Comments
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TBExcellent interview.... I remember his last one too. This is exactly the type of stuff I want to see. 👍🏻
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CRHow long does everyone have to complain about the music for you to do something about it?
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NIGreat guest. Hope Des Kinch returns to RV soon. Would have been nice to have heard the questions being asked.
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BMCan anyone tell me what file type the Transcripts are in. When I download them on my PC, the file type just displays as "file", and I cant open them. Thanks for any help.
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SHOutstanding stuff. Well-reasoned and well worth listening to.
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VCAgreed with below comments on a good interview. Although I take a different approach to markets the interviewee provides interesting perspectives.
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FHVery interesting to listen. Especially I like some of the charts, e.g. Unemployment / Recessions and Corporate Debt / GDP. If possible, it would be good to include the data sources for further checking and analysis.
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MKAmazing content for pointing out deep value global single name opportunities. Please do something about the audio. It is too loud.
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JMGood interview (I agree with others that the music is horrible). I wonder why Sberbank frequently comes up as a good Russian investment opportunity and not Gazprom?
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hbagree completely with the comments on the music that subscribers have to suffer through. We're dealing with financial presentations & discussion if we have to have music at all please at least try & make it unobtrusive ! Henry B
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LTThis music is the kind of music that you put in an ad to get new subs...exciting, makes you sit up and listen...Putting it in the actual content is jaring. I think you can take the excitement level down a notch and add in some class.
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jdthe music is very unnecessary and detracts from the overall great quality of content.
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NHvery well thought out discussion on both his approach as well as his positions. would be interested in how much cash he would raise when the downturn arrives so he does not give back a good portion of his returns.
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DDI really like his steady, thoughtful approach. Appreciate giving specific names as well. Thank you!
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bmThe Intro music is getting very annoying
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SBvery sober solid interview
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JHPlease bring Mr. Kinch back soon, and no less than a six hours interview please :) This was exceptionally useful! Thanks!
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MBinteresting view on the Renmimbi
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RKVery sober. Nice interview.