Comments
Transcript
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VDPlz, any link to Grant Williams interview? Tks
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LSI think I need to create an exchange thread for all the fear mongering and disinformation there is about this virus and the vaccine. People, you don't take a vaccine that is novel and untested, fastest made in history ... for a virus that is not lethal by any definition of the word! And certainly not for healthy people with no risk factors otherwise! It is breathtaking what the real science deniers are doing. Those are the central planners and their minions; this is basic medical science.
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DSFrom what I have read the only way to get herd immunity with COVID is with over 70% vaccinations. That still leaves 30% able to get COVID. If they recover from COVID, they will only have three to four months of immunity. There is still a lot to learn before not taking the vaccine will be statistically interesting. Most Americans will not be able to be vaccinated until March or after. Hopefully we will have better data by then. DLS
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SSRock solid episode. Agree 100% on the inadequately tested vaccine vs the human immune system. Also worth checking out the well respected Prof. Thomas Borody's work on a treatment for the virus.
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DLTony G seems like a full blown stud, love that guy after this ep alone lol. Great work to Ash and Haley as well and everyone BTS at Real Vision. What you guys have started here is dope, glad to have stumbled across y'all from Pomps podcast!
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MFTony is one of the best Daily Brief speakers, plain and simple...such massive value add...yes, as Ash says "crisp and clean"...Tony gets to the point, has a view, and is often correct. Thanks Tony/RV...always a great session with Tremendous Tony.
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TMMax, good job, especially the first half. You’re growing on me. I often feel the need to fit any silence with talking, but pauses are often good, set the pace, and allow the other person in the interview to chime in. Your knowledge is certainly growing, but Ed is a fountain of information and I was hoping to hear him speak more. That said, you’re certainly improving with your interview hosting skills!
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OC"hey, how come the Federal Reserve is buying this ETF that has Apple bonds in it, and the Apple stock is worth a gazillion dollars? How come I still can't get the $1200 to pay my rent?"
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TCTG seems to always get is political quips in. This commentary on high tax and low tax illustrates a fundamental lack of research as to real rates of tax. Tax burden on a state by state basis varies greatly based on income bracket. Many of the "cheapest" states for the 1% are the most expensive for the lower 50%. so what if financials leave NYC. It eventually gets to an equilibrium.
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CROne of my favourite guests on RV. Thank you for the amazing content as usual.
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CROne of my favourite guests on RV. Thank you for the amazing content as usual.
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JLRVDB amazingly keeps getting better! I always love TG Tuesdays and hearing Tony's take. And wow, how Haley has improved. Her covering the K-shaped recovery is unique to Real Vision and puts other financial media outlets to shame for not highlighting this dichotomy. Amazing stocks are at all-time highs amidst the second wave of a global pandemic with states and countries on lockdown. It just goes to show how markets are manipulated by the central banks of the West...interest rates at zero or negative force money out of fixed income and into equities (and crypto), launching shares to ridiculously high P/E ratios. Meanwhile, those who do not have equity investments are getting poorer.
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dwHaley has been improving on her tone and cadence with the daily news, thoughtful, confident and measured. Keep up the great work.
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WTHayley sounds much better now that she is not yelling. A pleasurable improvement. Very good.
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LCHaley sounds great!
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SSNice work Haley!
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DSThe exodus from NYC high-income earners started with the reduction in deductibility of state and local taxes on federal income tax. COVID complications have given added incentives and urgencies to moving. DLS
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RLThe best weak program daily brieving: Monday Ed/Ash, Ed tells everything what is in the newspapers in the world and talking about the risk, Tuesday Tony about how the markets react, most bullish. Wednesday a gast on the show with a new perspective. Thursday Roger hirsh give his views, he see everything different and made the call of daily brieving. In june/may we get 62 retreacement or 4000 S&p. Friday close with Raoul. This is the perfect Daily-briefing weak for me.
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RYSuperb ...
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DKIf you're gonna inflate assets, freeze wages and pump BLM into everyone, don't be surprised when you get brownshirts.
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kRAlways great to see TG! Love the clear easy & concise breakdowns.
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JTTremendous interview. I’m still very skeptical about where real demand will come from with regards to base metals and energy, but Tony is spot on in pointing out that the federal reserve is a one trick pony that boosts asset prices and if you don’t have assets then their “recovery” will pass you by once again.
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GWAsh and Tony provide the best overall market commentary. I email this to several friends and the feedback is always positive. Thanks for you hard work and thoughtful analysis. You guys are great.
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CWNice to have Tony on, keeps my excessive bearishness in check.
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KTI love TG's take on the markets. He's a sharp mind and I get a lot out of listening to him. But I don't come here for info on virology, immunology or epidemiology. Let's leave those topics to their respective experts.
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JAYep, 18 months of a pandemic are going to suddenly make everyone never want to live in a real neighborhood again. I lived in New Jersey for 10 years. Unless you have kids, living in the suburbs sucks if you can afford to live in the city. The real question is will the small businesses that provide jobs to those same neighborhoods will still be there? It may take years for the sector to recover. But anyone who could afford to live in NYC could already afford a house almost anywhere in the country. Distance working will not go away, but the idea that you can run a company for years like this and not lose teamwork and cohesion has not been tested. It will be impossible for younger employees to learn the inner workings of these organizations over time if they don't get real contact with more experienced people in a team setting. You can't run every enterprise like a call center. There is a cost to all of this distance working. We are just more willing to pay it now because of the situation. Human relationships and networking still matter.
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RMDisagree with Tony's numbers on the vaccine. Again, focus on death rate. What is a vaccine worth if you are in the services biz and have to miss two weeks of paid work because you got the virus? What is that worth? What is the value of not going to the hospital for weeks to a month to get over it? What is that cost to you? Currently hospitalizations are running 5% of current daily cases. Like buying home insurance. What are the chances your house burns down yet you buy home insurance? Number of home fires runs about 0.5% per year for insured homes. Sure seems like a waste of money, But then the home is one of the major assets for most families. There were only 94 polio cases in US last year. Do you give your kid a vaccine to prevent this disease or run the risk that in the low odds they get it, they could be paralyzed? So what is your life worth to you to simply insure it with a vaccine? Wonder what my perfectly healthy friend (and his wife and 15 year old son) would say after passing away after 2 weeks with Covid. Wonder how 41 year old Nick Cordero (and his wife and newborn son) would have answered the question of taking a vaccine. Seems like this low cost insurance is worth it unless you are 100% sure in how your body will handle the disease. Risk management.
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MDThanks Bro :) TG - Some interesting insights - not afraid to call it like it is too. This is a good one to powershare. Thanks Tony and Ash.
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BKExcellent idea by Tony Greer about teaching the basics of finance and markets.
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FRTony Greer man thank you. Your take on vaccines was pleasant to hear, fully agree. It is relevant to remind all that Pfizer agreed to Pay $2.3 Billion for Fraudulent Marketing to the US Justice Dept. No Pfizer on my arms for sure. https://www.justice.gov/opa/pr/justice-department-announces-largest-health-care-fraud-settlement-its-history Stay well.
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SGTG still the best
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ALIf TG is willing, allow the segment to run overtime so he can get all his ideas in. I know you like to keep to set amount of time, but in fast moving markets the segment will run over and in quiet times it will be short and sweet. And you know what, that is totally OK. Cheers :D
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BPVisions of an injection FRAUDED world!!!!!!
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jGyep. I'm not lining up for it either ...
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NLTony rocks.
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DRBig fan of TG and the way he frames up the market!
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JBSo much better than the CNBC guy. Interesting that media focuses on 3 former presidents getting vaccine, but not mentioning the immediate and priority medical services they enjoy - just like the 1%'s. When I'm in their situation I'll join them. Until then I have to collect more data as it specifically applies to me, my health and medical history.
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TCFWIW AAPL is out of its (20,2) bollinger bands which is narrow.
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DT40-50 Trillion FED balance sheet will wipeout US dollar from the reserve currency list.
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DLAlways a pleasure to get a trader's perspective.