Comments
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bfGood stuff, a good value added would have been to discuss deeper that non linearity resulting from data processing: uncertainty, positioning, false signals, 2d derivative (I know that you know)
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ALGood interview, but some advice for the interviewer and interviewee: when you are following or in agreement, do less of the "mhm"s! There must have been over a hundred. It got to be a bit distracting. A good silent listen would have been more than acceptable.
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VSOver all a + but really people watch these interviews for a view -a market call not the obvious -eg the French election is a potential game changer! Lets get some trump talk....make a call with a reason ?
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SLExcellent conversation! I've listened to it twice and really liked the range of topics covered and points of view. Very stimulating!
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BCSo tell me something I don't already know please
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PSThis was a good, intellectually stimulating interview; but I didn't really get any actionable trade ideas that I didn't already know. Jens Nordvig is the man though--I used to get his research when he was at Nomura...
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PHYou can always count on Americans to do the right thing - after they've tried everything else. Winston Churchill
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DSI don't really see how this was an interview about data. They didn't discuss process; it was a macro discussion. I found Michael Green's original interview particularly interesting, because of the derivatives focus. I am not sure how much value was added here.
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T~Enjoyed the discussion with some helpful insights specific to Europe, would have enjoyed seeing some of the data at work..
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dbWhat i have not seen on Real Vision is any interviews with investors that are killing it now. Example would be Dan Oliver of Myrmikan Capital. The action is in micro cap miners and explorers with many investors up 200% to 300% over the last 13 months or 14 months. Some like it HOT. C'mon man let's not wait to talk about this opportunity until after it is over. Jay Taylor would be another good interview.
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LATo quote DT," this interview is tremendous". If LePen has a plan then the likelihood of her winning is high unlike DT & May who had no specific plans. 2017 may be the year that the EU falls apart. China reminds me of Valeant on a massive scale - high debt, buying binge of over inflated assets. All down-turns, reveal the weak hands. Momentum runs both ways on the up-side & down-side.
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RMGood interview! Really interesting insights into the upcoming events transpiring in Europe (totally agree with him on his German views). 2017 is indeed going to be a very "interesting" time! China comments very interesting too!
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DMReally interesting stuff. Well done. Also like that the lighting and production value has improved enough that it's no longer distracting.
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BKAwesome interview. Great week for RVTV so far.
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rrMike / Jens thank you so much for your conversation. Raoul /Grant please get these two guys together every quarter - immense value add.
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PInterviewer very poor. No specifics, just random talk. When Grant interviews he gets specifics! Also the Subject is another ex- banker who made bad calls then formed his own firm. I was in his business.
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RMgood thoughts and arguments
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A1Instinet vest