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Daily Briefing - May 1, 2020

Ash Bennington joins Real Vision CEO Raoul Pal for an exploration of how to find the macro signal amid the noise of economic indicators, alternative data, and confounding price action. Raoul describes an alarming pattern he's been noticing in data on foot traffic, and gives his view on whether fiscal and monetary policy will be able to "paper over the cracks." Raoul and Ash then analyze the recent mortgage payment figures, and have a little bit of fun with Elon Musk's recent antics.

Guest Name
Jack Farley, Ash Bennington, and Raoul Pal
Keywords Name
Cryptocurrencies, Interview, Investing, Trading, Real Vision, Finance, Economics
Show Name
Daily Briefing