Comments
-
CLDon’t wait another 2 ½ years.....
-
CLPlease bring Paul back, should he be willing.
-
TMAbsolutely fan-****ing-tastic! Please bring back Paul as a regular. That observation about Rhine water levels blew me away!
-
JBFantastic interview! Very interesting insights. A new leading economic indicator?
-
FBWould be really great to read Paul’s pH Report on Think Tank!
-
jdI like that he is using base fundamental supply and demand
-
SSStraight talk Good stuff
-
SWExcellent interview! Thank you
-
RKA voice of reason among all the cheerleading! Very helpful.
-
RDAbsolutely awesome. Loved the very objective assessment of macro trends and where we are potentially headed. Keep up the great content, RV!
-
SSExcellent!
-
SMGreat insights, Paul. Thanks for sharing. Loved your common sense approach coupled with appreciation of technicals in current scenario. Hope to see you on RV more often.
-
GTHang on , weren't we talking about the chemical market. where was the Y-on-Y RoC data on supplies or demand for millions of tons of this chemical or that chemical. where is the chat about gases, or calcium or sodium or magnesium. he seems to go off "message" I can hear all about this from the squid. where are we in the Chemical cycle? as soon as he mentioned today's classic bogeyman "shadow banking" i knew we weren't taking about the chemical cycle. shame , another one who predicted the gfc. how many is that now?
-
PGInteresting approach, but would have liked a bit more details on the underlying mechanics of the chemicals industry...The analysis provided by the American Chemistry Council, what exactly in terms of indicators/metrics? Wasn't expecting the secret sauce recipe of course, but this interview was a bit more global macro, rather then chemicals...
-
mlWould have preferred to hear a lot more about how the chemical sector data is signaling a global slowdown....references to different data points and how they pointed to the 2007-8 downturn and what they are saying now. As it is, I heard how chemical demand is an early warning sign for auto and housing markets, and that is proving out again, but that was the extent of it. Then, it was off to a lot of topics of a more global macro nature.
-
RMIt's wonderful to hear commonsense, brilliance simplified.
-
DSClamping down on Chinese shadow banking and Bitcoin is important outside of China. Inside China the PBOC is adding liquidity. The money that did not get out must be invested or held in China. No one knows where the balance is or will be, but this is Chinese government policy for the foreseeable future. DLS
-
EFExcellent. 9 downvotes as of now, incomprehensible.
-
JFExcellent.
-
OTAlso, Paul Hodges opinion on bonds is directly contradictory to Raoul's opinion as I understand, so it would be interesting for Raoul to provide his thoughts in response.
-
PBThanks a lot for the excellent presentation!
-
ml4% 10YY and economic downturn .... it's just not happening. I'll bet we see a sub 2% 10YY if a downturn arrives.
-
JWI’m really impressed with this interview RealVision. I’ve never heard an approach like this one. Really stimulating product you offer. A happy subscriber 👍🏻
-
OTOne thing about the baby boomers, in past recessions, they have always been convinced to stick with or get back into the markets because they were told over time things will recover. I think things will be different next time we have a bad downturn and the baby boomers are in retirement or near retirement because they will say "I cannot afford to wait for the markets to recover". So there is a risk at a certain point of creating a very bad feedback loop.
-
apfantastic. on top of your game Paul
-
NvI learnt something new today. Great interview. Thank you
-
ARBrilliant thesis.
-
CDElegant discussion, really enjoyed this one. Excellent!