As one of the earliest contributors on Real Vision, Avalon Advisors chief economist Samuel Rines returns to break down his framework and his perspective on markets today. While he observes a wide array of economic indicators to form his analysis, Rines is one of few economists that also places a lot of weight on market action, allowing him to leverage his expertise to be actionable for investors. He provides his forward outlook on bonds, growth, and inflation as well as his thoughts on how Afghanistan may affect the U.S. government's to enact on fiscal policy, capital flight from China, and the crypto space. Interviewed by Petr Pinkhasov on August 24, 2021.