Every month, I get together with Gordon Long to produce a video discussion of macro events of the past month.

This is the second video we have done. Prior to that, I have been with Long on three or four occasions, but not on any kind of schedule.

This month we discuss the EU refugee crisis, another Japanese recession, the US subprime auto sector, the likelihood of a US recession, and other topics.

It’s a 30 Minute video, which we call Mish’s Monthly Macro Update.

The link provides a text synopsis and some charts as well as as a video play link.

Mike “Mish” Shedlock