Comments
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MKVery prescient! Excellent research!
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JSPlease bring these guys back for a 2019 outlook...they do great research!
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zyI like the level of information they present, I hope RV bring them back again
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TMGreat article on the Eurodollar market by Chris Macintosh here (certainly helped my understanding): https://capitalistexploits.at/2016/12/eurodollar-market-it-all-starts-here
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MSYou know what would be really cool, is if Raoul were to take these videos that are obviously every important but difficult to understand, and sort of annotated them in his own video, explaining in simpler terms what they actually meant!
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JSI liked the fact that these gentlemen laid it all out there (whether right or wrong) and didn't equivacate like so many "analysts". Bravo!
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RPexcellent analysis. Loved it.
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DYLove the cartoon at the end, well done.
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ICI think it is more interesting to see that the self-sufficiency of United States on Oil (which is not possible) would get some narrative due to the increasing rig-counts and higher inventory reports, then the dollar liquidity will be the highly discussed since OPEC has again been paid by some other currencies and still rush to fill up their pockets to close their growing budgets deficits, then there is a real shortage in USD and I believe the figure for DXY as 120 validated...
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JHInteresting analysis, but room for improvement in the delivery / presentation.
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DSVery enlightening and well presented. The US$ alone is too complex. It is time, however, to introduce a second variable i.e., the Chinese Renminbi. It is reasonable that the Chinese government is working hard at getting future payments in Renminbi and radically reducing US$ payments. This is a major game changer. I applauded your work and efforts in predicting the future. In this post-modern world, understanding the past may be too complex. DLS
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ELI found reading the transcript in addition to listening to the interview is helpful for increased understanding. Thank you for the brilliant insights in global financial plumbing.
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DGreat piece - any tips on how to replicate the tw$ cross currency swap chart in Bloomberg? Thx
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DFComing from the newsletter industry, I've been listening to how the world's going to end for so long, it's turning into white noise. But I like these guys. They've obviously done a great deal of work. I'll have to watch this again soon and see if I can get past the mountain of intellectual baggage I bring to it. Nice job, guys. I also like how they packed it into 18 minutes, which is the TED limit. Excellent job all around.
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bfThe end of the petrodollar has certainly massive geopolitical implications. We will see a big push for bilateral swap lines China is already doing so. Individuals would stills want hard cash rather than some cryptocurrencies so it will be interesting to see how governments restraint flows. Also once it crumbles how is that mountain of offshore dollar debt going to be backstopped?
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jbClear, concise and informative. Outstanding presentation, thank you.
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JCGood stuff. Transcript is very helpful btw. Timing-wise it's difficult to know exactly where they are coming out but seems to support the long dollar, long treasurys and long gold thesis we keep hearing (the middle one for the short to medium term, the others medium to long term)
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OBAlso shortage of Petrodollars / Eurodollars will be even more exacerbated by rise in fracking in the US.
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TJBrilliant! This is the main reason I love Real Vision! I am continually learning about the complexities of the global economy and markets (and of course the all important plumbing!) thanks to informative and priceless videos like this one.
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MVery cool ending.
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LSI will need to watch this a few times to fully grasp the insights, first class thinking.
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LJexcellent