1.  00:00  Introduction »

2.  04:31  Commodity Bust and Dollar Bull Market: Flip Side of the Same Coin »

3.  07:00  Global Reflation »

4.  08:00  China Nominal GDP Growth Stabilizing »

5.  08:08  Due Mainly to Big Government Spending »

6.  08:19  A Rebound in Nominal GDP and Profits is in the Pipeline »

7.  08:28  Tentative Signs of Improvement - Brazil »

8.  08:46  Tentative Signs of Improvement - South Africa »

9.  08:53  Tentative Signs of Improvement - Russia »

10.  08:56  Tentative Signs of Improvement - Mexico »

11.  09:04  An EM FX Rally Could be Self-Perpetuating »

12.  09:16  A Permanent Downshift in Global Growth. Is it Over? »

13.  15:17  Appendix »