Hugh Hendry: This invisible FINANCIAL ARMAGEDDON could be history’s most profitable trade | EP.20

In this conversation, Alexej and Hugh Hendry follow up on their previous conversation about the deflationary collapse and its implications of financial markets and the economy. They discuss the Niederhoffer Rule, the significance of Treasury yields, and the interplay between inflation and GDP growth. The conversation also explores Japan's financial stability, the ongoing crisis in China, and the potential for a deflationary shock in the near future. The dialogue culminates in a discussion about the clash of financial titans, particularly the tensions between the US Federal Reserve and Asian economies, and the broader implications for global markets. In this conversation, the host and guest delve into the complexities of the banking system, the Eurodollar system, and the historical context of monetary policy. They discuss the implications of the yield curve, the performance of gold versus equities, and the potential for economic distress. At the end of the conversation Hugh lays how this cataclysmic event could present an incredible money making opportunity never seen before in human history.

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◻️ Hugh Hendry
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🗓️ Recording date: 19th September 2024

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The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of any entities they represent.

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Timestamps:
00:00 - Intro
02:50 - Setting the stage
05:09 - Reviewing the deflation shock thesis
07:17 - Niederhoffer rule of 5%: Plimsoll of financial markets
09:44 - Tectonic shifts in global finance
13:08 - The 5% Treasury Yield as a tipping point
16:10 - Historical parallels with the 2007-2008 Financial Crisis
19:07 - The deflationary argument
24:10 - Japanese financial stability & the Yen
30:50 - China’s financial woes and global impact
37:10 - QE's Failure to Stimulate the Economy
44:50 - US and Global Market Liquidity
51:20 - The Role of Japan in China’s Growth
1:04:08 - China’s Export Boom & Pushback
1:11:59 - US Dollar Devaluation & Potential Collapse
1:24:20 - Deflationary Shock in Global Markets
1:32:30 - Gold as a Hedge in the Current Market
1:48:03 - US Yield Curve & Deflationary Predictions
2:00:00 - Closing Remarks and Investment Insights

#deflation #crisis #china