Comments
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MMA great interview - but all this happy clappy stuff about people getting along is nonsense. The history of man is war, and the naivete in this interview in confusing the terrorism of 20th century nationalists with 21st century totalitarian theocrats because the tactics they use are vaguely similar will prove to be ruinous.
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JLHis long equities have been spot on but short € and bonds are not correct depending on his time horizon and sizing.curious to know if his thinking has changed. Smart guy but it looks like his hit ratio is about 50%. I reckon what's really important is how much can he capitalize when he's right.
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DRGrant, more and more I'm appreciating your skill as an interviewer. Always gracious and patient, but never passive. Jawal, thank you for sharing your perspective, and your living room for this series
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LCThanks Jawa and Grant! Thoroughly enjoyed it!
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PJExcellent inetrview. Why is it we only get this type of discussion / perspective re the Middle East on RealVision. It should be on the BBC / other mainstream channels!!
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NSTypical an example of someone that is thinking behind the thinking. Jawed is really seeing the bigger picture. One of the best interviews on the Middle East so far!
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HSclearly an intelligent and likable chap. But he will definitely have an deeper understanding of politics in his region when his beard has turned grey. While one might cause the other. Back in 2026 ?
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wwOverall, extremely valuable convers's on most-thoroughly-considered contra-RV views. V interesting point- US reducing its ME presence/ concern, as its domestic oil & gas prod'n rises dramatically.
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JDOnce again GW shows his class. An ability to let J spell out his views at length without feeling the need to interject or refute despite holding a vastly different perspective. Thanks GW, RV and J
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CTExcellent insights!
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EALove what he had to say about western media perpetuating the misunderstanding of the Sunni/Shiite relationship and how this perverts’ ones thinking about the region right-off-the-bat.
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TSShort Euro, Yen and Swiss franc vs dollar. This month... ouch! Maybe he's going to be right later in the year, though. Who knows. Is the current dollar weakness a correction in the bull market?
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RFVery appreciative of hearing a well case for the next 6 to 12 months. In the short term he may well be right. Even he admits that China will have a problem it is just further down the road maybe.
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RAEverything old "could" be new again. How ironic if more ease is finally negative and the old paradigm indeed prevails. I really think we do need to hear every truly reasoned and supported thesis!
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DLProbability of losing money shorting gold is quite high IMO.
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JSThe major difference between past terrorism and the current ISIS threat is that this is based on jihad, not political ideology. A whole different animal with profound implications.
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JSNo foreign power is playing a major role in the Middle East! LOL
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BLInteresting but sadly the US is sending more boots on the ground. And until the Iranian nuke program is fully resolved through an Iranian spring or war, the region will not be stable.
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LAWhen the Fed floods the fin sys with money, that causes inflation. That means the cost of living has gone up even though your pay may not have. Eco. growth is slowing but s&p has tripled- where is fmv
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CHMaybe it is just me, but Grant got J to contradict himself at the 2:15 mark by him listing events that would make him take risk off. NIRP/QE4/poor data. Otherwise we are all good!?
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KDwhats his actual track record? His website only lists his past good reccos, but not anything he got wrong, or anything about sizing/actual positions/etc. That is usually a red flag.
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KDA very incomplete analysis of the risks of war in the ME. "peaceful " Iran is beefing up its proxies, Hizbollah and Hamas, for conflict with Israel. That scarcely bodes well for peace in the region.
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BGNothing to worry about, that 6 cm Abdominal Aortic Anuerysm will not be a problem if we do not address it. It has never been a problem and besides look your other organ systems are fine.
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KCJawad's excellent insight is supported by historical precedents that run counter to the bear case that "it's different this time. Hard to argue against and incredibly important to be aware of.
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mjexcellent insight