Comments
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JBHe lost me at “year end target for the S&P”.
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JCSo tired of hearing “there is no inflation.” When I look at equity market levels I don’t understand this repeated argument. Just because there’s no inflation on some oversimplified ancient metric doesn’t mean it doesn’t exist.
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RIHawkish ECB? Time to revise the thesis after the Draghi show last week.
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BBWould be nice to actually hear one of these RV experts talk about the effects of allowing central banks to more easily control down interest rate futures, FX vol, and commodity prices via trading in our most critical commodity markets i.e. COMEX / NYMEX. Surely such facts recently extended and now ongoing for years show a lot more is happening behind the scenes than any guest has mentioned to date - https://bit.ly/ComeOnInTheRiggingsFine
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JJRV - Please interview Michael Purves every month. Awesome interview and v valuable!
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TROff Topic. Anybody notice that comments appear in internet search engines? Check out older videos and copy paste a comment into your preferred search it will link back to RV.
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HJReally where does the ten year go?
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BPThis interview seemed to be all over the place. Did not enjoy.
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DPGood interview..Though why is volatility low in bonds? Going really high level. We have a few dozen central bankers / individuals across 4 central banks controlling the entire yield curve in every major currency...When a market is that small (in terms of participants) with near complete agreement as to where the cost of money should be in every currency, why trade? He did hit on equity vol briefly...Within 5 years people will be amazed that VIX was ever over 10 for extended periods of time...Asset allocation is simply a matter of guessing where fewer than 50 people worldwide have already determined what asset returns will be...We will soon live in a world with universal basic income, etc. for those with no assets and pre-determined returns for every major asset class for those with assets...All determined by no more than several dozen people worldwide...Hayek would be surprised...Or maybe not