Paul Schulte – Think Piece

Published on
February 22nd, 2016
34 minutes

Paul Schulte – Think Piece

Think Piece ·
Featuring Paul Schulte

Published on: February 22nd, 2016 • Duration: 34 minutes

Paul Schulte, Founder and Editor of Schulte Research, takes an in-depth look at the commodity supercycle in this week's Think Piece and examines the inevitable debt deflation that follows in its downturn, explains how an election year in the US could result in market collateral damage, and how looking deflation would effect Asian assets in China and Hong Kong.


  • RM
    Richard M.
    7 August 2017 @ 14:29
    Miltie, just watched this again for the second time. Such a brilliant interview. Can I put in a request to have him back on for an update on his world views? many thanks.
  • RM
    Russell M.
    4 August 2016 @ 04:25
    Excellent. Recommend guest invited for annual update.
  • AG
    Alexander G.
    14 March 2016 @ 13:12
    Boy am I happy I clicked on this interview. Thanks so much for having him!
  • DS
    Dan S.
    2 March 2016 @ 22:01
    Regarding Cancer, read "Cancer As a Metabolic Disease". Especially if you or someone you know is fighting it.
  • LC
    Liliana C.
    1 March 2016 @ 06:33
    Agree with DB on Goldman. Disagree on taking personal shots at speaker. Thank you for having him and making us all stretch our minds and observe our own thinking.
  • KO
    Kieran O.
    28 February 2016 @ 01:23
    Perhaps the reason companies aren't writing off assets is because they simply can't afford to.
  • BS
    Brian S.
    27 February 2016 @ 17:00
    This interview was worth the price of subscription by itself! Hope you have him back again real soon. Thanks to Paul and to Real Vision.
  • sh
    simon h. | Contributor
    27 February 2016 @ 07:02
    Have to continue! finance deals that were done much of which was to hide corporate negative cash flows in China. However watch out for a huge surprise to bail out the system
  • sh
    simon h. | Contributor
    27 February 2016 @ 07:00
    Brilliant analysis of the global commodity market - right up to my views. Yet I think he underplays the extent of the surplus inventories of many that acted as the collateral for the massive trade fi
  • KP
    Kurt P.
    27 February 2016 @ 01:06
    Another great interview. Enjoyed the commodity Super Cycle connect the dots snippets. Aside from the Euro Banks mentioned, which U. S. Banks have the greatest commodity exposure? Short the XME
  • TF
    Tom F.
    25 February 2016 @ 20:40
    One of my top 3 interviews on here some great stuff to get actionable (short) ideas out of!
  • FL
    Flavia L.
    25 February 2016 @ 19:18
    Love his take and comments on Hong Kong.
  • PF
    Patrick F.
    24 February 2016 @ 20:15
    2. In addition to what was discussed here they also have serious currency swap exposure that will eventually have a significant impact on reserves.
  • PF
    Patrick F.
    24 February 2016 @ 20:15
    1. Great commentary on Brazil, they are lying about their reserves. These are the same people who brought you "Balance sheets by Petrobras".
  • LM
    Leland M.
    24 February 2016 @ 15:44
    Great interview. I would love to hear from him again and get some ideas of how he plans to invest. How to short HK real estate? If more moves to negative interest rates is gold the new cash?
  • AP
    Aaron P.
    24 February 2016 @ 03:22
    Well...that was amazing. Another instant classic.
  • PW
    Phil W.
    23 February 2016 @ 19:28
    Very Scary!
  • TA
    Tommaso A.
    23 February 2016 @ 18:07
    they have debts to pay , they will continue to pump and produce as much as they can , great interview !!
  • SS
    Sam S.
    23 February 2016 @ 17:54
    HOLY CRAP! The Truth Does Hurt. Love this guy. Can I have some more please?
  • TT
    Trow T.
    23 February 2016 @ 13:55
    sounds like shorting commodities is a no-brainer; individual companies or use ETFs?
  • Rd
    Rheece d.
    23 February 2016 @ 13:22
    Lets hope it's a trillion dollar infrastructure program in the US rather than a war as the solution mentioned. Hillary, Bernie or a Neocon certainly wouldn't be a good choice ;)
  • ZY
    ZHENG Y.
    23 February 2016 @ 12:10
    i heard he said several time "singapore", which i wish to had more info on that. since i stay in sg.
  • jm
    jim m.
    23 February 2016 @ 07:08
    This Hong Kong based gentleman has tied the major global macro issues together very well. This commodity deflation credit bubble is an enduring problem and impacts credit, asset prices, etc.etc etc...
  • DC
    Dale C.
    22 February 2016 @ 20:57
    When you take the recent content in context it is obvious that something evil is coming our way. I RVTV going to be able to tell us when it is going to arrive or must we be shocked.
  • db
    don b.
    22 February 2016 @ 20:57
    1st of all the US is not recovering and Goldman didn't write off s___ they along with their brethren were bailed out & the Federal Reserve bought all their junk. Doubt if you were ever that handsome.
  • GS
    Gunnar S.
    22 February 2016 @ 19:22
    Thanks Real Vision! Paul connects the commodity debt dots, and global macro like a champ.
  • LA
    Linda A.
    22 February 2016 @ 19:11
    Very informative! Every public co. is audited & must disclose risks, allow. for write-offs. It seems odd that we had a collapse of energy mkts over 2 yrs with no mention of the problems until last yr
  • SC
    Shaun C.
    22 February 2016 @ 18:05
    Reset due to asset inflation is postponed due to cheap debt service. Equity worth a long-term, high gamma call option value ar increasingly high vols when debt way below par.
  • RM
    Robert M.
    22 February 2016 @ 17:59
    Great interview
  • sc
    sam c.
    22 February 2016 @ 17:45
    he's a pleasure to listen to, thank you
  • TJ
    Terry J.
    22 February 2016 @ 17:41
    Loved it. Paul is so knowledgebale especially on bank debt and the commodity collapse. Please bring him back soon.
  • DD
    Derek D.
    22 February 2016 @ 17:37
    Very informative. He seems to agree with Mark Hart and, well, the world, that trashing your currency is a good thing. What if China, per Simon Hunt et al, disagrees?
  • MF
    Mohammad F.
    22 February 2016 @ 15:35
    Sounds scary and a little confusing- all over the place. Wish we could narrow down each topic.
  • AA
    ALI A.
    22 February 2016 @ 15:22
    Blanket statements about Middle East fail to discern UAE, Kuwait and Qatar fiscal positions very strong v Saudi. They have practically 0 debt and 0 income/corp taxes, plenty of room to adjust
  • AA
    ALI A.
    22 February 2016 @ 15:14
    Must mention however, the Brazilian pension parallel with Middle East SWFs or pensions is misunderstood. Different mandates, politics and liabilities.
  • CC
    Christopher C.
    22 February 2016 @ 14:26
    Great interview. The mosaic of information is mesmerizing, and very telling at the same time.