Comments
Transcript
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CXTotally agree with the analysis here. We are wasting so much but still trying to dig things out of ground. Copper is another example. How many copper containing wires and cables do we throw away? Insane world!
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SJMr. Hodges analysis is brilliant. Great insights. When was the Boom , Gloom and the new Normal published? Thanks
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RKI prefer expert view format rather than these hours of chatting- Sorry I don't have any other way to say it. 30min max done and at the end there is a summary as well. Time not wasted!!!
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AI@15:50: When talking about China, one thing to keep in mind though: it's NOT one country. It's clearly at least 3 societies with very little mobility in-between: * 100M relatively wealthy (on a Western level) * 600M younger urbanised population, who mostly moved from the countryside, working super hard (compared to entitled Westerners) to produce and spend, who left the elderly at home and are growing their wealth at an incredible pace (not just the Tier1 cities but down to Tier3 and more - worth to visit some of the poor provice capitals) * another 600M elderly people in the countryside who (apologies) "costs very little to keep at eternal poverty, until we can spend money on them" ...that's a very different dynamic than what the statistics suggest. The 600M living in poverty can either be ignored without much repercussion as they're also largely voiceless OR (like it's outlined in next few years development plans) focus on them joining the rest, creating another black hole for infrastructure based GDP growth. So in my opinion it creates an option for the decision makers - rather than a drag. Because fairness in the society is not necessarily an urgent requirement.
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JSThe sound of this interview is a little bit difficult one to follow. Maybe is just me but there is something about the tone that makes difficult to understand. The content is superb though.
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DSWhat a fantastic and insightful interview on a range of important topics. China self supplying its own poly was eye opening. Thank you.
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OAGreat interview, very helpful!
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FCMr. Hodges analytical framework is impeccable as always!
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JMI remain a contrarian, 18 months ago I bought a second vehicle 1998 Toyota Tacoma (4 cylinder) - runs beautifully! Zero maintenance issues!
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DSLove to see and hear from Mr. Hodges anytime. I hope he continues presenting on RV even though he is graciously giving us written updates. IMO the one major caveat is the US fiscal stimulus markedly distorted all the US data. The consumer spending charts as well as the stock market would have tanked without the stimulus. Now they will tank without a sizeable new stimulus as congress and the administration are all playing the fiddle in the theater of the absurd. DLS
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MSGreat interview Max. Paul is fountain of knowledge. Look forward to report.