Wednesday on INK Ultra Money: Some value stocks already have recession priced in plus BCE political risk

Here is what's new today on INK Ultra Money.

1. Peak Leverage at Peak Earnings - Real Vision (subscriber content)

Why are bonds and stocks sending conflicting signals at investors? Andrew Lapthorne, global head of quant research at Societe Generale, helps answer this question in his conversation with Roger Hirst. In this conversation, you'll understand which markets have already priced in recession and why historically defensive assets may not appear as advertised. Lapthorne also dissects the connection between volatility and corporate spreads. Filmed on September 13, 2019 in London.

Lapthorne: Buybacks are subsidizing company wages

2. Should investors hang up on BCE shares ahead of October 21st? - INK Research (subscriber content)

Justin Trudeau has stirred up a wireless industry hornet's nest with a promise to cut phone rates by 25% for Canadians. Meanwhile, insiders have been selling BCE stock in record numbers. Is it time for BCE shareholders to worry?

Political risk and insider selling are rising at BCE

There is also an audio download available below.

3. The Central Banks: Breakdown of Institutions - Real Vision (subscriber content)

Ian Bremmer, president and founder of GZERO Media and the Eurasia Group, tells Vincent Catalano why the pressure to save the economy has landed on central bankers. Bremmer points out the inefficiency of the current monetary policy regime "backstopping" financial misbehavior, and explains why that is consonant with a general loss of faith in traditional institutions. This clip is excerpted from a video published on Real Vision on August 2, 2019 entitled "A Geopolitical Recession."

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4. Is Alibaba in Trouble? - Real Vision (subscriber content)

Tom Thornton, founder of Hedge Fund Telemetry, returns to Real Vision to discuss his short thesis on Alibaba. In this interview with Jake Merl, Thornton highlights various technical and liquidity concerns for the stock, and suggests an options trade to take advantage of the current opportunity. Filmed on September 24, 2019.

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