Comments
Transcript
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HDOnly watched 10 seconds so far and know this is going to get serious. Mike Green never dresses up to this extent for an interview. Excited to learn from these two legends
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MNoutstanding.
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PBSuits and ties for MG and guest? Whoah! I'm thrown. Let me catch my balance!
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arIt's been a while since I last saw Rob Arnott, and it was refreshing. Good thinker, good speaker also. MG great as usual.
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JSPlease add transcript. Thank you.
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ANTook the best part of an hour (and RAFI sales material) but Mike finally managed to get Rob break the fourth wall. Look forward to the next one, if his marketing team allow him back ;)
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TKEpic interview
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SSLOL wearing a suit and tie on a Zoom interview. Hilarious.
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DDGreat conversation, will watch it again in a short while as there is a lot to digest. I really hope to see a round 2 in due course as Mike suggested.
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AM#underlyingdynamicssquad
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JkWonderful conversation. There is a comment about price to book comparison around the 46th minute. While 11x dispersion in growth stocks (tech dominated i am presuming) vs value currently compared to 9x during tech boom seems to be case of a bubble, it would be better to know the ROE profile of growth businesses in 1999 vs now. My hunch is that ROE profile and earnings is significantly superior now compared to 99. Any idea where we can find this data?
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mBWow! Powerful!
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JOGreat discussion. Two incredibly smart guys.
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JPI'm a simple man. I see a Mike Green interview. I click play.
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JKI found the book if anyone is interested. It’s called “Ubiquity” by Marc Buchanan
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PHHalfway through this interview I already knew that I will watch this again many times to soak up all the gems.
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VRGreat interview Real Vision!
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BBI have watched a lot of Real Vision videos. I get something useful out of all of them. But this was, hands down, the single most insightful interview I’ve ever watched on the platform. Thank you very much Mike and Rob.
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HCGood conversation but ultimately only 2 things matter for a normal investor which were not addressed properly : 1. Why do the vast majority of active funds underperform? 2. If passive is active then why can’t the original active funds charge 0.04% fees? We can call it whatever but why would any investor pour money in an underperforming + expensive fund?
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LPAbsolutely phenomenal! Lots to digest, will be watching again at some point.
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FCRob Arnott was well worth the wait and Mike Green was the perfect person to interview him. Thank you RV for setting this up!
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KGRob Arnott is such a pleasure to listen to. He’s a quintessential gentleman, brilliant, and yet incredibly plain spoken. Mike did a really nice job getting Rob to weigh in on some topics I hadn’t heard him speak on before. Can’t wait for a follow up interview in 6-12 months.
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BFextremely thought provoking (no surprise)...thanks guys.
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MRGonna plot up in a park (36c here today) with a few Grimbys and listen to this a few times. Anti momentum triggers/pre events have been my best short entries on single stocks for a while now. Neg skew dynamics are what I spend all day looking for , these guys use words really nicely to encompass what it’s all about. Cheers!
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VSThis closing of the markets concept has been on my mind lately and from the comments seems that I am not the only one. I get that if this is the result of a downward spiral on the markets and gets extended for longer period of time, there's a risk of massive repricing event. The full scale implications of this are not clear to me. I am writing this to get a conversation going or to acquire links to some good research. Obviously, I would be thrilled to see RV make a video about this, or is this an unknown unknown? I would guess that the banking industry would get caught in a bad spot. I would like to think that some debt free companies would survive the event. Exiting the system seems like an option. The greed in me argues that certain commodity producers might benefit immensely. Any thoughts?
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CLZimbabwe StockExchange was shut down again this month (Bloomberg article 7/6/2020): With inflation raging at 786% rate and the stock market up 7X YTD in local currency, the government suddenly shut down the ZSE again, making it impossible for investors to access their money. The Z$ was fixed at parity with USD in February 2019, but now is quoted at 64/USD, with black market price over 100. Zimbabwe is in arrears on US$8 billion of debt to foreign lenders.
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JLWhat's the catalyst that causes this to end? Unemployment is the catalyst. Unemployment among middle-income and upper-middle-income corporate workers who are forced to liquidate 401k accounts to maintain a living standard.
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it>Brilliant!
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IWWow... this has been one of my favorite interviews of the year. Thanks so much to both of you for the deep dive!
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SSHave come to expect to be mind blown by anything with which Mike Green is involved. This was no exception. Will check out Rob’s research. Thank you both very very much.
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MMExcellent interview, start to finish!
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pmMind blowing
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DMFantastic conversation. Many thanks to Rob Arnott for taking the time.
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TBSuperb!
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DAWhat is the name of the book he is talking about?
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JSWorth more than a *Coin ;)
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JKWhere’s the book mike
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rcWhat a great interview and masterclass! Thank you Rob and Mike, Cheers!
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SSMike Green is indispensable to Real Vision now. He is the GOAT.
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MBWow. GREAT content. RV is really getting good.
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TEI never wear a tie but i probably would for Rob Arnott
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SHGreat interview on both ends. Thanks gentlemen.
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AAMike at his best.... always a pleasure....
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HKWe need to have this non-stop stream of thought from Mike Green, interspersed with these interviews as a live channel. Great piece
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OTCan Michael Green share some of his research on “how this ends” both we’re familiar with it but it wasn’t really explained in the video. Thanks!
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RKMike Green is one of the best contributors on RV. His interviews are really good!
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NRDruckenmiller says to look for three things when you are hiring a manager: passion, bear market performance and humility. If today is analogous to 1999, when Rob was fired for 40 bips and Mike was the dumbest man in the world, I am comforted that perhaps we are closer to the lemming cliff than it seems. As a minnow-sized manager, watching this gives me hope the entire world has not taken leave of its senses. Love the dual subversive necktie display....