Comments
Transcript
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DMGET OFF MY LAWN!
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dsExcellent young guy well articulated
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JKGreat content thankyou. May I suggest an option for sub-titles and speed reduction to 0.75X, my Australian ears missed a lot of this one.
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DGDope!
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DSGreat job by both Mr. Deluard and Mr. Wiethe. The outlook of old vs young is real and always ongoing. A major reason for this is experience of all the things that can go wrong coupled with risk aversion in the old. The information age accelerated these differences. Older investors look at the economy driving the market, whereas younger investors look at the market driving itself. At the zero bound who knows what will matter. A K shape recovery will not last. It will end in revolution of some type, not necessarily gunfire. (We have already riots from the far left and far right in the US.) We shall see what happens. DLS
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JWExcellent interview, very interesting topics.
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DNReally excellent
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MAPlease provide a transcript. Thank you
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DDGreat interview! Always looking forward to Vincent's interviews. Also great to see Mike Green's passive thesis propagating and being added to by other thinkers. Corey Hoffstein's Liquidity Cascades paper adds color to it too (it is extraordinary and highly recommended). He would be a great guest to have on RV to talk about it
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JABrillant guy, but I disagree with China wanting a strong CNY. They still are an exporting country, and they lack natural resources. They need foreign investment right now because they need dollars - and they are bringing in less of them right now. A lot of their data is suspect. Also, anyone investing in China is also going to have a hell of a time realizing profits and getting it back out. Listen to Mike Greene on this one too Vincent.
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VBWhere is the report/presentation/slides?
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SEBrilliant interview & useful insights - thanks Max
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MOFascinating dynamics regarding the impact of Vanguard on the bond and stock markets. I'm going to allocate a small portion of my portfolio towards the end of the quarter to test the hypothesis. I wonder of the regulators and the FED know about the dynamics of the ETFs on the markets.
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AIGreat views and very efficiently written report!
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lfthis guy is wicked smawt
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CXWow! What a great analysis. Jeff snider has another theory about the quarterly volatility, the eurodollar contracts end dates. What is your view on that? Again very impressive work.
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OAGreat, great talk. Both the "under-the-hood" analysis on flows and the macro discussion were very thought-provoking.