Comments
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KT6 years later everything seems on point. Elle is great
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JWBluntness shouldn't be confused with brilliance. She makes a number of stumbles in the interview, and does not seem as prepared as most of the rest of the interviewees.
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SRShe does a wonderful job using cogent, real-world and understandable analyses to explain what PhD's would need several books to articulate! Priceless.
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KSGreat point that rising asset prices is not wealth creation.
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RRShe's well spoken, thoughtful, and blunt. Her coffee and cocaine references, to Branislav's point, make me think she may have a deep familiarity with vices, which suggests she is authentic.
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THClear thinking combined with outstanding communication skills. Sure beats yELLEn's press conference any day...
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NSSome obvious ideas, some not so obvious. Nice interplay between simple, basic economic principals and just plain street smarts that drive investment themes. Nice job.
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JHnothing new here. but I did like the Ike and Tina reference.
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PTTakes fundamental economic principles, applies them to the real world today, and extrapolates sage investing advice. One of the best.