Comments
Transcript
-
SBFantastic, bring him back please.
-
SGThis interview and Tassos is a very interesting contribution from RV. Kudos!
-
GSTassos, do you incorpate Neil Howe's work on the 4th Turning. Your description of going back to conservative quadrant is very similar.
-
CSThis is great stuff, Tasso. I actually remember you from school a million years ago, I think we even sparred a couple of times when you used to do Judo... I love the approach - a deeper twist on Jim Rogers' adventures capitalist? I experienced something similar I guess when I was putting together a property fund in Eastern Europe in the early 2000's. We were all a little too arrogant in believing we understood or even 'knew' what the people on the ground actually wanted or aspired to, but when I went on the ground and actually mixed with the end client I realised how myopic we were. It changed the design of what we were building and what locations made sense. Hearing you speak about the cultural and developmental cycle makes it all fall into place. I wonder how it could all be also viewed through a broader framework like that of Strauss-Howe (Fourth Turning) who also see the generational characteristics on a broader scale.
-
IMAmazing interview, loving the breadth of content you guys bring....something of this slant really brings something else, thankyou!
-
PAFascinating and spot-on insights. I'm currently in Inner Mongolia and can see someone exercising on their living room treadmill right outside my window! Will definitely spend more time on this framework. Many thanks Max and Tassos! Paul
-
JFSo very interesting
-
JFSo very interesting
-
RPLoved this. Seeing someone do things differently to others to find a true edge is inspiring...
-
JRTassos -- this was a great presentation. I found myself glued to the monitor to listen. I have always been a Macro guy, but the bottom-up analysis and consumer-research focus has me intrigued. Have you written any books, or can you recommend any? Once again thanks -- your energy, passion and enthusiasm for the subject really comes through on video.
-
SAWow !This was an amazing interview , a lot of Insights , Thanks !
-
GLGreat interview. My main concern with the EM consumption narrative is the high structural youth unemployment in some key markets. Circa 50% and climbing in some SSA nations, and that was before covid. Structurally high youth unemployment is a big issue and it fuels social unrest - I can't see that dynamic alleviating any time soon.
-
FBSuper interesting. I lived in China during the years he described and remember the iPhone story. The iPhone 6 was a mega-hit there and the last model that sold a bit later than other countries. Everybody wanted one and black market prices were about $1500, with huge amount of smuggling from Hongkong. Apple had a record quarter profit then. Fast forward and now most people prefer their cheap Huawei or Xiaomi, don't care about the OS because they just get their WeChat/Alipay/Didi on it and are ready to go.
-
HSBoss.
-
AHGreat interview, thanks!
-
BEAmazing interview!
-
CHTraditional fundamental Wall Street analysis misses trends not just in EM - eg. apple circa 2002 was going out of business just like TSLA a year ago. Great interview. Max - like you, I'd buy more and better wine - is this a trend worth exploring?
-
CDhaha everyone wonders why i have a OnePlus phone, faster, super stable, third of price and i diversify between US and China on who spies on me. i am an equal opp guinea pig.
-
EFGiven this is essentially a Pitch for Capital - would love questions around the Funds Performance. 2018, c. -18%....
-
PGGreat perspective!!
-
DZInteresting perspective. I would push back with what if the trend towards more consumption is wrong. If we are entering a time of stagflation, with inflation affecting currencies, goods and services. Low to negative growth world wide for the foreseeable future. Here in the US almost half of the working class is unemployed. How do these trends alter to accommodate this change in the environment?
-
TMMax, nice video. I absolutely loved listening to Tassos. Fascinating stuff. I'd like to hear more from him.
-
AIThank you Tassos for reinvigorating my interest in this field! I was lucky to live on 4 continents for work and traveled all over the place in every possible way and used to contemplate these kind of social observations a lot - without much purpose that time. Max: great job! How about a second episode with Jim Rogers and Tassos Stassopolous? I send you some berries!
-
RDFascinating stuff! Thanks guys.
-
SBgood stuff, max and tassos!
-
JHReally enjoyed that, thank you both.
-
JSNice interview but structurally does not really follow any logic in my humble opinion.
-
NFNice interview Max.
-
OMMax, where is the flannel shirt? Nice work sir. enjoyed this.
-
JVGreat video! Interesting with a different perspective! No doubt real world insights provides a real edge in investing. Thanks real vision!
-
YBInteresting talk. Would have been nice to hear more individual equity names in the EM space.
-
NvExcellent. Well done
-
SSTassos' library has more books than my local library. 🤣🤣
-
GMFascinating video. Please try to balance the usual trading related stuff with more such content. Thanks
-
VPGood stuff! Love how different this video is from the typical USD / Gold / BTC / Swaptions videos around here. You do proper on the ground research and form an investment thesis. Cool