Comments
Transcript
-
BRRegarding Japan and Europe's bear markets vs bull US market during periods of huge central bank liquidity..... the demographic factor was not discussed! Yet it is a remarkable difference between those countries.
-
JCThank you for a brilliant, insightful and original discussion. The way Alex frames asset prices in terms of the infinitely available $ denominator has changed my way of thinking instantly. Wish I had heard this a year ago. And the advice that there is likely to be a cheaper re-entry point for any asset that moves up fast to a new ATH is also very helpful for those of us who have unfulfilled ambitions. Really fantastic stuff. The subscription just keeps on giving. Splendid.
-
PBThanks a lot guys, I am really enjoying this!
-
SCGreat Questions Raoul ! & very original answers from Alex. Thoroughly enjoying this interview.
-
DWI realize this is part of RealVision Live so it will always be done over zoom or something similar. But I do hope RealVision goes back to in-person interviews for their regular stuff when the pandemic is over which should be very soon.
-
ERIt is a shame that such a worthwhile interview is all but destroyed by bad sound quality. Reading the transcript shows that even the person (or AI-bot) that did the transcript had a hard time creating a coherent text. There are too many RV interviews with bad sound quality. Quality sound and pictures ought to be a core competence of a media company.
-
DGHi Raoul, I would be a helpful feature if each video could state if charts or other visuals are used during the video. Sometimes I'm afraid to multitask, either on the computer or around the house with headphones, because I think a chart may be used at any moment. Some videos are like podcast and others are more like presentations. Just to make sure there wasn't something I was missing on a video with charts, I went back to the Jan 5 video, with Mish Schneider, that was very chart heavy. Love the new series, Mark Cuban next for me, I'm excited!!!!! Thanks.
-
PJI follow Alex on Twitter, but his comments there are often a little short and esoteric and therefore difficult to follow. So when I get the chance to get to listen to a full length interview it’s up there with Raoul, Mike Green and Russel Napier. This is a fantastic interview IMO, there is no one who comes at issues like Alex does, his approach and thinking are priceless.
-
KTAlex's article on Bitcoin, "In Quest for Digital Gold", which he mentions at ~38:20. https://alexgurevich.tumblr.com/post/166257025887/in-quest-for-digital-gold
-
EJIs it poss to 'test' the quality of the comms before embarking on a live interview like this to try and avoid the poor audio? I guess you do this but it's a tad frustrating to have to put up with patchy audio quality when trying to listen to such a great interview. I don't care about visual quality. Thanks
-
NDThank you Alex and Raoul, great to hear Alex's views.
-
CDRaoul - thank you, very much enjoyed the interview. I was fortunate to relatively early (5/20) on the India/EM trade and it has been a steady upward climb. But I missed out on a good entry point to crypto so there are always wins and losses. I am just wondering - as it becomes clearer that there will be a tectonic shift in the 21st century away from the US and toward Asia - are you confident there will be a good entry point for you into that EM trade? I would have been better just biting the bullet and going in several months ago on bitcoin but have certainly missed out on that big opportunity waiting on the sidelines. Could the same not happen to you on the EM trade?
-
JFIf India does very well, it will help physical precious metal markets, also India just reduced tariffs on Gold and Silver imports, both very bullish.
-
JHA masterpiece. Thank you, Raoul and Alex.
-
DSGreat interview. Mr. Gurevich’s fiat currency bubble was and still may be the correct play. US relief packages will help keep citizens solvent and spending during the crisis - conservatives and liberals. There will come a time when the $US will come back fast – all fiat currencies are a relative game. Let the FX market handle the relative value with skin in the game. As the economy recovers, the US has a secret weapon – the American consumer. The rich are already spending and buying stocks. The COVID relief packages and the increased post- COVID employment will accelerate spending by everyone - GDP. The reason that the US can print its way out of the crisis is not that it is the world’s reserve currency, but that it is really good at printing money. China is doing the same. Inflation will get out of control. Bitcoin mining may be disrupted by quantum computers - keep your reserves locked safely away. Then someone may use quantum computers to fix Bitcoin. Who knows? It will be interesting times. DLS
-
MOhttps://honteinv.com/in-quest-for-digital-gold/
-
MHIsn't a strength of bitcoin that it can be stored in multiple locations? You can have it backed up locally and stored remotely... can't you?
-
lyI'm waiting for the transcript