Comments
Transcript
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TZGet some serious audiophile microphones or get into a studio. Audio quality is not enjoyable.
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XFgreat I hope you can do this again soon
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RKContent fantastic. Audio quality ridiculous :)
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AW"the next reserve currency after the dollar is going to be crypto, which currently does not exist" --> yes it does, it's called BTC.
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CBAudio better
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DPAs a short follow up, there is a guy on Twitter (PlungeProtectionTeam @gameblazer06) who is a could follow on Repo and other GSIB regulatory minutiae...Have no idea who he is, but seems to have a serious grasp on repo and related regulatory topics and how and why the Fed entered (became) the market...I just get the feeling that because realized volatility been so low and everything is up and to the right, that the topic of failed repo market isn't getting as much attention as it should (you guys call it out often)...
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DPVery good interview and important topics. One of my favorite interviewers and Jim is a great guest. I think a deep dive, in-person interview with Jim or another guest (sooner rather than later) on the detailed transmission mechanism between Repo and new POMO (the "not QE" of $60B) and the relentless bid in equities is really needed and would be excellent. I'll take off my tin foil hat (i.e., the Fed is buying equities directly, futures, or selling naked VIX futures) and state that unequivocally the character of the equity market changed dramatically when Repo and "not" QE started. Specifically if banks take overnight or term repo I assume it's held in excessive reserves. How do banks influence equity prices when that transaction takes place? Why not just hold at IOER rates? Also, it's clear that there is nothing more permanent than a temporary Fed action so I do think they are and will be the Repo market for the foreseeable future...As someone with the typical CFA / MBA / corp finance background (all of which completely irrelevant for the last decade) but charged with earning some return for clients, I've gotten quite good at navigating the environment with daily S&P call spreads...Just tough to stomach that literally is the world we will be in forever....
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DPGreat guest lineup so far but you guys really have to resolve the audio echo problem. Still miss the Think Tank platform. Really enjoyed the diverse written research that was presented in TT. I think this access feature could have just been added to the TT platform. Please resolve the audio issues. Thank you for the A-list guests.
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API got much more out of this conversation once I read back the transcript. Lots of content. Dense conversation. Great stuff, really. w/r/t follow-up questions (page 12 of the transcript): Jim says the "breakdown argument" would make him run away from the bond market. I'm not sure I follow. Can we expand on that?
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GDThis interview was great with a lot of added value, BUT it could perfectly have been broadcasted in RVTV. Why would anyone pay the Access service + RVTV ?? I was a fan of TT, It provided readable reports and especially tradeable ideas (short and long term) that could really make you money, which is the aim of a premium subscription. Another comment, it feels like the service is so focused on (1) Macro (2) the next few months (3) Fed and central banks & Financial Engineering and doesn't treat (1) longer term horizons and bigger trends (2) Micro & INVESTING in Businesses in the real economy , which is very well covered in RVTV even though not in a structured framework because each guest brings his views. I do not know where this is going but I suggest that you guys focus on making us ROI via debatable, tradeable investment IDEAS (maybe each guest brings his best tradable idea for the next 12 months and another one for the next 5 years and we debate on that ??) I would happily pay more for the service if it provides practical ideas but in the current form I would ask for TT money back
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DFHonestly, I still don't understand the concept, Think Tank had macro but also hands-on trade ideas and suggestions, not sure where this differs from RVTV, or is this a loss to RVTV????? I'm lost ...
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MRGreat content marred by technical difficulties...
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JLNorway or the Netherlands (EZ) or one of those N countries?
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YOCaptions / subtitles please! Particularly given the horrible quality
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TOMilton - The beauty of Think Tank was that we got to read folks writing. When someone writes, they are able to "better" express their thoughts; as a reader it leads to a better understanding of ideas. Jim Bianco brings a different/unique perspective to issues; that's helpful. However, this format (i.e. an interview) was not. Jim talks fast, I missed a lot. He jumped around; hard to follow. (Will I make time to re-watch this to catch the points I missed? Frankly our time is valuable, it's more efficient to read.) My two cents - if TT wasn't working, Access (in it's current form) won't either. The idea that subscribers get to ask questions doesn't provide as much value as you think, namely because you all ask fantastic (and better) questions. If feedback suggests this is what subscribers are clamoring for, there are other ways you could facilitate this - Allow/Encourage guests to respond to subscriber comments. Or provide a platform where subscribers could ask guests questions in advance (Perhaps we could even vote up or down the questions, or as a community weigh in/comment on questions so that we get at what it is we are really trying to discern.). I'm just brain storming...perhaps subscribers pre-asking questions could be a "premium" RV TV service; maybe those questions are answered after the normal RV TV interview in a special segment. Thanks for listening.
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CLGreat, $349 a year for videos that sound like they were recorded from the Lincoln Tunnel then watching a RV add about them being a production company.
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FKSorry the quality of the video distracted me too much to complete the video. This was my first negative comment on RV. It's a great platform but this just didn't do it for me.
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KDExcellent interview. Really appreciate Jim's straight / plain speaking manner, logical reasoning etc. Thanks Ed & Jim.
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ASJesus, buy an apple and record the audio better.
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GFTo say that medical costs are a minor part of the economy is silly. The medical sector, including pharmaceutical companies, health insurance, and everything else related to it, is over 20% of the economy. And to calculate increases in medical costs, the BLS reportedly just uses the Medicare reimbursement rate, which is controlled by the government, and which many providers refuse to accept any more. I believe that an honest assessment of real medical cost increases, including increases in premiums, deductibles, out-of-plan charges, etc., would show a much higher inflation rate, and one which affects (or afflicts) a large portion of the economy.
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JMIsn't 'Substitution' is a strategy that people employ to mitigate the impact of actual inflation? I don't think therefore it should be incorporated directly into the reported statistic (not to mention the potential for manipulation). Due to substitution, the inflation I experience may be lower (or in some cases higher) than a 'reported rate' because I choose to make different choices than the basket. Some of these substitution choices may offer me lower satisfaction but due to economic considerations I am forced to accept them. Is the reduced satisfaction from substitution reflected in the current inflation data?