Comments
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SRThanks for all the comments. Feel free to reach out on Twitter with any further questions or comments. @samuelrines.
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JULoved the caption: "weird millennials"! If and when rent growth levels or rolls over, this could cause a decent headwind. Getting that demographic right would go a long way in US trend trading.
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TJInvaluable insights on US jobs, US shale oil and the Greek Eurozone saga.
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JRHe's spot on re: the US finding it's niche in the global labor pool. As Burbank noted in The Chain interview it's main advantage right now is management; we are clearly seeing that in the SaaS world.
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RASo......let me get this straight.....does this Lender of Last Resort thingy mean that the Fed has to pay the Pensions of Illinois/Chicago if they can't get paid otherwise?
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RASo that's what I've been feeling!....."a disenfranchised Public" complete with National Healthcare whether I want it or not to boot.
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BLvery succinct description of ecb/german/greek interplay
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DMActually i thought it was a great expression of labor market issues and why pushing the zirp lever or QE doesn't address challenging reality of breadwinner jobs not returning. Great big pic thinking
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JSInteresting insights into the Greece/ECB dynamic
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RPNot much insight in this interview. Guy is too young with little experience - plenty of education (talk the talk), but lacks the insight/ knowledge that comes from first hand /in the trench warfare.
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dbInteresting that Palladium has sold off from $910 to $692 in the last 10 months. We'll see if that is foreshadowing a worldwide drop in auto sales.
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dbNice interview guys.