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The Investor's Podcast (We Study Billionaires)  - The Investor’s Podcast Network

TIP313: Ed Harrison from Real Vision talks about Current Market Conditions (Business Podcast)

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.63.6K Ratings

🗓️ 6 September 2020

⏱️ 64 minutes

🧾️ Download transcript

Summary

Ed Harrison is an expert in investment banking and is an incredible host at Real Vision where he conducts some of the most exclusive discussions with the world’s most influential thinkers in finance. On today's show, he talks about the current market conditions and various investment ideas in the third quarter of 2020. IN THIS EPISODE, YOU’LL LEARN: How the low yield has changed the investment thesis for growth and value investors. What is the optimal investing strategy dependent on your view on the COVID-19 vaccine. What the dollar index is indicating for investors right now. The difference and similarities of the US and European economies. Whether the Euro and other international currencies are positioned to replace the US dollar as the main global reserve currency. Ask The Investors: Will bond investors rush into stocks given the low interest rate?  BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Visit Edward Harrison’s blog and newsletter, Credit write down.  Watch Edward Harrison on Real Vision TV and listen to his podcast. Tweet directly to Edward Harrison. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts.  SPONSORS Support our free podcast by supporting our sponsors: ⁠HardBlock⁠ ⁠Human Rights Foundation⁠ ⁠Plus500⁠ ⁠Netsuite⁠ ⁠Shopify⁠ ⁠Vanta⁠ Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. 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Transcript

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0:00.0

You're listening to TIP on today's show we're excited to bring our good friend Ed Harrison from Real Vision TV

0:07.1

Ed is an expert in investment banking. He's a former diplomat and technology executive

0:12.4

Ed is an incredible host at Real Vision and he conducts some of the most exclusive discussions with the world's most

0:18.7

influential thinkers and finance so we're really excited to have him on the show to talk about the current market conditions in various

0:24.9

investment ideas in the third quarter of 2020 so without further delay here's the talented Ed Harrison

0:34.8

You are listening to the Investors podcast where we study the financial markets and read the books that

0:40.6

influence self-made billionaires the most we keep you informed and prepared for the unexpected

0:55.4

Welcome to the Investors podcast I'm your host Stake Brosnan and as always I'm a company by my co-host Preston Pish

1:03.0

Today's topics are value versus growth stocks the economy and the coronavirus and last but not

1:08.9

least we are covering the US dollar and the euro

1:12.8

We are super super grateful to have Ed Harrison with us here for the very first time

1:18.8

I really want to be top thinkers right now Ed welcome to our show

1:24.2

Thank you. I don't know if I can live up to your billing of one of the top thinkers

1:28.0

But I hope that I can provide some insights into sorts of things I'm thinking about

1:33.6

Modest I like that and I just want to say for the record Edward started this into you out in Swedish

1:39.1

So I mean he of all people before the interview just speaking sweet because apparently he knows how to speak sweet is he is probably

1:48.0

The person in the world who should be the least modest at all. So putting a lot of pressure on you there Ed

1:55.8

Yes, and you know the reason I speak Swedish as we're talking before is because Danish was too difficult for me to learn

2:02.2

I went with Swedish instead

2:04.6

All right, Ed so I wanted to kick this into you off with the discussion about growth and value

2:11.4

Because whenever people hear growth stocks at least most people think about

2:16.4

Fang stocks and they relate their outperformance to an accelerated digital world

...

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