Comments
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MSWish I understood 2% of that
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dsRazor sharp!
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PGGreat stuff indeed. Thanks RV! Would be great if there was a Q&A and/or discussion feature for each video rather than just a comment section. I bet a lot of members want to discuss the contents in more detail.
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NHwell illustrated. bring him back for his year end view
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HJWhat happens to gold if he is right?
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mwexcellent stuff
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CNAbsolutely nailed it
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JQSame question as staurt came to mind, if inflation comes back, why does dollar continue higher?
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SLwhy will the US $ resume its upward trend if/when inflation reaccelerates his summer?
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SLBack in 1987 when the Fed eased, the acceleration in CPI may have been helped by the baby boomers and low debt. Now I am not so sure the same factors will support inflation.
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CLBy far my favorite presenter on RV.
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RSSo inflation is coming and central banks will start raising rates?
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CTNIRP is deflationary so if we get the pop in inflation Julian sees and it forces CBs to abandon NIRP, that will perhaps exacerbate the new inflation and cause it to go higher. Would be interesting.
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TZ@rob For a screenshot of the charts press print on your keyboard and then paste it in Paint or PS
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MCJulien is excellent. But Is this opposite to Raoul's view that collapse of oil is not an infaltionary event?
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RBClarifies what the official Narratives really mean -- or don't. How does one freeze-frame to get a longer look at the chart? Any way to print 'em???
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CHChrist this is clever stuff.
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DRInteresting, but this discounts debt and debt deflation which is still hanging over us. There were no lines on the charts showing non government credit. Once that gets cleared out, then inflation.
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RGJulian is always a treat to watch! Should get him on RV more often!
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JPMany think one of the best on RV, must agree! They understand important underlying factors that move markets. Really critical, needs to be on more.
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CHVery interesting and a lot to understand, Had to listen to it twice! Can't I thumb up twice?!Question: Are not the CBs 'myopically' focused on increasing inflation to manage the trillions of debt?
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FCMy take away from the presentation is that rate hikes is necessary to slow down the expected inflation before the summer. Not sure how this support Gold unless the hikes are not strong enough...
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BLSimply excellent thinking!
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MSThis dovetails with Peter Brandt's charts and gives a plausible scenario where both the dollar and gold move higher together. Almost every video on RV could be called a "Think Piece".
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NTbest presenter on RV by miles
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NSAwesome! What a terrific content, one of the best videos of RV so Far!
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SD*commods
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SDYen, Euro and GBP to strengthen; commons will collapse as china devals. Gold and other commods going no where as there is no global demand. Hard to explain. But GBP, Yen vs NZD, SGD longs are good.
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JHDon't think inflation assets will rip for years; more of a trade against all the wrong footed deflationary positioning; stagflation; still think like a trader; enjoy watching CB's chasing their tails
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SFi'm not sure i follow the narrative here. inflation is going to 'explode' coinciding with massive dollar strength, when we import ~80% of durable goods, and 50 oil is the driving force of this?
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RABest of 2016 so far. Julian is the one that gave me more food for thought. Worth watching it twice to fully absorb the content. Well done RV
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TJAnother excellent video with so much food for thought from Julian. To have heard the views of Julian, Paul Brodsky and Martin Armstrong in the last week is simply invaluable.
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ODVery good presentation. I'm not ocvinced i agree but i respect his well contructed argument
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GSThe WTI vs US Net Energy Imports chart was on point. Thank you for sharing!
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GWThis call on reemergence of inflation could lead to one of the greatest trades if correct. In any case julian's videos are must watchs
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CDThis presentation is a stagflation warning....rising rates into a weak economic environment... along with surging inflation...ugh...but have to agree...will be interesting to see how gold reacts.
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MKInflation is dead, long live inflation! Very insightful presentation.
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JSBrilliant presentation - love the way this guy thinking and presents his ideas.
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DMrising inflation these assets do well; 1-commodities 2-precious metals gold silver 3-mining equities 4-energy equities
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TYAn Excellent Macro Mind!
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dbI probably enjoy Julian as much as any interview on Real Vision. Great insights and a real joy to listen to.
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TMFinally someone talking about inflation. No doubt its on its way, this is the new contrarian view.
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GTBugger, long UK 2 1/2 2065 UP 10 p + carry. but BREXIT looming . Lacy Hunt agrees that inflation up now but will ease later so stay long Long bond. mmmmm, any thoughts?
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GWExcellent clarity of communication, charts included and a style that is personal and yet no nonsense. Maybe one can teach an old dog (me) new tricks. Please, sir, I want some more.
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BVWith regards to oil's pricing being a result of just the dollar. There are significant causes affecting both supply and the demand. No meaningful inflation until velocity turns up.
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WRJulian's presentations and investment ideas are clear, well thought out and persuasive. The supporting charts are excellent. He is the best at communicating his view.
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BBJulian is by far one of my favorite Real Vision guest. This presentation demonstrates that markets, not central banks, dictate trends. Therefore the Accord agreement conspiracy is simply bollocks!
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PSLogical presentation that takes an alternative view to many other interviewees. The arguments made are compelling. I look forward to further updates.