Ghostine is Firmenich's CEO; he explains that sustainability has been one of the company's fundamentals since its foundation, and discusses the three strands to Firmenich's 'inclusive capitalism' business model: people, planet, and society.

Dr. Thomas Hoenig, distinguished senior fellow at George Mason University's Mercatus Center, joins Pedro da Costa, columnist at MarketWatch and Forbes, to discuss Dr. Hoenig's experience as former chief executive of the Kansas City Fed and former vice chairman of the Federal Deposit Insurance Corporation (FDIC). Drawing upon his experience as a voting member of the Federal Open Market Committee, the Fed's principal organ for making large asset purchases, Dr. Hoenig discusses the current extreme measures that the Fed is taking in order to support asset prices during this unparalleled exogenous shock that the quarantine has inflicted on markets. They explore how large the Fed’s balance sheet could get and what a sustained zero-interest policy will mean for investors, workers, and employers. Filmed on April 8, 2020.

M&A Under Lockdown | The Corona Correction | Refinitiv

 |  Tuesday, 28 April 2020 13:05  |  Published in Finance & Business Videos

Roger Hirst and Matthew Toole, Director of Deals Intelligence at Refinitiv, talk about whether any companies are taking advantage of the dislocations that have appeared in order to expand their influence.

This week Real Vision use Refinitiv's best-in-class data to look at the speed with which economies can emerge from lockdown and the ability for consumers to recover. Many investors are now realizing that recovery will be a slow process, but price distortions in the US market may be giving a false sense of hope.

The Intersection is a series of humanizing questions that we ask all of our guests here at Real Vision. Is there one person you would want to interview more than anyone? What is the book or books that have changed how you view the world? As an individual and as a leader in your field, how do you stay engaged and relevant in a world that is moving so quickly? Some of our guests can tie their success to one key breakthrough. Can you identify such a tipping point in your career? Can you identify the failure that had the most significant impact on your life? Who is a person you admire and why? What view do you hold that is most controversial in your professional life?

Logan Mohtashami of AMC Lending Group joins Real Vision’s Ash Bennington to discuss the “complete meltdown” in the residential mortgage market following in the wake of the coronavirus crisis. In this first chapter, Mohtashami frames the broader context of the overall dynamic of the market, focusing on the credit cycle, low rates, and new risks driven by loan forbearance.

Mortgage Dynamics And Demography (w/ Logan Mohtashami)

 |  Friday, 24 April 2020 21:30  |  Published in Finance & Business Videos

Logan Mohtashami of AMC Lending Group sits down with Real Vision’s Ash Bennington to discuss the broader economy and its influence on home sales and mortgage rates. The two discuss dislocations in the mortgage market, the impact of the global financial crisis, and regional differences in the U.S. residential real estate market.

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