MW Capital's Aspin: 'Long' Mid-Duration U.S. Bonds, Gold

The transcript discusses the economic context involving China and the US, focusing on statements by Donald Trump and the Chinese premier. It analyzes China's economic pressure, industrial profits, and the potential outcomes of G20 negotiations. The discussion also covers currency issues, including potential FX wars, and concludes with investment strategies and market positioning during the G20 meeting.

What is the current stance of the Chinese premier regarding a deal with the US?

• He is eager to finalize a deal quickly.

• He is comfortable stepping back to ensure the deal benefits China.

• He is indifferent to the outcome of the negotiations.

• He is focused on strengthening ties with the USSR.

What is the expected outcome of the upcoming G20 negotiations according to the transcript?

• A directional path towards a deal will be established.

• Both sides will agree to maintain the status quo.

• A comprehensive deal will be finalized.

• The negotiations will be postponed indefinitely.

How is the yuan expected to perform in the near future?

• It will become the world's leading currency.

• It will weaken over time.

• It will strengthen significantly against the euro.

• It will remain stable.

What is the investment strategy regarding US bonds as mentioned in the transcript?

• Invest in US bonds for short-term gains.

• Avoid US bonds due to market volatility.

• Long US bonds expecting yields to fall.

• Short US bonds expecting yields to rise.

Which sector is highlighted as being insulated from current economic dynamics?

• Automotive

• Technology

• Healthcare

• Energy