Comments
Transcript
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SMWhat is your take Ash/Raoul on the Australian dollar? With Australia having a low death rate ratio and plenty of natural resources will it stay strong? I have been buying USD with AUD but am a little unsure if that is a good move ATM. I would appreciate your feedback. PS: I live in Australia - you guys are doing us all a great favour. Thank you.
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PBRoger is in Ipswich, not London! Big difference...
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JHGrant is impossible to replace. However, I really like the combo of Roger, Ed and Ash. Hope they stay around a long time.
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SSRoger is brilliant! What a brain. Great episode guys.
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IPquestion: if the treasury is issuing so much more debt, that debt issuance does have to compete with other markets; China is no longer buying treasuries, so the money in the money markets couldn't go to treasuries instead of returning to stocks? if the government has to compete for financing, the government usually wins
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TPThe insights discussed on this show are so interesting, educational, and helpful! Well done! Thank you!
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SBLoving these updates !!! Keep up the great work guys
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caRobert is massive. Always my favourite one.
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dw@16:50 mark regarding the New Yorker Cartoon's "lesson to be learned". Some were embracing the remote life 5, 10, 15, ... years ago. I suggest that this book, surprisingly written quite a while back, is relevant to us all in such times: https://basecamp.com/books/remote. An example "lesson to be learned": a task's necessity is directly proportional to the barrier of access to you.
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FNBrilliant update, Roger Hirst has always some interesting opinions. Keep up the good work 👍
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APAnyone else notice that Roger's wine rack looks considerably depleted versus just before the Easter hols?
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SMThank you guys! These daily updates are so good!
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JHYou know... I'm probably not going to buy that car for quite a while!
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JSI cut my own hair too Ash!! Back in 2006 I wanted a haircut for grad school commencement and the line was out the door. Went to Kmart instead, watched the dvd in the package, and never looked back! Pisses my wife off to this day though!
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JHSmall business is your foundation, without them there is nothing.
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AAGreat conversation as usual and super well rounded. One favor....please always provide a POV on the dollar and of course on the bond market....these are the key to puzzle. Thanks.
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TSThese daily updates from Ash, Ed and Roger are worth the price of my Real Vision Subscription. Great understanding of finance and markets with a moral compass. I hope they continue for a long time. Cheers!
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paThe best daily briefing episode so far! Thank you!
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BBLarge items would have been worse if it weren't for freezer sales!
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KGLOVE the Black Adder reference
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ydExcellent interview! Please Ash, let's get Roger back on again.
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DHsurely, 'unlimited fire power' leads to hyperinflation?
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RAAnother excellent one guys and glad to see Roger touch on the US $ (prompted by Ash 👆) as this seems to be the lynchpin for what’s happening next. I would urge anyone who hasn’t seen the Brent/Luke US $ RV video to make sure they view it as, for me, it was this video that explained both sides of the argument in such a way that I was finally able to get an understanding of the debate and how important it is. Raoul and others have been saying for 2 years that “it’s all about the US $” and all you have to do is get that bit correct to come out on the right side of all this. FWIW, I thought I saw a possibility of a bit of a quasi “Plaza Accord” type of action in the dollar last week—nah, it was probably nothing and just my spidey sense as Raoul likes to call it. Oh...and great job with the shears Ash, you renaissance man you!
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FGFalse alarm. IMF says it's fake: https://pbs.twimg.com/media/EVraJo6WkAQf4eV?format=jpg&name=large
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AKTv subscription is required to view this content?
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FGJust read the IMF decision to condone debt to 111 countries. https://www.imf2020.org/press What does this mean to fiat $ ?
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ADThe audio doesn’t seem to be working.