Comments
Transcript
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ECTony is irresponsibly opinionated and biased for Trump and against Biden. This colors his whole market thesis and makes him unwatchable not because he is a "refreshing contrary voice" on the show, but simply because he is allowing his own opinions on politics to color his views.
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JBTuesdays are the best day for Daily Briefing for hearing about traders. With the bias at CNBC, it's good to hear another opinion. Intelligent people understand bias and take away knowledge. Open minded people understand bias and don't waste energy on political noise.
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APJust Where does Tony get his "insights" about the election's outcome?
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DAI listen to Tony Greer not because I value what he says but because he represents a narrative that is out there that I should be aware of. He presents himself as an observer of markets but in reality he also tells the market what to do and makes predictions off the back of that. I love what Jack Farley is doing the moment - may his voice continue to grow on Real Vision
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JSCan you implement an upvote/downvote so the best comments are visible at the top (similar to Reddit)? There’s great value in these but don’t always have time to read them all.
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JAAs always, when TG turns bearish I will know this is for real and hope is dead. I don't hold TG's view, but I appreciate hearing the opposite argument of my view.
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JAThe unrestricted bull market in domestic oil is exactly what killed it. Why do you think that in a world where even the Saudis are having trouble controlling the supply of oil that Trump has any power whatsoever to save the energy sector short term? There is simply too much supply for too little demand right now, and that is depressing prices. It has been a moving trend since before COVID hit. Even if the US tries to artificially increase demand by rolling back green energy further, the rest of the world isn't going in that direction. It makes more sense strategically for the US to keep a lid on its own output, develop other energy sources in tandem, and benefit from the world falling over itself to sell oil for dollars at cheap prices. Seriously, I don't see how oil gets above $60 in a post covid world, and not without a whole lot of dollar debasement going on in the process. And there are better dollar bear plays than oil out there if that is the predominant view. My $0.02
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SMToday you got your big day in the FX market
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IMAs always, great discussion Ash and TG. But i must say Jack F is sounding more and more interesting, bringing the market analysis together. Would like to hear more from him. Overall, great content!
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VPShit Tony, we're going back to March. Damn!
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MMI love TG Tuesdays because of the comments.
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LKPaypal will not allow customers to take custody of their bitcoin. This brings up a similar can of worms that has already been debated about the paper gold market and is something worth considering before investing. Jameson Lopp recently wrote an excellent piece on the Casa blog describing how custody brings systemic risk to bitcoin. https://blog.keys.casa/the-custodian-menace/
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JVThe Daily Briefing is such a great addition to the RV platform and the inclusion of regular guests like TG really add a special something. TG Tuesday is one of my favorites - Thx
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REKeep up the great work Jack!
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GHMix of interesting, relevant, sensible views and low-rent politics. Fortunately enough of the first three. I love how Wall Street just hates them so-called socialists but soils the bed when governments aren't raining stimulus. Privatise gains, socialise losses - never a bad business model but leaves the indelible stain of hypocrisy.
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RYFantastic -- always look forward to the TG Tuesday show with my morning coffee! Thank you Ash and Tony. Have a great week
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CKAsh, I'm surprised to hear that you only hold a small position in Bitcoin!
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SBIn a few years time we'll look back and reminisce about the days of finance... before central banks owned every asset ;)
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EvGreat piece! Always enjoy listening to TG and will be some crazy exciting times ahead. Cheers from Holland
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BFI like to listen to Tony and I know he's biased on a Trump/Republican win. You have to make money for yourself and your clients and the R's seem to make it rain... at least that is the narrative. I, too, am biased and I think the R's are killing us... btw the D's are too but in the country's current predicament I believe the D's will do a better job of helping the 70% of folks that are hurting, I like listening to Tony because, when I turn off the biases (mine and his), he has a lot of thoughtful things to say... what happens to the markets if the R's win, what if the D's win? What is the 30y bond saying, what about the 10? I appreciate that Tony has opinions but is not fixed on them. It sounds to me that when the facts change he moves his opinion. I respect that flexibility and it makes me a better market thinker. ok, I'm really Tony's BF but don't let my comments bias you. Ash and Tony, I love "TG Tuesdays"!
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MAQE-Drives Yields lower ultimately...Lower Yields=Deflation BTW You cannot bet on 40 trillion that's insane..
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SNGreat to have TG on with some constructive optimism. Been very doom and gloom lately. It would be very interesting to have Cathie Wood or David Lee on whom both have more of a bullish outlook on the future of the markets. Part of the educational piece surely must be to have the other side of the argument now when RV have been pounded the drum for a while.
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PMHere's the link to that Grant Williams podcast with Felix Zulauf if anyone wants to listen. https://ttmygh.podbean.com/e/teg_0009/
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JSThe fundamental comments of Tony. I am very positively surprised for his foreground comments. How he combines with his observations. Great job this interview! 👍🏽 Kamala Harris is bearish and this is not a poem! 😜
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RMTrump, even if he loses, will stay on Twitter even more as he works to launch the Trump network.
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STHard to believe TWTR is going up because of Trump's chances going up. Why are solar stocks still up? TAN isn't crashing...
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HSLooking at VIX, looking at Japanese Yen Futures, Looking at the move in Bonds. I completely disagree.
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VNThis is interesting. Yesterday, Ed discusses Trump's potential win (which is clearly not his first personal choice) and a few reasonable scenarios that don't seem to be priced in, and the community's feedback is - keep your views to yourself. TG goes full TG and only Anne P asks a question. Per Grant, things that make you go hmmmm...
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JIgreat suggestion Ash...RV should get a panel together and discuss...maybe this should have several segments to it.
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MSDoes anyone have the link to the Raoul talk he referenced?
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BKThe 50 Trillion dollar balance sheet? REALLY SCARY STUFF.
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TCSo QE doesn't create money it just controls interest rates. Money is created via lending and fiscal spending (where fiscal spending is essence a form of borrowing - aka lending)
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TCSo I have a tough time swallowing SOMA holdings growing that large. Treasuries are required to make the collateral markets work unless a substitute is found which would constrain rehypothecation. Of course who knows...
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ASTWTR is the tell for Trumpy win.. Good lord..
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DTBond story did not seem convincing and election outcome also.
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ESTG and Ash are the adults in the room. Great conversation. TG needs to conduct some interviews on RV, along the lines of what Mike Green does. Let TG select people he would like to interview and let the camera roll. Holdings: long RV
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PMLove TG Tuesday, nice work guys