Comments
Transcript
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WMJim Litinsky comes across as a sharp and very personable guy. I like the rare earth metals approach. Wish I could by in!
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PGI have a question that is bothering me for a while. There is this outstanding statement that if the fed and CB are cutting rates now they won’t have any munition when they will need it in the next down cycle. So I’m wondering as to why would we need the next down-cycle can’t we just start the solution before the problem?
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FGGreat call https://www.reuters.com/article/us-usa-rareearths-magnets-exclusive/exclusive-pentagon-to-stockpile-rare-earth-magnets-for-missiles-fighter-jets-idUSKBN1YO0G7
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WBLots of comments about Jim Grant "interrupting". To me, Jim is the main event. I recommend changing the name of the series to "The Jim Grant Conversations". Then people would realize that Jim is entitled to make his invaluable contributions to the conversations.
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Svthis is a very smart conversation.
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KDI keep losing focus on the main topic since Jim Grant can't seem to stop interrupting his guests.
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GGAnother great interview by Jim but he has a bad habit of interrupting guests in the middle. Let them finish first for god sake. It’s rude!!
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DSJim Grant, please stop interrupting the guest. ask questions and listen! You are destroying the guest´s full point of view. If you have follow-up questions, write it down first then ask! You are not the guest, you are the host!
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TSIt is highly probable that bonds would under perform the next 10 years. However the mindset that as a hedge fund manager it is not mandatory to hold bonds so do not hold I think is wrong. There should be positions in bonds both corporate and sovereign in the mindset of a diversified portfolio. Moreover no one knows if inflation would come back or negative rates will become more negative and most important when that will happen.
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JHGreat stuff - superb guest in Jim Litinsky, really liked him and fascinated by his work. Jim Grant is generally a very good interviewer, but he seems to interrupt people a fair amount, and I’m not sure why exactly. This was the only thing in my mind that detracted from the quality here. That said, Jim has a huge wealth of knowledge, intelligence and wit, and I always appreciate his perspective on things. But worth holding key questions in mind or writing down while interviewer speaks. Several times Jim Litinsky had to keep interrupting Jim Grant to finish a sentence.
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CSWas surprised to see Shenghe Resources Holding Co. as a minority shareholder in Mountain Pass. They dont have enough rare earths in China without holding a stake in the US's only operating rare earth mine?
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JW"Plastics".
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DSProblem won't be fixed until the US Congress is reformed. Its essentially a Congressional Finance-Scheme like the car manufacturing companies run, but in this case the Congressional Product is grooming voter groups with "free" handouts.
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bbI wish Mr. Grant would have asked about the rare earth ETF REMX. Would it be copper or rare earths as the best play for the coming electrification economy? Fascinating discussion, but I needed more on how to monetize this theme safely & efficiently with my precious capital. As always, a well done Grant interview on RV.
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dfWell done RVTV and Jim, thanks
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PUI wish RV had a policy whereby a thumb down required some comment as to why the viewer believed it deserved a thumb down. Makes me wonder if I am missing something or am I just drinking the kool aid. I thought the discussion was excellent.
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SSGreat discussion 👍 Love Jim!
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MRFirst !!!