Comments
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ACThanks Scott, great discussion. About the cycle of 7-10 years; do you find yourself close to 100% cash towards the top (where euphoria is becoming obvious), or are you still able to find some sectors or individual companies worth owning even though a crash might mean correlations approach one, and even those stocks you own will go down? You mentioned a hedge; would that just be a short (or put option) on the appropriate index? So then you can just ride out any loss on a stock you want to own for the next 3-4 years?
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HAwhy does one of the camera angles have a smoke machine? maybe turn that off for the next interview
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JCinteresting views thanks. Just wondering about when all this 'Europe looks attractive' stuff starts to peter out...Euro at 1.12+ and the migrant crisis /terrorism will heat up this Summer I bet. He tends to cast aside these poltical events but I wonder if the above + more election noise in Italy might cause some bumps in the road
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JTGood interview and very interesting approach. Would have been really useful to have picked a company to demonstrate the detail around the selection process.
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CRGreat bullish view on Europe. I still missed some comments about the indebtedness of the southern countries like Greece and Italy. Also the econonmical performance differences of those countries and for example germany what requieres different monetary policies within the currency union.
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RLWould have been interesting to delve a bit more on the relationship between interest rates and dividend paying stocks or utilities as the low interest rate environment has blurred the differences.
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RAExcellent one and I think the interviewer, whom I have seen before, is doing a really good job! Like the new summary by the interviewer, but one quick thought----if there are more than 4 "bullet points" could you try to leave them on the screen a bit longer so we can digest them.
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SVInteresting. Thank you Ian.
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RMNicely done!