Comments
Transcript
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IPthis is excellent, should be watched twice at least
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MCVery good. Common sense always prevails
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MMVogon poetry.
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TRWow. Just saw this... and will watch it again. Besides his overview based on a lifetime of observations and experience, I really also liked his basic piece of advice to the retail investors: trust your instincts and what you see in your everyday life - facts that will arrive with delay to Wall Street and only be communicated to you by them, when it is to their advantage. I will remind myself of that... and all of it is presented with great humor and optimism. A very enjoyable and valuable interview (only thing that makes me sad is that it reminds me as a Dane, why I feel terrible about the UK leaving EU)
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ASthe wisdom of the prophet
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APReally interesting perspective, great interview.
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WSWhat a great guy, awesome interview
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TZHe is hilarious! 😅
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BHTop drawer as always
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JOReally appreciate the construct of the 'interview'. Queing up his comments without the listener having to experience the queing up. Appreciate that some interviews are better when conversations. This format was very effective and efficient as was Paul in his remarks. Props to the production team.
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APThis guy would be a stand out intellect even if the world weren't filled with idiots. Two big thumbs way up!
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WS"Will Hertz go bankrupt...? For example" Well that aged well in the span of a few days.
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ycI can watch Paul go on and on. Pls come back soon and more often!
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PHThank you very much for your kind words! Paul PS There is more information on our website, if this would be helpful. https://www.new-normal.com/
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MMBefore watching this interview, I completed a questionnaire from RV yesterday asking "What is one thing RV can do to increase its value to you?" I would like to amend my answer: More Paul Hodges! A masterful presentation of complex systems without the highbrow vernacular. Even a beginner like me can understand. Bravo, Mr. Hodges. One of the best storytellers I've ever had the pleasure of listening to.
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JEI can say anecdotally from TX, we’ve essentially driven 1 car as needed and not very much. My truck battery died just as covid started, and it’s been collecting dust In the garage to this day since it’s been completely unnecessary to have fixed.
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SPFantastic insights. Greatly appreciated!
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FDGreat interview, thank you, Paul.
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CDAs always, PH is wonderful. Insightful, data drive, a great person to listen to and get captivated by his enthusiasm
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JZMoc nečum dědku
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MDGreat interview - I must admit didn't expect it to be so good. Exceptional. Full of great practical advice - like his final sentence. Hard work too to just talk solo like that. Interesting can see a few similarities with his sentiments and Raoul's macro view. Thanks RV and Mr H.
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FSAs someone working in the chemical industry myself, I think he has done a great job of laying out the situation. Chemicals are generally a great source to get a pulse of the overall real economy- and there is lots of data on it. I have had the conviction for a long time that in the future real economy "making more with less" matters very much. In particular in the context of more local supply chains. This is the 1st RV interview I have seen where I am hearing this as a key theme coming out of the crisis. Would be great to have a deep dive on this - e.g., how to invest in recycling / recovery technologies that will be key in creating more regional/local supply chains. Think of e.g. reusing plastic waste to generate new feedstock instead of consuming oil. These types of activities will be the path to fossil-free industries down the road. Companies that will lead this development will see massive growth opportunities. Thanks for this great interview!
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SSShame that no time was spent on the opportunities in the chemical sector
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CCso invest in services like Ebay....
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PMNice that i didnt have to watch an interviewer asking convoluted long questions but instead got a nice flow of real good thoughts and insights! Also like the charts! Lovely interview.
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SMExceptional interview.
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ckAs always, Paul Hodges makes you feel like you've had a discussion with you favorite professor. Really nice chap.
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FAAs usual Paul does an excellent job. Always enjoy his interviews and learn something every time
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DSGreat interview. What a logical flow of thoughts and deductions
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MAThis is an incredibly solid interview. Very clear and to the point. Makes complex things relatively easy to understand...I'll definitely be exploring that Second-Hand market concept more a bit as well.
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PBmic drop
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JSEpic..
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CRExcellent perspective from the real (industrial) world...Thank you Paul & RV!
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JCThis was great-- really like the 'industrial expert' angle
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BSFeel like I just got done with a fireside chat with an elder or took a knee for coach's speech before a baseball game. Thanks for the wisdom Paul.
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DSAs an aside: I just watched Princes of the Yen: Central Bank Truth Documentary on YouTube about Professor Werner's time in Japan. It is excellent and certainly relevant to the central banks of today. I am looking forward to his timely appearances on RVTV. As a professor, he is well able to present cogent discussions on his own. I hope this will be the format. A big thanks to Mr. Hendry for making this all possible. DLS
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DSExcellent analysis of the facts on the ground with some interpretations of possibilities. Thanks. DLS
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CMNever seen Mr Hodges before, really enjoyed this interview. Seems like a really nice man, and really enjoyed his clear and simple way of explaining what he sees.
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AMSo much straight forward wisdom in what Paul says. a huge thanks to him and to Real Vision. Common sense indeed.
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SCI like Mr. Hodges. Third EV on real vision. Everyone should watch the first one, where he introduces his approach to the chemical industry and the economy.
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SDfirst time ive seen Paul, great interview. very clear!
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NRGrounded, reasoned, empirical, visibility, opportunity, humility. Theory into practice. Inductive reasoning is refreshing...
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RMGreat interview - I always love hearing from Mr Hodges! The chemical industry is a fantastic leading indicator to watch for signs of future economic activity, and I think it's telling us the downturn will be steep and the "economic" bounce back will be slow and anemic (as opposed to the stock market telling us everything will just be fine and dandy).
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SBI love this type of approach - using secondary datasets such from the chemical industry to augment the mainstream views.
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CDHearing what has been available to read for months, or is plain common sense...not sure where the expertise lies.
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TTBrilliant, love the humor too.
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RCLove Paul's commentary. He's been pretty accurate with his views over the past 3 years of interviews on RV.
Chapters
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The Chemical Industry: A Slowdown that Predates COVID-19
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The Lag in Chemical Industry Data
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The New Normal
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Deglobalization in the Chemical Industry and Beyond
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Winners and Losers from Deglobalization
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Zeroing in on the Near-term
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Data Series to Watch
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Mixed Signals from the Oil Market
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Summary and Takeaways