Comments
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RMI've seen this twice now. Love the way Dean articulates his views with such clarity. Please bring him back again.
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JWI like Tom T., but unfortunately he came to this interview entirely unprepared, and Mr. Curnutt clearly knew it. I've seen him interviewed numerous times on Bloomberg and also this past May on Jim Grant's podcast, and he unfailing brings unique information and perspective to the table. Unfortunately we did not get a shred of that here - a great opportunity missed.
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CTTom is an awkward interviewer
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SSDean-Sell Side, Tom-Buy Side...
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MCGood interviewee, bad interviewer, painful to watch
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CCGreat interview. Please bring him back.
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RISounds like Tom loves CNBC and Barrons.
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KSGovernment Bonds don't really trade at negative rates if a central bank that prints money out thin air is the only one buying them.
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WSEngaging interview. However, Dean made one comment that made me go, "Huh?" Delineating the several areas where volatility is inordinately low, he also included "currency volatility." My observation is that the volatility suppressed out of all other asset classes has migrated with a vengeance to the currency markets. In just the past several days we have seen USDJPY drop 300+ bps to 107.40, only to then rocket upwards to 113.40 over the course of just a few more days. Single day moves of 100+ bps have become commonplace -- something that would never have been seen in years past. This suggests to me that currency risk is now higher than ever before.
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SvThank you RV
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RHRegarding Home Screen. I find the Artistic or Iconic Home screen to be clever and memorable: Headshot for A Rogers, Faber or Bass I vote yes others no..
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SDInteresting. Was also hoping to hear Tom on some of his recent calls and outlook and demark things and sentiment etc. Could he come on regularly like once a month to give a view? That'd be fierce value add, especially right now, or for the next while.
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DMI would recommend using the headshot of the person being interviewed for the home screen. It's hard to know who looks interesting when you have just stock photos that mean nothing. The one for Dean is an elephant. Why an elephant? Why not just put a picture of him.
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TMLoved this. Really valuable insight. Thanks.
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TTIt was a pleasure interviewing Dean. He's exceptionally sharp on all things macro. Hope to interview him again soon.
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RANow THAT was a great vintage RV interview. Very tightly covered 10-12 important topics with out a wasted word or breath. Tom did a masterful job on the interview and, IMO, it's not as easy as he made it look---you knew he was prepared and knew the ground he wanted to cover. To think that we EVER had to endure CNBC's 2 min soundbites where everyone just talks over each other and nothing of substance ever gets said. I'd take a RV quality interview like this and the great comments section over ANY other medium of intellectual exchange. Outstanding job you guys!
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AGvery informative, very articulate, very clear and to the point. Every second of this interview counts, I'm going to watch it again at least once more.
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CGThanks Thomas, great interview!!
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TDCan't find the comments.