Comments
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DGReally great stuff!!
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JSGreat original analysis. Think I need to watch it again.
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WWThis interview blew my mind.
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IKI question his claim that there is no net energy gain from renewables. The data from Spain and Germany reflects decades of investment in much less energy efficient solar than what we have today.
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msGood interview- however for a non finance person- his use of " CAPITAL AND PRODUCTIVITY" in so many different ways- LOST ME Hopefully you will have him back to talk to SIMPLETONS LIKE US
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CCAn amazing and unique way of seeing the world economy. I need to watch again to really absorb this. It will be worth it.
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wwMind-blowing thought provocation; provacative thought-provoking; thought-provoking squared! SO much to digest in Andrew's most original perspective.
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DMFunny, i Matthias above is carbon copy of tweet i made which was basically tht I followed him as a broker at UBS when i started in business and always admired his out of the box thinking. great piece!
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WGAnother tour de force! I sure hope this is working out financially for RVTV because it would be so depressing to lose access to these amazing thinkers.
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MBI remember Andy Lees from my early days at UBS Warburg (late 90-ies) and hugely appreciated his out of the box thinking. How was I surprized to see him on RV now. Thanks a lott for bringing this.
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lbPlease! Please! Add charts and tables Please! Please! Please! Write a book!
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DHWell, I will watch this again. A fair bit to assimilate in one go - paying so much attention I stood on my dog's foot! I mostly get it, just need to tie it together (not the pesky feet).....
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WMYes it was a challenge to keep up, but the message seemed clear and not encouraging. The West not only faces GDP stagnation but massive debt overhang. Difficult to see a way out for the medium term
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RAThat's a lot of #'s and %'s to carry on the tip of his logical tongue. I've heard and read arguments that nibble around the concept, but nothing so concise and pithy as this.
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RPAn excellent productivity and energy framework from Andy. Really adds nuance to the global economic debate. Ive known him for 23 years and he's always been a smart bloke...
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SPWow - follow that! A great insight into how macros think. It brings home the very real problems eventually encountered by economic systems built on the continual expansion model. Are we now there?
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PHMy brain hurts..........!
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CCIf creative destruction is not allowed to move the comma to the right on asset values then flawed monetary policy induces the comma moving to the left via inflation.
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CCworld by resource exploitation and productivity gains, which tend to be linear. Resets are periods of synchronization when zeros get added to "money" to re-balance the natural differences.
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CCBig picture - Money creation is needed to induce capital flow in order to support a debt based economy which by its nature must grow exponentially or die. The monetary system is tied to the real
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PTYes. Brilliant, but it hurts my head.
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SCExcellent.