Michael E. Lewitt – Think Piece

Featuring Michael E. Lewitt

In the Think Piece series some of the most lateral and brilliant thinkers in modern finance tell us what is on their mind at the moment. Consider it an informal walk around the inside of their heads. This week Michael E. Lewitt, of The Credit Strategist, tells us what’s on his radar.

Published on
2 February, 2015
Topic
Global Outlook, Credit Market
Duration
26 minutes
Asset class
Bonds/Rates/Credit, Currencies
Rating
9

Comments

  • RM

    Robert M.

    5 2 2016 21:09

    2       0

    If all the debts were paid back would there be any currency in circulation? I thought all the currency in circulation was borrowed into existence.

  • DH

    Dale H.

    1 4 2015 03:39

    1       0

    I feel pretty sad watching this, more people will be hurt this time around. CNBC et al need to be turned off, and more reading, research and watching Real Vision TV needs to be done. Thanks M.L. & all

  • VB

    Vincent B.

    17 2 2015 19:43

    1       0

    Land much safer than gold
    If gold were to go to 20000
    U would want clean water n potatoes not gold

  • BJ

    Brent J.

    9 2 2015 23:58

    3       0

    I remember reading Michael's paper "The Nothing that Is" a few years ago and thought it was fantastic. Have used his dead shark analogy several times. The scariest thing is...is that he is right.

  • AL

    Alex L.

    8 2 2015 02:05

    3       0

    Very powerful video. Excellent job RV crew, this is the real deal.

  • C

    Łukasz C.

    5 2 2015 20:47

    1       0

    I wish Michael would explain where the 2020 date comes from. It should make for a nice story

  • JS

    John S.

    4 2 2015 22:06

    3       0

    My worry is that when the collapse finally comes the damage to the global economy, a complex dynamic system, may be irreversible. Then it gets ugly! h/t Korowicz - Trade Off

  • BH

    Ben H.

    3 2 2015 08:35

    3       0

    Great to watch this just after Kyle Bass as he takes it to the next level up from a macro perspective and no doubt understands the bigger picture and global risks even better

  • SS

    Stewart S.

    3 2 2015 03:05

    1       0

    enough to really make you think & worry. excellent wake up call

  • WM

    Will M.

    3 2 2015 02:20

    1       0

    Excellent interview and if he is worried I am doubly worried! Bit shocked at the 2020 far end date but if things stay together for even another 3 years its more time to prepare.

  • KA

    Kelly A.

    2 2 2015 23:51

    3       0

    Loved the interview. He makes great sense, directionally. It is the timing that i wonder about. 2020 sounds right, but i don't want to be in the pack running for the exits . Only gold is safe?

  • JS

    John S.

    2 2 2015 22:54

    5       0

    Hard to imagine the system surviving until 2020. Feels like we're already teetering on the brink.

    Got gold?

  • PT

    Philip T.

    2 2 2015 18:40

    7       0

    These insights would never be aired on the MSM. ...Buckle up!

  • TH

    Timo H.

    2 2 2015 17:43

    3       0

    "If you're an institution, you really have nowhere to go." That's spooky.

  • LM

    Leland M.

    2 2 2015 17:18

    5       0

    Another insightful video by someone who understands the way the credit system works better than the vast majority. Yet the expert seems as puzzled as the novice in trying to survive the coming debacle

  • EL

    Elizabeth L.

    2 2 2015 16:08

    15       0

    The most informed, intelligent explanation of the financial system covering the deb and , derivatives structure of the system. RealVision is essential for survival in this unsustainable system.

  • Hv

    Henrik v.

    2 2 2015 16:04

    4       0

    2020 he said, so we need a 4 year plan to set up a FCF positive business and get enough Gold/Silver to survive. Great video.

  • CC

    Christopher C.

    2 2 2015 15:15

    10       0

    Great video. You have to wonder what the knock on effect of having the concentrated views presented by RealVisionTV is. Does it become the seed particle that forms the basis for crystallization.