Can we have another in-depth interview with Josh that is focused on investing along the "edges of innovation" plz.

Incredible stuff..well worth the subscription. Hope you guys bring these geniuses back for another interview. Would love to have more intel in the industries that are on the edge of innovation.

I'm thinking NVDA on this day and those guys playing what appears to be video games.

Wow, this alone worth the initial buy in..I'm in!

I am not worthy! What a great New Year's gift; thanks so much R & G!

Awesome!

That was one of the best vids on here so far! Outstanding!

Re-watched...again...INSANE!

Just re-watched....WOWWWW.

This is a brilliant data point (or points!). It's great RVTV is venturing outside of wall street bubble for new insights.

...Limitless ..Starring Bradley Cooper

Wow! I didn't think this would be relevant because I can't invest in the space. The questions asked were stellar and the responses have me thinking about much more than investing. For example perhaps my city should investigate where transportation is headed before investing in light rail.

This is why I love connecting to RVTV !

These guys are smart and really interesting to listen to. Great stuff RV. Open borders being a net positive for the country is somewhat naive IMO

Entertaining think piece.i would like to see another segment dedicated to the topic of productivity impacts.

I really liked this piece and watched it over three days. I will have my son watch it. I must say that on the last day, and 27min, it did seem like I was watching the 0.01%

What an absolute treat to watch. Where else can you hear cutting edge topics that can profoundly impact our lives.

Conversation Porn. Exactly right. Brilliant stuff.

This was converstaion porn. Dont really know how else to phrase it. Towards the end of the talk they talk about idle cars being parked. So glad he brought it up as I really have envisioned a world where we don't really own large assets but rent/lease it based upon time. Great minds definitely would love more discussions like this.

Brilliant conversation, I had to pause halfway through to dig up the James Burke series on YouTube. Binge watched the Connections series and then came back here to finish up the episode. Thank you for the historical journey that consumed my entire Saturday. Great work.

Great minds, unbelievable content. They give so many new ideas for entrepreneurs to create new businesses. Love every minute from the bottom of my heart. Thank you RV.

This is a masterpiece! Thank you RV for bringing these two friends together. The breadth and quality of the discussion was mind-blowing and I cannot wait to have them back,maybe they want to elaborate a bit on why CAPM and beta are such b/s. It is something I feel strongly about too but cannot put into words well, and these guys really have a way with words. I was thinking about the Mauboussin quote though. If you can fail on purpose, skill is involved. Well, well.. How about Yahtzee? You can surely fail on purpose, but the amount of skill is really negligible. Therein lies the rub for the stock market game: like Yahtzee, you can easily fail on purpose, but there is very little except avoiding mistakes that you can do for edge. The Adam Grimes interview nailed this I think, and I highly recommend it in addition to everything with Michael Green.

One of the best! Must watch three or four times. Thanks to both of you. One very small point: I would like to appeal to Mr. Wolfe's scientific background that global warming should not just be put on the back burner. Many tons of carbon dioxide - natural and human - are being added to the atmosphere each year . It is also basic science that the more carbon dioxide in the atmosphere the greater the atmospheric heat retention. Since understanding climate change will take a long time, we need to address it and realistic short-term solutions while the research is ongoing. We do not need to be fanatics, but long-term problems take long-term efforts to solve. Certainly Mr. Wolfe does not need to address climate change himself, but I hope that he would not suggest that it should be put on the back burner.

Absolutely brilliant minds! Brilliant of Grant to have this be a conversation among friends rather than an interview by an RVTV interviewer.

Great week for RVTV. Wish we could have heard more of the NVDA, GPU thesis.

Michael Green is so smart and cool. I would do ANYTHING he asked of me.

Brilliant conversation. I think the different skill sets of these two makes this piece particularly interesting. Cutting edge innovation coupled with a macro take makes for a very capitvating conversation. Well done guys.

Fantastic interview. Thank you. That being said, I was intrigued by Josh's presumed certainty ("I'm sure...") when he asserted that "people" would prefer to be a marketing/advertising exec for a dot-com than a construction worker. Makes me wonder how much more prescient the speaker could be if he were more familiar with the preferences of people outside of NYC or SF (and or tech/academia). The people who prefer construction work to dot-com advertising jobs may not be architects of the future, but we have all recently learned a valuable lesson (election) on the perils of assuming what their preferences are (or should be).

Excellent

James Burke was a science God in the UK in the 1970s! Great series and available on YouTube so find 'em and watch 'em. You'll love 'em @Michael G - wear that grey hair with pride my friend!

Connections https://en.wikipedia.org/wiki/Connections_(TV_series) This is the correct one... we're both old...

anybody got more detail on that series - 'connections'? not a very unique name, and google returns one from 1978 (associated with the book)

2 really bright guys with 1 being the fastest talker I ever listen to for +1 hour straight. I love the way they share how tech has changed & will change our lives from the more obvious use of google on our mobile phones (sorry, multi-dimensional small & portable device that is used as a phone, camera, computer, content creator, basis for multi-million operational business....) to the new thousands of satellites up there capturing billions of data elements being analyzed to the we don't know what or how but we do know tech and creativity will bring us major game changers at unbelievably more and more rapid pace.

Fabulous

*interesting.

These two are scary smart. Very interested.

Real Vision is doing it's part to help us try and find a little piece of our own genius.

Ummmm.... Those 2 guys are really intelligent. Great piece.

Loved every minute of this discussion

"I don't believe in the Great Man Theory of History"....... "Find the smart guy and back him, nothing else matters"....??

shockingly informational interview!

Brilliant. Please bring them both back on a regular basis!

Wow!

Will FPGAs provide competition for GPUs? Altera/Intel, Xillinx

Thank you, RV. It was absolutely inspiring and educative.

Mind. Blown. Simply brilliant.

So interesting and so well expressed. Thanks.

hmmm...."Unless you're a real business with cash flow, which is super rare"

I continue to marvel at the genius that RV uncovers and brings to the attention of the subscribing audience. Again and again, we hear fresh perspectives and fresh ways of thinking which are well honed. This conversation brought together in one place so much of what I value about my RV subscription. What a gift. Thank you Raoul, Grant, and all the interviewers and interviewees!

I would love to see more videos like this with a stronger focus on science and technology. I did my graduate work in meta-materials a few years ago. Nice to hear someone talk about it on Real Vision.