Comments
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JKAbsolutely loved this interview. Keep them coming. Been following Fleck on CNBC.com for years, his column was one of my favorites to read.
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DHThank you Real Vision, Fleck and Jim. What a great interview! You can learn so much from Fleck - also from his daily Rap and Ask Fleck. Yes, there are many difficulties in buying/owning mining stocks. Agree owning a basket - good - does not have to be very large.. In addition, understanding all of the variables Fleck mentioned, eg, the management, grade, jurisdiction and so on - very important and takes work and time. Was good to have the historical walk through. These two experienced men are a great combination. Wow..... to Fleck on the exercise front. Good example to many :)
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ADAbsolutely first rate. Bill Fleckenstein is great, but together they work magic.
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JTTop 5 all time!
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TFBill, great interview and and insight into the mining world of precious metals. You mentioned two names you follow: MARK_IKN and Luis Garcia. I didn't find Luis among the names you followed on Twitter. Are you talking about Luis Garcia who is a reporter at @WSJ Pro Private Equity and former oilfield services engineer? Thanks.
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DHGreat interview.
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GGContrarian opinion......SPX 2,580 is the floor....BTFD..... FANG stocks setting up for a good rip here.
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JOVery interesting discussion covering current topics and ancient history (I'm your age, so I mean it with kind intentions). Does anyone have any insights on the class actions involving PVG? Buying opportunity or run-as-fast-as-you-can?
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AGGreat to listen to the Fleck. Just one minor detail: on the night of the 2016 election, S&P futures lost around 130 points as it became clearer Trump would win.
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OCAwesome transparent interview!!! Real Vision continues to bring great content.
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PCI enjoy all Grants interview but this one is truly exceptional. No interruption s.
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WMVery good interview and great to listen to someone who admits mistakes. Great interview by Jim, he really let Bill speak and avoided interruptions. Some great tips to consider as well for those who want to take a flutter on a few stocks. Especially interested in Pan American as one of the best silver plays out there. Wonderful work. My takeaway quote from Jim "The inevitable is certain, but not necessarily punctual".
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myhttps://www.businessinsider.com/fleckenstein-on-bitcoin-2013-12
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SGLoved this walk through history. Thank you RV for bring this to us.
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VMThe best !
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NIWonderful interview. Perfect balance between asking questions, listening, and discussing. Thank you.
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ydYes! Home Run by RealVision. Great candour, honesty and realism. Thank you so much to all producers and creators of this interview.
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AELoved this interview- one of the best - well worth the $$$
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CLRespect to these two guys, but it is remarkable how little gold bulls understand what drives gold prices. Nominal yields don't mean anything. Neither does staring at M1 charts. It's real yields plain and simple. Real yields inflected from -162 bps in 2012 and moved up, gold collapsed. Currently, they are at post-crisis highs of 100 bps. In 2008, VIX gained a few hundred percent but gold collapsed 30% real yields went from under 100 bps to 400 bps. "But...but...But..." real rates, say in Turkey, collapsed to negative 600 bps and gold shot through the roof...priced in lira.
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AFbottled water :) very good
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NIExcellent interview.
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MCTotal respect for Bill, he says it like he see's it, which you can do with 30+ years under your belt.
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DRGreat interview guys, thoroughly enjoyed your conversation
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PBThis was fantastic! Thanks a lot Jim & Bill!
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GP" Inevitability is certain, but not necessarily punctual", Jim Grant. I am an aging baby boomer who knows how true that is. I am a subscriber to Bill Fleckenstein's Fleckenstein Capital: Daily Market Summary. A reader once asked Bill how long would he stay with his investments in precious metals and the miners, and his answer was, " as long as it takes". I concur. Patience doesn't mean you are an expert in hindsight. It means being patient. Period. And trying to stay healthy enough long enough to benefit from your patience. Nobody said this was going to be easy.
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DFNo transcript?
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DC"got ME through"
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SL"I'm so bearish, I'm a selling at zero".
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DCMy goodness, the first fellow Algol programmer I have ever encountered - Algol 60 or W? BTW I have subscribed to Mark @ IKN since issue 1 - spiky guy but honest, principled and he got be through 2013 - 2015 intact.
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RAEven though I have been a Fleckenstein subscriber for many years and read Bill’s posts and the “Ask Flecks” daily I learned a few things about Bill that I hadn’t known before. I knew about the Tennis and the Running, but the Math major and early Tech experience were new to me. What a delight it has been to have someone as talented and yet humble share his insights daily with me over the years. Great job on this Bill and another extraordinary effort by Jim Grant. Top notch stuff here Milton!
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VSWhy no inflation in doing QE -simple gents the “people” did not get the money ,the huge insiders/investors did. On a 10 rolling basis from 1961 the end of 2017 was the lowest rate. Ended in 2017...On a 5 year basis the lowest rolling period from 1962 ended in 2016. It only higher by 10 bps today . Good interview -always good when you have pro’s at the table.
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twDear Bill, Roosevelt baned ownership of gold. Are you worried that a regime like that could return? regards, Thomas
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DDVery enjoyable and quality interview. Thank you RV, Jim and Bill!
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rrIt is great to see Jim back interviewing on RV (please, keep em coming). Bill has excellent insights and the experience(s) to back em. Thanks muchly guys.
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GGAnother magnum opus from these guys. A great exposure into human fragility, finance and investments sprinkled with a bit of humility.
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JSAnother enjoyable interview. A Few Australian miners worth checking in addition.
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RMThoroughly enjoyable. Thanks for sharing the messy performance issues rather than a sanitized version. It helps us youngers to tarry on through.
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MROne after the other. This month keeps on giving big names.