Comments
Transcript
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DWFantastic interview. Beeneet is obviously incredibly intelligent but Chris runs a great interview. If possible having Chris do more interviews with his impressive network would be great.
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NJWouldn’t be great to provide social links from the participants in any video? Twitter, Instagram, web, (public, not provate)
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TGI like how Druckenmiller is name-dropped to boost views.
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JRBeeneet lost me when he started talking about China as the best place to be. If you want to ignore business ethics, fairness and rule of law, then sure, invest in China. This is exactly what is wrong with the financial world today. The only thing that matters is return, not HOW you got that return or on whose back that return was earned on or by what rules that return was gained by. Brutal.
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DBA pleasant interview and good content. But Christian's attire was hideous.
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NTImpressive!
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SCDamn must be hard to find good companies without some debt. Also wow his Bonus thing seems, long? :) Why is it so hard to be clear upfront about what people can expect and under what circumstances you could renegotiate.
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SGNor every down year is a bad year. It is how you react to it that matters. That is very wise investing philosophy
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DPDoes anybody have link to accessing the Macro-Link newsletter Raoul referred to at the beginning? I can't find it anywhere.
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trAnother excellent interview. Lots of intelligence and common sense. I have a huge respect for people like this.
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SCGreat interview, aside from the invest in lower cost China thesis. I have no interest in investing in a company that offshores their skilled labour to China as their competitive advantage.
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MHAny chance we can get the investment managers TRACK RECORD??? Only way we can analyze. Not too many beating the averages the last 10yrs....and I am talking legendary managers like Sequoia Fund. Very tough environment.
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DSGreat interview. Short direct questions with purpose. Mr. Kothari's answers were direct and informative. Loved the quote “… you never ask a question without baselining the person’s answer.” I would like to have a deeper understand of his meaning of the term baselining with an example. Never too late to learn. Thanks. DLS
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VDthis is interesting but the china thesis makes no sense...people need to trust their software vendor...we are seeing the decline in china trust
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PSTook a while to find the second company he was talking about, after Zoom, thought he said Abora but think he was saying Agora, Inc. (NasdaqGS "API)" IPOed in June, headquartered in Shanghai and Santa Clara USA. Never heard of them, until now...
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DTSo, dictatorship with capitalism turns out to be a better option than democracy and free market capitalism. What do people want from Trump then. He is just coping China and Russia, not North Korea. World is fuck'd up. Russia wants war and they are getting it. Market loves it.
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PPSpectacular interview & spectacular interviewer (tight, succinct)
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RMGreat interview from both sides. Macro investing does come down to un-diversified trades and sometimes we overcomplicate things with too many positions... excellent reminder right now. Precious metals certainly are a key play right now, but tech (perhaps less public markets as valuations are quite crazy, more venture) and biotech seem to be the obvious growth plays.
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PGGreat point on Warren Buffet and passive indexing!
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DWAwesome. Would be great if Chris could do more interviews with his contracts.
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JSOutstanding interview. Please bring CA more often. Ty.
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MSChristian is great... would love to see more like this
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PCRV team the audio is incomplete (27 mins)
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DDExcellent interview, great insight and thinking.
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TBGood talk between 1.5 new minds (to RV). Thanks for bringing this on, as Christian seems to be quite empathic, and is a good interviewer. It's great to hear Beeneet's entreprenuerial story; this should give encouragement to younger generations inheriting a difficul- to-navigate environment.
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arTwo quality guests, but I would have liked more of what happened in the last few minutes. Most of the interview was dominated by vague generalities.
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TSThe idea of focusing in only one sector, like Beeneet Kothari, focuses in tech finds me indifferent. I believe this process is wrong.
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JkThe best takeaway for me is the question looking at price levels and the imputed mindplay on quality benchmark.
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HJIn-person interviews are back! woohoo