US Slowdown: Weather, Strikes, or Something Else?

Published on
April 21st, 2015
Duration
36 minutes

US Slowdown: Weather, Strikes, or Something Else?

Featuring Julian Brigden

Published on: April 21st, 2015 • Duration: 36 minutes

In this presentation by MI2 Partners, Julian Brigden explains why the weakness in economic data is not due to the weather. This in-depth presentation digs into the data of the QE-driven shale oil boom, and the knock-on effects of the oil bubble burst moving forward.

Comments

  • CA
    Craig A.
    14 January 2017 @ 14:50
    Craig Allen Looking back at his predictions on his videos, seems to be doing a damn good job. Thanks for helping the little guys
  • MA
    Melanie A.
    24 January 2016 @ 01:46
    Great presentation packed with information. Love the use of slides and the summary, how to use the info etc at end. Thank you Julian and RV.
  • TJ
    Terry J.
    5 May 2015 @ 09:39
    Incredibly powerful insights from Julian. Where else can you get so much valuable information so concisely!
  • DF
    Dominic F.
    27 April 2015 @ 23:44
    Fantastic, fluid presentation. Its not easy to talk to a camera for that long with all that information. Nice job :-)
  • CT
    Claudia T.
    27 April 2015 @ 18:47
    Great that he is using charts to explain his points and thinking. Very helpful.
  • FC
    FRED C.
    25 April 2015 @ 16:02
    Great video good to see information that i can use vs some of the videos where folks talk of 30 yrs ago vs looking forward. More like these. Correlations were awesome and informative. Thanks
  • FC
    FRED C.
    25 April 2015 @ 16:01
    Great video good to see information that i can use vs some of the videos where folks pontificate and talk of 30 yrs ago vs looking forward. More like these. Correlations were awesome and informative.
  • RM
    Ryan M.
    25 April 2015 @ 12:34
    Lift Off Cancelled. TLT to the moon.
  • WM
    Will M.
    24 April 2015 @ 19:57
    Good presentation of various correlations. Enjoyed it.
  • Hv
    Henrik v.
    23 April 2015 @ 14:37
    I believe he means a correction in Yields in the final comment. In fixed income markets they speak in yield terms, so yields down, price up.
  • JC
    Joel C.
    23 April 2015 @ 12:51
    be great to get clarification on the bond view.. expecting a correction (final comment in video) and yet believe FED will delay hikes and also bullish on US/EU 10yr spread contraction?
  • sp
    shashwat p.
    23 April 2015 @ 02:39
    Man, cant wait for QE 4... 5..... 6...... 7.... 8 ..... 9....... 10 etc.
  • KS
    Kathleen S.
    21 April 2015 @ 21:57
    Love this guy!
  • RF
    Richard F.
    21 April 2015 @ 21:24
    An interesting examination of some correlations and possible future scenarios. Rather tinny sound quality made the piece a little hard to listen to.
  • TH
    Tim H.
    21 April 2015 @ 20:18
    Guess it depends on whether S&P 500 company is exporter/importer, Kevin. Next two months v important, latest Retail Sales were huge disappointment at 1.3% - after this was filmd I believe?
  • RF
    Raoul F.
    21 April 2015 @ 18:23
    Fantastic video. More like this please.
  • KT
    Kevin T.
    21 April 2015 @ 16:21
    He seemed to contradict himself a few times. Strong dollar is bad for S&P 500, but also weak dollar is bad for S&P 500? He likes US bonds but ends by saying he expects them to "correct". Correct = up?