Published on: September 7th, 2019 • Duration: 45 minutes
Julian and Raoul discuss what it will take to avoid a looming recession and how the US-China trade war factors into the thesis. Julian discusses how long the trade war, rates, and the US dollar can prevaricate before pulling the broader economy into recession while Raoul discusses how his charts are pointing towards "true North" and an unprecedented move in the dollar. Filmed on September 5, 2019.
