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Here is what's new today on INK Ultra Money.
1. China vs. the U.S. - Fentanyl to Trade War to Cold War? - Real Vision (subscriber video)
2. Bonterra Energy's George Fink keeps buying: are we there yet? - INK Research (subscriber video and free audio)
3. Wag the Dog: The Fed & The Real Economy - Real Vision (subscriber video)
Canadian Insider Club members can get subscriber content by upgrading for the special rate of $99.99 per year (plus tax) via the Membership tab after logging in. If you are not a Club member, join now as an Ultra member. INK Research subscribers have access to both premium and free content. INK Research subscribers have access to both premium and free content. If you are asked to sign in, select INK Research as your subscription website.
Continue reading for summaries of each episode.
1. China vs. the U.S. - Fentanyl to Trade War to Cold War? - Real Vision
Is globalization breaking down before our eyes? In an eyebrow raising interview, Kyle Bass sits down with retired Brigadier General Robert Spalding to discuss what’s really happening inside China. Spalding spent years living in China as Defense Attache in Bejing and served as the chief China strategist for the chairman of the Joint Chiefs. Spalding brings his deep knowledge of the people, culture, economy, and military posture of China to the table in discussing the multifaceted threat to the US posed by the rising Asian superpower. Filmed on September 27, 2019 in Washington D.C.
2. Bonterra Energy's George Fink keeps buying: are we there yet? - INK Research
In the October 11th Morning Report on Bonterra Energy (BNE), INK asks if a China-US currency pact could solve two challenges at the same time?
Higher commodity prices would help
There is also an audio download available below.
3. Wag the Dog: The Fed & The Real Economy - Real Vision
Julian Brigden, co-founder and head of research at MI2 Partners, unpacks the bind the Fed finds itself in as the economy approaches the end of a 10-year cycle. How does the Fed keep the markets going as asset prices continue to soar? Brigden explains the potential channels and methods of intervention and explores specific trades that may benefit in different environments. Filmed on October 4, 2019 in New York.