Comments
Transcript
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seI thought that this was a great interview. His comments on currencies, COP and ZAR were prescient. Fed action too.
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PMwhere is the meat? just bla bla. And please bring more charts :) But thanks for the effort.
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ACNot a trade idea! What happens to gold, silver, platinum, palladium, diamonds if South Africa gets into trouble?
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bmTotally clueless.
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mbSuper smart guy and I was really interested in what he had to say, but I had to shut it off halfway. I can’t stand somebody and then every sentence with the word “right”. Absolutely maddening.
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MTThis guy's filler-word is 'right'.
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PWNot challenging, just trying to understand. At around the 27 min mark, the following comment is made: "If you see a tightening in cross currency basis in dollars, that tends to be a sign of scarcity of dollars. " Isn't it a widening of the basis (move farther away from zero) that reflects a greater scarcity of dollars? My understanding is that xCcy is the premium demanded for USD in Fx markets so as it increases or widens it reflects a scarcity of USD. Again, not challenging and happy to be schooled. Just trying to firm up my understanding. Otherwise, great chat and happy that EM is not looked at as a single unit.
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DGDid not age well. Guess that what happens when you put out a video that's almost 6 weeks old.
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AAExcellent report. Thank you!
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DWThe comments in here complaining about the content being 5 weeks old are missing the point of Real Vision. The purpose of these interviews are to unlock knowledge. They aren't here to hand you trades on a silver platter. Generate your own damn ideas.
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JVAudio doesnt work guys. Its just gets through the intro then resets
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NvOn SA debt downgrade: I get that passive investors will have to sell on index exclusion Yields are trading at yields that other junk rated sovereign debt is trading. Thus bond yields fully reflect a downgrade to junk I suspect Corona completely changes the China view Great interview. Thanks
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JCFilmed on Jan 28. Why can’t we watch this more timely?
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JRWhat sectors in EMs affect the dollar the most?
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MCA good recap of why EM are in general facing a dollar crisis.
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MC"Could the PBoC through swaps with the Fed...provide liquidity to corporates...?" Thats a hot potato for another video.