Comments
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RMMiltie, just watched this again for the second time. Such a brilliant interview. Can I put in a request to have him back on for an update on his world views? many thanks.
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RMExcellent. Recommend guest invited for annual update.
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AGBoy am I happy I clicked on this interview. Thanks so much for having him!
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DSRegarding Cancer, read "Cancer As a Metabolic Disease". Especially if you or someone you know is fighting it.
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LCAgree with DB on Goldman. Disagree on taking personal shots at speaker. Thank you for having him and making us all stretch our minds and observe our own thinking.
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KOPerhaps the reason companies aren't writing off assets is because they simply can't afford to.
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BSThis interview was worth the price of subscription by itself! Hope you have him back again real soon. Thanks to Paul and to Real Vision.
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shHave to continue! finance deals that were done much of which was to hide corporate negative cash flows in China. However watch out for a huge surprise to bail out the system
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shBrilliant analysis of the global commodity market - right up to my views. Yet I think he underplays the extent of the surplus inventories of many that acted as the collateral for the massive trade fi
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KPAnother great interview. Enjoyed the commodity Super Cycle connect the dots snippets. Aside from the Euro Banks mentioned, which U. S. Banks have the greatest commodity exposure? Short the XME
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TFOne of my top 3 interviews on here some great stuff to get actionable (short) ideas out of!
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FLLove his take and comments on Hong Kong.
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PF2. In addition to what was discussed here they also have serious currency swap exposure that will eventually have a significant impact on reserves.
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PF1. Great commentary on Brazil, they are lying about their reserves. These are the same people who brought you "Balance sheets by Petrobras".
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LMGreat interview. I would love to hear from him again and get some ideas of how he plans to invest. How to short HK real estate? If more moves to negative interest rates is gold the new cash?
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APWell...that was amazing. Another instant classic.
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PWVery Scary!
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TAthey have debts to pay , they will continue to pump and produce as much as they can , great interview !!
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SSHOLY CRAP! The Truth Does Hurt. Love this guy. Can I have some more please?
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TTsounds like shorting commodities is a no-brainer; individual companies or use ETFs?
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RdLets hope it's a trillion dollar infrastructure program in the US rather than a war as the solution mentioned. Hillary, Bernie or a Neocon certainly wouldn't be a good choice ;)
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ZYi heard he said several time "singapore", which i wish to had more info on that. since i stay in sg.
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jmThis Hong Kong based gentleman has tied the major global macro issues together very well. This commodity deflation credit bubble is an enduring problem and impacts credit, asset prices, etc.etc etc...
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DCWhen you take the recent content in context it is obvious that something evil is coming our way. I RVTV going to be able to tell us when it is going to arrive or must we be shocked.
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db1st of all the US is not recovering and Goldman didn't write off s___ they along with their brethren were bailed out & the Federal Reserve bought all their junk. Doubt if you were ever that handsome.
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GSThanks Real Vision! Paul connects the commodity debt dots, and global macro like a champ.
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LAVery informative! Every public co. is audited & must disclose risks, allow. for write-offs. It seems odd that we had a collapse of energy mkts over 2 yrs with no mention of the problems until last yr
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SCReset due to asset inflation is postponed due to cheap debt service. Equity worth a long-term, high gamma call option value ar increasingly high vols when debt way below par.
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RMGreat interview
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sche's a pleasure to listen to, thank you
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TJLoved it. Paul is so knowledgebale especially on bank debt and the commodity collapse. Please bring him back soon.
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DDVery informative. He seems to agree with Mark Hart and, well, the world, that trashing your currency is a good thing. What if China, per Simon Hunt et al, disagrees?
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MFSounds scary and a little confusing- all over the place. Wish we could narrow down each topic.
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AABlanket statements about Middle East fail to discern UAE, Kuwait and Qatar fiscal positions very strong v Saudi. They have practically 0 debt and 0 income/corp taxes, plenty of room to adjust
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AAMust mention however, the Brazilian pension parallel with Middle East SWFs or pensions is misunderstood. Different mandates, politics and liabilities.
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CCGreat interview. The mosaic of information is mesmerizing, and very telling at the same time.