Comments
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SCSpot on.
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BCGood sound, could understand fine!
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TYGreat last line to the interview. Very cogent thought process and excellent anchor points to his argument with net new credit relative to GDP. Scary times are upon many
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DMNice piece
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GTI guess the "tipping point" was the bursting of the stock market bubble and the "managed" lower currency is a consequence.
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KBIf his timing is " now" considering technology effects on oil production...this is all massively deflationary.
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KBThis seems so much more prescient now. Question is: the state has limitless resources and how long can the balloon be held in the air before it falls from its own weight....sound like Herb Stein.
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KDGreat stuff. Gillem is way ahead of the curve on China, and producing eye opening hard analysis and numbers
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TRChina created capacity, infrastructure and dragged millions from poverty. We claim it is broken. There will be restructuring, but at the end of it they will still have what they built. Jokes on us!
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AANothing new or original here - the standard China bear case - over production, over leveraged, etc
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ROHow does China get around Herbert Stein's Law “If something cannot go on forever, it will stop.”? It won't but maybe they can learn from Japan and become a zombie or 20+ years.
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LMFor the first time with a RealVision video I found myself laughing at the end and I'm afraid its not a haha laugh but an oh shit laugh.
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MMGreat interview. I'm interested in the Japan/China QE currency war and how that plays out: there's no love lost between them and now Japan has declared military ambitions for the first time since WWII
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spDelightful Interview. Though I agree 100% but the key point is that the "bust" will not occur till all asset prices are grotesquely distorted by mammoth credit expansion. Just like japan......
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CBThis analysis is spot on. More from Mr Tulloch please!
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PH"Sobering" is an understatement. The question is what is the tipping point???