Comments
Transcript
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lfThis was truly awful. Might I suggest a comically elongated hook?
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RPExcellent! Sounds like the two guys in my head.
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AHVery good interview!!!
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MHGetting better Haley, thanks.
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LAI get such a douchey vibe from this guy. He sounds smart, but without charts and with that smirk, he just seems arrogant.
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APjack you are doing a great job, keep on!
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JHTyler had great content but Jack...the 'chicken hawk' interview style is super annoying. We all know you're smart and have good counter points but at some point lets just hear who you're interviewing..tough to get thru
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DGThe first chart seems like wishful pseudoscience. Does the chart differentiate between irrational behavior and economic expansion and growth? Can the chart coincidences guarantee effective fed stimulus? It's goin to be what its going to be. I'm glad I'm not a fund manager, and don't have to guess 12-18 months out or what ever the point of 1-2 year predictions are. Would you have believed someone who told you last year, we would be up 10-25% at the end of this year at the bottom of a 40% sell off that they didn't warn you about? If we have a 30% dip at some point next year, but still finish up 45% within 24 months of these levels, are you still correct?
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DGIs he a Baldwin or no?
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JHI always like to hear Tyler’s views. Really enjoyed it, thanks Tyler and Jack
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BDPersonally, I thought this awesome.
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lfGet Haley Drasden that CBD oil that Hugh Hendry had, she'll knock it out the park next time!
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CMReally interesting. Tyler made a good case. Jack had good points. Enjoyed it.
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SLThat was great! The Next Gen!
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ZDVery aggressive interview style and at times I felt Tyler was being spoken over making it hard to hear his point. I don't mind the challenging from Jack (that's healthy) but maybe reduce the over talking.
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JBAwesome interview Jack. I think that should be your new interview style. You were humble but challenging and that made for a really good interview. The interesting difference between Jack & Tyler was the timeframe and indicators used. Jack is macro with a longer term outlook. Basically a little more theoretical. Tyler is a street guy, reacting to what is. Tyler appears to give less credence to what should happen (whilst still being aware of it) and more to what is actually happening. I must admit, I like Tyler's grasp of not buying into narratives that may have played out before and responding to the things that are actually in front of him and what the market is saying. Either way a very interesting DB.
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PSJack is really coming into his own. RV has a great mix of ages and experience levels with finance that makes its content so accessible. Bravo, I'm rooting for you guys.
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TBGreat to hear count-points and rebuttals. Most content elsewhere is interview style so it's great to hear live discussion of opposing opinions. Opinions make markets after all!
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LLAwesome Jack and Tyler, format, chemistry and topics were on point. I like how Jack you were controlling the agenda.
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DPI like this format. We need more disagreement and opposing views hashing it out on RVDB.
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JTI loved the discussion, it’s amazing how crazy these markets are. One of Tyler’s briefings back around May actually convinced me to be a lot less bearish stocks and a lot more bullish on the “store of value” trade - which has helped me a lot. I have to admit that my big plays of very long precious metals, hedged with long dated puts in IWM (the Russell 2000) is looking terrible right now. I see why the formation in gold miners is called a bull flag now though, because every time it drops I charge. I’m still convinced that a weak economy with excess stimulus and crazy low interest rates will move the miners higher, and that any deflation spike causing them to crash will hit value stocks more.
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DWNot sure we need the intro news update.
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SPWoW! More Tyler in the future please
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CJPlease keep the opposing view format Jack!
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KZHaley is great, little less forceful would help in my view.
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DSWe all hope the vaccines and instant testing will put the pandemic behind us. The world was not in great shape before the pandemic. It will be in worse shape after the pandemic. Inflation from printing money and supporting those in need may be the alternative to insurrection in many countries. The poor cannot pay and the wealthy will not pay. The ever rising stock market may merely be the beginning of the expectation of rapid inflation of asset values. Mr. Neville there is no longer anyone left to bail all of us out, except inflation. Printing money and giving it to citizens with income/wealth restrictions will take us somewhere. I am not sure where. DLS
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jGI think he has a constant smile because he knows it's all insanity but hey,,, it's making money --- for now.
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PBKeep bringing these two back on. They are the next generation. Sure, who knows what's going to happen in the next six months. I want to be able to continue to hear their perspective irrespective of intermediate lows and highs.
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KTInformative and entertaining! Good job, guys. More of this pls
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RAYou’re top of your game Jack, well done !
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JYReally enjoyed the discussion, insights and unvarnished views. Great back and forth. Very interesting to hear how “the younger generation” views the markets. I hope RV has you both back on RVDB regularly.
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DSIMO the private markets may have less risk than the public markets in many investments. It depends on the investment itself not on which market. Plus the investment is not marked to market. This gives more time for the investment to work. DLS
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MCTony Greer's soulmate.