INK Ultra Money: Former Fed official on the nuclear option
Go big or go home, and the Fed chose big. Claudia Sahm, Director of Macroeconomic Research at the Washington Center for Equitable Growth, gives Pedro Da Costa an insider's view of the Federal Reserve's plans and goals. Drawing upon her experience as a former Fed Board Economist, Sahm analyzes the drastic measures the Fed is undertaking in order to shore up the American economy as it faces this unprecedented demand shock. Sahm and Da Costa explore the Fed's reputation as having a cozy relationship with Wall Street with Sahm framing her analysis through the lens of the 2008 bailout, in which she saw the Fed bail out Wall Street, but not Main Street. Sahm then makes a spirited case for why the Fed should learn from its previous mistakes and go bigger than it ever has before. Filmed on April 23, 2020, over Skype.
Powell has served up some big surprises
If you are not a member, get access to Real Vision videos on Canadian Insider by joining us. Get $200 off your first-year Canadian Insider Club Ultra membership by redeeming coupon 2020 at checkout. That means your first Ultra year will only cost $198.99 plus tax, more than 50% off the regular membership price. Become a member here. The $200 discount offer expires Thursday.
Will VIQ Solutions recapture investor attention? - INK Research
VIQ Solutions (VQS) has struggled like most stocks due to COVID-19 sell-off, but the firm has some key technologies which could potentially service some emerging needs as the world struggles to deal with the crisis. INK Research takes a closer look at the stock.
Remote working SaaS strategy
Discipline and dry powder: It pays to be prepared
The last time Eric Cinnamond joined Real Vision, it was January of 2018 and he had just closed down his absolute return fund after a positive year because he thought there was no value to be found. Fast forward to 2019 and Eric opened a new fund, not because the value was there and ready to be bought, but because he wanted to be ready. Now it's 2020 and we've brought him back because the recent sell-off has finally allowed his new fund, Palm Valley Capital, to deploy around 50% of their capital after spending months at over 90% cash. He discusses how he finds value, a few examples of companies he bought in Q1, and the ways that buybacks and the Fed have made it harder than ever to find value. Filmed on April 27, 2020.