Comments
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MSwish i understood even 20% of what he was talking about
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TBMark gets the second order logic that most tourists don't. His thinking is both elegant in its nuance as well as its articulation. Top chap and top guest.
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DFSooo good to watch such great content, great lighting and no moronic presenter. Thanks everyone at RealVisionTV
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CBVery nice to have some EM specific commentary. More on this please.
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cdToo much verbiage relative to a couple of useful insights
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LCHe points out that credit boom was main driver of growth in EM, but doesn't emphasize the fact that its dollar denominated debt that has to be repaid converting weaker currency due to slower growth.
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wwAgreed his insights R way beyond ordinary; wouldn't want to miss 'em. But 'spread' between his milieu's zeitgeist, incl their attendant policy prescripts, and 'Austrian' teachings is MOST depressing!
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JWclearly brilliant and probably manic (they are fellow travellers after all) but worth EVERYONES time- you may not trust this guys decisions but his insight exceptional, unique
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VKjust a translational impact? transaction impact has just begun to be felt -- look at CAT, FAST or any industrial bellwether -- strong dollar is hollowing out the US industrial base
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SSMoar please.
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DRThis is a fantastic think piece, and as often is the case on RVTV I find myself feeling truly schooled. His nuanced analysis of debt, EM and policy is very compelling.
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RCExtremely insightful. Exposing the clichés always intriguing!
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PWHis comment on US Consumer has deleveraged...............Hmmmmm!. not to sure on that one.
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HSVery good and interesting.. Why not double the time? It felt somewhat rushed.
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CHThis guy is fantastic. I read every article where he is quoted on the internet. Outstanding!!
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RMVery interesting. Really liked his discussion of "flows" and "scale". Most enlightening!
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RFMark was the best RVTV speaker on the current state of the global markets. He gave insightful pragmatic insights without falling into the binary cliche"s about strong dollar or no strong dollar. Great
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DMI have been struck by how the debate has been so binary. Austerity/reform vs spending/infrastructure. Very little talk about how important sequencing is as well as what you spend on. dow the 1st.
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PTVery interesting commentary, but I think he's had too many cups of coffee. :)