Comments
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CCClearly this gentleman has proven wrong in China and Europe. Perhaps a refresh of this interview is due?
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DTA very mentally nutritious package. May I have some more please?
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PB"Europe started as a steal cartel and then turned into something that sounded a lot more humanitarian and inclusive." LOL, as a European citizen I love these sharp comments. Brilliant discussion. I am gonna look at put options on the CNY/CNH around a strike of 8, either via a us broker or saxo. Massive thanks for the ideas and analysis!
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FTI'd like to be their Cayman Island neighbor too. There goes the hood?
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JEI think people playing the miners miss adressing some parts of history like a revaluation with heavy taxation on production following. Both have historic precedent in gold and oil.
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DMReal Vision is a brilliant idea. I feel I'm back in school with the very best teachers. I have started to bring a notebook to each session as there are so many actionable ideas.
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RLMIND BLOWN. AGAIN.
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LCAlways in awe of Mark and Raoul together! I do Not agree that there's no inflation tho. Necessities such as food, shelter, healthcare and education are skyrocketing. Discretionary retail in deflation.
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SMGreat vid! Would love to see this become a regular feature! :)
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CHGood interview - thanks. I see a closet Sanders supporter with the 'country management' comment. He wanted to say more, but his simile told it all. Hey no problem, if we find a way to pay for $20T!
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PDAwesome stuff - thats your subscription paid back right there
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swAwesome. I wonder what Mark thinks of Micheal Pettis's rebuttal to Kyle Bass's letter on Chinese devaluation?
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HCFantastic.
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JDJust brilliant.
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ASThank you for getting him back so quickly and broadening the scope of the conversation. Great, informative interview. Oh, and be sure and get your physical bullion, why wait??
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MMthere's also etf's short Yuan. E.g. checkout Proshares.
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SLVisionary, one of the few that recognizes the positive deflationary skew of technology, innovation and the mass disruption factor
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RMAwesome - again!!! Mark is so whip-smart and yet so humble (and the same goes for Raoul)! Really an enjoyable 1/2 hour of absorbing deep and unusual thought. Thanks!!!
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SSTechnology bets? Cloud? Equities? Software? Cybersecurity? Any pinpoint ideas? Thanks for all you guy provide!!!
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SLI'm not sure US citizens can buy anything in Iran yet. I too would like to know how the small investor can own Iranian assets. I don't believe the TSE30 is available thru US brokers.
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CDBrilliant...frightening to see how far ahead of CB's these guys are...no wonder the world is in the shit shape it's in....those CB morons are completely behind the wave that these guys are riding.
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DDAnd I also can’t tell if he’s convinced the Chinese will devalue because he thinks that’s what they want, or because it’s complete consensus in our bizarro world that devaluing is a good thing?
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DDI really appreciate his challenge to my admittedly amateur theses: namely that the US is in terrible shape, and as a retailer I get downright emotional when he says there’s no signs of inflation.More!
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bshow do you express long Iran? Also what happens if China gets rid of CNH and HKD, and it all becomes one single deliverable currency?
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WEI agree that cash brings optionality but as a consultant who has preached "fully invested" for 25 yrs, how do I now get clients to consider holding cash? Even 7-10% looks huge versus policy goal of 0
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DWWhat would be your advise to Play the Devaluation of the yuan for average Joe Investor? Trading the FX cross is probably not a wise move in this case?
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TLAt Saxobank one can buy yuan puts = USDCNH calls with a welcome bonus through this link: http://uk.saxomarkets.com/iit-dcf/referral/?RefId=05C34E88-9E1E-40E5-A3DF-3E629C0B96DE&cmpid=GLOBAL-REF-UK
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RMHow do we assess how much of the dollar carry trade has unwound?
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TJAnother excellent video packed full of great ideas and invaluable insights.
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RMIf China does continue to devalue wouldn't that be bullish for the Dollar and bearish for gold? Just curious being a newbie
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MLso why not shorting the QAR or BHD instead of the SAR?
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MLyou can buy 3 different CNY or CNH put options at the SIX (Swiss Exchange) denominated in USD - check the following ISIN: CH0283710884, CH0259488713 or CH0259490883
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JMcan you open up a saxo account being a us citizen? i thought i read somewhere you couldnt...
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MSLove the way he smiles every now and then!