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REAL VISION TV

Hedge funder Doug Noland is best known for his ability to spot market bubbles. Studying credit data, he spotted the balance sheet expansion of Freddie and Fannie in the early 90s and started writing about the mortgage finance bubble in 2002. He also called the government finance bubble in April 2009. Here, Doug outlines his framework for identifying inflationary biases to pinpoint bubbles, and where the cracks will appear first in the current excess, which is fed by government debt and central bank credit, going right to the heart of the monetary system. 

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