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?

TRANSCRIPT

Disclaimer: The transcript that follows has been generated using artificial intelligence. We strive to be as accurate as possible, but minor errors and slightly off timestamps may be present due to platform differences.

Intro  0:00  
You’re listening to TIP.

Preston Pysh  0:02  
On today’s show, we’re excited to bring our good friend Ed Harrison from Real Vision TV. Ed is an expert in investment banking. He’s a former diplomat and technology executive. Ed is an incredible host at Real Vision and he conducts some of the most exclusive discussions with the world’s most influential thinkers in finance. We’re excited to have him on the show to talk about the current market conditions and various investment ideas in the third quarter of 2020. Without further delay, here’s the talented Ed Harrison.

Intro  0:34  
You are listening to The Investor’s Podcast, where we study the financial markets and read the books that influence self-made billionaires the most. we keep you informed and prepared for the unexpected.

Stig Brodersen  0:55  
Welcome to The Investor’s Podcast. I’m your host Stig Brodersen. And as always, I’m accompanied by my co-host, Preston Pysh. Today’s topics are value versus growth, stocks, economy, coronavirus, and last but not least, the U.S. dollar and euro. We are super grateful to have Harrison with us here for the very first time. Arguably one of the top thinkers right now. Ed, welcome to the show. 

Ed Harrison  1:24  
Thank you. I don’t know if I can live up to your ability to have one of the top thinkers but I hope that I can provide some insights and things I’m thinking about.

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BOOKS AND RESOURCES

• Visit Edward Harrison’s blog and newsletter, Credit write down.
• Watch Edward Harrison on Real Vision TV and listen to his podcast.
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