Comments
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IEThe audio isn't good. Transcript please!
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TS2021 .. EM play. Best play ... ? ... equities, currencies or both ?
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JBReally wish you all could ship the person being interviewed better mics. Maybe ship them with a return shipment that way you don't have to buy everyone you interview a mic but we could hear them as clearly as we hear the interviewer.
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wjThis is why I am a subscriber! This confirms exactly what I was thinking when looking at Euro/USD. Trying to catch the top!
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LMThe audio quality needs some work. It was hard to understand at times.
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GCThanks for asking my question, and essentially getting a response that "affirms" my macro position. A Macro position that in turn was formed from what I have been hearing/learning here.
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npI always love andreas perspective (and eds!). great interview and interesting thoughts on $ positive moves for a biden win.
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PBSuper smart and solid guy. Make sure you bring him back!
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DSSolid interview. I enjoy and always learn from Mr. Larsen. It is interesting to me that Mr. Larsen, Mr. Ollari and other European investment experts have a glimmer of hope that the Euro will succeed. This is refreshing as all I see are the problems in Euroland from afar. It is reasonable to believe that the crisis that will take the Euro one way or the other is the Italian debt. It will be interesting. DLS
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JAGreat interview. Andreas knows his stuff.
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JWClear eyed thinking and explaining. Same as previous interview, Most remarkable comment for me was his thesis that 2021 could be the year for EM. That surprised me somewhat as I was thinking that an EM resurgence was a more longer term occurrence. Would be great if he could expand on that somewhat, especially in terms of countries and sectors. Thanks for the interview. Good questions by everyone btw!