Comments
Transcript
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DBHi Stephen, I looked at the course and it's 89 quid a month. Not free as you said......
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JTWhat's not expected? The Covid-19 lasting for several years as no heard immunity happens and vaccines are not generally safe.
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FDLoved the interview. RealVision is more macro oriented, but having a more micro company level discussion is always welcome. The whole goal here is to get a better framework for us subscribers when navigating the markets. Especially with the coming default cycle in the corporate world, shedding some light on the massaging of earnings and the entire gaming of the compensation scheme was great. Thank you Steve and thanks again RV.
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SGGreat presentation by Stephen. Enjoyed his style of getting into practical details instead of just sitting on macro views. Second order effects as he mentioned. Not everyone does that in an engaging way.
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PEExcellent session, really enjoyed it! Thanks!
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SSReally enjoyed this. A very straightforward and honest way of approaching things.
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IPthank you Stephen Clapham, I believe Russell Napier too, and I'm preparing.... thank you !!!!!!!
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MOIs this a sponsored video?
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JF'Capitalism without bankruptcy is like Catholicism without Hell.'
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TP< Empty positive comment that makes it into the "Distillery", leaving out the more insightful or contentious ones. >
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VSGreat...going to check the trainings
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jgThis was EXCELLENT. Plain spoken and without financial jargon and acronyms. Great communication.
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AVThe case of a Reset is very well argued. It does make sense for big companies to take this opportunity to start from a lower base for a very fast growth thereafter; if they come out. For rest of 2020, they still have to solve the solvency problem first.
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NRChirping bird noises are distracting
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CTI can never trust someone who trusts Jim Chanos.
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RFA lot of crypto's will use cloud services like amazon's. Including ELF, IOTEX and others a like. Iotex can run side chains like other coins so I'm sure many many industries will use this feature and use cloud services for certain things. Cloud will become especially useful in IoT so I reckon amazon will only grow from this
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ADHello, I can't play any videos today, I get this error: Failed to execute 'appendBuffer' on 'SourceBuffer': The HTMLMediaElement.error attribute is not null.
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SSPlease add a feature to “cast” video from phone to smart tv or device👍
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mwWill those residents use BTC to get capital out like Chinese did in the 2017 bull run?
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NRStephen, great stuff. Really enjoyed it and can’t wait to go through your course. Quick question, what is the Anderson letter you referenced? Is it available for public consumption?
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mBHe was great! RV helping me remain patient & waiting to buy. Except gold/silver/bitcoin! Paas been on a tear!
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BPWow, near 100% comment reply rate from @Stephen C.! Really great to see that, thank you!
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SBVery interesting. Thank you.
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mfI suppose the jury is still out on this but early data seems to show a noticeable drop in productivity presumably from people working at home. Does that not do away with any notions of working from home becoming commonplace? Lower productivity and less economic activity?
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CBThis guy clearly doesn’t know the actions taken in the 1920s versus now.
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JIDebt and more debt is the clear path forward. More Government support programs, ballooning Fed B/S…and kick the can down the road. debt skyrocketing everywhere, low interest rates for long…Stock markets sustained …This dynamic can last many years…Why not?
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BDAlways been a fan of Stephan since hearing him first on "The Acquirers multiple" Great to hear his opinion from the point of a business with other RV contributors POV from a macro perspective. This was a good expert view but would have done better with a few more charts/examples to illustrate ideas.
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CC"...and she can put a million dollars through everyone's letter box, then let's see what happens" Lol - Pure Gold (Pun Intended)
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RSQuit interesting on balance sheet issues but overly superficial on the implications of more and more debt...
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NRPlease keep the Expert Views rolling. Specialists holding forth on pre-prepared question sets is both highly engaging and illuminating.
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CDGreat guy, no nonsense and open minded as to what is likely to come.
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AC"...Zoom 2 or Mooz?"hahaha i love it
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OC"...economy will be back to normal in a month..." I'd have some of what he's smocking.
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seGreat perspective. Great interview.
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MTWould love to hear more from Mr. Clapham.
Chapters
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Balance Sheet Restoration
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Impact of the Pandemic on Earnings
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Corollaries to the Great Depression: How Bad Will This Get?
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Will Value Bite Back?
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Amazon: A Forensic Accounting Case Study
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Debt, Deflation, Taxes, and Gold
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Is "Liquidity Injection" a Euphemism for "Debt Monetization"?
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Mutually-Assured Destruction Within the Sovereign Debt Explosion
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The "Bezzle" and the Great Reset