Comments
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AGWhy would defense spending (=war) be the only option? Why not do something benefitting domestic & suffering population? Why is having free education an extreme position (in Europe = free)?
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AGC'mon, Hitler's book was only republished because copyright had expired. How can you smilingly talk about a nuclear strike on Sweden and contemplate investment opportunities at the same time?
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MMHi Pippa - sent you email thru info@drpmgroup.com "Contact" link RE: book Geopolitics for Investors and the mention of a U2 Spy plane in Section 6. Statecraft and National I hope you received it.
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TBI am from Germany. Don't worry too much about the reprinting of Hitler's "Mein Kampf". It's a commented version by some scientists no right winger is interested in.
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FS@ALEX go back in the archives. Pippa has 1.5 hr interview, and she's the interviewer in a few spots as well. Well worth your time to go back and view those!!
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AEDammit, Grant! 20 minutes, REALLY???? I could listen to this woman for hours...maybe a 1 hour interview next time?
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DSNice person, random thoughts. Central banks know they cannot save the world. Throwing darts and name dropping will promote speaking tours, but will not help the situation.
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caI'm sorry, but what hard evidence is there that government(s) are actively pursuing a policy of expropriation because they're broke?
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SLDerivative thinking, unoriginal and contrived. Tell me one thing, that either Hendry, Crispin Odey, Chanos, Bass or Raoul havent said 5years ago
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PBShe couldn't be more spot on with fish. Cargill's been on a massive fish farmery buying spree last 12 months.
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DFThanks Pippa. Great insights and beautifully articulated.
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KFThe only thing I have to add is that the price of fish, might not stay up with the introduction of GMO farmed salmon or 'frankenfish" into the market in the coming years.
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SDPippa is incredibly smart and engaging. Here in Asia I can assure her the post cold war arms race is on. And fear of China is driving it. History suggests the multiplier effect on arms is low.
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RAOnce again in Pippa's Parlour where she seems to enjoy telling us her views as much we enjoy hearing them! Enthusiasm can be contagious.
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BHWow. One of my favorites this far.
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MSThanks, Pippa! I especially appreciate your view of Fed-think and their lack of knowledge of markets. Scary!
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shBrilliant - dead right simon
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MMI have not seen it yet, but I know ill like it.
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PMThanks everybody. I adore Real Vision TV! I put up a boatload of #newcoldwar + Fed stuff on @DrPippaM. Come say hi!
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DLCoherent and insightful. Another thought-provoking interview Pippa. I enjoyed it.
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JSAlways a delight to listen to Pippa's thoughts on the world.
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pkI tend to agree with what she says, especially on our bozzo younger generation who don't read books or history any longer
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JVWow! A 20 minute tour de force.
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CHI figured escalation was on the horizon. Went long Raytheon after the French attacks. Also scroll down to the chart of commodity price, quite telling http://www.hussmanfunds.com/wmc/wmc110314.htm
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ICPippa as always points out a couple of issues where reality is the opposite of what everybody thinks.
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spQ for Pippa: What upheavals in the markets would prove to you that the FED has lost control? What would it take to convince the FED that it has lost control? Because that is the point of no return...
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spHer articulation of the FED psychology and motivation is completely buzz-words free and simply amazing.
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ZJGreat interview but on Cruz a miss - he just controlled opp whose rise facilitated by bushies same as Rubio. Just read art of the deal & have whole new view of trump - expect a landslide in general.
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CDHaha...Think piece....indeed!...brilliant.
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KHMore Pippa please!
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SBGreat discussion. I like the fast paced approach. Valuable thoughts on the need for the State to expropriate, the war machine, academic Central Banks not wanting to understand risk. A good watch.
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NbDoes anyone knows a couple of stocks/ETF/ETN to play the protein theme and the militarization in China?
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LALove u Dr. Pippa! What happened to capitalism in the US?Keynesian economics is dangerous - doesn't produce jpbs or revive the economy. It only reflates assets & deflates if no economic growth.
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DHPippa. Great points. Enjoyed your presentation. Reversal of history, defence spend, these signs are as bad, worse, than the insanity of the Fed et al. Am thankful for my stream/bush NZ, birdsong calm
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JBSorry Don, socialism is worse because it "legitimizes" cronyism. What we have today doesn't resemble actual capitalism at all. Malmgren's insights are original. Excellent interview!
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dbSocialism may be better than crony/dirty/deepcapture capitalism which is what we have now.
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CCOne of Ms Malgren's best interviews. Interesting take on Russian and Chinese view that Hillary is worse outcome militarily than Trump or Cruz. That is not something I've heard anywhere else!
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DDFantastic piece. I one push-back I have is with Cruz. He certainly is perceived as anti-establishment, but that’s because the establishment wants it that way. Sadly voters will fall for it a la Bern.
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ssagain Pippa just as intelligent as beautiful.
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RMWouldn't negative rates take money out of the system?
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RMEmil thanks for the articles
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ANWow so nice to see someone so articulate and engaging airing all of my dirty laundry. Voicing my concerns which I often shy away from talking about w/friends. Negative rates are very bad!!
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EK"CoCo" may result in a NSFW result. So here is CoCos as per The Telegraph (http://goo.gl/r3sQoU) The Economist (http://goo.gl/V9e77W) and Bloomberg (http://goo.gl/asoQZH).
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FSExcellent presentation of this view. I fear Pippa is spot on re militaristic outcomes. One question: what are "co-co's" ?
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CCGreat information wrapped in a rational, logical, and humourous package. Pippa proves wisdom and the ability for laconic expression of complex subjects is gender agnostic. Well done Pippa!