Ben Hunt discusses how the variants of the coronavirus might impair economic growth yet contends that asset markets might continue to prove resilient.
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Featuring Raoul Pal, Mayor Francis Suarez, Ash Bennington, and Ben Hunt
Feb 03, 2021 • 52 minutes
In the first segment, Real Vision CEO Raoul Pal speaks to the mayor of Miami, Francis X. Suarez, about his plans to attract talent, jobs, capital, and “anchor tenants” to Miami as well as his embrace of blockchain technology. Mayor Suarez can be found on Twitter at @FrancisSuarez. In the main segment, senior editor Ash Bennington speaks to Ben Hunt, author of Epsilon Theory, about the ways in which the United States can better protect itself from the scourge of COVID-19. Hunt acknowledges that the variants of the virus might impair economic growth yet contends that asset markets might continue to prove resilient. Lastly, Hunt shares with Bennington his view on the run-up in SPACs as well as “meme stocks” such as GameStop ($GME). Bennington concludes by giving a sneak peek of tomorrow’s event, “Bitcoin in the Real World.” Join Real Vision and BlockFi on February 4 for a free one-day online event. RSVP at realvision.com/blockfi.
Show MoreReal Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.
More EpisodesReal Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.
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