Comments
Transcript
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FDPeter Cooper or Jack Farley's intros seem to be better prepared and include charts/analysis, Personally I prefer that approach compared Haley's just some random daily rush with lots of fillers ("you know"). Maybe a script could help to make it more structured and to reign in the fillers?
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ptroger is sharp as fck.
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BBWhy is the most recent DB locked?
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WFGoverments are easy, keep your head down do what you can, make due with the rest.
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MTWhen I first started my career, I was explaining something to my boss, and I would use the filler words, 'you know'. After a few times of doing this he said to me bluntly, "no, I don't know, that's what I pay you for". Some advice for Haley.
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PCRoger, looking a tad rough around the edges.
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MSWe still need RVDB to find the Roger / Ed of Asia. I am voting for Trinh from twitter @trinhnomics. @haley can you slow your pace a little. Great content all!
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KBRoger is very insightful. I believe Raoul said he hired him at Goldman. Raoul needs to indoctrinate him in the church of BTC. Roger’s PM thesis applies with equal force to digital assets.
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JJHi, Regarding the SPAC ETF discussion, why haven't anyone done SPAC for Bitcoin ETF. Writing a blank check to buy bitcoins for the holding company. This would be a no-brainer :)
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MBI'm Belgian ( nobody is perfect); Roger is an extremely practical/rational analyst - congratulations to your brilliant/non-emo attitude. Must say heavily involved in the UK industry - Roger fortunately is not a typical insular/ state religion (which I hate); not a populist à la Boris X. I like the way Roger rationalizes the market & it's constraints. I'm definitively going to look at REFINITIV..Thank you Roger for your pristine presence and thanks to Real Vision to broadcast your skills
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JMOnly way for Europe to get to 2 percent inflation is the euro at 130? Not sure i understand that one 😕
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DOExcellent, as always. Just a comment on Roger's ideias and parallel with currency moves on 2014. The main difference now, will be the USA current account deficit, which already started to move lower. That is the big change...as dollars will be flowing back to the world, and activating economic activity, pushing commodities prices higher...the other central banks will be less concerned about debasing their currencies relative to the USD. That is the core of Julian's argument...and it has historical parallel.
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TNZombie-fication of the economy seems to be a new normal... Hopefully it's only temporary until we get that sweet sweet creative destruction :):)
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ABAlways a pleasure, Roger. Good argument on PMs - thanks.
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NLgreat stuff Roger. Thanks. This is where my head is and going to short S&P via ASX. Next market move will be driven by politics. Dems think they can hurt Trump by crashing the markets and will not agree to any stimulus by simply asking for too much stimulus. Dems view is Joe is ahead will stay ahead if market go down. So no deal but markets will be teased for another week until it becomes clear there will be no deal until elections. Just my view from distant Oz.
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SSRoger is trolling us. Its obvious. Look at the hair he has for Refinitiv and then look at the hair he presents to us. Well played RogHAIR 😂
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PBAny comments on BitMEX? Presume Raoul will discuss tomorrow then...
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ADRoger looks like he just rolled out of bed. Again. 😂
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PDGood chat today
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BKGreat Discussion. Thanks Ed & Roger!
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MGGreat discussion Ed & Roger! Thank you.
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RMSuper analysis Ed and Roger! I like Haley but don't find her reporting as helpful as some of the other people how have done it. How about a segment with Lyn Alden Schwarzer?
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SMhttps://www.youtube.com/watch?v=2sCp9ZRhdYU