Comments
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SSExcellent, insight- dense presentation. One of the ten best RV interviews I have seen. We need to hear more from this man.
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DSExcellent interview. Real Vision is fulfilling its mission. It is important for me to understand how much there is to know and how little I understand the risks. .
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lbi'm feeling self radicalized
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RXInteresting that a guy who spent the last 30 years in Asia can see Belgium as a failed state and it's never discussed in the Western press or on the sell side.
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MPMr Chamorro is cautiously optimistic because the personal effect for chinese politicans would be catastrophic. It makes me pessimistic because they will blame foreign nations for their domestic proble
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LCC.larified inconsistencies in China stories by pointing out differences in regions. Clarified polittical landscape masterfully. A real gem. Would like thoughts on cap fleeing China, condoned?
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JDExcellent... Covers a lot of ground in a Very Short Time...
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DLJust excellent. Informative and insightful.
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AAThis is one of those conversations that just opens up a tonne of new perspectives and ideas to pursue... very valuable
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DJGreat Interview!
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RAFirst time I've heard about the importance of China's "quantum" of growth rather than their % of growth; 5% of 4x is greater than 11% of 1x. Always seems to be something to be gleaned from each RV!
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SSFirst Class! Well spoken, well researched, a macro genius. How about interviewing his company counter-part(s) for other regions around the globe?
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CESuccinct, factual analysis that contrasts with the B.S. of much of our media. A detailed look at the EU ahead of the Brexit vote would be interesting. More of this guy, please.
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PHWhat a fantastic lucid and articulate commentary of the regions he covers!