Comments
Transcript
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APbut Fed will print infinite money sell VIX and buy equities so stonks always goes up! It's pointless to be Hodling cash.
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SMIs Roger doing an "Inside the Episode"?
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RSExcellent oil thesis!
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WMJulian on the difference between the stock market and main street...."its a parallel universe mate, its a parallel universe!" Great discussion per usual. What worries me is that in another significant market correction everything will go down hard, at least initially.
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LOcaptions / subtitles / transcript please
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RKCan you please, please let Julian explain his thesis ??? Thank you!
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MBJulian, Raoul, great discussion as always. You give the bond yields the potential to reset: assuming they do, do you still expect the Fed to step in and execute Yield Curve Control? Would appreciate your view as it did not came up in your conversation.
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EPDid the question/answer on Crypto lending capture operations such as Blockfi? I noted that Raoul seemed disinterested (no pun intended) in the carry or yield. Blockfi is a sponsor of the RV Crypto "channel". Would Raoul please clarify his comments on obtaining yield and Blockfi in particular? Thanks
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PVHarry if you can somehow post a chart of the oil discussion analysis that would be great, thank you
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EFFor longer horizon positioning (5 - 10 yrs) as opposed to short term trading - would Raoul and Julian advise putting on EM & Commodity market trades now, or sit back and wait to see how the $ plays out?
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SSGreat conversation.
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LDThank you for choosing to answer all 4 of my questions guys! I really appreciate that and gained a lot of insight from your answers. Seems like a really interesting time-window is setting up, lots of risks and opportunities lie ahead. Truly fascinating times, but makes it a lot more enjoyable with the whole Real Vision/Macro Insiders community and you guys helping us! Keep up the great work!
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DMThe two sites Raoul mentions around minute 25: https://tracktherecovery.org/ And the Johns Hopkins site: https://gisanddata.maps.arcgis.com/apps/opsdashboard/index.html#/bda7594740fd40299423467b48e9ecf6 I would personally also recommend: https://ourworldindata.org/coronavirus Esp: https://ourworldindata.org/coronavirus-data-explorer
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FANot much for insiders
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JFGreat insigth! Thanks for this video and I will take you serious