Comments
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SSsmoking comments on the Yuan deval
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LAI love your honesty and ideas. I know that pain trade but u learn quickly from it.
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SJHigh fives, James! Excellent call on renminbi. Thank you too for your advice and insights into stock selections.
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FPI am impressed this guy had the conviction to short Chinese Markets a year and a half ago and put his trade accordingly...Remarkable
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THPrice of this interview to subscribers? 2 dollars. Value of this interview to investors? A bit more :-)
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PFRefreshing to listen to someone who is extraordinarily perceptive and open-minded and not invested in a particular world view.
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SBA timely call on Renminbi devaluation
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jeCan I back-date an investment with him just one week? Love his intellect and curiosity - wants to hear what others are doing. Just like Grant/Raoul - convicted but open-minded too. Outstanding!
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DdStraight to the point... No fear in showing his investment cases and their trading ideas. James Cluine deserves a Master Class in RV.
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tWRe: China. Watching this and rewatching Mark Hart back to back is enlightening as Milton intended no doubt. (Not to forget Simon Hunt).
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JHProphetic on Yuan deval. Good for you!
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ETThere must have been a lot of high-fiving in the office yesterday :) Brilliant! What a thoughtful thinker. It is plainly obvious he loves what he does. Great video!
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jSLiked how he mentioned this may well be a time not to be invested at all, very similar to Simon Mikhailovich's view. Might just be one of the best think tank ideas even though it feels very odd.
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TJExcellent insights; I suspect James will be high fiving for sometime after his timely yuan devaluation bet. Fascintaitng to compare his macro hedge style with grandmaster Jim Rogers.
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MDWell, those RMB-Puts might be of some value by now.. Nice timing..
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DHWow! Impressive. Great to hear the thought process and examples. Timing on the devaluation deserves that high five twice!
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RMWow - excellent interview. Really liked the detail he went into on how he develops trade ideas. Great stuff!
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BKAwesome stuff. Would love to see more bottom-up pieces in the future.
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MMAgree, great video to celebrate the V day! Nice to hear a bottom-up thinker for a change too!
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JDGreat interview was waiting to see a Long/Short viewpoint
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GTI wish I was 25 years younger!!! Kids, this is a man to work for.
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SSHow amazing Yuan devaluation on the day this video came available. Timing and Time. What to short?