watering it down

I don't care about women taking over CEO positions. I only care about who makes it right and who doesn't. THanks

That easy money has been flowing into private companies isn’t new, right? Is this supposed to be an investment idea? Past 5 years SPY is up 75%, PSP is down 0.5%

Once a year would be enough

I could be wrong, but I think Tyler is a lightweight. Ed should push back on some of his unfounded positions.

Tyler was great. Please get him back.

When I noticed that Rauol har hired someone from CNN I though hmm, well at least its not from the Cartoon Network a.k. CNBC like Mark Cohoades puts it. City new CEO is a woman "Ground breaking News"... only so few, even less if a woman of color... White men in congressional hearing can't see a wonam replacing them... Please leave the woke journalism out of Resl Vision, I know that these are important issues but I not paying to listen to something that I get for free on CNN and all the other leading media outlets over and over. If they put an octupus in a fish tank and hooked its brains to a computer and it did a great job of running City Group it would not matter, what matters is the track record and what it will deliver at the end of the day. Coming from finance I know very well we are all replaceble and AI is coming for many regardless of sex or color.

I found Tyler's arguments very weak. He seems to take various data points and "creates" a theory that makes no sense.

Never seen Tyler before, pretty sharp, nice interview.

Keep the “woke” diversity crap off my RV. 👎🏾

Hi Ed, not being pedantic, but Raoul actually did name SoftBank in last Friday's Daily Briefing. You seemed alarmed that Tyler mentioned the name.

not sure you can really take CDX as a view given roll around the corner... poor analysis tbh (from someone in credit markets)

Please invite Tyler back some time in the future!

This was excellent ...tvm Tyler and Ed...really great content. Joel Hahr

She's being trained on the job. Distracting. A reasonable trade-off for the value real vision provides.

Those charts he presented looked interesting but lacked to compare the far more bearish views. However, it’s important to note that caution is important in these risky markets.

I’m really sorry to sound so picky, but when paying attention to what is being said, listening to every word, I couldn’t help but hear the following annoying repetition. From 31:43 to 27:27, a total of 19, yes 19 “You know”s were used. If I knew, I wouldn’t be watching. Saying “You know” assumes people know it, so why say it, and if you’re asking this for confirmation of understanding or agreement, then please collect the facts together and ask later, “do you agree”. Thanks Reading some other comments, may I say the following in praise of Hayley. Hayley is clearly a sweet lady and knowledgeable , I’m in agreement that it’s hard to do but, looking like you’re talking naturally while reading a script is a skill that needs practice. It takes time and I look forwards to seeing much more of her on Real vision, very positive and engaging presenter.

When will Roger be back? I thought every Thursday.

Haley is reading a script! Its so obvious and off-putting.

I might have to listen to this again to make sure I understand what he's saying, but I think Tyler is more optimistic than me when he talks about the funding of private growth companies from pensions, and how it will drive real economic growth. I assume any good idea has already been funded and these new flows into private markets are misallocation of capital, maybe it's better than flowing into zombie corps though. I'm guessing Tyler and Dan Rasmussen aren't on the same page.

Want a fast growing industry that's available to the public? Crypto.

The actual real quote is: “A society grows great when old men plant trees in whose shade they shall never sit.” — Greek Proverb.

Hayley is a fresh voice. Great to hear.

So what we basically got out of that was Money is chasing private, passive faucet is still open and as long as the bond market works stocks won't go down because the FED won't let it?..

I’m liking the his Tyler guy. I’d call him #3 😉

I like Tyler; wish I understood more of what he’s talking about. I’ll get there. That’s what makes RV great.

this guy just makes stuff up. derivative comment ridiculous.

Tayler Swift fan, huh?

did i hear the opening comments right - the markets are relatively flat? i guess -2% is flat these days.

Haley background room is so cool! Keep it up! I like the RVDB with her because she really makes it less of a monologue and more of a dialogue. Great 👍🏽

I disagree, I think liquidity drives everything right now. Credit is fine thanks to the Fed put until liquidity starts coming into question. Credit vol is being suppressed right now because the perception is that risk is going to be backstopped.

People keep talking about how we shouldn’t worry “Credit Spreads” are great. The Fed is buying and is a “backstop” on IG and HY. Of course it all then looks “just fine”. Can we still use this as a reliable signal? ALL signals are distorted, it seems!

That was an interesting discussion. Thanks guys.

Tyler out here calling bottoms mid-liquidation, ballsy.

The comment on transparency in private is right on as well (having worked at a plurality of tech startups in key roles...)

very good information one advice to Haley she is really good on the show but she need to enjoy it more relax a little but very good for first time on the daily briefly

Wow, finally a link between public and private.

Great discussion—thanks, gentlemen.

Tyler - informative and insightful as always. I'm pretty sure I've played basketball with Tyler in Austin couple years ago when I lived there. If this is the same guy, the man can hoop!

Great interview! Being in tech, the crunchbase charts are nuts. That many late stage rounds won't end well unless there is a fundamental inflection point (which I don't see).

RVNBC };)

That story about city bank was hilarious. The ol' pass the flaming bag of shit trick.