Comments
Transcript
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NKThank you Michele, so helpful when the ideas are coupled with the way you choose to explain it.
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trAbsolutely love her interviews. She identifies trends so well. She is loaded with knowledge and ideas to watch. Max is also one of my favorite interviewers. Thanks RV
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JHMish, I sent an email to MarketGuage re my interest in your ETF SectorPlus Strategy. Unfortunately, I have not heard back yet. What is the best way to contact your firm? Thank you, Mish.
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CGI hope RV has Mish back regularly to help us monitor this economy.
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JCGreat interview and global macro tour of the world. Thanks.
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DGI very much like that Mish uses the wording "the gold" and "the silver", when comparing to "the dollar". It's a subtle but I'm sure not accidental matching of the verbiage
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ACClass, warmth, intelligence and right on with her comments and macro behind it all. Thank you, Mish.
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mBGreat recording. Nice to have a woman trader on. Misch you are badass. Enjoyed having a technician on and providing insight on areas I am currently invested in and watching. I am really excited about commodities after Misch stated you ain’t seen nothing until your in a commodity bull. I’m 35 so this will be my first! Will start following your Twitter. Thanks. Rv more technicians! Max great questions & thoughts!
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AWWow Mish and Max that was a powerhouse interview, packed full with quality practical information and full of helpful teaching moments. So easy to watch, you make the story come alive, and back it up with all those technical charts. Professional, classy and fun. Thank you so much both of you. Love the way you replied to everyone in the comments section too Mish. Real Vision at its best.
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ASWe love Mish.
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JHIt should also be said: What a WONDEFUL personality!
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JLThanks Mish, great presentation
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VSI can see at least 16 screens...she stays abreast of things
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IPReally excellent thank you
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DSI enjoyed the presentation. The market is allocating money rationally as if the world will be normal this fall. Since I do not believe that, the overall market levels are irrational to me. As many choose not to take simple precautions, we will not control the virus. The pandemic will last a long time. If the daily virus counts are not correct, we are only fooling ourselves. The virus really does not care. It just keeps on reproducing. DLS
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SHThis is a great video. I really enjoy the diversity of thinking you guys are able to put together on Real Vision. It really helps with creating some understanding of what might happen in the future. Especially for those of us that are still in our 20's and haven't experienced many/any shifts in financial market cycles.
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RKThank you Mish! and Max!. Mish brings the value to RealVision+ tier...
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SGAnother great session from Mish - you have become my favourite presenter on RV. It all started with SSYS. The link of sugar to inflation. And your modern family link to the overall health of the economy from a market standpoint. And here I found your dollar "thesis" (or I should say the "lack of one") the most refreshing in a world of analysts who swear by one rule or another. "We'll just have to see what happens" is the most honest assessment of this hotly debated topic that I agree with. Unprecedented times, unprecedented actions by governments and central banks - how can any old arguments apply? We have just never been her before. As a matter of personal opinion - I have not found the dollar milkshake theory or the short dollar argument for debt to be convincing to me. They are good and sound logics to them - but I don't think they capture what is going or not going on.
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SG1 million Yuan/China for Gum? I think you meant Yen/Japan actually.
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CLBe aware that DBA can have costs that the investor is not aware of and cannot control. I took a loss on DBA in 2018, but in addition to the capital loss, I also had a non-passive loss, a big loss from Section 1256 contracts and straddles (which required filing IRS Form 6781 with my tax returns) and also had to pay for gains on interest income and ordinary dividends that the partnership (but not me) received. The investor will be sent a K-1 partnership form for tax reporting. I bought DBA simply because it was bombed out and I thought Ag commodities could rebound, but I had no idea about the potential hidden costs and complications in filing my taxes.
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DSI love these interviews with Mish. She always offers practical, nuts and bolts advice that is actionable and useful. I know a lot of the thrust of RV is about the high-falutin, high-browed Macro look from above at 30,000 feet, but sometimes we need that to be tempered by a view from what's happening on the ground, too. And Mish does just that.
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JHAnother excellent Mish video and I hope we get to see more. She's very knowledgeable, covers a lot of material, and clearly states her investment views.
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OFGreat interview, informative. I like the aspect of commodities trade.
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SGThe charts were not put up in sync with Mish's great reviews. Came up quite late.
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RHFantastic interview, thanks for excellent information and logic.
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SSMish has excellent depth and knowledge of the markets. This interview was great. Please have her on again in the next few weeks/months as things progress in markets. It will be valuable to get her insights frequently. Thank you.
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MWI see a few downvotes on the video and on general positive comments about quality. Constructive criticisms are 100x more valuable and likely to cause the change you wish to see than an unexplained downvote. For our sake and yours, if you think something could be improved please let us know.
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RCMish is absolutely amazing. It is incredible the amount of valuable information this person speaks per second. She is like the best teacher you could ever have. She knows a lot, explains it well, and knows how to apply it to the real world
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tcClear, concise and on the mark. She nailed bitcoin and silver last time. Why is she so much better than so many others on RV?
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CVGreat interview. Solid questions from the audience too. I thought the DBA idea was one of the most interesting and probably my favorite idea in the interview. Even though it was only 12 years before I was born, I had no idea about the Yom Kippur war. And it's entanglement with sugar and oil, fascinating stuff for a history buff. Mad props for the BTC love. Virgin Galactic, definitely put that on the radar. I'd be lining up for that too if I could afford it. I thought the whole video had a real smooth flow to it. Lots of great information packed in 80 minutes. Well done Max and Mish.
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JWWow. I've not heard of her before, what a powerhouse! Brilliant.
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RYThank you Mish - very, very insightful and informative!
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PBThis was wonderful again! Mish you rock! Great interviewer as well. Well done!