Comments
-
MSThat was pretty dull... a couple of good tidbits here and there but... Eight out of ten owners said their cats did not prefer it.
-
JFConsumer Staples outperformed historically at the bottom of the commodity curve (middle 10 years). Utilities outperformed historically through the deflation of the 1980's even past the crash of 1987. Which is something we have not seen in our first 10 years of the commodity cycle so far. It is overdue.
-
BLI would have liked to have heard him flesh out why he was wrong in his estimation of the recovery time from game theory.
-
NVFabulous Interview! Very impressive, what stood out to me was that the smartest guys really can't call how it will end...extreme measures will result in an extreme outcome, but up or down?!?!
-
AAThe macro constructs were very useful. Seems a growing number of thinkers drawing parallels with late 1800s, perhaps an econ historian like Niall Ferguson could flesh this out
-
DSExcellent. Dr. Asilis compared the whole of the late 1800s with the whole of the present. Most pick and choose events to confirm their own agendas. This is a great lesson on objectivity.
-
DHA very impressive and interesting interview. Good questions and a wealth of knowledge shown. -- It was very worth staying up late to watch. I would definitely like more from Carlos. Good night all.
-
ETFantastico! I do hope that we will get to hear from him again in future.
-
TFGreat, repeat.
-
A1ditto Robert - although I think they are just reducing bearish bets. The thesis remains intact.
-
rsJust from observing the demeanor of all the experts from these interviews; it seems like all of the smart money is already in crisis mode and slowly exiting without trying to make waves while doing so
-
GCScary brilliant person who wields a incredible memory with analytical genius ,combined with passion for his work,.....and incomparable experience. Not too many of these folks on the planet.
-
DCNo matter how many times we ask, no one knows what or when the endgame is. I think we can all agree it will come slowly at first and then very quickly.
-
OTHow about Satyajit Das?