Comments
-
AGwatched this video four or five times now . Very thought provoking
-
NGHis thesis primarily rested on dollar weakness , and essentially that is playing out. And interestingly that's what the rest of the world wanted.
-
RAInteresting point I have never heard before; once a Country realizes they are in a full fledged deflation the currency quits going down and there is no need for flight to another currency.
-
AGDisagree on why Fed raised rates. They want / need inflation, so wouldn't make sense to say eco = too strong. They raised in order to have room to lower if need be.
-
TMRe-watched this video after the EUR/USD reaction to the ECB, which he theorized. So if the FED is Hawkish or raises rates and the $ goes down, what he theorized occurs. So do you act on his suggestio?
-
EBEducational. Would like a transcript of all interviews. I am tired of taking notes on every presentation.
-
YORewatching this today as the action in EUR/USD had me thinking of this piece. Very prescient and interesting analysis
-
IFLook at the Euro move after the ECB announcement today! Hello deflation. Steve you madman, you were spot on!
-
CHEcon 404. I need a cheat sheet to follow these guys sometimes. Up is Down and weak is strong.?? And at the very end there, transition to ...what is completed? Yes, he mentioned it earlier, but 'que'?
-
LCNow let's see who does Steve work for? My mouth dropped wide open several times. Examples: No contagion from European banks. Aha. Strong corporate, bank and household balance sheets, aha. Ha, ha, ha
-
CDExcellent piece...but troubling...a bit too smug...institutions have vetted all of their risk contingencies ? Nobody should have any real opinion on what could happen next..Keep your antennas up.
-
caThe annual price of RV is alone worth it to watch this interview once. That you get to watch it again is priceless.
-
SPOne of RV's best interviews. Money flows drive currencies therefore indicate global investment mindsets. He explained this very clearly. An investment goldmine!!
-
AESo commodities in credit hell, now fixed income being shoe-horned into credit hell, what about over-regulation? The unseen Black Swan going to squeeze all banks into none existence...look out below!!
-
IZExcellent. A little bit over my head on the currency trade points. Can RV do some type of Currency 101 video? PLEASE? In the current environment we need to understand FOREX!!!!!
-
DSLove the racing analogy. Senna!
-
mgabsolutely loved this. a very original line of thinking. it challenged me to envision an alternative path, regardless of how right or wrong he is. this is precisely what RV is all about. thank you
-
JGHeavy in depth stuff... I might have understood a 40%....!i will need to watch it again 4 or 5 times!!
-
VKenergy isn't in credit hell?
-
CHI thoroughly enjoyed that
-
DSGreat Macro intermarket analysis I love Steve's game plan based on FX. Raoul views are not too different , they are just at 1 step below conditions . What a joy to get idea-generationally inspired:)
-
SDSmart guy, snappy delivery. But isn't he trapped in a box of Equities or Bonds? What if the answer is 'neither'? Maybe the US 10 yr is a trading buy, but 1.7% is not an attractive coupon!
-
SDRV, it would be interesting to have regular confrontations (like Raoul/Ken) in addition to think pieces. We get divergent views with convincing thesis and would be nice & unique to see how it resolves
-
ssVery timely..
-
MRGot me thinking a bit different so loved it!!
-
dbStunning to listen to 35 minutes with no mention of Au or Ag. May you live in interesting times.
-
RMThis guy makes an awful lot of "definitive" statements about things whose answers can't possibly be determined now (eg, US banks "know" all their risks from European bank problems, really???)..
-
SSFantastic. Concise if/then w/r to currencies and USD. For those looking here is one of his early truth bombs on CNBC from last year. http://www.zerohedge.com/news/2015-02-10/man-will-never-be-invited-
-
RMWas it war or the bretton woods system that got us out of the war?
-
IFThis guy straight up blew the heads off everyone on RV's strong dollar thesis. Bravo good sir.
-
ANGreat Think Piece as it challenges my view about the global economy and particularly FX. Next few weeks should set the tone for the rest of Year given 3 CB meetings. Raoul vs Steve :)
-
CEWell done RVTV in persuading Mr Ricchiuto to give us half-an-hour's worth of crystal clear analysis. Great if he could feature as a regular commentator too.
-
SOI was excited to see this interview on the schedule and was not disappointed. It's always fun to see Steve disrupt CNBC for a few minutes but a half hour of clear thought is appreciated.
-
TMThank you for getting some diversity of opinion. Better way to frame viewpoints and avoid confirmation bias.
-
FSGreat piece, but we actually do know how to deal with deflation. See Jim Grant's "The Recession that Cured Itself".. Excess Demand? Look at Say's Law - demand is driven by production..
-
CCAs always Steve is clear, concise, and compelling.
-
RFWOW What a refreshing and clear spoken perspective. This is probably THE interview that merges a lot of conflicting views in the market and the currency/$ positions. Raoul does view of $ change w PPP
-
NFReally interesting. This one got me thinking.
