Comments
Transcript
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BKGreat to have Roger back in the house!
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JEGreat points.. seems the weak dollar thesis is looking a bit tired, as more recognize the day etc chart patterns are really a reflection of relative euro strength.. whereas the trade-weighted is a ball under water. Perhaps Raoul's napalm run is still in the cards.. are you ready?
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MM"I don't mean to brag, but I recently got to the south of Midtown East." F...Hilarious. Ash is just excellent at hosting this show. Highly educated, keeps great pace and F'k...hilarious.
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ERWelcome back Roger. More please!
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GHIs there any chance central banks do away with trying to stem deflation, pushing for inflation? Maybe there is a move to targeting GDP/Capita and employment along with income grants (in combination with fiscal spend) or another set of targets. Correct me if I'm wrong, this would be terrible for gold. Or do you think this is years away?
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JSGreat to See Roger back. Please we need Roger once a week :)
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DOexceptional!!! cheers!!!!
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ATRoger is the Man. Great to see him back. Clear, concise, with well laid out arguments.
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WMApple's market cap is greater than the market values of all but 4 countries markets (US Japan China and UK)....
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wjExcellent analysis. Is it me or are all the wines and most glasses gone from behind gone? 😉
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MLAsh's dry humor consistently cracks me up - "don't mean to brag but i recently got to the south of mid-town east." That said, you're overdue for a vacation somewhere outside of manhattan sometime soon!
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BGGreat to see Rodger back and providing great macro insights.
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lyRoger's interview with Julian https://youtu.be/YpgfIfD_cRs
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OMRoger great to have you back! You need some more wine in the racks. Ash, as always, well done. thank you RV. rest well.
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mBAll about the usd.
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AB“If the top 6 stocks in the S&P drop 10% then the bottom 100 need to rally 90% for the S&P to break even.” Interesting way to show the concentration of the S&P there. The concentration of sales into large retailers such as Target and Walmart with online / delivery infrastructure already in place over the pandemic is going to be played out in the area between those two extremes though - it’s not always about tech vs. The rest, as many of the better positioned companies within traditional industries that are enhanced by tech may be where opportunity lies going forwards. Perhaps a RVDB focusing on winners and losers in the non-Amazon retail sector (or travel if you feeling brave) would be good? And of course, welcome back Roger :)
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VJPeter Cooper great segment on Target
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TWAlways learn a lot from Rodger. And I would learn 50% more if he would talk 10% slower My problem not his
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SCAsset markets were on steroids. And they lived happily ever after. Is this the sentiment here? Is this possible?
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JLYes, the perfect timing to have Roger back after a big move in currencies.
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ATCan you please explain to me what Roger mean at 31:26, if it’s not inflationary what happens to gold and silver?
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PBGood Talk. Here in Australia the Economy is going absolute Gang Busters. The Massive Sugar rush is Punters Taking out up to 20K tax free from there Superannuation, end of Financial Year & Corona Supplement. No pent up demand here, it's pretty much all Fiscal pure and simple
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JHWelcome back Roger, and thank you all. Very helpful briefing.
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CWRoger's makes me wish I was even half as hip as his hair looks. Love it.