Comments
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JNAs I watch this, a series of bombings across Saudi Arabia today. He's spot on.
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MFThank you, v thought provoking adrressing many topics that the masses do not have on their radars. Sth Africa I found extremly interesting and would aprreciate if you have any thoughts on Brazil, particularily when you consider proteins and grains .
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SBThank you. Vikram has clearly taken the time to think outside the box. I would like to hear more of his thoughts on RV TV.
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SSinteresting but well into the future, except for the problems in south Africa
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JDI was largely with him right up until he said 'because of global warming'... there isn't any!
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USAwesome assessment of risks for countries we don't hear much about on RVTV. PS: What a beautiful male specimen!
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GMOh Canada!
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DSExcellent. I like the format of recording the measured responces of the guest on a wide range of opinions. It gives a more coherent interview.
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MGWide ranging commentary on general geopolitical events around the world. Lot of commentary felt like arm chair conjecture, would have preferred if it was credentialed with some data/factual evidence.
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ALThe Chinese military doesnt pledge to the country. They pledge to the Party
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SCAgg. demand driven by ability to spend, i.e. income + credit. Consumer credit access in China/India is critical else we risk a tide of socialism over a long period.
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BYThis guys view on certain countries is pretty uniformed. His casual statement that "Canada is a suburb of the US and China.." was particularly ridiculous.
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CWOnce/if the Chinese start eating and living the way we do it won't be "Winter thats Coming" it will be Summer, one long never ending summer. There's not enough left of this world for that scenario.
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SSinteresting 7 something to pay attention to
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ECPotash may be a good way to play the animal protein idea b/c potash has no commercial substitute as a potassium fertilizer source, and the lead times for new production are on the order of a decade.
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tWShale oil technology/efficiencies, now and in the future, are bringing HUGE yield increases at lower costs. Marin Katusa is a good source for this.
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BLSplendid discussion and fascinating off radar ideas and issues.
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dbI wonder what may be a good way to play the grains and meats idea?
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FLNot so sure about the grain demand part. Chinese ALREADY have a lot of pork and beef on their plates, for typical Chinese eating habits. I don't think further upside potential is that great.
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RMThis guy is REALLY bearish
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DSGreat subjects for research. Thanks RV
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psGreat perspective. World getting more destabilized.. Winter is approaching!
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CCWinter is coming.
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GTNow here is an academic that SHOULD be on the FOMC.
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NFExcellent and greatly appreciated. A highly unconventional thinker. Best explanation for China's corruption campaign I've heard so far. Also very much liked his grain ideas.
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FSWonderful analysis. Adds to many others' similar views here on RV. We live in interesting times.