Comments
Transcript
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MRJust a question. Why are these videos are released over a week after they are filmed? Are they released anywhere else as soon as they are filmed?
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STNever heard of these guys, never mind, but saying this is not like 2008 and we are less leveraged, seriously, what is he doing again ? Stopped watching at minute 6
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JSShort shallow would be nice but that sounds like a pipe dream to me. This is a perfect storm of debt, demographics, financial tampering, and dozens of structural mushroom clouds waiting to happen such as under funded pensions. The tinder was and remains dry...I think they just underestimate how much of it there is. I hope I'm wrong and they're right.
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TSPeople in the comments are not logical. He said it's a sovereign debt bubble. Not saying corporate is not in a bubble.
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scMichael G. lost me at 5:00-5:20 when he stated he did not think this time was not like 2008 because there was not deep leverage. As I understand, there was huge borrowing and buying using leverage and this is why bond markets are falling apart and liquidity is non-existent.
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CMHard to watch a video when the guest starts off with inaccurate info. Per the Dallas Fed, nonfinancial corporate debt is at record highs. Number of business media outlets have written articles that agree. % of investment grade debt rated BBB is at record highs. Yet Venuto believes that this downturn will be short term because companies don't have a debt issue. Definitely on the opposite side of the trade with him.
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BBThank you Michael G. for replying to most/all of the comments. I believe it shows you have integrity. All the best
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DDMy positive comment about the video is that they have a ridiculous "it's nothing like 2008" (when evidence abound that it is already far worse and I am not even talking about the stocks) statement right at the beginning so that you can save time and skip the remainder
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DBNot actionable.
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AFI'm very tired right now and wanted to make a more substantive comment but I'm unable to because of my tiredness. For the moment then, I just want to say this was a very good interview/exchange. Michael [Gyad] made me think about a lot of things. I'll have to come back and listen to this AND take notes Thank you Michael, thank you Real Vision, I appreciate this.
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AWEnjoyed this very much.
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VMMichael, You mentioned lumber prices collapsing will would change your thesis a bit. What are you thinking looking at lumber now? And at what price level(s) do you see your risk on thesis changing? Also-- does the Trump administrations higher likelihood implementation. of ultra long treasuries affect this?
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JHDo we really have to upgrade to Pro at $3500 per year to get useful information and videos on this site?
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BMWhen you have a crises going on, with huge market swings, how does it make sense to make an interview available NINE days after it was taped??
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MCLumber prices have dropped about 30% from the February peak according to my chart. Managed to hold above the June 2019 low. Not sure if this is relevant to MG's analysis.
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JPAll the upset comments are strangely uninformed. If you want moment to moment wax poetic commentary on markets, turn on CNBC. No one knows what to do right now, which is why there’s no liquidity and a record volatility. Sometimes watching a video where someone made a bad call and analyzing how they went wrong is as valuable lesson as a good idea (and there are hundreds of videos on realvision where ideas were given that didn’t or haven’t panned out ) Trading is a blood sport, you need to be able to take punches, think for yourself, and be in the mind of your opponents.
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CMshort shallow ? no deep leverage ? what movie is this guy watching?
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JAThis aged terribly. Turned off when he said that there isn't deep leverage. We found the guy holding all of the bags lol.
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SPAgain 10 days late ? wondering why im paying ... just wait 15 days you get it free on youtube !
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EMI stopped watching after he said there was no sign of too much debt in the corporate space - wtf is he talking about hahah
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PVFunny how realvision deletes comments if they are critical. Not great IMHO. Take the critique, argue your case if you disagree or change realvision strategy. But having to bubbleheads without any insight is not great. More quality please!
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TSActive Management will be back 2021! For the good of everyone! Stay tuned buy undervalued, outside USA, look Europe, Asia, Russia.
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DSNot related to this video, but some major short sellers are claiming that the worst possible markets are ahead. Who should we listen to Doctors or short sellers who have a dog in the hunt? DLS
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DSMr. Venuto see the government riding in on a white horse and saving the markets. This is an illusion out of a fairy tale. Mr. Venuto make think he is old, but I am much older. Everyone will try to save this market, but they will just print trillions and destroy value of their currency along the way. This will be worse than 2008 which was merely a financial fiasco. This is a combination of a health care black swan, an unwinding of huge, non-productive leverage black swan with major profit declines black swan. Get a grip, this is at least a triple black swan. I was at my favorite restaurant tonight and it will close indefinitely tomorrow. Thousands if not millions of business will close around the world. Millions of people all over the world will be unemployed. Governments that have trillions to much in debt already will print trillions more. Anyone who thinks that this is a just a market adjustment is not thinking with both sides of the brain. DLS
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MKWtf...leg into junk debt. Good luck....
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GCThey both look like they will be on ventilators in 3 weeks and they’re patting themselves on the back about their January newsletters.
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KAI guess I missed in the 53 minutes the answer to the question that RV posed: Is this a fleeting moment of panic, or are we seeing the conditions for a true doomsday scenario? Meandering, unfocused, and 53 minutes? Really. We are all super busy these days. Even reading the transcript takes valuable time. A) cut to the chase, or B) Don't misrepresent what this conversation was really about, so that I can give it a miss if I know that it is really about nothing much. Thank you.
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tcSeen this guy before. not impressed. I'll take the advice of the comments