EPISODE · Sep 28, 2020 · 30 MIN
DB-Sep28, 2020 - How Ultra-low interest rates transform the investment landscape.
from Real Vision: Finance & Investing · host Real Vision Podcast Network
Real Vision senior editor Ash Bennington hosts managing editor Ed Harrison to make sense of the biggest 3-day breakout in equities since April. Through the lens of Ed’s most recent piece in "Credit Writedowns." Ed and Ash explain why low interest rates tend to make growth stocks more valuable relative to value stocks, and why the recent rally in small-cap value stocks might be short-lived. Ed looks forward to his interview with hedge fund legend Leon Cooperman, which airs tomorrow, on Tuesday, September 29. The pair also discuss discount rates, portfolio rebalancing, and endogenous credit creation. Learn more about your ad choices. Visit podcastchoices.com/adchoices
What this episode covers
Real Vision senior editor Ash Bennington hosts managing editor Ed Harrison to make sense of the biggest 3-day breakout in equities since April. Through the lens of Ed’s most recent piece in "Credit Writedowns." Ed and Ash explain why low interest rates tend to make growth stocks more valuable relative to value stocks, and why the recent rally in small-cap value stocks might be short-lived. Ed looks forward to his interview with hedge fund legend Leon Cooperman, which airs tomorrow, on Tuesday, September 29. The pair also discuss discount rates, portfolio rebalancing, and endogenous credit creation. Learn more about your ad choices. Visit podcastchoices.com/adchoices
NOW PLAYING
DB-Sep28, 2020 - How Ultra-low interest rates transform the investment landscape.
No transcript for this episode yet
Similar Episodes
Apr 21, 2026 ·13m
Apr 19, 2026 ·16m
Apr 17, 2026 ·13m
Apr 13, 2026 ·11m
Apr 11, 2026 ·16m