Comments
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WMSome good solid logical discussion. Very objective speaker.
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DHExcellent. An interview would also be good. Intelligent. Enjoyed it. And a talk like this is still good if no interview possible because I would like more in any format.
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SDLaksham is a very clever man and is very clear on what he is seeing. But this would have been much better if Grant or Raoul had been interviewing him, and drilled down on several critical issues.
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EBHe was walking on eggshells dedicating way too much time to bullish tidbits. Lakshman, you're not in polite company here. This is realvision. We all know how bad a mess we'll have a year from now.
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dbNobody seems to get that lowflation is exactly what the central banks want. I am tired of hearing the Fed is trying to get inflation. The Fed is willing to to see people get hurt to achieve their goal
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THCareful and objective wording that nevertheless conveyed a very clear message. Fed has very probably made a major policy error. Thanks again, Lakshman and RV! I feel privileged.
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LAHis voice is so soothing even with dismal facts. Love that he is objective.
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BMrepeat update in 6 months please
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DSVery good demonstration on how to rational a situation using and interpreting the leading indicators. 6-12 month leading GDP with a 85% historical correlation is not to be undermined VS CNBC :0) :0)
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TJAnother brilliant piece from Lakshman. He is so right that the Fed is behind the curve. RV definitely keeping its viewers ahead of the curve. Thank you.
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FSI like Lakshman a lot. He tells it like it is without the political spin being shoved down our throats by mass media and speeches by political leaders. Thanks for having him back.
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PHLakshman clearly is a very bright guy and the long term view is pretty dismal but if you close your eyes you can hear Jeff Goldblum......just saying