Comments
Transcript
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DMhe never actually mentioned the etf? can someone find out please ?
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JTSorry, I believe I missed the high quality ETF (non US, non UK) name that he referred to? Can someone help me out? Thanks!
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DBDoes anybody know what Equity ETF he is referring to? I assume it is some sort of an international dividend aristocrat. Anyone have any suggestions?
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HVHuh, negative yield as insurance? How is negative yielding treasuries better than putting the money in a bank owned by government A 0%? Say a swiss Kantonalbank Mind you I’d just buy gold, but I don’t think that was the point
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GEBoth my grand fathers lived through the depression. Nobody had money. My mother got 50 dollars to marry my father. Nobody had that money. My father had to have his grand father give the money. My mothers father was a school teacher. My dad's father was a black smith and had a dairy herd. They did not have 50 dollars between them. Things are going to suck until at least the first turning 20 years from now.
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JDI enjoyed the interview, but I feel like the "long gold (and crypto), be scared of equities" view has been pretty solidly established on RV. I'd be excited to see more equity bulls, or an equity bull vs. bear debate a la Brent and Lyn, or trying get someone like, say, Cathie Wood or Beth Kindig to talk about equities opportunities in the tech and innovation space. Also I'd be really excited to have some experts on talking about what commodities - agricultural, uranium, non-gold metals like silver, copper, and rare earths, etc - might look like for the rest of the year.
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JB'Mug punters' has to be the best description for the Robinhood crowd I've heard yet!
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RMneeds to be a regular! Great stuff.
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WBVery consistent with the other really smart people interviewed on RV. You can also watch the recent RV interview of Tavi Costa of Crescat Capital. Also, I would recommend Hedgeye. I believe it and am so invested. Very articulate. The British accent adds gravitas.
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CR"Don't do anything stupid.. and own gold." Thanks Grandpa!
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ACnot much new here. Seems to spout the same lines that most others spout. I recommend listening to Grant’s interview with Mike Green. A better explanation on why bankrupt company stocks are rising.
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TZFinally a bear! These bulls drove me nuts!
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RCI love this guy. Sincerely hope I don't mince words and have great hair like him when I'm older.
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BPThis has to be my favorite all-time interview on RV. "Don't be stupid". Please invite Robin back soonest!
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ADGood to listen to Robert thematically as his views generally align with the macro perspective - slow or stagnant recovery, possible re-closing of economy, government printing leads to need for defensive position - then from there make your portfolio based on a more modern perspective. For example, Robert points to gold which aligns with Raoul Pal / Luke Gromen / Brent Johnson / Lyn Alden but he doesn't expand into the pairings like silver / miners / junior miners In addition, his view on TSLA is parochial considering it only as a car manufacturer. Overall, good confirmation of an existing view we've heard on RV many times over.
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DSEnjoyable interview. Three caveats. Firstly, the decline in equity markets will be much faster because of ETF passive buying. Secondly, A basket of currencies plus gold will not replace the $US as the reserve currency soon. The $US will start to be replaced when international settlements can be made with blockchain technology. I do not believe this will be done with any digital currency, but by international banks. Thirdly, it will take a longer than expected as many people will still prefer to hold excess cash in $US. If the US economy tanks, then it will be faster. DLS
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CHI so appreciated the breadth and depth of Robin's perspective, and the credibility afforded by his history of navigating fifty years of markets and surviving with reputation intact. I also assign value to his mix of both technical and fundamental thinking. The fact that there is demand for his newsletter signifies that his is a reputation so valuable it's worth attention. I confess he "talks my book" therefore I'm at terrible risk of being blindsided by "confirmation bias." But investors, contrasted with traders, must act according to bias; it's inescapable. His demeanor is so down to earth; wish I could meet and get to know him. My portfolio has for some time reflected his views "to a 'T'" so I'll be in Robin's good company if my holdings turn to burnt toast. There's comfort in that. Thank you, RV.
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PEVery interesting! It was fascinating listening to his recall of history and how he put that in perspective with today and the near future. Great session!
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BTHe mentions gold possibly to $5K or $10K but doesnt say what those "scenarios" are. What are they?
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TRIt would seem that whatever the outcome of interest rates is will determine the depth of any bear market. Will we even have inflation that is measured as hot by governments at some point? and if we do, will the central banks attempt to counteract it at the detriment of the bond markets and ultimately equities as the risk bar/threshold gets raised or will central banks let it run hot and people pile into equities and other assets further, grasping for preservation of purchasing power?
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JSI’m confused about his comments about millennials. What does he mean they’re too young and don’t drive the economy? Most of them are now between 30-40 years old, at the prime of their careers, starting businesses and driving innovation. A 45-year old is usually already past this prime and is just riding out on experience for the remainder of his/her career, but not driving new things anymore (of course there are exceptions). So I would disagree with him on that point.
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PBWisdom. As usual from Mr. Griffiths.
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DBIf the market is going to crash, where will the money go? The market will only buy so much gold and bonds. It seams more likely that the government will print enough money to keep assets prices above current levels as markets seek returns above zero.
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DSFascinating interview with a man who understands and has seen many market tops in his career. This one is no different...just a helluva lot bigger.
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ASGreat interview!
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ARSome are asking about Gold Equities. Yes, Ross Beatty is a great source of wisdom on this. But think about it from a purely logical standpoint: the value of what you produce is going way up. Your costs of production is set. All incremental dollars go to the bottom line unless your jurisdiction reassesses your taxes/fees. Thats the 'weighing machine' view. The 'voting machine' rule says there will be volatility along the way, of course.
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JMI wonder what Robin thinks of silver or gold equities. He made no mention of it. Good interview. I enjoy hearing from the veterans who have been through many past bear markets and lived to fight another day! (Victor Sperandeo is another that comes to mind)
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ROWith such a strong conviction in a rising gold market he didn't comment on the gold equity space. Over the last two years the gold/silver miners have been leading the S&P and even the NASDAQ. What is the reason for choosing government bonds over large profitable gold/silver mining equities that pay a dividend?
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GEKyle Bass pointed out that the chineese currency has two types. Internal and external currencies. The external currency is in short supply. There is no way the chineese currency can be any reserve currency. The book the vampire economy written about prewar German describes the problems which are plaguing the chineese economy. Available on amazon kindle for less than 3 dollars
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PBWell said Bro!
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LF"Barking mad!!" No shit! Loved this interview. Not only because he totally reminds me of my British grandfather, but he's been at the game a long time thru many cycles. A well seasoned and reasoned player, IMO.
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DFBasically a remix of the 2017 interview sprinkled with the word " Disease", still thank you for the wise information.
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ARJust to put some perspective into younger generation getting money from parents grandparents to psy off student loans. Many of this students never had to take loan, as family was saving for years in 529 etc It other word income inequality will persist and compound
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BRgreat to get another perspective but could Robin please answer a couple of questions if not done already and if I missed it, sorry: 1. did the Fed increase M2 by 20% in the 1929 decline because what I have found is that they tightened conditions and when they tried to increase M2 it was too late. Further, is the pending solvency crisis likely to eat up how much of the current increase in M2? many thanks
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JVOn average stocks fell more than 80% during the great depression. I can't imagine all sectors doing so badly. Apart from gold miners any other sectors that outperformed in the 1930's? Not all money will flow to cash, gold and bonds imo.
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KBA gentleman and a scholar. Thank you for filming this video.
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JSSplendid! He is full of wisdom. Great choice. I will study this interview to the detail and note all authors he refers to. Thank you RV for bringing him.