Comments
Transcript
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esMax is good. It's good to have a different perspective on questions. Keeps it fresh. Ed is working harder today :-)
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NCHow do we get to the crypto gathering if we are already subscribers? Only way I see is buying a ticket and I thought you all said it was free for members
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SSThe RVDB was great and Max was doing a great job until Ed put him on the spot and he had to defend why he booked those two risk managers in an interview today. I didn't like that. It was cringeworthy and I felt sorry for Max. I genuinely felt horrible. It was like a headmaster interrogating his pupil. Also its not what RVDB is about. Very upset about this and I hope it never happens again, especially when the briefing was going so well up to that point.
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TZI would recommend to everyone to take a look at the market cap\earnings chart. Tells more than a 1000 words!
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CW"Off the reservation" not exactly the nicest phrase to be tossing around so much.
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JVLender of last resort used to mean that the FED provided liquidity at a high penalty rate (10% intrest). This in order to prevent support for insolvent companies. There's a clear difference now imo. Furthermore, it doesn't seem unlikely that the FED eventually forgives the corporate debt they bought.
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IPThe analyst who nailed it most of all is Michael Howell, he looks at liquidity and he has been right. I'd be willing to pay an extra to have him on as a regular monthly guest
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CTGiven the market is driven by Covid.. could we please get some scientists on to provide insight and knowledge to the members based on data they have analysed? eg Prof Michael Levitt the Noble prize winner would be great value (economy literate) or John Ioandis from Standford https://www.youtube.com/watch?v=vi4j1I_ix_c
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JMYou guys are always so worried and so bearish, yet equity markets are close to all time highs. Why is that?
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IPquestion on the slow grind: seems like everytime that the market goes down 3% the FED announces that they will buy something else! seems like they are intervening before the market goes down or am I missing something?
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JKEd, no contact tracing in Sweden. The infection is so widespread so they see no point in tracing.
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RAReally enjoyed the input from Max today! Great work
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FRGreat job guys. Good to have different perspectives. Good to have a Crypto perspective in the daily briefing, at least once a week . [ Ed you will be star on this topic!!!] Max great energy
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TMThe orchid is nice!
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VSNice one...
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JHI am not receiving emails from Real Vision. I've checked and my email address is correct, and nothing has gone to spam. Will you please check into this for me? Thanks in advance.
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NJTodays video was very insightful.
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RAGreat job Max and thanks Ed for teeing up a couple for Max—one softball and one a little “chin music” (maybe Billy Ray can explain a good ole “brush back” pitch to you Euro Footballers). Seriously, Max that was a great “curation” behind the scenes talk you gave us on the difference between RV “process” videos and sometimes more popular action trade videos and their tier placement thereof. Very candid and honest response to a tough question—kudos Max. I think you are a great RV asset and we RV’ers are very fortunate to have you involved. Can’t end without saying how much I’m enjoying the Crypto Gathering,
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CSI was hoping that you would bring Charlie "don't be caught short gamma in August" McElligott back soon. I learned a lot studying Ed Harrison's last interview with Charlie McElligott last year.
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SENice briefing. I didn’t know what to expect with the fresh face, but I enjoyed your perspective and enthusiasm Max. Good stuff!
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SSFor those who don't like, "Off the reservation." Walk out into the lake till your hat floats! Good Job Max Sheldon
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DHLacy Hunt's views have been easily actionable -- buy long dated treasuries, or TLT. Max does not understand Lacy's job if he says that.
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JDExcellent Max - look forward to seeing more from you in the future.
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CTGreat work Max.
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RLGreat work Max. Looking forward to seeing you work into the daily piece
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HFGreat work as always. For the AMA, I'm curious to learn how the editorial team works to develop the narratives/ themes that RV puts forward? Is it a consensus-driven debate (or) more of a thematic broad-stroke from RV leadership with room for individualistic POV/ contribution from each editorial team member?
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NGWell done Max. I thought you took Ed’s question on the risk management piece really very well indeed. The piece itself was less useful to me but I think you were incredibly poised and compelling in your justification for it. I’ll rewatch it through the prism of your answer!
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DHThanks for the updates Max. Glad to understand the operation a bit better. I am one of these MBA Finance guys was taught EMT (and technical analysis was a waste). Today, I am so glad to finally be able to understand the finance world more robustly. This means you are teaching me things when you bring in Risk Managers and other topics not specifically germane to my situation.
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DSSolid Daily Briefing. Thanks. The stock markets seems to be reflecting massive money flows by the Fed and others, whereas the economy will be struggling for years to come. The insolvencies will wake the stock market up before year end. DLS
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CLGreat daily briefing! I thought Max did a great job as a host and you guys should have him serve in this role more often. Ed continues to be a fountain of insight and wisdom re. markets. Well done.