Comments
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AFcould we get the written transcript for this one?
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XFthis was excellent.... thanks to you both, I can relate to much that was said. Listening to this May 2019 and its still great.
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JFSelf Awareness and Humility. The Keys.
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RPThis should be shown in every intro to investments class for colleges. Kyle speaks to so much wisdom one only learns via years of experience. Amazing. Still relevant 3 years later.
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AVThis Kyle Bass interview is still relevant 2 1/2 years later and one of the best interviews on RV. Awesome!
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MTThanks for this great video!
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RAJust watched for the 3'd time....now we know what the sly smile was about; shorting the Yuan and Hong Kong $. No more GM stock, et al and he is now "all in" on the smile trade.
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RdManaging IQ with excellent EQ is the name of the event driven game. Excellent interview into the mind of a great thinker and fairly humble person.
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GANew subscriber here. That interview with Kyle Bass was worth an entire months sub.
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DMI'd like to know who the 26 people are who did not like this interview.
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MASo good. More Kyle please!
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SJTimeless, really. Just the nuances of thought and process. Educational, inspiring, cautionary, but above all a real and honest discussion. Excellent. Can't wait for more.
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AHSuper!
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MLFrank, cogent, insightful and thought-provoking. Analyzing complex material in detail using accessible language offers an insight into his sublime logic. Worth the annual subscription alone.
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dmDruckenmiller can keep track of 250 positions? Bill Gross knew every position in Total Return better than the specialist PMs.
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GGthree months later this one interview is worth a years subscription. Having a friend interview KB smarter than professional journalist as subject seems more candid with his answers chain a great idea
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RGIncredibly good interview on both sides. Really insightful in terms of process thinking.
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SJThis interview had a very insider/elitist feel to it and I don't think it'd represent well to the people in my world. Many interviews would, but not this one.
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WWKelly - Hope this gives you some insight into Kyle's thinking on divergence & what it means for the global outlook. http://tinyurl.com/qgw68oa & http://tinyurl.com/nexdanj
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WWI've known Kyle for 7 years & helped to oversee investments into Hayman for a $6B FoF. This is a very rare & honest look into his process/thinking. Even more valuable than his current macro calls.
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JAI don't mind the time lag from filming but I would like to know when it was filmed for context purposes. You used to put that up but it has changed to the 'published date', which is not that useful.
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BHSitting around talking about the old big trade from 8 years ago isn't that valuable. I am sure Kyle is a good guy but his returns since have been poor.
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mahes an interesting bloke
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CCIn reading the comments one can definitely tells those whom want a fish versus want to be taught to fish. Triply ironic given Kyle tells us how he learned to fish. Figuratively and literally.
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CCGreat interview and inspiration. True points about Portfolio Management. Don't mind the time lag on release, these ideas are timeless.
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msGood learning experience especially for a non financial person. Would love for you to create/use this to give us the macro pic and ideas to protect/profit ourselves for us non financial folks
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KAThank you, Raoul and others for the operational definition and thoughts of/around Policy Divergence. Great interview. Now, i have to figure out how to play it.
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PVThe Chain is a simple but great idea.
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FRThe Chain is a superb idea and will be interesting to follow, beginning with this auspicious interview.
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MGOne of the best interviews done on Real Vision which begs the question of why we have to wait at least 3 months plus to see it?
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NSKyle brought up a simple statement that I believe will drive all markets and profits throughout 2015. Expect higher volatility markets and, maybe, the smartest trade of all is a long-vol position...
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RBI don't think its about market trends and What's Happening Now. It's more about how does this guy think and does he offer ideas I can use. Diving analogy perfect. Make a mistake and it can kill you. T
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BWI'm more influenced by guys like Kyle who have made money based on their analysiis . Others would include Ray Dalio, Bill Gross and George Soros- great interview.
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PSwould be interesting, but I am not watching a video from october last year. u r simply not up to date
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MZInterviews are good, but I don't appreciate viewing interview 3 months after its taken place either. I've noticed this on a few others too.
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NPExcellent !!!
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CT"Policy diversion". Since the interview we see Euro CB starting QE, Swiss Franc decoupled from Euro, US dollar up fast vs Euro and other currencies. It's happening now! Kyle and Raoul are good!
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JDGood thx. Raoul, understand the philosophy - not trade-able ideas. However some value is lost via 3 month lag between interview and release. Realise constraints. Love free diving so that was good too.
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RPThis series is not about getting tradeable views but about learning from others so we can learn to find our own unique investment ideas and style and invest successfully using them. That's value added
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WGFabulous! "Policy divergence is where all the money is going to be made." Within a few weeks the SNB changes policy and tens of billions are made and lost overnight! Worth the subscription by itself!
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ENConstructive criticism. We were told the idea was to stop talking-head TV. Check. And these views have shelflife. But lag between recordings & posting feels like filtering of info away from suscribers
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VB" when you trade on emotion you lose every time " Love the line, experienced the line Having terrible time staying unemotional- tell u truth i feel burnt out!!
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BMMy prediction, last interview of the Chain will be Bass interviews Pal, can`t wait, absolutely fantastic stuff, cheers !
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PLI wanted to hear more about Japan....not spear fishing
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JHHe mentioned the problem in the plumbing that happened mid october. That's the money quote. Its always the unseen that has the greatest potential to upset the applecart. Got TLT?
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FS"When you trade on emotion, you lose every time" - no truer words were ever spoken. Now, how do you corral emotion and improve your trading game. Mechanical doesn't work either.
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RPKelly - Policy Divergence - When central banks are doing the opposite. i.e when Fed tightens and ECB, BOJ, MAS, PBOC, etc are cutting
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ACOutstanding
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KAI need an operational definition of policy diversion, please, anyone.
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JSSimply blown away - outstanding
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SLWhat a fantastic idea and a really enjoyable discussion ... well done guys!
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LCExcellent interview! Great concept for interviews...
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ILActually a little disappointing. I thought we were going to find out how Kyle thinks it all ends rather than spear diving and HR policies
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PHLove the Chain Reaction concept. A kind of best of the best from market participants. Excellent!
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CH"The greatest battles you and I fight is in our heads". I've started being consistently profitable recently, and I credit it to developing the right mindset, so I find this quote fascinating.
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CHGreat idea
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bpVery good interview, already can't wait for the chain to continue lengthening. Keep it up!
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HWGreat interview. Starting to wonder previous to this if I would renew when the time came, but this and hopefully more to come make Real Vision very worthwhile