Albert Edwards Interview – Part 2

Featuring Albert Edwards

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.

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

Comments

  • SK

    Stefan K.

    22 7 2016 19:59

    2       0

    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 7 2016 18:40

    0       0

    Brilliant! Hopefully, Mr. Edwards does a second interview over two decades sometimes soon.

  • IH

    Iain H.

    26 4 2016 08:35

    0       0

    Thanks for a great interview.

  • BA

    Blair A.

    3 3 2016 04:07

    0       0

    Victory lap needed! 1 Yr Later TLT +1% Check
    RMB -5% Check SPY -5% Check, DAX -14% Check.

  • IK

    Ian K.

    23 2 2016 21:56

    0       0

    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 1 2016 08:27

    0       0

    standout. agree or disagree, the logic and intellectual capacity is of stalwart category!

  • SJ

    Suzanne J.

    26 8 2015 05:53

    1       0

    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 3 2015 10:51

    1       0

    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 3 2015 06:59

    2       0

    Mind == Blown. Absolutely amazing.

  • CU

    Clay U.

    13 3 2015 18:08

    2       0

    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 3 2015 16:36

    1       0

    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 3 2015 01:48

    5       0

    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 3 2015 10:05

    1       0

    Brilliant stuff

  • AK

    Anton K.

    11 3 2015 10:00

    2       0

    The month Albert resigns from Soc Gen' is the top!

  • TH

    Tim H.

    10 3 2015 13:07

    2       0

    That was fantastic, great scoop!

  • TR

    Tim R.

    9 3 2015 18:43

    1       0

    Hoping for King Albert Act III.
    Whether you agree with his conclusions or not he is tremendous value.

  • LC

    Liliana C.

    9 3 2015 04:48

    2       0

    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 3 2015 20:31

    2       0

    A fascinating interview for all to watch.

  • MR

    MIGUEL R.

    8 3 2015 20:18

    8       0

    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 3 2015 04:28

    3       0

    After watching this I'm not surprised that there are 0 dislikes.

  • CC

    Charles C.

    7 3 2015 23:22

    3       0

    Another great interview. It highlights how difficult it can be to stand against consensus views.

  • GJ

    Gaurav J.

    7 3 2015 09:19

    4       0

    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 3 2015 04:34

    2       0

    This is great!

  • ml

    michael l.

    7 3 2015 01:16

    1       0

    Tremendous stuff! What a great platform you have developed - the bizarro world CNBC!

  • DF

    Dominic F.

    6 3 2015 18:43

    2       0

    Sog Gen has gone up in my estimation

  • CH

    Colin H.

    6 3 2015 17:43

    4       0

    There ain't half been some clever bastards

  • PH

    Philip H.

    6 3 2015 14:59

    5       0

    Raul and Grant you are legends. This stuff is mint! well done. Sorry good lunch..................

  • KE

    Kenan E.

    5 3 2015 18:57

    5       0

    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 3 2015 15:13

    4       0

    Amazing interview. It will take a number of views to digest and begin to understand all the linkages discussed.

  • AB

    Alain B.

    5 3 2015 11:49

    7       0

    Raoul, splendid work with the lead-in questions and a midpoint recap of the currency dominoes falling.

  • TJ

    Terry J.

    5 3 2015 10:17

    4       0

    Priceless insights from a true macro guru.

  • TF

    Tom F.

    5 3 2015 08:54

    6       0

    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 3 2015 05:54

    5       0

    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 3 2015 01:38

    10       0

    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 3 2015 23:19

    3       0

    best interview so far!

  • LV

    Luís V.

    4 3 2015 22:23

    17       0

    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 3 2015 21:36

    8       0

    F ing brilliant. German risk very astute.

  • JS

    John S.

    4 3 2015 21:28

    12       0

    That was totally awesome

  • BB

    Brian B.

    4 3 2015 21:22

    4       0

    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 3 2015 21:07

    10       0

    Brilliant! One of the best macro thinkers I have ever seen! Or two (Raoul included)...

  • JR

    Jared R.

    4 3 2015 19:31

    6       0

    I sincerely enjoyed this two-part series. Fantastic!

  • Jv

    Joris v.

    4 3 2015 17:15

    5       0

    Brilliant!

  • TW

    Thomas W.

    4 3 2015 16:34

    8       0

    Permabear.

    JUST KIDDING!

    Fabulous interview. Such valuable, well-articulated insights. You guys are living up to the promise ... and more

  • DM

    Daniel M.

    4 3 2015 16:29

    11       0

    Really something special. Thanks to you and albert for really putting alot of pieces together

  • AA

    Ali A.

    4 3 2015 15:10

    8       0

    Been waiting all bloody week for this.

  • CT

    Clifford T.

    4 3 2015 14:47

    5       0

    Great! Alone worth the cost of my subscription.

  • FS

    Fred S.

    4 3 2015 14:29

    27       0

    Absolutely brilliant interview - thanks Raul! Now I need to watch it over multiple times to fully digest. Best get going!!

  • NF

    Nico F.

    4 3 2015 14:26

    6       0

    Wow – this was excellent! It brought together a lot of loose threads I've had in my mind for the last few months.