Waiting for Godot

Published on
October 29th, 2015
Topic
Macro, Gold, Monetary policy
Duration
31 minutes
Asset class
Bonds/Rates/Credit, Real Estate, Equities

Waiting for Godot

Featuring Greg Weldon

Published on: October 29th, 2015 • Duration: 31 minutes • Asset Class: Bonds/Rates/Credit, Real Estate, Equities • Topic: Macro, Gold, Monetary policy

A timely update from Greg Weldon who compares our monetary policy to Waiting For Godot as he focuses on the eroding labour force, policy divergence, recession-like figures, and more.

Comments

  • LW
    Lukasz W.
    29 May 2016 @ 20:40
    Would be great to hear in next video why Silver didn't go up to $18.50. My understanding is dollar strengthen pulled it down temporarily.
  • FT
    Frank T.
    9 January 2016 @ 21:50
    (sic) if wages were allowed to go down, services would cost less and the speed of the cycle would hasten. You have to factor in a time lag, so the hysteria is much too soon. Most banks will benefit.
  • FT
    Frank T.
    9 January 2016 @ 21:39
    I do like that he trying to explain all of the moving parts in an economy. I'd argue that there is a services and good inflation; flat screens/smart phones are cheap as oppose to education/healrthcare
  • KE
    Kenan E.
    5 November 2015 @ 16:57
    The white wizard of markets is back ;-)
  • RA
    Robert A.
    3 November 2015 @ 00:47
    Viewing Greg's contributions has more than paid for my annual RV subscription, IMO. RV continues to provide the best value imaginable for this level of macro economic thought.
  • MP
    Michael P.
    1 November 2015 @ 18:55
    Always welcome Weldon's perspective, and provides a reminder of why the USD has held up so well especially over the past 12 months.
  • VS
    Victor S. | Contributor
    1 November 2015 @ 13:23
    the best of your analysts very clear and using "proof" in charts ... edges out the Rainmaker.
  • CB
    Cliff B.
    1 November 2015 @ 12:39
    Wow, I really like the chapters idea! Way to go
  • TR
    Thomas R.
    31 October 2015 @ 20:48
    Possible correction to data - Every one percent increase costs 180 billion per year, not 120 Billion. (18T times 1% = 180 Billion) which of course is even worse.
  • RM
    Richard M.
    31 October 2015 @ 14:04
    Awesome the way Greg pulls all these different items together to paint such a complete picture! Really appreciate you having him on RealVision!!!
  • CH
    Calvin H.
    31 October 2015 @ 04:51
    Quite the Chart Messiah
  • SC
    Shaun C.
    30 October 2015 @ 18:07
    Weldon for the Fed! Best line: "coming off emergency levels will cause an emergency" So true!
  • Hv
    Henrik v.
    30 October 2015 @ 10:15
    Unbelievably great video, thx!
  • db
    don b.
    29 October 2015 @ 21:13
    I pray that you don't really believe that the Fed is transparent Greg. When you are transparent you submit to an audit. Going off a silver standard in 1964 has crushed the dreams of the poor.
  • db
    don b.
    29 October 2015 @ 21:07
    Most of us know a lot of this. The bottom line is until the collusion and deep capture of this market is dealt with it doesn't matter. Sad but the goons are picking the winners & losers. Thanks Greg
  • LV
    Luís V.
    29 October 2015 @ 20:19
    Powerful. I was waiting to hear some song from Rush in the the end there. Tom Sawyer, maybe? Congratulations.
  • TJ
    Terry J.
    29 October 2015 @ 20:03
    Sensational Weldon at his Best!
  • TH
    Tim H.
    29 October 2015 @ 19:01
    YESSSSSS, GREG'S BACK!! BOOM