With John Rubino & Gordon T Long
31 Minute PODCAST
John Rubino and Gordon T Long discuss what the Macro Charts are telling us. They address 5 questions:
1- Where was the de-leveraging since 2008?
2- What does the flattening yield curve tell us?
3- Has the credit cycle turned?
4- Is there a coming oil war between Iran and Saudi Arabia?
5- How serious are the problems in China?
.... there is much, much more in this interesting 31 minute podcast discussion.