Comments
Transcript
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JHUsually enjoy the RVDBs, but found the start of this one offensive, frankly, as a Catholic. Please do not make repeated allusions to the trinity - how would you feel if this were your faith?! It is actually blasphemous to keep commenting casually on “unholy trinities.” You wouldn’t making joking allusions to Islam, so please don’t do it to Christianity. Next time you do, I unsubscribe completely. Thank you.
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BKElection day event , Thumbs UP !!!!!
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ESI would love to see a video on what the different electoral outcomes would do to markets long and short term.
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KBI think the political angle to the macro environment would be a worthy endeavor, I would hate to see it pull away RV resources from other segments of content. I will watch content from the brilliant content providers pontificating on macro outcomes, but not the politics of the day. But I have no interest in political banter/arguments. There is too much of that as soon as you open your eyes in the morning. I want to know what I don’t know or have not thought of...
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RMFound Ed's comment that if Biden gets elected, we will have massive deficit spending going forward somewhat humorous. As a republican, don't mind saying that is what we have going on right now. Let's just hope that the govt will focus on infrastructure investments that may have an ROI vs just giving money away, some of which finds its way into the hands of those that actually need it.
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MHElection Day Event would be great. WOuld love to see you guys talk to Ben Hunt of Epsilon Theory and discuss narrative
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MJI really hope Ed is right about Trump's irresponsible demagoguery regarding the validity of the election having a negative effect on his own campaign. It's a pity that the rest of the "free world" doesn't get to vote for who leads it. As a concerned inhabitant of that free world and long time admirer of the USA I truly hope you will collectively decide you do actually wish to remain a democracy governed by the rule of law and do not wish to see a charlatan who panders to people's worst instincts remain as your elected leader. I believe you deserve better and fervently hope you will allow the rest of us to finally be able to stop watching the Trump clan slither all over the American body politic. It's like watching your naive teenage daughter being manhandled by a drunk slime ball at a party and not being able to intervene. Please don't make us watch that for another 4 years.
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DOHeavy left leaning.
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RCI hope the Adults win the election.
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ALEd, I think your proposed approach to cover the election Is bang on. The economic impacts on different aspects of the economy would be great
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CAI think some commentary on how political outcomes could or would influence the market would be great content. It may just be my mistaken perspective, but I think in 2016 most people were wrong in their view of how markets would be influenced by the outcome. If nothing else, maybe someone can tell us whether to long or short ES on election night at about 8 pm!
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MTIt's Friday, where's Raoul? 😢
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RLTo me it’s all about where the USD is heading in the short term and through the end of this year...
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CMAsh and Ed, I know that Raoul is a major draw on Friday but I must offer a pat on the back to you two. I feel as though there is a perceptible change in the quality of conversation, information, questioning, and commentary you two offer now compared April and the start of our Daily Briefing segment. You two are both clearly getting smarter! Also, it takes tremendous skill and intellect to interview with the quality of people like Kyle Bass, Raoul Pal, mike Green, Grant Williams (and others) and your capacities to engage in similar ways is also approaching these greats! It brings up the quality of content you guys take part in across the board and I thank you for it. Great work.
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JBPlease keep political conversations out of your shows.
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MSAmerica had hanging chads in 2000 and survived. America had a financial crisis in 2008 election and survived. Yet the East Coast Blue Checkmark Crew has to spend the last 10 minutes of the DB double downing on dictator conspiracy theories and quoting Senator Warren and Sasse. I must have missed Raoul's "sell gold because Trump will be a dictator" update. I'd rather listen to that recent millennial guest explain how he doesn't understand how his stock picking algorithm works.
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MAGreat Episode Ash/ED As far as content Sofar ED has been the most accurate on the markets with his Sept/Oct call.So i want him to keep doing exactly what he and Roger are doing with respect with what is going on with markets. it's cool to see some technical traders come in and share some important charts in the markets.The occasional Raoul post is always nice as well..The D.B for me has been just that. A briefing on current events in the markets and how they migh affect things going forward..Keep up the great work and don't try to radically change thins..All The Best
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SWThe "unholy trinity" is a great group!
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KKDid you guys kick Max off for good bc of boomer tantrum? -not Max's mom
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JMJes - an analysis of presidential candidate policy on economy going forward would be very helpful
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JHYes, an election day analysis of potential market/economy impacts of stated plans of not only the presidential candidates but members of the House and Senate as well. We could get gridlock on one hand and stimulus out the wazoo on the other. Interesting times...
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AKThanks Ash Bennington for trying to steer DB away from political opinion. BTW copper was up on Fri
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JWI'd like a deep dive into the candidates' economic policies.
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XJStuart Sweet President Capitol Analysts Network May be a great resource for the topic in question!
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CHYes please - what does the election mean for markets / economy
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PSHi, absolutely would like to have a weekly (at least) update on the effect that the election will have on the markets, both the US elections and Brexit if possible please. Thanks
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PBYes having an analysis on possible election outcomes and its effect on the markets is a great idea Ed!
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BBElection Day is a great idea. Obviously as long as it stays focused on the impact on different asset classes.
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KTIm trying to determine the risks to markets of each party getting in and the strengths that each party may provide. Then hedge both ways on each. Rather than predict an outcome, just make sure all bases are covered. Great job Real Vision. . Thanks for your access to insights.
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CClol...good news is bad news
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NLYes to election day discussion group. And thanks for the brief.
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KMI think a deep dive utilizing various perspectives focused on the investment implications (across all assets incl. BC and PMs of course) is a good plan but it's a tight rope to not spin up partisan commentary (so good luck with that.) The social impacts including COVID response as well as how the mass protests will evolve/continue is part of that analysis and that in itself is highly partisan. So you have to maintain the high ground and with it, RVs credibility, while attempting to discuss a polarizing issue in these most polarized of times. So is it better do this before the election or shortly after? After allows the focus to be on the new (or old) reality that we face as investors and that may be less contentious than attempting it before where two speculative outcomes are in play. I don't believe we need to change our investment focuses immediately the day after to be on the right side of history (short of the market tanking limit down.)
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PCYes, an economic impact analysis of Dems v GOP policy would be of interest.
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BBAsh - I maybe wrong but it looks like your camera is focusing on your fancy mic and not your face?
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EGIt was a good briefing but what I saw in the market and the dollar index or forex contradicted each other any comments on that?
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DTNext three weeks will define the next 3 to 5 years of markets?? The ride will be wilder than that.
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BKThanks Ash, Ed and Jack!
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jGyes lets dig in and try to figure out who will do what if elected ..
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ATif the unemployment number is so inaccurate why do we refer to it as meaningful. I think this has been going on since GFC1 (at least) when a couple million dropped out of the workforce and was born out by the lack of any wage inflation in an economy which had blown by the benchmark used for full employment. The number seems to be pretty much useless as a tool for weighing the health of the economy and is probably being used as a way to mislead. I think the same way about the expectations merry go round: almost without meaning.
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HRA blue wave? You guys have to get out of whatever bubble you're in.
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JAI think the election content might be a waste of time. There's no point in postulating about the effects of the election. Even if you did have good insights into what the outcome would be what could anyone really do with that information? We're in noman's land. If I told you a year ago what 2020 would be like would you have thought we'd be in arms length of all time highs right now?
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MCYes. Please. Holy smokes. That would be awesome.
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ACYes, Yes, Yes. Please bring on an Election interview campaign. So important given the tumultuous events of this year. Scenario analysis with key outcomes to look for would be great. There have got to be clear ways to trade it.
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RTHey Boys! https://rickmanelius.com/article/interesting-boring-overused-and-lifeless-word
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HRFlorida announced today that it is entering phase 3, i.e. no mandatory masks, all businesses can legally be open, etc. New York may be moving in the opposite direction, but its a mixed bag. Its not at all that the US is going into lock down again. Please either speak to specifics or best not to generalize.
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ERthanks Ash Ed and Jack excellent show regarding the election I am not from USA but the whole world is watching just in what way each candidate you see will handle the economy under the present circumstances
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MDThanks Ash and Ed. Interesting insights - I was wondering a similar thing in that there seems to be an acceptance of the markets going up regardless of the underlying fundamentals/data - as if there's an attitude of where else can I invest. New rule is there is no rule. Election coverage - thanks for taking it on. Sometimes people chose to be unbiased to an extreme, and it makes out each choice is as good as the other, when they're not. How to cover that honestly - hard to do. Am I allowed to say I find Trump and Biden as funny as each other in their own ways - Trump says ridiculous stuff, borderline lies, while Biden's gaffs are priceless (not making fun of him if he has a condition/dementia which he denies). You won't please everyone. I am non-US so this part (the comedy) doesn't bother me that much - its just funny nothing else.
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CMLoved it, Jack: The unholy Trinity: "Sign me up!" Ash, glad to see you, but aren't you on vacation?
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MJ"is is is" - why?
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ehgotta watch the red vs blue to understand what may be coming, great neutral coverage!! keep it coming
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DWVery nice update from the “Unholy Trinity”. Looking forward to the Lee Cooperman interview.
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KBDo you think that dutiable good are up so much because everyone is learning to live in a different way and need new product to do that? E.g computer supplies are increasing because home working is causing it. After that shift does it go the other way?