A Mike, Great to Have You Back on the Programe

Kile bas says he's pretty certain that we're in a recession here in the united states. He thinks its may be one year maximum before fed starts to pivot and cut rates. We agree that housing is overvalued, maybe ten or 12%. China may very well make a move in ti an ind the next year or two. If they do, that'll be a big deal. It'll be a really big deal. I don't know exactly what's going to happen if china makes a move on the swift system. But i can only imagine that it simply goes to be a potential catalist, a spark that can ignite a very unstable situation.