Comments
Transcript
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SBYou know why I come to RealVision? To counter trade all the permabears on here. You guys invest in gold, I'm keeping my 50% allocation in equities and laughing my way to the bank. Gold has not outperformed equities in the past 20 years and I doubt it will any time soon. I am bullish on BTC though, the one thing that RealVision is right about.
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ICThe first part of his views until 17 mins is very good. However, in the light of very low returns he expects on equities (via passive investing) over long term, the store value of Bitcoin comes in his macro view and prevails on everything. Actually this seems to be an expert view on why (not) to invest in Bitcoin over long term? I do not understand why Realvision is sometimes giving me an impression of sole defender to invest in Bitcoin? What happens when Bitcoin could experience another deep tumble and people would then be very frustrated to put the money there?
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KMMacro is back? About half the interviews end with - Gold and Bitcoin. Since the idea is to apparently have diverse opinions, should RV try to get folks who have a different view? Seems to be groupthink for almost every interview here to end in buy gold and buy BTC, everything else is screwed
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jRi’d love to hear a Zoltan interview discussing the state of the Repo rescue.
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RPAll the macro guys end up at Bitcoin... Love Teddy's analysis as ever. Interesting to see him come across too to the Bitcoin camp.
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DMGreat interview - thank you, Teddy Vallee. Would love to see you back on RV.
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TNSo the macro consensus seems to be coalescing around gold, bitcoin, EM, and active funds. Gold still seems to be manipulated. by central banks and Bitcoin ownership is concentrated in the hands of a few whales who scalp retail investors with the Bart Simpson patterns. EM is also subject to the political whims of countries which do not have a robust democracy. Actively managed funds perform unreliably. Does that mean the best option for us retail investors is to hide money under the mattress?
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mlHas macro ever left, especially on this channel ?
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IGAt 15:30, a real return chart for equities is shown. Is that the real return over the next 10 years or this is the average real return per year for the next 10 years? Thanks!
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IGAt 15:53, a chart is shown of the Wilshire 5000 Market Cap to Household Assets. The left side of the chart shows this ratio I assume. Teddy says that we are currently around 40%. However, looking at the chart, it seems we are at around 20%. Is the left scale inverted by mistake or he messed up with the number? Thanks!
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MCEnjoyed the talk thanks. Views seems very equilibrium/stochastic model based so please bring Teddy back again for updates as macro environment chages. Trade wars, currency wars, hot wars, proxy wars, FX pegs failing, states failing, civil unrest etc, have a habit of messing with models. And if macro is back then we should expect more crazy. Everyday seems like Wacky Wednesday.
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RCKind of a sad story really, but one that has a ring of truth to it. The monetary systems of the world have run their course and your best options are stores of value from an investment perspective. Entrepreneurship has never been that attractive to me but with how risky the entire landscape has become I am now thinking, why notÉ
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BBDiesel fuel consumption does not make up a third of mining cost.
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DGGood interview and excellent straight forward information without the usual vagueness that accompany a lot of these videos. Thanks Ted.
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AMLittle new insight here.
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mBI agree with his outlook. Us markets are wild right now.
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AVGood outline of road map. I'll love to hear some of the parts in greater detail but this bull run needs to run it's course. Having said that, I'll love to hear an interview on some of the methods and techniques of short-selling. So far, shortsellers have been more narrative rather than methodical in their discussions and I can find very little "lessons" on the process and timing. Thanks again for the great lineup of experts.
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GC"Macro is coming back." I've heard this every year for quite a while. I'm not even sure what it means at this point.
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eaa lot of insight and detail, but unfortunately his verbal style was a bit choppy and the mic didn't help, making it unnecessarily hard to follow good content. i'll look forward to hearing more about EM, particularly ex-China, maybe later in the year as his insights get clear.
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caExcellent summation of where the macro landscape is heading. Teddy has the info we need and can back it up with the data. I appreciate him coming on Real Vision to present his perspective. If I may offer some constructive criticism, It would help if he could slow down his presentation. I felt a bit like I was trying to take a drink of water off of a fire hydrant. If he's not open to that criticism, that's fine also. I look forward to seeing more of him here on RV. He's an excellent resource for delivering actionable advice.
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TMCan you have Kathy Derbes on again to talk about what is going on in the gold market?
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RFIoTeX for the win. Most under valued project in the crypto space. Future is bright for crypto in general
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CLBro did you just wake up?
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VBGood, sober summary of where asset classes are likely to go in the next 10 years - necessary in these times.
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HSWas not expecting to hear Bitcoin from this interview... Makes sense though.
Chapters
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Measuring the Economic Devastation
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Has the U.S. Fiscal Stimulus Been Strong Enough?
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Wall Street vs. Main Street: The Widening Chasm
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How is the Equity Market Pricing Future Growth?
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What's Your Long-Term Outlook on U.S Equities?
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Which Macro Asset Class Offers The Most Opportunity?
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Precious Metals, Base Metals
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Gold Miners
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Bitcoin: Investment Thesis, Use Cases, and Volatility
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Bitcoin’s Risk-Adjusted Returns
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Emerging Markets and Other Macro Opportunities
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Which Countries Are You Most Bullish On?
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Thoughts on Cash, Volatility, and Shorting U.S. Equities
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Closing Thoughts