Comments
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NYholy cow awesome presentation
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CJJulian is fantastic. Great interview, need more like these that actually do real work and are not zerohedge clones
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JPI have been telling people for 16 years what the fed did regarding y2k and how they spiked the punch bowl. Never heard this anywhere else until now. He ubderstands how cb intervention is dangerous!
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caDoes anyone know where he got US Energy Imports data?
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DJSimply wonderful presentation.
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AAHe nailed it timing-wise. Great explanation, interesting to see a different perspective on ramifications of low oil prices other than producers sell for less and consumers win.
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LALove this man- brilliant! JB is a great teacher. I love his witty humor too.
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FTWe could retest the highs one and/or two more times? However, this is a certain end game.
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AKGreat analysis and Video. Could listen to him all day. However i do find myself concluding that this is as much an argument for QE4 than anything else. Fair though that he did say "barring QE4."
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JBSome great charts, especially the EM bubble chart . . . but I'm afraid that Julian's analysis has way too much correlation confused with causality.
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dmalex, usually referring to higher rated / high quality corporate bonds, eg rated BBB, A or AA google the ishares LQD etf factsheet for examples.
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AGstudent right here: when he refers to "investment grade" @ 6.52 does he mean high yield, low rated corporate bonds, or higher rated corporate bonds,??
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SGi havent been so much more informed as a basis for my investments in 22 min for a very long time. excellent coherent and generous analysis.
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iiI hope he could comment if this scenario on crude oil is also negative for gold? It seems so....
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CMConsistent and insightful views! That's the kind of talks I like to hear: concise and relevant. Looking forward for next one!
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GMSecond time through was even better. Julian thinks clearly and expresses himself succinctly. If I ever doubt the value of RVTV, I just need to review this video and any doubts will be gone. Wow.
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TLJulian, great Video! Question@min22: Why do HFs in a falling market not have the short's to cover due to reduced gross leverage? I assume this amplifies a downturn but I cannot see the relation
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iisomeone who really connects the dots
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dm$30 oil will eventually stop US frackers and incr the US import of oil. Thereby correcting the rest of world's shortage of USD that Julian asserts. ie cheap imported oil will eventually weaken the USD
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GJThat video alone justifies annual membership.
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JVBrilliant. Great use of charts and very impressive ability to boil things down to their essentials.
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GWJulian could be the most brilliant analyst i have come across. Impresses me every time..
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TMOutstanding piece of macro analysis. Very helpful for retail plebs like me. ;)Thanks so much for taking the time to present it.
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FCSuper!
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TJBrilliant. Julian is always such good value for money and one of those analysts I always pay attention to. Sounds like QE4 is just around the corner. Thank you RV for invaluable videos like this.
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BMBrilliant ! This dumb money feels that he`s getting much smarter thanks to RVTV, long may it last !
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PRInsightful analysis, lots to think about and plan ahead. 240 thumbs up and 0 thumbs down says it all. Brilliant content, thanks.
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SRSimply awesome!! Confirms in a nutshell what I've been thinking for the last 6 months!
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WMI work in big oil and we are in trouble at $40 let alone $20s. This guy has me looking at the open razor on my bathroom vanity. Great technical analysis. Superb insights if somewhat worrying..
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ZJExceptional presentation. I'm wondering what the CBs have up there sleeves. I'd love to see something on dollar and oil relationship to property prices in foreign markets.
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CBThe most coherent thesis I've seen on how and why a crash in the most important commmodity in the world plays out across and through global markets & how to profit from bone-headed central bankers
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MSI just wanna be right and strongly believe that Real Vision TV has been a great source in helping to assure me of it. Enjoy Christmas and all the best for 2016
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MSJulian thanks for confirming the S&P Top! Short already and looking to buy Gold and Silver both physical as well as miners in € and $ to hedge currency and against our monetary system! Thanks R & G
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RAITS HARD TO ARGUE AGAINST ANYTHING THAT HE SAID. WELL DONE. SCARY TO THINK OF OIL AT $20
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MAExcellent insight presented so clearly, thanks. More please! Something has to lift our spirits if oil goes to $20...
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DMgreat stuff
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JSFinally, a succinct macro view tying to market fundamentals. Well done.
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TWMany many thnaks. Pure insight , no fluff. Now, THAT's financial analysis for the textbooks.
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MDMany thanks, excellent! Worth watching several times..
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TJHard to get that kind of insight in a different format. One major reason why the 30 second soundbites won't live here. Well done.
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RPExceptional.
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CHI just love the way the man thinks. Fascinating.
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CHgreat
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SCWhen collateral terms tighten up, the market will get fragile and it won't take much for a wave of selling to hit and concentrated dealer market that is capital constrained.
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MMWhat a treat! Thx for brining Julian with his unparalleled analysis back.
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lDawsome