🔴 Recession Crisis Indicators Explored (w/ Raoul Pal)

[@RealVisionFinance]

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[@RealVisionFinance]

We're bringing all of these Recession Watch conversations to KZbin later this week so get ready. This is an important moment for us all to explore together.

[@esuus]

That's awesome! So besides aiming at reducing losses, do any videos discuss ways to profit from the downturn? I understand it's both difficult and risky (e.g. market timing, shortselling) and am wondering how a non-professional but well prepared investor can profit.

[@welchkoservices4200]

@@esuus IMHO, If you want to stop any risk of loss, buy, and hold gold. If you want to gain, Buy and hold silver. I believe silver will out preform in both preservation, and gain. Only real problem would be safe personal storage. That's my 2 cents anyway.

[@AmrishKelkar]

@@esuus they call out a few straightforward ideas - buy gold, bitcoin, gdx. For the more sophisticated investor perhaps buying puts on the stock market could be a strategy?

[@RealVisionFinance]

@@esuus Yes. Stay tuned. We'll be releasing three videos on Wed and a new one almost every day the rest of the month. If you want to get them sooner you can go to www.realvision.com and subscribe today to unlock them. We don't normally put content like this up for free, but we think it's that important that we're doing it this time.

[@EllDay]

@@RealVisionFinance looking forward to this.

[@veeshannaicker4197]

These videos are national treasures. Thanks Real Vision 👌

[@knh5954]

Its past 12 am, the party is over, but the markets don't want to go home. Nothing good happens after 12 am. There will be drunk volatility, fights, and people staggering around till the cops show up and every one is forced to leave. Then the hangover hits.

[@michaelp8727]

LMAO

[@mattmccracken1768]

Well said.

[@JAK-cx1de]

LOL Thats funny , give it a a few more weeks

[@zimnik67]

this thing may be a hedge for you - www.coinonomy.com/zimnik

[@petarz9029]

Real Vision is producing hands down the best content in this space, amazing work. Thank you!

[@RealVisionFinance]

Thank you ✌️

[@curtisalex456]

The Growth ups are in the room!!!

[@aciconsulting7363]

@@RealVisionFinance Love your work on this topic! It would be SO great for you to have Lynette Zang on your show!!!

[@derekherzog1569]

@@RealVisionFinance Seriously amazing production quality and great content! The only thing I would suggest is including subtitles for interviewees with very heavy accents

[@racker9999]

Raoul Pal and Real Vision are at the very pinnacle of important content relating to current world financial markets. Pal is a virtuoso at aggregating the best financial minds and distilling their historical wisdom in beautifully-produced videos. I have the highest admiration for his superb productions. He is a great visionary and artist.

[@charlesbrady3903]

I work for the railroad and I can attest to freight dramatically slowing down. I’m chasing work all over US currently. The old heads say when RR slows down recession is less than 6 months away.

[@joelhollingsworth1926]

My buddies in the car sales industry are saying the same thing

[@keltecdan]

I work in the electronic components distribution industry and our IPE division of parts have been down as well. Our main company in the UK RS Components has seen the same decline in semiconductors.

[@jamiereneemilligan]

Joel Hollingsworth I’m in auto sales as a manager, it’s a bloodbath and it should be booming in the summer. From my viewpoint we are already in a recession.

[@dlwatib]

Trucking is booming to the point that they can't hire enough truckers. Auto sales is a self-inflicted wound. Tesla challenged the industry to change and they've been dragging their feet. Tesla's Model 3 sales continue to boom. People like what they see from Tesla and would rather wait for the exact body style they want in an EV than commit to buying another obsolete gas guzzler.

[@charlesbrady3903]

@@dlwatib I can't see how. Transportation index is clearly in contraction. The last time transportation index was this low, the RR furloughed a lot of people. This happened in 2015.

[@joeemergingfromthecave1680]

"gold is money, all the rest is credit" JP Morgan in 1912

[@snowstormonsat]

Joe emerging from the cave .... population is growing and they are not making more land. Land is valuable, like gold. Yes, housing market fluctuates to some degree, and the you have taxes which sucks, but owning property, especially rental property is king. No matter what happens in the stock market, or with climate change, or even war, owning rental property is fairly safe investment for the long term. Because people need somewhere to live and population is exploding. Stock and paper cash is super risky, that I agree. One place I wouldn't buy land is in the Gulf of Mexico. Big oil wants it bad and they are behind the crazy making weather down there, driving property way down, driving folks out, so they can scoop it up cheap and put in biggest oil refinery in the world. No one talks about that, but watch and see.

[@joeemergingfromthecave1680]

Hi @@snowstormonsat Yes sure land is valuable, as long as it can produce something of value (eg farmland vs desert). Be careful with real estate though, wouldn't want to own any SF or NYC high end real estate right now, as they will tank first. Population is growing? Not so fast, birth rates in the US are dropping like a rock; www.washingtonpost.com/news/to-your-health/wp/2017/06/30/the-u-s-fertility-rate-just-hit-a-historic-low-why-some-demographers-are-freaking-out/ Immigration a solution? Don't expect too much from low IQ third worlders to contribute as they want free healthcare etc etc (sorry, just a fact, Honduras 81 anyone; brainstats.com/average-iq-by-country.html Look, prices in the real estate market depend on the mortgage markets, as people will no longer be able to pay for that mortgage as they will lose their jobs during the coming depression, uh recession, housing prices will take a severe beating. Oh, did I mention broke millenials, broke boomers, broke everybody, who can not afford to pay you a decent return on your real estate investment? Maintenance, zoning laws, real estate taxes, regulations et etc Add it all up, real estate doesn't look so pretty. Indestructible, divisable, portable, universally recognized as a store of wealth value, 5000 year history of continued wealth preservation (no wonder they don't want us to own gold) , and ...CB's accumulating gold like there is no tomorrow, do they know something we don't.... www.forbes.com/sites/simonconstable/2018/09/11/central-banks-on-gold-buying-spree-over-dollar-worries/#108d8b8c1fc2

[@kn9ioutom]

GOLD IS NOW $1500 AN OUNCE ???

[@insertnamehere5146]

I got in just before last Christmas for reasons I cannot tell you as it was just some sense in my mind things were not right. I hold tangible gold by the way.

[@immortalsofar5314]

Can't eat it, can't shelter under it, can wear it but it doesn't keep you warm, can't even burn it. As Spain discovered when it opened the silver mines in the new world, metals are just another medium for exchanging surplus production. No surplus, no value. Interesting to hear the economists blaming the necessary remedial action for causing the problem. That's like saying my finances were fine until I paid the bill - if I hadn't paid it then I'd still have plenty of money.

[@mskmsk7174]

Excellent summation Raoul. Thank you for your effort, it's much appreciated.

[@ShaneHummus]

Knowing how to make get good opportunities at a recession is a great deal for investors. Great content!

[@datamanx5768]

@@ajpope2010 Do tell AJP

[@ajpope2010]

@@datamanx5768All PM physical and ETF for quick liquidity, Utilities, Real estate, multiple cryptos, lots of cash i can go on and on drrrrrr🤪

[@nachannachle2706]

I would recommend doing the opposite of what people are talking about. Because that's CERTAINLY what they are doing themselves.

[@FrostNSK]

Fed will cut by 0.5 in Sept. and then they will keep cutting by 0.25 to postpone recession until Q4 2020. So first official negative GDP report gonna be released in Jan 2021. We still have time to buy more gold, silver, w/e

[@FrostNSK]

fireson23 I have plenty

[@Neocharm]

Isn't this collapse more looking like October this year than 2020? Deutsche Bank just went below €6,00. this is a massive indicator.

[@jondavis2206]

I have been in a recession since the day I was born!

[@dufus2273]

I started out with nothing and still have most of it.

[@KallusGarnet]

@@dufus2273 lol most people have less than nothing

[@eric.m5790]

best finance channel thank you for sharing

[@RealVisionFinance]

Thanks for watching

[@ronaldmcdonald3965]

Good Job on this video. Concise review of key metrics, and explanation.

[@cosifantutte1071]

When it comes, and it will be soon; it will be worse than anything in the last fifty years.

[@walden6272]

Please don't get my hopes up. I want to see people eating their pets to survive type of bad. If it's anything like 2008, then that is like a summer vacation.

[@spacegamer85]

@Kaze Be careful what you wish for. I have a bad feeling your vision will be closer to reality then I care for. When it all implodes - its not just the 1% that will be affected. We are going to see rioting in the streets when the food stops and then a quick hop to Marshall law and no rights.

[@walden6272]

@@spacegamer85 Your scenario isn't even that bad. I want to see bodies liter the streets from the chaos. Then a new virus was unleashed by a CIA scientist that spread a pandemic that wipes out 95% of the world population, and only a few people survives who have been living under a cave. Then humanity restarts again.

[@spacegamer85]

@Kaze The CIA doesn't need to unleash a virus (that they won't be able to control despite statements to the contrary. Hopefully they are not that stupid to try). Instead they just need to shut down the electrical power grid. Those plugged into the grid (roughly 95% of Americans) will be dead within 6 months. Just in time delivery of food will run out in 3 days. Without electricity - water and gas pumps won't work so transportation grinds to a halt. So disease will spread due to lake of sanitation. Warehouses will be confiscated by the government. You will have to subsist on whatever provisions you have stored. Anyone stupid enough to go to a FEMA camp will never be seen again. It will make what is happening in Venezuela look like a walk in the park.

[@Radnally]

Lowering rates in the last 6 months have not increased sales. Not a good sign.

[@SGspecial84]

running on fumes

[@SGspecial84]

@Loraine Jones regular people buy houses and cars.

[@nachannachle2706]

@@SGspecial84 Well, figures are showing they don't anymore. It seems that they got wiser lately.

[@SGspecial84]

@@nachannachle2706 really? You pay the bank, or your landlord does. Take your pick.

[@nachannachle2706]

@@SGspecial84 I get my tenants to pay the bank. :)

[@georgesingh826]

I have been preparing for recession two years after the last recession ended, which was very bad,but I do not have any debt !

[@philmerrall324]

It's fixed just like the last one., they pick a date and make it happen when it's best for them.

[@carmangeek8882]

Well you can listen to these folks, or the "carnival barkers" on CNBC. A fool and his money are soon parted.

[@julian_david4556]

Great stuff! Thank you for all the great content!!

[@thammarongp]

Thank you Real Vision and Mr Rauol Pal. It's very useful video.

[@snowstormonsat]

I've been traveling along east coast this summer with my young daughter and we've been camping, can't afford hotels this year but the coast is packed. Restaurants are packed. We tried to eat at a popular steak house in wells Maine on the coast and it had 1 1/2 hour wait so we left. They said it's like every night of the week. I did notice demographics...mostly older baby boomer population. Beaches are packed, highways bumper to bumper. We travel midweek, so I know weekends are even more crowded. I heard campgrounds fill up on weekends, so maybe many others are traveling on the cheap too, but there are plenty of those expensive campers and mobile homes there. Those things are pricey. I'm tent camping, really roughing it. Only eating out once a day. Keeping the cooler full and eating cheap. Went to block island last week and it was packed. That place is super pricey. There's still money out there but in fewer hands. Mostly baby boomer demographics. I live in western MA and there are no good jobs here. I have several degrees including a masters in education and i waitress. I can't even get a job interview. This summer, I said screw it, we're going to the beach as much as possible cause I'm tired of being stressed and depressed. Making the mist of my time with my young daughter, cause in the end folks time is most precious and how you spend it and who you spend it with. Money comes and money goes, and I've done everything possible to get ahead and I can't and I give up.

[@millyionnnn]

When the doom finally hits remember it will be nearly IMPOSSIBLE to find Gold or Silver offline or online when the stampede comes for it.

[@michaels4255]

The Reagan boom was a demand-driven boom, not supply driven. Supply siders are blind ideologues, and I have to take with a grain of salt anyone who cites them as his primary sources of economic insight. Economic historians have been debating the Smoot-Hawley tariffs (which were far higher than anything being proposed today) for almost 90 years now, and the consensus is that they had only a weak effect on the further course of the depression. Even the tariffs that already existed *before* the passage of Smoot-Hawley were higher than anything being proposed today. There is no reason to think they need be any more intrinsically destructive than the mutual sales taxes that states have levied on interstate internet sales in recent years, a tax hike and disincentive for interstate trade that I did not like, but around which no national controversy raged and which certainly has not sunk the domestic economy or killed interstate trade or internet sales. Currency wars are worth worrying about, but the anti-tariff hysteria that insists the optimum level of taxation cannot possibly be higher than zero, or that tariffs are uniquely and magically evil in a way that no other tax is, has reached such a point of silliness that it can only be described as a New Dealer superstition, reminiscent of the fear that your ship will fall off the edge of the earth if you sail too far beyond the pillars of Hercules.

[@wearewaves3106]

Many thanks for sharing Raoul.

[@tianmu5507]

Decades of experience combined into 35 mins. Thank you!

[@davidouellette6833]

WHAT ABOUT SILVER IN THIS MARKET

[@Fibonacci4ever]

Yes

[@sheeplessingeorgianm9977]

Probably the most important video of the year maybe of this decade!! Take heed.

[@RealVisionFinance]

Thanks for such a great compliment

[@Mint-cb2vc]

Indeed, of this millenium

[@movinon1242]

I am sure everyone running in the Democrat primaries and the leadership of the Chinese Communist Party agrees with you, comrade! Recession before November 2020, dumpf Trumpf!

[@TroyWilkinson978]

Smartest forward looking economic presentation I've seen for years.

[@somuchinfo]

The economy has been almost the exact image of 2007 and 2008. People did not learn anything before as they are going into debt to pay for houses that are hugely overpriced. As soon as this recession hits we will see peoples home values drop considerably and be worth so much less than the amount of the mortgage they signed, They will dump the property and we will see this cycle all over again!

[@blakedshiel]

Wonderful and wise. Thanks heaps!

[@roseross7465]

What a great video, lots of information, happy to have found this channel.

[@beamerM5]

it's not only the best content on youtube related to economics, but the visual quality of the videos is hands down the best. Great work guys, keep it up.

[@ONI-KI]

Thank you for sharing your insights!

[@Oneofthetwelve]

Very well done. Thoroughly well considered. We would appreciate updates from you and this panel.

[@svengalilord]

Excellent content

[@heyjer8000]

How do you build trust? Bitcoin - it's trustless!

[@clembaker9960]

@fireson23 you misunderstand. they said bitcoin requires no trust due to the decentralized nature. it is a network and exchange system based on math which has no oversight. the market decides the value, not a bank board. no trust required - and no one can stop it.

[@tagifts]

@fireson23 So you saying you don't trust gravity? Or heat? How about cold?

[@sfrealestatedealmaker6001]

Clem Baker Bitcoin is already illegal in India. Soon to be banned worldwide. Do your research.

[@rickescamilla5446]

Well done. 2000.00 gold for 2020.

[@antpoo]

Very impressive content 👍

[@TheAgTeam]

Very good work. Best breakdown yet I’ve found that corresponds with the series of events as I too expect them to play out. You just got a new subscriber

[@PaeBabbling]

tbh, currently, one of the best finance&economic channel on youtube.

[@Hdngy8]

Recession will no doubt enrich Goldman Sachs, a firm i distrust more than any other.

[@james29951]

Thanks for an fantastic video :-) Best regards from Norway

[@tibsyy895]

RealVision! I love you! Thanks for the excellent content! You give the edge even for the Average Joe and don't let them again fool by the system! Thank you!

[@RealVisionFinance]

We love you too Tibor

[@fishtherapy100]

Tibor Z is this a gay thing?

[@cheaplaughkennedy2318]

fishtherapy100 did you get all that intelligence from your mothers side ?

[@tonydemaria9216]

great vid

[@andrewconte6385]

Chicken Little. Markets always climb a wall of worry. I love that everyone is calling for a crash, that’s how you know we are heading for a new leg up ! S&P 3500 by year end.

[@bigsean131]

U might be right, we goin print dat money and pump that market

[@ajpope2010]

Yep and i will be spending and investing my money in the exact opposite of your wall of worry. How can you possibly say that in the face of what is in front of you. Please tell me you at least hedge a small portion of your money in the opposite direction.

[@andrewconte6385]

AJP 70% stocks right now. Going to 100% on a retest of the 200 day. The market is consolidating just like 2015-2016. Back then it was Greece, Eurozone, and Brexit. None of it matters. Follow the fed. Low rates means that investors cannot get a return in the bank, on bonds or in cash... they have two choices, stocks and real assets (like gold and real estate). Market heading up and much higher as we have been consolidating for 18 months! Enjoy the ride while everyone one the sidelines, “worries”. Then this same people will get fomo and really send the market up.

[@nachannachle2706]

DJ to 30k. :)

[@nachannachle2706]

@@andrewconte6385 Spot on. Precisely what is currently happening in the backwaters market (aka cryptos).

[@michalk7777]

I was looking for the last guy you showed in this video and i couldnt the video with him. Do you even have it on this channel? He was talking about the book about the great depression, what is its name? I would like to read it, I didnt really catch the name

[@tonydemonroy]

The search for truth is always a worthy & profitable exercise. I think you paint a very clear picture- recession is a spark that lights a much bigger fire on all fronts- social, political, & economic. Well done RVF.

[@brettharman8921]

all sounds about right!!

[@chodkowski01]

Recessions are good for the economy. If we didn’t have periods of recessions could you imagine paying $15 million for a 1 bedroom home or $750,000 for a car. The working people in a recession makes low wages, the same working people during an economic boom still make low wages. Recessions flush the junk out and put prices back in check.

[@nachannachle2706]

Well said!

[@tigerwolf8338]

How can I do the "options on eurodollar futures" trade?

[@CadaCole]

Yea, same question here

[@jayofman]

What I like about Real Vision it's all about expanding your view and stretching your mind. Great video thank you.

[@stevewildeagle965]

Gold an silver will always win in the end.

[@derekmwolff]

The FED needs an Emergency rate cut of 50 bps. in August and really shake up the currency war and crush the dollar.

[@ericparadis7882]

Baden Powell will turn into a bald eagle.

[@MrWordsofwisdom]

Very informative. Thank you. Sokoloff is spot on!

[@RedPillTrades]

Wow! Phenomenal piece of work

[@RealVisionFinance]

Thanks ✌️

[@PatrickSS351]

Best finance channel on youtube

[@Ronnysunshine]

You know thing's are bad when the guys in the know have sold there own socks 🧦!

[@mikeheisenberg288]

Jeff bezos, warren buffet

[@Lawliet734]

@Ronny The plural of thing is things. Plurals have no apostrophe.

[@Mint-cb2vc]

@@Lawliet734 good to see grammar police is doing its job

[@cheaplaughkennedy2318]

Ronnysunshine relax people we know what he meant , don’t get your panties in a bind .

[@rolfjohansen5376]

let's invent technologies that voids the use of people ... and they wonder why there is a recession coming

[@mattb6646]

rolf johansen the logical progression of technology is the freeing of people from labor, in most cases, the problem is the slow transition

[@JustTry919]

@@mattb6646 but the problem is, economy need people to spend money. If there is no job, there is no money and nothing to spend. Just dream, a situation, where the technology is very efficient and the one who work in company are only the top management and robot engineer. Who will buy the products? No one buying means less revenue. Less revenue means less profit. And so on, and so on

[@yamahantx7005]

The industrial revolution voided a lot of people. The tech boom voided a lot of people. Yet unemployment is low. A job becoming obsolete has never predicted a recession. Why would it now?

[@mattb6646]

Prima Yoga Adiasa that's why a resource based economy is inevitable

[@maierne]

Thank you Raoul for this tour the force. I'm impressed and very grateful. Thank you.

[@chadkub]

excellent video, very well put together. Thank you

[@hiteshshewakramani2507]

Considering how young and volatile BTC and other crypto are, won't you expect them to become strongly correlated with other risky assets like Equities in a negative downturn? It could be something like the market thinking.... equities are falling, I need to invest in something safe like T-Bills or just hold cash, to stomach the vol. Taking money out of equities and holding BTC in a recession would take balls, even if its the rational thing to do. I'd be really skeptical with a long crypto trade in an equity sell-off.

[@jacobmoore7381]

Hitesh Shewakramani good thing I have big balls 😎😎

[@vincentvega8321]

Amazing, thanks so much for that great perfectly presented content !!

[@marekwojcik5009]

Raoul rocks! Great info. Thank you for sharing.

[@RealVisionFinance]

You rock, thanks for watching

[@raresadrianmosescu330]

Couldn't unemployment be the cause of the other data visualizations? Maybe people just don't have jobs because of automation taking over a ton of their jobs. And this causes them to lack money. Also, there's the entrepreneur trend which should be mentioned. A lot of my high school friends have dropped out of college to pursue other careers than the traditional path. Heck, even I would need around 5 to 8 people already to help me do what I do but because automation exists I can create a system where I don't need anyone or only 1 system supervisor and it works seamlessly and also 1-2 people to help me where robots can't do the job like writing, design, etc.

[@nelsonsack2694]

Interesting but I don't trust people that don't wear socks.

[@lance8080]

Vote Democrats in office and you will get your Recession.

[@peterlukaszyk1719]

Very interesting chanel. Im jumping in. Thank you. Subscribed

[@winstonsmith6204]

I just did and I banged the bell

[@KP-dd2ci]

When will RV over saturate info until Goodhart's Law takeover...ie Once a useful indicator is noticed, it no longer becomes useful.

[@alanmarr3323]

Project fact is important for you all! Eleven years ago people's disposable income was higher than it is now.So don't believe anything is getting better What does the world think of Brexit, simple from the pound falling every day not much. It means if you had £1000 in the bank in 2016 it is only worth £800-850 depending on how it is changed. It means for all of us more expensive imports of fuel for our cars and homes, food and many other things . It means in the coming months you will be poorer . you may also have noticed your holiday has been dearer and if you used your credit card you may have an enormous bill in September to cope with as well. If you believe tearing up the complex connections of 40 years with the EU in trade and so many things won't affect your life quit a bit then you are not living in the real world. Of course some people are making a fortune out of the whole mess,. But that does not include you the ordinary man or woman, whose got quite hard times ahead as Autumn and Winter draws on. You will by then be trying to make ends meet with an ever diminishing family budget and a very uncertain future.Life is going to get tough for all of us If now you believe any of the rubbish the pro Brexiter politicians and others spout ,you will very soon find it was all lies and fantasies . It is sad you all have to learn the hard way ,but when a country is run by con men, charlatans and get rich quick merchants who couldn't care a toss about you and your problems . What can you expect. These people will have no sympathy when you are broke and don't know how you will pay your bills or when you are unsure about your job security. These rich Brexiters the Moggs the Farage and the Johnsons will be enjoying the fruits of their wealth . While you scrape by on less and less!. You will learn unfortunately eventually learn not to put your faith in these people. It will sadly be a hard lesson for all of us! The wonderful tales of Post Brexit Britain they all told you will become sour memories and you will feel cheated and desolate But remember my words! You may not then get caught a second time! The Bible is quite right when it says"Put not your trust in Princes"(politicians)

[@Moochy999]

Thank you Raoul for getting the info out for those who will listen and act.

[@yamilandres]

what do people mean when they say "euro dollar"? (12:40 to 13:20)

[@derekmwolff]

US annual deficit grew to over $1 trillion up over $200 billion since last year. Gov. spending added almost 0.50% to Q2 ‘19 GDP. US slows but doesn’t contract like the rest of the world.

[@arthigamyafinancialservice3793]

Kiril Sokolof sounds so wise!

[@jamesbarr2357]

Thank you Raoul. Excellent content.

[@oldrichkosacka5522]

One of the best videos I have seen on the current situation. The older gentleman at the end (Carol?) was spot on. If Bernie or Waren or one of the other dems become president, it will be very ugly very quick. He had so many good points I had to listen to what he said four times.

[@TheMrgoodmanners]

And thats part of the problem with wall st today. They seem capable of only functioning or being innovative within a low tax low regulated environmnent. Trumps deficits have all but guaranteed that tax raises will have to take place significantly over the next 8yrs. The sort of profiys or mkt highs we are witnessing nowadays are really abnormal. Never happened before in this countrys hisyory, to expect more of the same is jst ludicrous

[@mongevoador]

I’m watching all sequence all over again. The first time it was all new, now it’s all logic. Thank you for the amazing content.

[@lancecornell9978]

Brilliant. thank you.

[@rayg3074]

great job economic info gathering in real time

[@spunj8895]

I just know that we are headed into a recession. I call it the "sock indicator". Time spot: 7:24 These guys can't afford socks!

[@biggyziggy5777]

spunj ... l love it when scrolling through the comments and find one that makes me laugh out loud ... thank you !! 🤣🤣

[@spunj8895]

@@biggyziggy5777 Thank you and my pleasure!

[@sams8502]

Good content

[@ilukatube1972]

First time listener...... thanks for the work! not sure if i understand it all, but i do see in our retail {womans fashion } business a drop of about 30% in the last year.........here in Australia i find that the political class do more harm them good..in fact i feel as though we can plot the decline in consumer sentiment to a short lived and super conservative Prime Minister Mr. Tony Abbot , who ran the economy down so badly and so relentlessly during an election campaign that people were scared and shocked into not spending!!.......that fact that people believed him, surprises me more than anything else. People really are dumb....! again thanks for the content!!..

[@andrewm6786]

Does the idea that pensions are the last thing to fall in the next cycle seem backwards to anyone else? The interplay between super strained pensions aggressively pumping money into equities and high equity prices seems like a starting point to me of things unraveling, not an end result.

[@SavDog262]

does anyone have an august 2019 Case Shiller Graph? Because this one appears wrong. The only one I could find is through May, and shows an upward trend.

[@johnd4348]

Kirk to Scotty, give me all you got. I am Captain , the Engines can't take any more. We are about to go Warp overload any second. Ok, Let's start Self Destruct sequence on my mark. That is were we are right now everyone.

[@patrickdunnegeraghty]

Great content 👍

[@tensevo]

The thing about equities, is that their price can be based on fundamentals and cash flow (which is about a strong as ever), but their price can also be speculative. I mean they are like any asset in that sense. If a stock is making no money, it regularly still holds a floating market price. It does not go to zero. In fact, when pessimism is maximum/high, like now for example, that is when you typically see the lowest price. I have not known people to have been this pessimistic about the future in a long time. This tells me that the speculative price of assets (forget the cash flows for now), should be about as low as it has ever been given geo-poilical problems around the world are as bad as they have been. It is hard to imagine people being more pessimistic about global markets than now.

[@tensevo]

IN fact, all that seems to happen, is strong hands take more equity stake in global brands, whilst the weak hands give it away, then complain there is a wealth gap. Well if you are unable or unwilling to hold companies throgh volatility, then you are destined to be poor, since the only billionaires I know, own huge amounts of shares in global brands. They just keep buying those dips.

[@christhomas181]

The recent Consumer Price index did not show any signs of a recession. Just a slightly weakened economy. Not to mention the bond market inverse yield curve being a sign as well.

[@gordonmckenney4525]

We 're already in a Recession and a Big Depression is coming! Two weeks ago, I had a Pilot of Shop Lights delivered and I was the first morning delivery and my lap of was the only freight on that 40 foot trailer!

[@silversurfer702]

Excellent, just extremely informative.

[@NoStructure]

Amazing Stuff here.

[@jeffreynass5451]

Raoul, Great breakdown of what might be coming and how it may unfold. Your Doom Loop and it's 3 phases appear to be well thought out, with each step being the logical outcome of the previous situation. The only thing I don't see happening is the last step of phase 3 - "Pension Funds Default". Not saying it couldn't occur, just can't see the gov't allowing the pension funds to actually default. A more likely scenario would be a "nationalization" of all pensions just before meltdown. The funny part is that while this is widely unpopular/unfathomable now. At the time of meltdown, these same people with openly advocate for it. Pensioners vote and for the political class that's all that matters. Lastly, it won't be a political event because states, from both sides of the aisle, have pensions in deep do-do (Illinois,Kentucky,New Jersey,Conn,Penn). I believe the states would love to offload these responsibilities and the blame that could come further down the road. It won't save us but it could kick the can further down the road.

[@maximrusskikh774]

Thanks you for an incredible piece of information

[@Whippasnapper]

One of your best videos ever

[@monsterboomer8051]

I can't wait for it. All those equities for such a HUGE discounts. Gonna buy buy buy.

[@fergusmoffat8926]

Argentine Stock market just crashed by half its value , Chinese credit market freezing up , Globl manufacturing recession.... this recovery is done

[@JustTry919]

Half? Wow!

[@joshuajames2425]

Just getting started it's going to get ugly

[@johnd4348]

How can the FED cut rates when they are almost ZERO. The only remedy for Gov is to print more money leading to debt in overdrive. May lead to debt not being bought by other Nations. If debt is not bought, we are screwed.

[@walden6272]

The Fed can buy the debt themselves.

[@SaalarSaadatmand]

Excellent video with lots of info. nuggets!

[@WorldReserveCurrency]

That was a great episode of the smartest people in the room. The average Joe says how do I get into gold? For starters, treat it like an asset like a Picasso or a piece of real estate that you would hold onto forever. Your nest egg start with one coin. Buy from places like Apmex.com, GoldSilver.com, BGASC.com, and others. I assure you that you'll feel differently about paper money.

[@Karol33]

Thank you, great job!!! Greetings from Poland