EKIP– Expert Club for Economics and Politics A Different Opinion
0:21 – The macroeconomic dimensions of the current crisis (labor market, banking system)
11:02 – How is the crisis affecting P2P lending platforms?
15:07 – Will we see another mass quarantine due to the "second wave" of Covid-19?
18:17 – Current central bank policy and its implications for investors
31:45 – What is happening to stock exchanges? Why do they keep rising? Are they overvalued?
38:50 – Will the US elections have any effect on the stock markets?
43:13 – What is happening with precious metals and cryptocurrencies?
51:15 – How do state aid stimulate speculation and is the "democratization" of investing a double-edged sword?
54:30 – What happens to the properties?
62:20 – Market delays of the last few days – the "Nikola" scam and the first "sharia compliant" ETF
72:15 – What is happening with government debt in the eurozone and what are the prospects?
78:55 – Final words
Sources:
https://www.algebris.com/insights/silverbullet/the-anti-bubble-portfolio/
1. The low yield of government securities, the monetary policy of the Central Bank and the impact on institutional investors with large exposures to debt
https://www.ft.com/content/d54227c2-3ca9-4060-a0fe-b17fb011421d
https://www.ipe.com/pensions-in-germany-the-joys-of-negative-rates/10012506.article
https://www.ft.com/content/d54227c2-3ca9-4060-a0fe-b17fb011421d
2. How overvalued are the stocks?
https://www.forbes.com/sites/mikepatton/2020/08/18/us-stock-market-hits-record-77-overvalued/#7a91271b358c
https://markets.businessinsider.com/news/stocks/stock-market-rally-fed-stall-stops-levitating-markets-howard-marks-2020-6-1029342817#
https://edition.cnn.com/2020/08/27/investing/stock-market-overvalued-deloitte-cfo/index.html
3. Property market
https://money.bg/property/ne-bilo-kompyutri-a-kompoti-ne-bilo-spad-a-rast-na-pazara-na-imoti.html
4. Government debt in the euro area
https://twitter.com/Schuldensuehner/status/1313501689320792064
5. "Nikola" и sharia-compliant ETF
https://www.youtube.com/watch?v=aaaEy8MQOd8
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Nothing special is happening in the world of cryptocurrencies except for a 250% increase in Bitcoin after the March drop, PayPal opens up the possibility of buying crypto, large institutions announce every day that they are allocating a portfolio to BTC, JP Morgan has turned the tables and is already talking positively about crypto, but the leaders are fans of e-bonds and bills.