The Cause not the Symptoms

Published on
August 12th, 2015
Duration
34 minutes

The Cause not the Symptoms

Presentations ·
Featuring Julian Brigden

Published on: August 12th, 2015 • Duration: 34 minutes

Julian Brigden from MI2 Partners continues to explore potential weakness in Asian currencies in The Cause Not The Symptoms, going into detail on the trade shock in emerging markets countries due to China's currency peg, and the disgorging of reserve allocations of central banks as the dollar strengthens.

Comments

  • KF
    Kristian F.
    4 January 2016 @ 19:15
    Thanks for sharing, amazing insights!
  • SN
    Scott N.
    23 December 2015 @ 09:54
    This guy is brilliant!
  • TW
    Thomas W.
    17 September 2015 @ 05:41
    Now THAT was a presentation.
  • FT
    Frank T.
    1 September 2015 @ 22:54
    He certainly knows his FX and then some, absolutely impressive presentation.
  • AC
    Andrew C.
    31 August 2015 @ 05:46
    The great equity crash of ~24-Aug should have led to many leveraged positions being stopped out. How would that affect the "Ammo Index"? Would it make the bull market stronger?
  • SJ
    Suzanne J.
    31 August 2015 @ 02:26
    Concise, accurate and a lesson in world economics. Perfectly timed. I will be seeking out more of this presenter. Thank you one and all. I only joined recently and it has been a great investment!
  • GJ
    Gareth J.
    30 August 2015 @ 08:34
    One of best contributors to RV. One of his videos makes the annual subscription pay for itself.
  • SB
    Sandeep B.
    30 August 2015 @ 07:05
    Excellent video!
  • WE
    William E.
    23 August 2015 @ 14:38
    Not to put a fine point on it but WOW! Great presentation; I say the FED passes on Sept hike; any agreement.
  • TS
    Tim S.
    23 August 2015 @ 09:53
    I look at these charts and think the USD strength is close to having run its course, and at a possible turning point. OK, many variables discussed lag that, but I'm looking through to the other side.
  • SK
    Serkan K.
    17 August 2015 @ 17:14
    Great presentation! The graphs added a lot of color to the thesis. Looking forward to more from Julian!
  • HS
    Hubert S.
    16 August 2015 @ 12:24
    very very good. Just one thing: At the end, the Ammo Index concerning the US equity market needs some elaboration. What is actually in it? F.e. margin debt and mutual fund cash levels or s.th. else?
  • JA
    Jack A.
    15 August 2015 @ 08:45
    Brilliant! Very clear, logical and to the point. Thanks RTV and MI2
  • LS
    Lorenz S.
    15 August 2015 @ 08:23
    What really is so shocking about this is the fact that the dollar influences the lives of so many people on the planet but virtually nobody is aware of this. Incredible and frightening.
  • WM
    Will M.
    14 August 2015 @ 20:22
    Great technical presentation and convincing delivery. Renminbi devaluation very timely although US$ holding as of 8/15. Thanks a lot folks.
  • MH
    Manuel H.
    14 August 2015 @ 19:42
    Thanks Julian and Raoul! From Spain.
  • TS
    Tim S.
    14 August 2015 @ 12:59
    @ MARDAN You can consider buying some cheap out of the money USDCNH call options via the likes of SaxoBank. Not sure there is a direct volatility index for this cross. Too esoteric.
  • MA
    Mardan A.
    14 August 2015 @ 05:42
    Does anyone know how to play the Dollar / Renminbi Volatility trade?
  • MM
    Myles M.
    13 August 2015 @ 16:37
    Superb. An incredibly articulate guy with lots of charts to back up his presentation. Must watch -- one of my favourites so far.
  • Dd
    Diego d.
    13 August 2015 @ 10:43
    What I love in Julian's narrative is the extremely solid data/graphs backing him up. I'm looking forward to seeing the aftermath over emerging market debt!
  • AE
    Alex E.
    13 August 2015 @ 10:34
    Just reiterates what Raoul said in his "Unintended Consequences" sets! But Raoul called the dollar climb nearly a year ago...I've said it before...wish I had a few mil to talk to Mr. Pal 1 on 1...
  • TM
    Tony10 M.
    13 August 2015 @ 09:50
    His timing was perfect. It just sucks that I live in South Africa, hope we pull through!
  • TJ
    Terry J.
    13 August 2015 @ 08:30
    Invaluable to hear Julian's thoughts and priceless insights again!
  • LK
    Lisa K.
    13 August 2015 @ 06:57
    I had to watch this video 4 times. Many complex cause and effect relationships Thought provoking. I love his signoff, he says there is likely a US equities crash, and have a NICE Day! LOL.
  • KS
    Kashyap S.
    13 August 2015 @ 06:52
    If the price insensitive SWFs are turning from net buyers of US govt debt to net sellers, the Fed will have to come back to the QE table. That doesn't go well with the dollar bullishness story.
  • MR
    MIGUEL R.
    13 August 2015 @ 04:14
    We need Mark Hart part 2 ASAP! He was spot on re RMB deval.
  • PS
    Patrick S.
    12 August 2015 @ 23:17
    This presentation clearly explains the weakness in commodity prices. Strong dollar, weak commodity. Since this was recorded the renminbi has been allowed to float. The results could be interesting!
  • DH
    Dale H.
    12 August 2015 @ 21:50
    Absolutely excellent. Will watch again.. Puts me into deep thought about how the wisdom herein is gained and how to keep learning myself. Thank to all for this top quality presentation. Am v impressed
  • AF
    Andrew F.
    12 August 2015 @ 21:05
    Clear and informative. Seems so simple when explained well; and great use of graphs esp the 3 long term USD bull phases, and the MSCI graph (incl QE effect). Thanks
  • db
    don b.
    12 August 2015 @ 20:43
    Disappointing that there was no mention of Au or Ag but since most modern economist don't believe in Exter's Pyramid this is what you get. But my guess is that gold and silver will have their day.
  • SB
    Stewart B.
    12 August 2015 @ 20:26
    Excellent. Please come back on RealVisionTV again soon. Thank you.
  • TL
    T L.
    12 August 2015 @ 20:02
    Very informative!
  • KA
    Kelly A.
    12 August 2015 @ 19:50
    Loved the presentation --and part of the value of RV are the comments from others who watch the videos. I go back to earlier videos just to read the comments that have been added. Great learnings.
  • TH
    Timo H.
    12 August 2015 @ 19:23
    Wisdom & knowledge overflow!
  • AT
    Ainsley T.
    12 August 2015 @ 18:58
    How timely was this!
  • PJ
    Paul J.
    12 August 2015 @ 16:41
    The promise of Realvision from 12 months ago is again shown by the quality of thinking displayed in this video! Thanks Raoul and Grant, you are both due a very large drink!!
  • GT
    Graham T.
    12 August 2015 @ 16:14
    I wonder if RV have any Central Banks as clients. How about it ? Thumbs up if they do, Thumbs down if they don't.
  • RP
    Raoul P. | Founder
    12 August 2015 @ 15:34
    Outstanding. Clear, Concise. It's all about the dollar. The RMB deval call was perfect, it happened during the 2 day editing process!