Comments
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msGreat thoughtful interview. Love to hear more detailed version from him I do think SE Asia is the place for the next few decades or more - after the EVENT HAPPENING
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WMI am on board with the super cycle comment & I liked the "event horizon" reference. Interview seemed vague & missing a layer of detail. Equation references led me to a -ve review for only 3rd time
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TJRefreshingly different and thought provoking perspective on life and markets.
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CMAlthough a little too much time in the abstract, I want to hear different global perspectives like this. I'm puzzled by all the downvotes - this is what RV is supposed to deliver.
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JRIt would have been nice if he had elaborated more on a number of points including the "super cycle".
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BBToo generic. Not much gained watching this. "Event horizon" "My equation". not granular enough or actionable at all.
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PHWhat the..........................?!
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CCWhat are the rules in uncharted territory? Axioms must reassert themselves or be redefined by new realities. Central Bankers are in a titanic battle against the primordial truth of basic math.