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Russell Clark: Investing Ideas for a New Macro World

Real Vision: Finance & Investing

00:00

The Future of TLT

It's very heavily reliant on China again. Chinese were the first ones to go pro labor. And that is for me really driving a pro labor change globally. So it sounds like it's a forever stock, but what would make you up end your forever view of it? All right. Just want to remind everyone, if you're watching this live, feel free to jump in on these trades. But let's jump into your third trade, which is actually a trade that David Rosenberg had also here on three ideas in January.

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