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I always enjoy Fritz's take on our economy. I also realize that the US is only 40% of all equities available to invest in the world. What happens in span or Europe will effect our economy Same for Emerging markets and China. We are the only bright spot in the world right now but everything else that is negative can come back to bit us in the ass so to speak.
Did you know that the FED lent 17 Trillion to banks in 2008-2009 many of which were overseas banks and no one knew this . read the GAO report WOW
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Early discussion of oil situation was thorough and useful. Late discussion of yield curve also educational. Fritz' contrarian approach to many of these topics sets him apart. As a contrarian advisor myself, this is quite beneficial. For at least the 3rd or 4th time this year, I elected to listen to Fritz' webinar over Jeff Gundlach's quarterly market call, which is the 2nd Tuesday of the month at 4 p.m. EST. As good as Gundlach is, and as entertaining as he is, I choose Fritz every time.
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Loved it as always.