The Rise of the Debt Supercycle

Published on
January 29th, 2020
Duration
27 minutes

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54

The Rise of the Debt Supercycle

The Expert View ·
Featuring Chris Watling

Published on: January 29th, 2020 • Duration: 27 minutes

Christopher Watling, CEO and Chief Market Strategist at Longview Economics, joins Real Vision to unpack the causes — and potential consequences — of a rising debt supercycle. Watling provides context for his long-term and short-term market outlook based on his view of an unanchored global monetary system. Filmed on January 22, 2020 in London.

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Transcript

Chapters

  1. 00:01:52
    What are the drivers of the debt supercycle?
  2. 00:07:31
    Can the debt supercycle be fixed?
  3. 00:10:47
    How do we apply solutions in a multipolar world?
  4. 00:13:47
    Have central banks distorted capitalism?
  5. 00:15:04
    What's your outlook for asset prices?
  6. 00:17:28
    Do central banks drive cycles?
  7. 00:19:09
    Where are we now in the current cycle?
  8. 00:19:35
    What's your short-term outlook for US equities?
  9. 00:21:55
    What's your view on fixed income & inflation?
  10. 00:22:56
    What's your outlook for the rest of the world?
  11. 00:23:58
    What's your base case — and what are the risks?