Comments
-
NHwhy put someone on real vision with negative returns for 3 and 5 years in an area such as currency where he is portrayed as an expert.
-
STThis was excellent. Yes, a lot of topics were discussed, and there was quite a bit of jumping around, but that's OK. The framework for thinking about the dollar especially insightful.
-
JCthought it was ok and learned a little bit from him. Would have liked to hear more on gold, currencies and his dollar stance than he provided but all in all a pretty good video, if a bit broad
-
CLI feel Victor S. is right: "What is not working [...] you do something, and you hear something in the news, and it's 'Oh my God, I'm wrong, I'm gonna do this' cause then you're bound to loose, be late, always loose money type of thing." THIS is just is not the kind of analysis I expect from RVTV. This guy is all about vagueness and placeholders. "We try to look at changing risk sentiment. And as risk sentiment is changing around the world, and in the currency space you can do that quite nicely with, for example, implied volatility as priced in the options market flaring up. You can devise an investment strategy on that." How can you be more muzzy than that? And to enter this with "The strategic position [...] requires much more of a systematic, quantitative approach." I wish, he had given some numbers... you know, quantitative.
-
RPNice job Brent!
-
VSSadly this man said NOTHING ABOUT HIS VIEWS AND WHY OF PREDICTING THE FUTURE? WHAT HE SAID WAS 5 DIFFERNT WAYS TO HEDGE "SOMETHING" . FOR ME I UNDERSTOOD THIS IN 1968! LIKE LISTENING TO A COLLEGE PROFESSOR...
-
KDSurprised by the number of negative reviews. I thought this was one of best I have seen to date on RV. Growth is being suppressed by manipulated interest rates that keep inefficient businesses alive. Others have said it on RV but Axel was most succinct. Interesting that I also loved Santiago's Stepping into Liquid.
-
TSHere is his view as of 11/16 http://www.merkinvestments.com/insights/2016/2016-11-16.php
-
TSInteresting interview, good give and take. Helpful discussion about correlation and certainty not always proving out.
-
CAGood interview though wasnt extrordinary. Made lots of nice points and agreed with his perspective of the markets
-
BJDang RA...nothing like calling out a guys love for his love of ice cream in a public forum...! Enjoyed speaking with Axel. Great guy.
-
GGWish Axel would have given his perspective on gold.