Comments
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RD"Because people default to price to tell them what is happening in the world, and it takes a lot of price change to get your mentality to change, we are just at the beginning of a mentality change" - wow, listening to this made so much sense as to price action in terms of booms and busts. Profound!
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NVHow does lower dollar tighten liquidity? does it not allow for more borrowing which in turn increases liquidity?
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LAFeds & banks in collusion- they are playing the mkts. Feds blew up their b/s for their sake & keeps rate artificially low. Even with bad earnings & news the mkts bounce right back. Mkt forces to win
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DRwhen could we see part 2?
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DRcant wait for part 2
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APThis piece really impacted me and I think we are seeing it play out before our eyes.
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LAChilling. More pain to come. John Burbank's analysis is so thoughtfully portrayed.
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MRi think it would be really fascinating to have someone like John B. recount the process that lead to a very profitable trade... what was his thinking and the mechanics of it... a postmortem
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HSDid he misspeak or do I understand incorrectly: Around (17:35). "Dodd-Frank tightened liquidity, lower ??? dollar tightened liquidity, providing credit on property ?? has tightened liquidity …. "
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LSAnother stunning interview with the best! Thanks for providing all this invaluable knowledge. Life saving!
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RFI now it is hard work to bring this content to us. Please provide part 2 as soon as it is ready. Thanks for all the hard work in bringing RVTV to us.
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MRhugely impressive, he cuts through all the fog and creates order out of chaos!
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MRan incredibly deep thinker that connects the right dots... i'm eagerly awaiting part 2. splitting an interview this short into two is SILLY and not in keeping with the RV ethos in my humble opinion.
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saYes, there's no doubt that the Fed will launch QE4 when the stock market tumbles. But when & how will this rinse cycle end? At some point investors must believe that this is sheer lunacy.
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DMBut yes. Even if you guys are waiting on some other interviews and its tough to find gems every week. Let this play thru please. Unnecessary chop.
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DMMean no disrespect to DON above but how is burbank a fiat Keynesian?. He said Qe3-mistake. Fed missed hike window (2013) and have created a dangerous situation by driving assets up.
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dbI see everybody likes this interview which is the 1st thing to give me pause. But with all due respect this is a Fed Centric, Keynesian Fiat Forever view of the world. I hope it works out but doubt it
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BJgreat interview. regarding rate hike cycle, rates can go up for 2 reasons. 1) the Fed raises them 2) the MARKET raises them. And if the market does it, it prob wont be a long rate hike cycle...
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APJohn-I wish we could see it all now too, but understand and appreciate the theater effect RV is creating. I would expect RV is setting to ramp up their entire show this winter.
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SJWe are certainly receiving value for money! Thank you, John for your insightful commentary. Hanging out for Part 2!
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JSIs it really necessary to split short interviews into two parts? Would be much better to receive it as a single play.
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RAFront Row for the EM meltdown and the US simultaneous melt up gives John a perspective that VERY few could have---Ignore him at your own peril. Thanks again Grant and Raoul.
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KOYou guys are uploading the second part right now right? You're not actually going to make us wait... right?
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PSThe upcoming equity crush will create the buying storm. Thanks John. Succinct and clear.
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AGVery good point about the lack of willingness to take losses from HF investors. Looks like we are going to see VIX >100.
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BHare you guys going to take legal action against CNBC?
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CHInteresting and Looking forward to Part 2. It will be refreshing to hear some positive views on where the market will be down the road.
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RGThat was awesome. When should we expect part 2?
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TJDavid Copper-Fed. Brilliant.
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CHWhat an interesting man. He's created his own way of thinking about the world.
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dmThank you John
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APThank you for letting John articulate his thoughts to us subscribers. I hung on every word. Nice preview, can't wait!