Comments
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MRvery clever chap and nice entertaining interview. would enjoy seeing his updated views a year+ on...
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JLactually one of the best fellas on rvtv well worth watching some good reasoning beyond absessionn
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CDGreat insight and thoughts. Could have done with editing out the UK election comments though given they were wrong and posted on RV well after it
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PCAustralian property boom is limited to Sydney, and especially those suburbs where the Chinese are buying at any price. Feels like a recession here, and thus an interest rate dilemma for Glenn Stevens.
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JOFunny to hear his story about his dad, it happed to my family in China as well.
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WMGood discussion indeed. Be great for RV to try to get these interviews on line a little quicker. Comments on the election and minority government risks were clearly wrong along with other pollsters.
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CCBoth parts are fascinating. The most useful takeaway for me is Davies' advice to "focus on the process" and not the outcome.
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jSGreat discussion, especially the Australian piece. Let's hope Glenn Stevens resists lowering rates any further. An interesting 6 months ahead!
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DEI don't think you can short French bonds unless you have a long to hedge. Repos / Banks appetite to help is ZERO (for good reason) same with Italy / Portugal...very hard if not impossible to execute
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spThis conversation went well with the Saturday morning coffee. Thanks
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spConvexity is a bitch - I am going to put that on a t-shirt.
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CCThe joy of living in fantasy monetary policy land is indescribable. It is like riding a rollercoaster car up the first big hill not knowing how far the drop will be or if the track is complete.
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PWI still like is conviction to the PM and the Comod space, that have real value! Nice one
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TJExcellent discussion with some invaluable insights on markets and life in general