Comments
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GCIncredibly prescient perspective for his age. Like a young Grant Williams. A frequent visitation, like with Rainman would be valuable. Like guidance on EM equity after the strong $ washout is over!
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NSThe struggle I have with his thesis, and frankly others in the marketplace, is the WHEN China hits the wall and the entire financial "ecosystem" implodes. Thoughts on how to play this?
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MZGood survey of the sources of difficulties, but a fairly full allegiance to staying within the DTCC/EuroClear box of re-hypothecation.
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FSLots of protein, without the hype. Particularly appreciate his macro view of sources of risk as reinforcement of what may be on the horizon
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SRHe may be smart, he may have touched on a number of areas, but what did he offer that we hadn't heard elsewhere or didn't already know?
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MMWhat a great interview! Is there anyone who loves their job as much as Worth?! He's even excited about the prospect of Europe collapsing.
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GWWorth is a brilliant young man. You'll be hearing a LOT more from him
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EPThis is the best video on this site. He touches on a wide range of world economic scenarios that exposes how unstable our markets are.