Albert Edwards Interview – Part 2

Published on
March 4th, 2015
Topic
Macro, Global Outlook
Duration
39 minutes
Asset class
Equities, Currencies, Bonds/Rates/Credit

Albert Edwards Interview – Part 2

The Interview ·
Featuring Albert Edwards

Published on: March 4th, 2015 • Duration: 39 minutes • Asset Class: Equities, Currencies, Bonds/Rates/Credit • Topic: Macro, Global Outlook

In the second half of their London interview, Albert Edwards, Chief Global Strategist at Societe Generale, speaks about the knock-on effects of a devaluing Yen, dollar-denominated emerging market debt, and the results that a loss of confidence in QE could have on equities.

Comments

  • SK
    Stefan K.
    22 July 2016 @ 19:59
    I watched both Videos of this Interview Series about 10 times and - once I mulled over it for a bit - sold My entire Portfolio (typical Stock/Bond ETF Allocation) and went into 30% Gold and 70% cash. If there is even a 20% Chance that what was discussed in These two Videos Comes to pass, I don't want to be in this market.
  • B
    Bojo .
    11 July 2016 @ 18:40
    Brilliant! Hopefully, Mr. Edwards does a second interview over two decades sometimes soon.
  • IH
    Iain H.
    26 April 2016 @ 08:35
    Thanks for a great interview.
  • BA
    Blair A.
    3 March 2016 @ 04:07
    Victory lap needed! 1 Yr Later TLT +1% Check RMB -5% Check SPY -5% Check, DAX -14% Check.
  • IK
    Ian K.
    23 February 2016 @ 21:56
    Excellent! A lot of what was discussed here is starting to happen... Edwards is often right, but typically a bit early on his calls.
  • SG
    Steve G.
    29 January 2016 @ 08:27
    standout. agree or disagree, the logic and intellectual capacity is of stalwart category!
  • SJ
    Suzanne J.
    26 August 2015 @ 05:53
    Excellent interview, especially having only just joined and it being my first experience of RVTV. Insightful and right on the money. Thank you.
  • FC
    Frederick C.
    26 March 2015 @ 10:51
    Wow. Impressive of clarity. Glad he came out to do this, always liked reading his stuff, nice to put a voice to a "plume"
  • JR
    Jon R.
    17 March 2015 @ 06:59
    Mind == Blown. Absolutely amazing.
  • CU
    Clay U.
    13 March 2015 @ 18:08
    RVTV keeps impressing me more and more. This is one of the best interviews (both parts) I've seen yet. Keep up the great work!
  • RP
    Richard P.
    13 March 2015 @ 16:36
    Excellent interview- I learned a lot. Albert comes across as a all round great guy with a lot of brain power. I am so happy I found realvision TV. Albert needs his own segment.
  • WM
    Will M.
    12 March 2015 @ 01:48
    What a superb interview. Albert is a guy I feel I could have a beer with and understand macro economics. What an easy going interaction. Just top notch...and like so much today....worrying....
  • PD
    Paul D.
    11 March 2015 @ 10:05
    Brilliant stuff
  • AK
    Anton K.
    11 March 2015 @ 10:00
    The month Albert resigns from Soc Gen' is the top!
  • TH
    Tim H.
    10 March 2015 @ 13:07
    That was fantastic, great scoop!
  • TR
    Tim R.
    9 March 2015 @ 18:43
    Hoping for King Albert Act III. Whether you agree with his conclusions or not he is tremendous value.
  • LC
    Liliana C.
    9 March 2015 @ 04:48
    Thank you, thank you so much for piecing it all so well. Raoul asked great questions that I was dying to hear a c response to.
  • DP
    David P.
    8 March 2015 @ 20:31
    A fascinating interview for all to watch.
  • MR
    MIGUEL R.
    8 March 2015 @ 20:18
    Ideally Edwards would have his own regular segment on Real Vision TV, along with Raoul Pal, Kyle Bass and Mark Hart. Regular access to these deep thinkers would be priceless
  • CA
    Christopher A.
    8 March 2015 @ 04:28
    After watching this I'm not surprised that there are 0 dislikes.
  • CC
    Charles C.
    7 March 2015 @ 23:22
    Another great interview. It highlights how difficult it can be to stand against consensus views.
  • GJ
    Gaurav J.
    7 March 2015 @ 09:19
    Truly wonderful to hear Edwards! Confirmation bias aside since I agree with many of this thoughts, the clarity and robustness of thought is simply amazing!! The best yet on RVTV
  • pm
    preston m.
    7 March 2015 @ 04:34
    This is great!
  • ml
    michael l.
    7 March 2015 @ 01:16
    Tremendous stuff! What a great platform you have developed - the bizarro world CNBC!
  • DF
    Dominic F.
    6 March 2015 @ 18:43
    Sog Gen has gone up in my estimation
  • CH
    Colin H.
    6 March 2015 @ 17:43
    There ain't half been some clever bastards
  • PH
    Philip H.
    6 March 2015 @ 14:59
    Raul and Grant you are legends. This stuff is mint! well done. Sorry good lunch..................
  • KE
    Kenan E.
    5 March 2015 @ 18:57
    Hey guys, please don't come up with the idea to charge the real value of those interviews -- that would be completely priceless...
  • LM
    Leland M.
    5 March 2015 @ 15:13
    Amazing interview. It will take a number of views to digest and begin to understand all the linkages discussed.
  • AB
    Alain B.
    5 March 2015 @ 11:49
    Raoul, splendid work with the lead-in questions and a midpoint recap of the currency dominoes falling.
  • TJ
    Terry J.
    5 March 2015 @ 10:17
    Priceless insights from a true macro guru.
  • TF
    Tom F.
    5 March 2015 @ 08:54
    Very good like the German negative view against China and Japan devaluing. Makes perfect sense yet nobody has joined the dots except you so far! Well done very insightful
  • mc
    mark c.
    5 March 2015 @ 05:54
    Thanks Albert for the reminder about the secular bear market and the average number of recessions contained therein. Great information you blokes are on fire!
  • BD
    Bruce D.
    5 March 2015 @ 01:38
    Knowledge is Power, and that was an awesome lesson! I never knew macro economic theory could be so interesting, thank you for providing the vehicle to make this happen.
  • RG
    Rajiv G.
    4 March 2015 @ 23:19
    best interview so far!
  • LV
    Luís V.
    4 March 2015 @ 22:23
    Can we appreciate how difficult it would be to see this interview in mainstream media? The german recession hypothesis would simple collide with the actual narrative. Weel done, Real Vision.
  • BL
    Bruce L.
    4 March 2015 @ 21:36
    F ing brilliant. German risk very astute.
  • JS
    John S.
    4 March 2015 @ 21:28
    That was totally awesome
  • BB
    Brian B.
    4 March 2015 @ 21:22
    There are 3 certainties in life. 1.Death 2. Taxes and 3. Policy Makers CANNOT defeat the business cycle. Absolutely brilliant interview!
  • TK
    Theo K.
    4 March 2015 @ 21:07
    Brilliant! One of the best macro thinkers I have ever seen! Or two (Raoul included)...
  • JR
    Jared R.
    4 March 2015 @ 19:31
    I sincerely enjoyed this two-part series. Fantastic!
  • Jv
    Joris v.
    4 March 2015 @ 17:15
    Brilliant!
  • TW
    Thomas W.
    4 March 2015 @ 16:34
    Permabear. JUST KIDDING! Fabulous interview. Such valuable, well-articulated insights. You guys are living up to the promise ... and more
  • DM
    Daniel M.
    4 March 2015 @ 16:29
    Really something special. Thanks to you and albert for really putting alot of pieces together
  • AA
    Ali A.
    4 March 2015 @ 15:10
    Been waiting all bloody week for this.
  • CT
    Clifford T.
    4 March 2015 @ 14:47
    Great! Alone worth the cost of my subscription.
  • FS
    Fred S.
    4 March 2015 @ 14:29
    Absolutely brilliant interview - thanks Raul! Now I need to watch it over multiple times to fully digest. Best get going!!
  • NF
    Nico F.
    4 March 2015 @ 14:26
    Wow – this was excellent! It brought together a lot of loose threads I've had in my mind for the last few months.

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