Welcome to the deli inside with me James Deli and I know I always say I'm excited about

this week's special guest but look though I've got sitting right next to me it is the

market sniper Francis Hunt. Francis welcome to the deli for the second time I'm a bit worried

meeting in the flesh you're wearing glasses which are bit like the glasses that Bonne might wear.

Oh yes now that's not a positive association in my books actually for those I'd like a little

bit of a deep dive look up Paul Houston and family lineage but that's a separate one yeah they

matched the camo scene I see you've actually in sympathy for me here we're already in deep

prefer kits here we know we should be hiding behind the bushes and this lovely countryside outside

of Delingpod mentions I think we could be we could be the the salue scout or great to thank you

for having me back on and I'm delighted to be here with you personally as well yeah so I gather

you've got lots of good news that it's all going to be fine and that the global markets and the

financial system aren't going to collapse and it was all a big mistake that's right is that right

Satan's been put back in his little box and he promises to be good now unfortunately no James

so one of the things I know and I'm loving your material by the way and everyone should absolutely

be sharing of the stuff and building your following one of the things we often seem to get out of

folks is you know when's that happening and you know when's the domino dropping and at what point

is if they're postponing taking action until some form of critical event and this is as if it's

kind of the great financial crisis was like oh it was Lehman's no it wasn't the entire buildup

and the buildup of the toxicity and everything that slowly fell then it was based on then it was

hedge funds and then it was Lehman's there's no single straw that actually breaks a camel's back

it's the whole process of overloading the camel to the point that it just becomes a technical

detail as to which element is in it so the those people that are thinking oh I'm going to take

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