The bullet point summary is:
- Stocks rally into the year end, the final rally before they crash again.
- It's going to take 1.5 to 2 years to play out.
- There might a short term surge in Internet spending.
- Then he goes on again explaining why we'll have deflation again, and why the Fed will fail to create inflation after a short-term bounce. "They are going to be check-mated".
Here's the link the MP3 file and also the embedded player just below:
PS: There's an easter egg in this post. But you can only see it if you open it on your browser (no email, feed, etc.)