Comments
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RCFantastic interview. Keen to see an update of his views. Russell napier vs Chris wood for EM strategist debate!!
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AC@Raoul; The Australian Gov did a version of helicopter money in 2009 during the GFC, putting ~$1000 into each taxpayers bank account. What is the consensus view of the results of this? (apart from putting Australia back into debt)? Did it really "save Australia"? Hence how does this result affect the likelyhood of other countries doing it?
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MCTwo pundits with wide ranging views = interesting interview.
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maI never comment. Having said that, I have been investing internationally for 45 years and think he was one of the best interviews yet.
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VSI WAS shocked this man was a journalist - very savvy for a statist background.
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MCBest words of wisdom at 16:41..."now too dangerous to run a pure macro fund." Timing is everything in investing!!!
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MAAnyone know what the 3 components of the investment cycle that he mentioned? I only got Govt Spending, Housing / Real Estate. Don't think he said the 3rd one. Cheers
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JSFantastic interview I like the originality of the thought
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JMHow many very smart people are there in the world of finance and investment? Far more than I've thought possible and Raoul, Grant, etc. seem to find them all!
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GSWow really amazing interview! Agree too, one of the best on RV so far. Have him debate with Kyle Bass? We definitely do live in interesting times, thanks again RV for enlightening us from so many possible angles!
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T~Awesome, appreciate the local interview perspectives.
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SOExcellent interview!
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KBIf dollar is strong, buy EM. If EM is strong, wait for dollar to be strong and buy EM. EM is more creditworthy than G7. Just look at the innovation and Nobel Prize winners from EM world. Don't miss the chance... Trust me, I worked 10 years for the Economist.
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NRWell done RVT, another brilliant and insightful interview.
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SDGreat Interview, he even mentioned gold and the miners!
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PSNice to hear from a generalist that is not just talking his book. A very broad view of the emerging markets.
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tWWonderful. Thank you ?
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JMMaybe the best RV interview yet!