whats the best thing to watch for to identify that the pressure is ratcheting up on the china relations ? is it the currency going through that 7.oo level? if not what . cheers

Also need an update on eurozone sovereign debt. The Italy hysteria increasingly looks wrong. Convergence of Italian and say France sovereign spreads looks like a winner. France's private debt levels have been rising and it is running a deficit 40 bps ABOVE Italy. There are others that look more exposed than Italy to a reversal, yet Italian sov spreads and CDS at what, 7-8x bunds? Doesn't make sense.

Loved your newest video but wondering what ETF you would recommend to short Asia. Thanks!

The most important message received from MI is that the post WW2 world order is radically shifting, and the US - China trade partnership of the last 30 years is over. The investing implications will be enormous. So please Julian and Raoul, keep the focus here, and provide us with updates on investing accordingly. Thanks!

Would love to hear a conversation about the disinflationary bust scenario, involving a strong USD and sharply higher rates. The US is running big deficits at record low unemployment, and is getting ready to expand the running deficits even more with infra before the cycle winds down, automatic stabilizers kick in, and the deficit goes even higher. Also assume that the trade deficit balloons as well because of USD. If capital exits the US, rates go higher, high-yield blows up, consumers get spooked, etc.... No reason for external capital to return to the bond market until govies or high-quality corporates are much cheaper.

Please publish the date of this recording. Was it in September? There were some very interesting moves in the global markets to the week ending October 5. Cheers

Julian had previously said that 30 Year bonds yields could "blow higher" if the 30 year exceeded 3.25% ( hit 3.35% week close 10/5). Raoul had previously said rates could decline as long as the 10 Year "does not exceed" the 2013 high of 3.006%. (hit 3.19% week close 10/5). Julian said if TLT falls below 116.5 it would support his rising rate thesis. It just hit 114.8. Feels like the chart of truth is about to be reversed????

Seeing stories today of Italy pivoting to China to be part of Belt Road Initiative. This likely means the EU will have to come to the table in some way for Italy otherwise accept more Chinese influence on the continent.

Would be awesome to be able to get transcript fordownload like many of the RV TV vids

Kudos for upping the production quality by "getting out from behind your desks" and abandoning your webcams! Vastly better audio quality and more engaging video format. Small tweaks, wonderful impact.