Comments
Transcript
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jsOut of all the i/v's I've watched, I'm highly confident that Greer or Underhill's personality will attract the next market genius. Four millenials taught me how to trade (no help from the CFA exams in that area), so I am confident they are out there. Keep searching my friend.
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SRI enjoyed the interview. However, Tony, I would have appreciated a follow up question on the cost of living in San Francisco and the presidential vote. San Franciscans had high housing costs in 2016 and did not vote for the “out of power” candidate. Why would it affect the San Franciscan (or West Coast) vote this time?
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TWould like to hear more from Pardini.
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BAEnjoyed this tremendously. Nicholas is someone to watch. Thanks for bringing him to Real Vision, Tony.
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RMQuite impressive. Nicholas is clearly a deep and original macro thinker. Please make him a regular! Since he's in the California area it would be such a treat to see him in conversation with Mike Green as well. Tony G has such a terrific network and I absolutely love his practitioner's style of interviewing. He has this unique way of maintaining a deep theoretical conversation while keeping focused and anchored on how it all ties into tradeable ideas.
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scMr. Pardini dislikes cryptocurrency because "it lacks an implicit collateral behind it". He is missing the point that Bitcoin's limited supply is the new collateral appeal to a world of people who feel their savings are being deflated away by the Central Bank's constant printing and manipulation of currencies and economies. He cites the frustrations of the Millennial generation and yet doesn't seem to comprehend that is exactly this frustration which drives so many Millennials do embrace BTC; because it is their only way of getting finally away from under the control of the messed up system they have been born into that no one seems to have a solution to. It is clear the central banks and governments are also witnessing this frustration and change among the masses, and that is the reason for a push by many governments for a government backed cryptocurrency. This of course is the height of ignorance, because they believe people will be stupid enough to believe that simply by putting the word "cryptocurrency" in front of something, they will fool the general masses into believing it is not just another form of fiat currency they can manipulate. This is the beauty of BTC for the masses, a way to start anew; and the danger to the control of central banks, which the latter does not want to lose from holding hostage to fund their own greed.
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SGIts rare to see someone talk in such a direct and truthful nature and it made for a very interesting and worthwhile interview.
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JLi subscribed to watch the videos early but i realized this interview is more than a month old anyways... what's the point of this if i can just watch old videos on youtube?
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JMLove RV but always remember and never forget that it's bearish tilt can be injurious to your portfolio/profession.
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SBGood interview with unique perspectives, but wish we would see the interviews on RV closer to the interview dates to make the comments more timely. Thanks
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NNWhat does it mean for the fundamental analysis to be the gamma of your trade?
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EKAgree about state pension obligations. Just wondering how many states will start taxing Social Security benefits in the next decade.
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DPUnique perspective in some respects. I really enjoyed this interview. Nice work bringing this gentlemen in Tony!
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MHNov 19th.... really?
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MJGreat interview. Interesting thesis on Consumer Staples. I think he's that its overvalued. I think his point on what is a "staple" is a very U.S centric view. The companies that make up the majority of that index are global companies that operate in a lot of countries. The cigarette business for example is essentially a global mafia of a few companies. And since many countries still can't figure out how to supply their populations with clean drinking water, KO and PEP will still be solid bets
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AKBitcoin can be very hard for people to understand, and so can power money as a concept. Some people think it is okay to buy paper gold or paper Bitcoin. Some people think they have gold and not an IOU for gold when they store it with a third party. Cognitive dissidence is a real thing, and cognitive reality or as I like to call it intellectual gravity will teach a lot of people a valuable lesson. Bitcoin will within roughly 1 year have the highest stock to flow of any asset we humans have ever seen. It together with gold is the only asset that can truly be categorized as power money. If you choose to buy gold and/or Bitcoin please buy the actual thing, not a paper claim, and store it yourself. In the 30s all the people who had their gold in vaults at the bank had it stolen by the government. Bitcoiners who trusted exchanges to hold their coins in many cases lost all their coins. When you have a true hard asset with provable limited amountness, do not let anybody elses grummy little fingers touch it! Decent interview, but the Bitcoin and gold stuff was just irresponsibly bad.
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BEGreat discussion. Thanks.
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RNGreat Interview! Clear, down-to-earth speaking style, to the point, no BS....The investment themes look interesting. Would love to see Nicholas on again.
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NTSomeone with a truly macro POV going back decades. It's the key to understanding how history repeats itself but more importantly, how this time is different, and hence where to invest. Few people out there are able to connect the dots between the 1% and the rest of the population like this guy can.
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GF"...because we know that 85% of you who start a video on Real Vision /insert new text/ now hit STOP about 35 seconds before the clock runs out." The good thing about these ads is that I hit stop before the video flips over to a different one that have probably already seen, making it easier to read the comments. Having said this, I really enjoyed this interview. The concept of differing inflation rates for different age cohorts is also new to me, and fundamentally important, I think.
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AAInteresting interview. As it relates to demographical aspects, that were discussed earlier in the interview there is an interesting book called " Empty Planet" that is written by Darrell Bricket and John Ibbitson and it speaks to some challenges that are not well discussed in the investment world at large and in general media for that matter and is well worth a read. I think taking Nicholas's overview into consideration and supplementing some of the data in the book makes for some difficult longer term challenges to growth and perspectives of growth overall as we have come to know it. And the subsequent debate that will ensue in many markets as to what really is causing the inflation aspersions of markets to take place if real demand as we have come to know simply is not there anymore. The markets underlying structure will be up for debate if humanity's grow rate itself is plateauing and or even perhaps declining.
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CBGreat interview. Enter plug for undervalued EMM's here.
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APWonderful interview. Great job, boys. Thumbs up!
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SRI have been thinking the same thing about getting some younger points of view from upcoming professionals.Would love to see more
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RAI think he make some great points, and would hope to see him back next year.
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DFThank you Tony for your great interviews and thank you Nicholas, best wishes and Xmas