39:21

PlusLive

The Imperial Circle: A Second Coming - Live with Brent Johnson and Jon Turek

Featuring Jonathan Turek

February 27 at 4:00PM • 39 minutes

119

5

Plus

Live

The Imperial Circle: A Second Coming - Live with Brent Johnson and Jon Turek

Brent Johnson and Jon Turek come together to shed light on a vicious feedback loop that dominates the overarching macro theme of today.

Featuring Jonathan Turek

February 27 at 4:00PM • 39 minutes

The overarching macroeconomic theme of today is clear: Long U.S. equities, bonds and the almighty USD. However, it appears that market participants are inadvertently ignoring a key element here. That is, the interconnected nature of these variables and how they contribute to a vicious feed back loop. A savings glut, largely concentrated in Asia, has flooded US markets, fueling a USD rally which in turn has contributed to lower global GDP. It gets complicated after this… for this reason, we are bringing you Brent Johnson of Santiago Capital, widely known for his Dollar Milkshake theory and Jon Turek who has written extensively on the subject to illuminate us in this week’s live conversation. Please find Jon Turek's full report here: http://jonturek.blogspot.com/2020/02/imperial-circle-part-2-long-us.html Show More

Real Vision Live offers Plus and above members the opportunity to interact in real time with experts about all things related to financial markets. Features timely, in-depth analysis on what's driving price action across all asset classes. Nothing is off the table.

More Episodes

Real Vision Live offers Plus and above members the opportunity to interact in real time with experts about all things related to financial markets. Features timely, in-depth analysis on what's driving price action across all asset classes. Nothing is off the table.

More Episodes

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