A few names of these companies he's talking about would be awesome.

It was inevitable that value would re-emerge at least as a topic. After a decade of under-performance due to the everything bubble there is bound to be skepticism. I like his focus on companies not beholding to the Fed or banks. These would be survivor companies. Interesting focus on precious metals. Not sure why value necessarily equals small cap.

Everything was strong balance sheets, and cash on hand and having patients bla bla bla...and at the end he goes.....well (paraphrasing here) I bought the march lows in my newly formed fund and I dunno....do u wanna ride the monetary policy or do you want to fight the FED....my positions have rebounded. Well, people have been "riding monetary policy and NOT fighting the FED" since the 90s. you're waking up to it now?

Hi Folks, I'm interested to hear why people did or did not like this interview. I conducted the interview and found talking to Eric extremely fun and educational. My intention with the piece was to bring viewers a look at an alternative investment style. Not many long only managers have the wear-with-all or mandate to sit at over 90% cash in the face of a bull market like we saw and even fewer have the stones to buy in the middle of a crash. I thought there was a ton of valuable information in this piece and I'm legitimately confused as to why some people would have downvoted. He's a real money manager with a great track record and skin in the game, he gave insight into a corner of the market we rarely cover and that you won't find most other places, he dropped a few hints on specific names, and he gave a lot of great info on his process. I'm not opening up the floor to vitriol and insults but if you didn't like this piece or any other piece in the future I would appreciate a constructive comment on why you didn't like it so that we can improve our offerings in the future. In this case, I'm lost.

I’m assuming, since this makes perfect 100% rational sense, that Max’s strategy will be the next victim of Jerome Powell.

After seeing Max many times now in the past week, really curious about that poster over his right shoulder. Is that an android? Is it related to RV? Maybe we can get a close up or a background story about the poster.

Where have the "trade Ideas" segments gone? Philosophies and theses are great but an actionable idea every once in a while would be better. RV has had on several technical analysts in the past and I'd like to see them formally put in the guest rotation.

I'm long AMARK because of a report I read from Palm Valley. FD Its too small for most to buy.

I like the general discussions but some of them get too deep into personal historical anecdotes. Trade ideas is one of the main reasons why I like RV.

Great discussion - thanks to Mr. Cinnamond.

I believe there would be value in communicating the best way to use RV. In my mind it's a general research tool (80%) that is sprinkled with trade ideas (20%). The ROI for me has been that I don't have to do all the research on my own.

it makes sence what he is saying about the buyback, the problem is that many of these companies will not go bankrupt because of all the aid that fed is providing through MMT. I wonder if they will ever stop this vicious cycle, at some point we have to change this mess..

Great interview! Really like Eric's perspective on investing. Will definitely check out Palm Valley Capital fund (although I don't think the bottom is in yet so will only watch it for now - but if that turns out to be the case, it will allow Eric to pick up more high quality names at even lower prices which will be very good for the fund!).