Daily Briefing - October 21, 2020

Senior editor, Ash Bennington, joins Jared Dillian, editor of The Daily Dirtnap, to discuss the art of portfolio construction and his current outlook on…
  • Oct 21, 2020 6:10 PM

Why Gold?

The economics establishment of policymakers, academics and central bankers have closed ranks around the idea that gold is a taboo subject... It wasn’t always this way.

  • Oct 21, 2020 10:05 AM

Playing Chicken In The High Yield Market

Should investors accept a painful write down on their bonds in order to keep companies alive and avoid even worse pain later on? Or should they call the company’s bluff and insist on full repayment of their debt?

  • Oct 20, 2020 6:45 PM

Bloomberg In Talks To Go Public Through A Bill Ackman SPAC

Mike Bloomberg may sell a minority stake in Bloomberg LP, the company behind both the cash cow that is the Terminal and the money-pit that is Bloomberg TV, to Ackman’s $5 billion blank-check company, Pershing Square Tontine Holdings.

  • Oct 20, 2020 6:20 PM