Comments
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ODMark Yusko is great at talking at a very high level about concepts but there is a lack of real detailed analysis of anything in particular
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IFYusko is a great salesman but complete bullshitter. 46 minutes of conjecture and opinion. Completely useless discussion -- no analysis, nothing actionable, just hyperbole and bar room market "analysis". Yusko - "I think the dollar is in secular decline." That's a big fucking statement, better back it up with something more than "I think". These lines may work on dumb retail money but that is better left off RV. Very likable guy though.
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WBYusko always gives a good interview but Grant used kid gloves here. Yusko has been very vocal and very wrong about many things the last few years (BTC, EM, etc). I am not convinced he won't eventually be right but he's paid a very large opportunity cost that can't be overlooked. I am also salty because he blocked me when I questioned him on BTC being a safe haven asset similar to treasuries...
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ggWhy is mkt overvalued? Seriously. Where is the recession? Please show me
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NGVery glad to see that crypto is now neglected, maligned and ignored. Obviously a great time to buy. The comment section of RV is a great source of "value".
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CSBrilliant conversation! I almost forgot how good Mark is, as he is mainly tweeting about crypto. But his argumentation is so well structured, his language is clear and full of anecdotes. I always find it a pleasure to listen to him. Please more!
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AHwas he not Long crypto and Long EM in 2018?
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RMWas a bit disappointed that since the theme was value, there wasn’t more discussion of how to recogonize it. Also mentioned was liquidity moves markets, but ideally you want to know which market(s) the liquidity flows to. For example, will the recent liquidity injections flow to commodities, emerging, or back into the neverending bull market in the usa? These are bright guys, just wished they had gone a lot deeper.
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DSFinancial value changes every day, especially in the world of globalization, automation, bad management, etc. Value companies can die or lose most of their market value. Deutsche Bank was value. Kodak was value. Lehman Brothers was value. Why would anyone say that value never dies? The world of investing is replete with failures of companies that were valuable at one time. I guess it would be prudent to have stop losses on all your value companies. You could also say that you were wrong, and it was not a value company after all. DLS
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THMark does not seem to tolerate crypto sceptics on Twitter. He blocked me after I asked a few tough questions I knew the bitcoin believers cannot answer. No name calling was needed...
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CBHow does Grant not ask Mark how he reconciles his value mantra with his crypto obsession? Interview feels way too cozy..
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JCStealth QE = Who exactly cutting corporate tax rate to incentivize buybacks? The fed? Treasury? Gov’t? How can that just unilaterally happen? Would love a deep dive to explain that a bit more... that’s a pretty wild assertion that deserves more time.
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PUOMG; COLORED SOCKS AGAIN! Stop trying to be cool or like a millennial!
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FGMark Yusko became sucha a cheerleader of crypto (late in the crypto cycle) and then, after the crash .... silence ! Wonder how much of his customer's $ he lost on that call. How cozy of Grant to largely avoid the topic with him. Now Yusko says it's all about "intrinsic value", really? Reminds me Boy George's "karma chameleon. You come and go, you come and go"
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PPFor some reason I like money managers that have a big ego.....but they then control it with large doses of humility. Sorry....IMO I think Mark misses on the latter.
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WMWays to win vs. the machines etc: value, longer time horizon, less liquid investments like very select microcaps.... but nobody knows the future....incl. the machines and those who program them.
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SSwaste of time watching this interview. no value add from previous mark yusko interviews (which are v good btw).
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KDMark Yusko is one of my favourite commentators... Great communicator and strips out the unnecessary complexity. Would have liked to hear more about markets and less about the 'industry', but I'm relieved to hear very little about crypto.
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ZHGreat job, mark has tons of energy and easy to listen to.
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dwThe best thing I like about Mark Yusko, from the first time I discovered him on RV, is that you can have very little knowledge of finance, and yet still take away so much value from listening to him. He has the perfect combination. He is obviously a very thoughtful person. And is able to express himself very well. I never miss a chance to listen and re listen to him.
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NHGreat conversation with no conclusion. It is great that mark likes value and hates passive but is he invested heavily in value or is he very light on equities. Would have been good to get the answer to tie this conversation up
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DSIt is extraordinary the difference in substance between this video and the Howard Marks video. DLS
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TJAnother classic debate and discussion from two top guys. So many excellent insights and learning points. I loved it. Mark's delightfully colourful socks mirror his personality.