Comments
Transcript
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MAIt would be useful to get more credentials / background of speakers for context -- "Ron William of RW Advisory" does not convey much. Thanks
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FLhow about hearing a real gold bear, as a check and balance process to validate our thesis? too much groupthink?
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SGInteresting exchange between them. I thought they complemented each other well. Though I did not find anything new from either Lyn or Ron. In a sense there is now too much content on RV and themes and presenters are repeating a lot. of similar themes. True financial knowledge democracy I guess. Caveat emptor
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JALyn you navigated and directed this interview very well. Please do more! Your articulation throughout and summary at the end was spot on. Not only informative but clarity of thought was evident and that makes this the best way to start precious metals week.
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TZMid - late stage in gold? Are you kidding me?
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RKIf the Twain estate is collecting royalties on the “history doesn’t repeat, but it does rhyme” cliche, his heirs should buy a Rao a proper billiards table (pocketless). And upgrade Ash’s a/c unit.
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DSExcellent and thoughtful discussion. I watched it twice. Thanks. DLS
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JHNice Job! Lyn: "it's split somewhat between precious metals and cryptocurrencies....older investors, retail investors are trending towards the precious metals, whereas some of the younger investors tend to be more comfortable with the cryptocurrency space". And this is precisely why Ripple (XRP) bridges the gap between the two spaces. XRP is in the cryptocurrency space but is working through the regulatory hurdles and directly with banks to solve the rapid settlement problem. There is no doubt that Bitcoin will be used as a store of value in the short term. Bitcoin is 70% correlated with Gold. Ethereum, with Vitalek leading the way, will change the world. Vitalek is like Steve Jobs and will make breakthrough changes that will take longer. Ethereum is still in the innovation and development phase. Ripple (XRP) has one of the strongest use cases for the next 5 year time horizon and will soften the political environment for widespread adoption and policy changes that allow for a whole new Fintech revolution. Ripple (XRP) has a DC office and is lobbying Congress to expedite the change in the Fintech space. There are a lot of ideological views in this space but as Ed Harris says "trade the markets for what they are not for what you think they should be". They will all co-exist and peak at different times in long term.
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BCAny discussion about silver that does not mention the decade long work done by Ted Butler is a very hollow discussion that misses the elephant in the room. There is so much going on behind the curtain that it could blow the roof off of this market in the near future. Just the fact that more silver is moving into the silver ETF than is produced ought to be the center of the discussion particularly since most silver produced is already directed into industrial use.
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TJTop class discussion and insights was to why gold and silver could run some way before their bull runs are over. Excellent start to the PMW. Thank you Lyn and Ron and RV
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DRRon says silver is just getting started and a few min later says we are mid stage to late stage, not sure what to make of this.
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WTTimothy P. wrote: "I've never seen someone set up a card table after a disaster with a scale and an assay kit with a sign "Food and Water here for Gold". It just doesn't happen -- because the most valuable things then are water and food, gold takes a backseat until barter makes sense again." I agree. IMO I believe ammunition in the most popular calibers (.22LR, .223/5.56mm and 9mm) would be worth far more for bartering than gold. Arable and/or hunting land and the means to defend yourself are more important than PMs in a genuine SHTF situation. Jew Without a Gun - Jhttp://www.seraphicpress.com/jew-without-a-gun/ I hope it never comes to that but recent events make me wonder.
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BTNothing new...zzzzzz...
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PTWhy is RV unable to enlist a contrarian to challenge it's thesis? I'm new here, but imho this style of group think and confirmation bias severely undermines RV's credibility (or perhaps reveals its lack of credibility).
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GBGreat interview, but the interviewer talked almost as much as the guest!!
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RTA good Macro-technical cross talk. Thanks Ron and Lyn.
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DPAn important point: The underlying driver of the contraction in 1937 was the Federal Reserve's doubling of the reserve requirement for the banks.
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JKTop tier Real Vision. High signal per minute ratio.
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COToday Lynn published a comprehensive article outlining her macro framework for precious metals. It seems like solid analysis. Check it out if you're intersted in a deeper dive. Has all the charts from the video plus a number of others that bear out her thesis. https://www.lynalden.com/august-2020-newsletter/ She's a solid follow on Twitter.
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ERexcellent interview thanks to both really appriciated
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EDI was confused his comment on Gold being in its mid-late stage of the current cycle (-40.50). Isn't this thing just getting going?
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mlNew real vision video called “its a scam, don’t fall for it”. Wonder if they’re talking about subbing to real vision
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SSGreat, informative discussion
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ESCan we get Lyn and Ron's charts? Great interview by Lyn.
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TBThese guys are great together..... and they talk about the things I’m very interested in. Hope they make this a regular slot 👍
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ADThe sheer number of comments generated by this video, in any direction (thumbs up or down), show the quality of thought provoking discussion in this video. Bravo, Lyn and Ron.
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JMLyn is excellent.
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AMWell done!
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JSOoh lyn should be interviewee do not waste her time! She is much more valuable than simply as hoster!
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GLQuestion: The M2 money supply per capita, is this the USA only or global? As gold is an intrinsically global commodity would it not be better to model on global money supply vs global population? (I appreciate that data may not be available)
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JSI need to watch this lyn alden again
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TPI appreciated this interview - I'd like both Ron and Lyn to come back in the future. Its also refreshing to see Lyn taking an interest in the emergent crypto asset class. I believe personally as a technical trader that it trades like nothing else on the planet. Its seems to be more "classic" in the sense of charting patterns and volatility cycles.
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JGLyn, awesome to see you hosting.
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JKAlso want to say their was a massive recession in the early 1900’s/late 1800’s that was initially called the Great Depression until the 1930 Great Depression became known as the Great Depression. Railroads were all going bankrupt
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JKI think the biggest reason why the GFC isn’t similar to the Great Depression is because the GFC didn’t deleverage nearly as much as the Great Depression did. In fact we barely deleveraged at all
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MBThe interviewer has more value in her questions ... than the interviewed .... kind of poor apple pie this " Ron williams"
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ATExcellent
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HRAnyone catch what Mr. Williams says around minute 38 about the mastrich cycle? The transcript has it recorded as master cycle, but I don't think that is what he said. Is there a term for a big super cycle that he may be referring to? Thanks
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JHSuperb. Please fix RV app for iOS, thank you - cannot post comments reliably beyond a few words.
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PQ3 to 5 years until the end of the rate cycle. To reverse this, I can't imagine higher rates unless it is a substantial inflation sets in (dollar/debt depreciation) with negative real rates.
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MJAs maybe 40% of gold is used as jewellery, should we not also compare the price of gold to world population increases?
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bmLyn has a depth of knowledge similar to Lacey Hunt. A real eye opener.
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PUBoth participants did and an excellent job! Thank you.
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SKGreat discussion. Thank you.
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ICThe books behind Ron are really essential ones to trade the markets not only in the right state of mind but also with technicals. I am currently reading the book of Dr. Van Tharp (the one at the left side)
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DOExcellent discussion. Great to see two experts deep-diving into such critically important investment themes. Well done to Real Vision too for providing the platform for such talent.
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PJFinally, a lady to break the recent throng of sausage fest.
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RKNice content and also nice to see Lyn's beautiful face among all those interviews filled with Gen-Xers and boomers.
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lfquality