During this 30+ minute interview, Jason asks Marc about if the global economy is really setup for actual free trade and what types of problems a trade war, tariffs and subsidies could create for the real economy and different assets prices as President Trump escalates a trade war with China.
Marc talks about how all asset classes other than gold may now be entering a long term bear market.
In the past, US Treasury bonds were viewed as safe haven when US stocks topped or had a sizable correction but Marc thinks that bonds re no longer safe.