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Now to the top analysis of today's markets.

Welcome back to week two of Crash or Boom where Real Vision investigates what's happening

and what may be an inflection point in markets with some of the biggest names in finance.

I'm Ash Bennington. Today, Rick Rural interviews Tracy Schuchart.

Let me set up the context for you today.

As I said, this is week two of Crash or Boom.

This has been an incredible journey for us.

I had a conversation yesterday.

You probably already seen it with Harris-Couperman and Louis Godb,

where we talked about volatility in markets returning a secular energy crunch,

secular growth in EM's ex-China and some cyclical bull markets.

Also, the risks of de-dollarization in the gas view with attendant risks to US treasury markets

and the potential booing of hard asset prices,

...