Weak Demand and the Return to "Normal" Illusion ( w/ Paul Hodges )

Real Vision: Finance & Investing

Real Vision

Business, Investing, News, Business News

4.1 • 1.1K Ratings

🗓️ 8 June 2021

⏱️ 67 minutes

🔗️ Recording | iTunes | RSS

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Summary

RV Live replay: Paul Hodges of The pH Report and New Normal Consulting returns to Real Vision to update viewers on the health of the global economy and what that means for financial markets. Hodges and his team see big changes on the horizon and, through their analysis of the chemical industry, auto market, and technology sector, see a return to the "old normal" as being highly unlikely. In this interview with Max Wiethe, Hodges highlights the important data leading him to believe that post-COVID the world will look very different as demand patterns shift, reshoring continues, and momentum for "the green recovery" grows. An excerpt from the most recent edition of The pH Report looking at the auto market can be found here: https://www.realvision.com/issues/auto-markets-shaken-by-covid-and-evs. To access Hodges' charts, please use this link: https://rvtv.io/3bvZXqA. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	The best stories are the ones that are constantly reinvented.
0:06.3	Like new Renault Clio E-Tec 4 Hybrid, a 145 horsepower engine, with up to 550 mile driving
0:13.2	range.
0:14.2	Enjoy its new assertive design and its free Alpine trim, new Renault Clio E-Tec 4 Hybrid.
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0:28.3	real well driving results may vary.
0:38.3	Hello everyone, welcome to Real Vision Live for Real Vision, I'm Max Weethy.
0:43.9	I'm joined today by Paul Hodges, the founder of new normal consulting and editor at large
0:48.7	of the PH report.
0:50.3	Thank you so much for joining us, Paul.
0:52.3	Thank you, Max.
0:53.3	Alright, so you've been on Real Vision many times before, I'm sure some viewers are quite
0:58.0	familiar with your perspective on the world, but you do bring a unique outlook on understanding
1:02.9	what's happening in the global economy and financial markets.
1:06.7	You have some, you know, the title of your firm, you know, the new normal really speaks
1:12.2	a lot to, you know, how you are viewing the world and I think you have a chart that you
1:17.0	start out with in your PH report, which I think is the best place for us to start here
1:20.4	today.
1:21.4	So I want to pull up this chart that is your major trend shifts that you think are happening
1:26.0	right now.
1:27.1	You could just explain to us what each of these key paradigm shifts are, the stages and
	...

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