Comments
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BMSo, there is more and more money chasing fewer and fewer assets, but as soon as cb‘s skimming a little bit off, markets have a tantrum? it’s more like a rocket, it needs fuel to survive and the only two ways are up or crash down.
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lDthe best ending ever .. 'keep on ya toe's ya'll' love it !
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GFRV, You did an Expert View a while back in which you had the questions voiced in so they could be heard without need to view the screen. I appreciated it and told you so, along with several other RV subscribers. Then, you returned to the old format, where the questions are just flashed on the screen. PLEASE! Follow through on that improvement and have the questions voiced in so I can just LISTEN to these. Thanks.
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RJwhat a rediculous argument concerning wealth disparity. "go back to pharoah, go back to 1910, we are not at some historical extreme" he says. comparing those historical extermes to todays extreme does not make your point, which seems to be that you dont care if there a great disparity as long as the markets go up. and i do not believe i am miscontruing your intent. the disparity we are encountering is seen all over the world and will come back to bite this economy and the govts around the world the Fed has the bulls back until the fed does not, as in, 2001, 2007-08 eventually monetary policy cannot mask/save declining corp earnings. We peaked in corp earnings (not eps, think buybacks)in 3q18. but in real YOY change earnings have declined by nearly half. the fairytale of trade and fed put will end eventually, mayne soone maybe later
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JPThe most constructive comment I can make in regards to this video is that it is total garbage and unbearable to watch. He is just rumbling throughout.
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VSProblem is world economy and EU elections in May. USA put may not matter? Good thoughts thank you
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SAThis is like the worst video ever. He constantly contradicts himself. Obviously he has a market maker brain and sees both sides of the issues very well but ... I feel like I went on a date and was left hanging. You know - make a call. You can't say - there is massive amounts of money sloshing around in the world and at the same time say - it's going to be very volatile. Which is it?
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CLI rarely ever comment. Had to here as this was the most vanilla "CNBC" long form interview I've come across on RV over 3 years. Very articulate if you aren't a professional, will get you up to date. If you are, all takes are reactionary.
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ggMissed his point? Is he trying to say “Who could have seen dec buy coming?”... well a number of people did for the right reasons. Agree zero insights here
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NNI think we'd get more out of him from a "Skin in the Game" format
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JFVery poor content. Just a pointless rambling about what has already happened with no new insights.
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TRRV, please interview G Edward Griffin. Thank you for your outstanding work.
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TZI can't believe that this distorted socials market is going to continue. But it will. I agree with him it's just feels bad to see that asset prices are might going to climb higher. Capitalism died at 2008.
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GRIt's interesting to hear about the scarcity of investment vehicles for the investment communnity, however next time, please can Ken show us evidence for this? Charts, demograhics, shares outstanding etc would be things the RV audience want to see.
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MMWe have not had price discovery in ten years.....booyah.
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BOSo, the host of this party is giving out as much free booze as you can drink, in fact if he spots your class getting low he'll top it up without even asking you. The party continues and the guests get a skin full, party! party! party! What a night. Tomorrow's hangover is going to be a killer.
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TH“The central bank has your back.” Until it doesn’t? Does he really think the CB is more powerful than the markets? When the trend changes and we get QE4, negative interest rates and who knows what else, does the CB have your back on the purchasing value of the currency? Sounds like a way to lose a lot of money...
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WGRecently I was pondering shorting the market, adding to a gold/miners position, or finding something else I could believe in. I found myself, for the first time in 2+ years, not wanting to shun duration, but actually feeling attracted to it. I opened a small position in long term treasuries (duration maybe 17ish). After listening to Mr. Grant, I feel better about it. Time will tell.
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BPone of the best analysis on real vision imo.
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AGDid anyone else find his comments a bit mysterious? It seems he alluded to future volatility without being conclusive.
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DSRaising rates and QT by the Fed have a strong negative effect on the financial markets and the economy. If rates and QT are stable, the financial markets and the economy can stabilize. If rates decline and QE is restarted it will have a short-term positive effect on the financial markets and very little effect on the real economy. The Fed has your back means financial markets, not the economy. Before QE, etc. the Fed could affect the real economy by lowering rates for profitable investments. With all the QE, investable funds are not the problem. Net, net the Fed cannot help the real economy by lower interest rates or QE. (Even low and negative rates are not helping in Europe.) The Fed should just sit on its hands. DLS
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TDI would like to hear more from Mr. Grant.
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PUWhat color were Ken's socks?
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PPKen ... Without notes a very good presentation....I agree with your analysis. Well worth my time. Thank You !
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RMThe mention of Karl Marx a few times and now i cant help myself. Please, everyone, educate yourselves and those around you. Right now, and for a long time, USA meets 4 of 10 of Karl Marx's own "10 Tenants of Capitalism" OBJECTIVELY. 100%, no argument needed. USA also SUBJECTIVELY meets another 2 of 10. Depending on the arguments used you may have your own opinion on the matter but they are met to some degree. So here we are, 6 for 10 of Karl Marx's own top 10 of communism and everyone is freaking out about if "capitalism" works or not and regardless of what you or others think, the truth is we haven't had capitalism in a long, long time.
Chapters
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How did you first get involved in markets?
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What does your firm do?
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What’s the current state of risk in the markets?
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What happened between the christmas selloff and today?
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How do markets now compare to the era of QE3?
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How are central bank actions misunderstood?
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How else do central banks distort markets?
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What’s your market outlook for the rest of the year?