IN-DEPTH: TRANSCRIPTION – LONGWave – 08-09-23 – AUGUST – The Inflation Fighter — Volcker v Powell?? SLIDE DECK Download Slide Deck TRANSCRIPTION SLIDE 2 Thank you for joining me. I’m Gord Long. A REMINDER BEFORE WE BEGIN: DO NO NOT TRADE FROM ANY OF THESE SLIDES – they are COMMENTARY for educational and discussions purposes […]
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IN-DEPTH: TRANSCRIPTION – UnderTheLens – 07-26-23 – AUGUST – An America You Might Not Recognize – Nor Like!
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 07-26-23 – AUGUST – An America You Might Not Recognize – Nor Like! SLIDE DECK Download Slide Deck TRANSCRIPTION SLIDE 2 Thank you for joining me. I’m Gord Long. A REMINDER BEFORE WE BEGIN: DO NO NOT TRADE FROM ANY OF THESE SLIDES – they are COMMENTARY for educational and […]
IN-DEPTH: TRANSCRIPTION – LONGWave – 07-12-23 – JULY – A Historic H1! What’s Next?
IN-DEPTH: TRANSCRIPTION – LONGWave – 07-12-23 – JULY – A Historic H1! What’s Next? SLIDE DECK Download Slide Deck TRANSCRIPTION SLIDE 2 Thank you for joining me. I’m Gord Long. A REMINDER BEFORE WE BEGIN: DO NO NOT TRADE FROM ANY OF THESE SLIDES – they are COMMENTARY for educational and discussions purposes ONLY. Always […]
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 06-21-23 – JULY – Central Banks v the Forcing Functions
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 06-21-23 – JULY – Central Banks v the Forcing Functions SLIDE DECK Download Slide Deck TRANSCRIPTION SLIDE 2 Thank you for joining me. I’m Gord Long. A REMINDER BEFORE WE BEGIN: DO NO NOT TRADE FROM ANY OF THESE SLIDES – they are COMMENTARY for educational and discussions purposes ONLY. […]
IN-DEPTH: TRANSCRIPTION – LONGWave – 06-07-23 – JUNE – Dotcom Bubble II?
IN-DEPTH: TRANSCRIPTION – LONGWave – 06-07-23 – JUNE – Dotcom Bubble II? SLIDE DECK Download Slide Deck TRANSCRIPTION SLIDE 2 Thank you for joining me. I’m Gord Long. A REMINDER BEFORE WE BEGIN: DO NO NOT TRADE FROM ANY OF THESE SLIDES – they are COMMENTARY for educational and discussions purposes ONLY. Always consult a […]
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 05-24-23 – JUNE – Will China Save US From a Hard Landing?
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 05-24-23 – JUNE – Will China Save US From a Hard Landing? SLIDE DECK Download Slide Deck TRANSCRIPTION SLIDE 2 Thank you for joining me. I’m Gord Long. A REMINDER BEFORE WE BEGIN: DO NO NOT TRADE FROM ANY OF THESE SLIDES – they are COMMENTARY for educational and discussions […]
IN-DEPTH: TRANSCRIPTION – LONGWave – 05-10-23 – MAY – The End of the Cubicle Class?
IN-DEPTH: TRANSCRIPTION – LONGWave – 05-10-23 – MAY – The End of the Cubicle Class SLIDE DECK Download Slide Deck TRANSCRIPTION SLIDE 2 Thank you for joining me. I’m Gord Long. A REMINDER BEFORE WE BEGIN: DO NO NOT TRADE FROM ANY OF THESE SLIDES – they are COMMENTARY for educational and discussions purposes ONLY. […]
FSN INTERVIEW: THE CREDIT BUST IS HERE!
– 32 MINUTE PODCAST – Gordon T. Long believes that the banking system is in an extinction event and that the Fed’s reduction of interest rates may initially create excitement, but will eventually break down. He also believes that the dollar is currently a safe haven, but that risk premiums on bonds will push interest rates […]
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 04-26-23 – MAY – A Crippled Credit Creation Channel
IN-DEPTH: TRANSCRIPTION – UnderTheLens – 04-26-23 – MAY – A Crippled Credit Creation Channel SLIDE DECK Download Slide Deck TRANSCRIPTION SLIDE 2 Thank you for joining me. I’m Gord Long. A REMINDER BEFORE WE BEGIN: DO NO NOT TRADE FROM ANY OF THESE SLIDES – they are COMMENTARY for educational and discussions purposes ONLY. Always […]
MACRO ANALYTICS – 04 13 23 – Its a Waterfall – Risk, Collateral & Productivity
VIDEO: 36 Minutes with 45 Supporting Slides KEY MESSAGES In discussions Charles High Smith and I saw three themes that were independently coming out in our writings. REPRICING OF RISK: The reality that Risk was going to have to be Repriced, REVALUING COLLATERAL: The fact that Collateral that underpins credit was both seriously overvalued and […]