Oil: What Could Pop?

Featuring Julian Brigden

Julian Brigden, Co-founder of Macro Intelligence 2 Partners analyses the oil market, in What Could Pop? In this timely presentation, Julian lays out a series of macro knock-on events that he expects will take oil below $20, the SPX below 1600, and possibly lead to further devaluation of the RMB.

Published on
18 December, 2015
Topic
US Dollar, Monetary policy, Hard Commodities
Duration
23 minutes
Asset class
Bonds/Rates/Credit, Currencies, Commodities
Rating
13

Comments

  • NY

    Nicolas Y.

    31 10 2016 07:55

    0       0

    holy cow awesome presentation

  • CJ

    C J.

    10 4 2016 17:45

    0       0

    Julian is fantastic. Great interview, need more like these that actually do real work and are not zerohedge clones

  • rs

    richard s.

    26 3 2016 16:44

    0       0

    I have been telling people for 16 years what the fed did regarding y2k and how they spiked the punch bowl. Never heard this anywhere else until now. He ubderstands how cb intervention is dangerous!

  • ca

    cyavash a.

    26 1 2016 22:05

    1       0

    Does anyone know where he got US Energy Imports data?

  • dj

    daniel j.

    25 1 2016 17:36

    0       0

    Simply wonderful presentation.

  • AA

    Ali A.

    19 1 2016 15:21

    2       0

    He nailed it timing-wise. Great explanation, interesting to see a different perspective on ramifications of low oil prices other than producers sell for less and consumers win.

  • LA

    Linda A.

    15 1 2016 17:12

    2       0

    Love this man- brilliant! JB is a great teacher. I love his witty humor too.

  • FT

    Frank T.

    9 1 2016 16:33

    0       0

    We could retest the highs one and/or two more times? However, this is a certain end game.

  • AK

    Anton K.

    31 12 2015 06:44

    10       0

    Great analysis and Video. Could listen to him all day. However i do find myself concluding that this is as much an argument for QE4 than anything else. Fair though that he did say "barring QE4."

  • JB

    Joel B.

    31 12 2015 02:51

    2       0

    Some great charts, especially the EM bubble chart . . . but I'm afraid that Julian's analysis has way too much correlation confused with causality.

  • dm

    douglas m.

    28 12 2015 10:33

    5       0

    alex, usually referring to higher rated / high quality corporate bonds, eg rated BBB, A or AA
    google the ishares LQD etf factsheet for examples.

  • AG

    Alex G.

    28 12 2015 01:43

    0       0

    student right here: when he refers to "investment grade" @ 6.52 does he mean high yield, low rated corporate bonds, or higher rated corporate bonds,??

  • S

    Soren .

    25 12 2015 14:48

    4       0

    i havent been so much more informed as a basis for my investments in 22 min for a very long time. excellent coherent and generous analysis.

  • ii

    ida i.

    22 12 2015 19:34

    0       0

    I hope he could comment if this scenario on crude oil is also negative for gold? It seems so....

  • CM

    Corentin M.

    21 12 2015 19:49

    4       1

    Consistent and insightful views! That's the kind of talks I like to hear: concise and relevant. Looking forward for next one!

  • GM

    Gerald M.

    21 12 2015 19:23

    3       0

    Second time through was even better. Julian thinks clearly and expresses himself succinctly. If I ever doubt the value of RVTV, I just need to review this video and any doubts will be gone. Wow.

  • TL

    T L.

    21 12 2015 18:14

    2       0

    Julian, great Video! Question@min22: Why do HFs in a falling market not have the short's to cover due to reduced gross leverage? I assume this amplifies a downturn but I cannot see the relation

  • ii

    ida i.

    21 12 2015 08:10

    2       0

    someone who really connects the dots

  • dm

    douglas m.

    21 12 2015 03:37

    3       1

    $30 oil will eventually stop US frackers and incr the US import of oil. Thereby correcting the rest of world's shortage of USD that Julian asserts. ie cheap imported oil will eventually weaken the USD

  • GJ

    Gareth J.

    20 12 2015 23:48

    5       0

    That video alone justifies annual membership.

  • JV

    Jens V.

    20 12 2015 18:33

    3       0

    Brilliant. Great use of charts and very impressive ability to boil things down to their essentials.

  • GW

    Gavin W.

    20 12 2015 04:35

    1       0

    Julian could be the most brilliant analyst i have come across. Impresses me every time..

  • TM

    The-First-James M.

    20 12 2015 03:49

    2       0

    Outstanding piece of macro analysis. Very helpful for retail plebs like me. ;)Thanks so much for taking the time to present it.

  • FC

    Fractal C.

    19 12 2015 23:58

    1       0

    Super!

  • TJ

    Terry J.

    19 12 2015 20:31

    3       0

    Brilliant. Julian is always such good value for money and one of those analysts I always pay attention to. Sounds like QE4 is just around the corner. Thank you RV for invaluable videos like this.

  • BM

    Barry M.

    19 12 2015 15:43

    3       0

    Brilliant ! This dumb money feels that he`s getting much smarter thanks to RVTV, long may it last !

  • PR

    Peter R.

    19 12 2015 14:20

    4       0

    Insightful analysis, lots to think about and plan ahead. 240 thumbs up and 0 thumbs down says it all.
    Brilliant content, thanks.

  • SR

    Steve R.

    19 12 2015 07:40

    2       0

    Simply awesome!! Confirms in a nutshell what I've been thinking for the last 6 months!

  • WM

    William M.

    19 12 2015 05:51

    15       0

    I work in big oil and we are in trouble at $40 let alone $20s. This guy has me looking at the open razor on my bathroom vanity. Great technical analysis. Superb insights if somewhat worrying..

  • ZJ

    Zach J.

    19 12 2015 00:38

    7       0

    Exceptional presentation. I'm wondering what the CBs have up there sleeves. I'd love to see something on dollar and oil relationship to property prices in foreign markets.

  • CB

    CHRISTOPHER B.

    18 12 2015 23:15

    19       0

    The most coherent thesis I've seen on how and why a crash in the most important commmodity in the world plays out across and through global markets & how to profit from bone-headed central bankers

  • MS

    Michiel S.

    18 12 2015 22:17

    7       0

    I just wanna be right and strongly believe that Real Vision TV has been a great source in helping to assure me of it. Enjoy Christmas and all the best for 2016

  • MS

    Michiel S.

    18 12 2015 22:10

    12       0

    Julian thanks for confirming the S&P Top! Short already and looking to buy Gold and Silver both physical as well as miners in € and $ to hedge currency and against our monetary system! Thanks R & G

  • RA

    Ricardo A.

    18 12 2015 21:46

    6       0

    ITS HARD TO ARGUE AGAINST ANYTHING THAT HE SAID. WELL DONE. SCARY TO THINK OF OIL AT $20

  • MA

    Melanie A.

    18 12 2015 21:33

    5       0

    Excellent insight presented so clearly, thanks. More please! Something has to lift our spirits if oil goes to $20...

  • DM

    Daniel M.

    18 12 2015 21:30

    7       0

    great stuff

  • JS

    Jon S.

    18 12 2015 21:27

    14       0

    Finally, a succinct macro view tying to market fundamentals. Well done.

  • TW

    Thomas W.

    18 12 2015 21:00

    10       0

    Many many thnaks. Pure insight , no fluff. Now, THAT's financial analysis for the textbooks.

  • MD

    Marian D.

    18 12 2015 20:49

    12       0

    Many thanks, excellent!
    Worth watching several times..

  • TJ

    Todd J.

    18 12 2015 19:53

    13       0

    Hard to get that kind of insight in a different format. One major reason why the 30 second soundbites won't live here. Well done.

  • RP

    Raoul P.

    18 12 2015 19:53

    73       0

    Exceptional.

  • CH

    Colin H.

    18 12 2015 19:41

    16       0

    I just love the way the man thinks. Fascinating.

  • CH

    Colin H.

    18 12 2015 19:32

    5       0

    great

  • SC

    Shaun C.

    18 12 2015 18:51

    7       0

    When collateral terms tighten up, the market will get fragile and it won't take much for a wave of selling to hit and concentrated dealer market that is capital constrained.

  • MM

    Milly M.

    18 12 2015 18:31

    13       0

    What a treat! Thx for brining Julian with his unparalleled analysis back.

  • lD

    lance D.

    18 12 2015 18:28

    4       0

    awsome