Comments
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M.True Expertise! Great interview
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JDGiven his NZ / AU comments - here in Middle Earth we're in denial (especially about milk prices). We think it's just a blip and continue selling houses to each other at higher and higher prices ...
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WMAgree this was more of a "thoughtful perspective" but the point of RV is to bring us a variety of views and outlooks. This was a good review of the investment climate from a seasoned professional.
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TSOld guys like Juckes who have been around the block a few times are always worth listening to. Hope we see Juckes on RV more.
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AALast 10 minutes are worth watching - the first part is more like market commentary/summary
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SJAnother fine commentary. Noticing the confluence of minds in all things. Very pleasing in that regard. Thanks again.
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jpexcellent comments, currency, emerging etc
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GTWorried that it was just going to be a history lesson but 18 minutes in and the analysis becomes more interesting.