Comments
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mylike five or six years early, eh? check out the EEM, EMB etc. charts. May have been nice trades for a little while but the major trends Julian talks of didn't happen, did they?
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MSOnce again, without an RX time stamp, this is useless.
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RAOne of the best features of RV is the "watch again", IMO. Just rewatched this one and got more out of it this time. Throughout Financial history I note that some "clever" product seems to be created that finds "current" speculative demand, which leads to a plethora of copy cat product to capture the wave of speculation.....and then...the Great Unwind occurs. Lambs to slaughter. I cannot believe how many EM debt funds and ETFs have suddenly appeared in the last 6 years, many with "all star" sponsors. What, no EM debt appetite for the last 50 years? Why now? Even bought some myself---held for a few months---and then asked myself why am I doing this----is the yield pick up really worth the risk that I don't understand? I bit because Pimco and Doubleline marketed it...and the performance was great.....and everybody was doing it---doing it. Well the "herd" is still doing it, but little ole me with the help of RV has left the building. You?
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SCMonty - too late a response but Mark Hart was talking about a similar thing in the Master Class video and suggested buying out of money puts as a way to play currency vol.
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NNI don't even know how one can *thumbs down* this video. Would double thumbs up if I could.
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JOWish I had watched this betore SGD adjusted south.
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BMI am dumb money desperately trying to become smart money, this presentation, along with all the others, gives me some hope. Also, I second Monty, how can a small investor play the currency volatility
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MLGreat Presentation. I will implement some of these trade ideas. Is there any way for the small individual investor to get in on the USDCHY Vol trade? I'll be looking for a way to play that one.
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DBIt is both pathetic and ridiculous that we have to base our investing decisions on second-guessing what The Fed will do next. The sooner we get back to a non-debt-based system the better.
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CRMore from this man asap please!
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JDGraphical analysis + insightful commentary = very powerful.
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acWe need more of this type of analysis. I like the take on SGD too. That's a great call.
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FCThinking ahead: could it get so ugly that the IMF with SDRs or China with their gold reserves attempt to accelerate the move away from the US $ as the reserve currency?
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RGBrilliant presentation. Completely overlooked by much of the mainstream line of thinking. Strong data, strong dollar=lower ylds in UST, and the talking heads will be flabbergasted.
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LSAlready seeing requested to switch Cary trade borrowings from usd to yen.
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MCGreat set of views drawn from history. Not sure he will be very popular in Singapore.
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CHLiked all the trade ideas. Especially long volatility. Volatility is mean reverting so seems like a good bet whatever policy makers do. I'm too small to put it on but great stuff.
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ROHow will the China, Russia, etc move away from using the US dollar in world trade affect the world's need for US dollars? Could China use its dollar reserves to build a large stake in the EM assets?
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KAMy investment in RVtv has been more than paid for from the return on the investments i made as a result. As others wrote, greater clarity on specific vehicles, bulleted lists would make it easier. Thx
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JAIt will be interesting to track the U.S. current account now that shale is looking uneconomic at the current oil price. Might temper this scenario somewhat. Not enough to change it though, I suspect.
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PHOne of the most impressve presentations I've seen. Had to watch it twice and will watch it again.
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CTCould the presenters list a few bullet points at the end, so we can be sure to get the stock, index or ETF names right? Also hints like "short Yuan, long USD". Great info!
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SLWell done! The only addition I would request is to get some idea of what a retail investor can do with their money. I understand that I should get out of EM but not what I should get into.
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JChope everyone enjoys their Christmas.. seems like its going to be a rough year in 2015.. but i feel well armed with RVTV. keep the momentum going!
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JSOutstanding! Enough said...
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BLBrilliant. Answers a couple of questions I have been asking for 2 years.
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LTPerfect addition to Raoul Pal's US $ exposé of last week. Very in depth analysis with practical investment advice of both authors. This is the real Real Vision I was hoping for!
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BBIt is important to realize that THIS is the correct narrative. It's as if Real Vision is giving away the winning horse prior to the Kentucky Derby. The value of this info is incredible. Well done!
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DYTerrific presentation, however it is a week old.
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PWVery well done! give me more of the same Thanks