Comments
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PJIt might be near a year old but well worth a listen, excellent interview
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mlExcellent piece. Insightful and thought provoking. Simon knows his history!
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DEGreat
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CTIt was an absolute joy watching this!
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LCEnlightening indeed! I second comments about a counterbalance to others like Simon Hunt , phenomenal historical perspective and ilogical thesis. Thank you!
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FPHi Simon You packed in more information in 46 minutes then i could absorb... i mean on the other end, i dont have words to describe how insightful your session was....
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spFantastic! More please !!
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PVGreat content!
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RFIt's interviews like this that makes Real Vision stand out. Very well reasoned analysis from Simon, who clearly knows his'shit' Makes a nice counter-piece to the other recent China interview.
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SOSimon Ogus here. Thanks for watching. Happy to respond to questions at simon@dsgasia.com. In short I do read a lot (no friends) and I speak more about Japan and markets in Part II
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BLVery insightful interview. corruption clean up as a lead in to taxation a new twist.
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SDAre those books real Simon? Have you read them all?
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CHThis was educational. Superb.
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GGAn absolute yewel of an interview. Simon does have a firm footing about Asian history and broad knowledge of world markets (specially Asian). A masterpiece indeed.
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JSGraham - Bass is expressing his view of Japan through the currency. Me too as a long term resident of Japan. Short Yen, long gold. Japan is screwed. You have to live here to appreciate how screwed
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GTOutstanding!! The combination of history and practical investment unintended consequences. Re Jaapn I wonder what Kyle Bass thinks now about the JGB trade.
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JWBrilliant perspective on China's heterogeneity, and how the history of Japanese and Korean leadership fit within a macro context: wish he explained a bit why he was long Japanese stocks since 2012...
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CCIn my own view I have seen China as a monolithic cohesive force. I knew this was not correct but had no cohesive information to challenge. The sense of history also does much to illuminate. TY!
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JSExcellent
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NNPhD in history, this is perfect in the sense of history does not repeat, but rhymes.