Comments
Transcript
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BSHey Real Vision, When are we gonna get the fantastic charts shown in the interview, in the transcript? Thanks! It seems like the quality of your transcripts is going down, please keep up the good work! Cheers!
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ETEducational and packed with info. Please invite the MK again.
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CGexcellent interview. it was very well laid out, backed with charts and data. i hope he will come back to provide a more in depth presentation. also, there used to be educational videos, his framework and checklist is great to navigate in different economic conditions. thanks for the presentation.
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DTGreat interview. The psychology in the markets with stocks trading so high is never forward looking. Pretty obvious.
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RDExcellent interview. Very objective. Very clear and concise.
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ODfantastic interview
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GFHasn't US PMI in Sep. bounced back already ? Michael mentioned about US ISM which is surely in downward.
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NAGreat info from Michael thank you, Rv must have him on again. Well thought through.
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PGExcellent guest! Please invite him back.
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DDI didn't know the UVA Head Basketball Coach managed money too! (Spitting image of Tony Bennett.)
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PTThis is pretty good; it would be nice if we can get hold of the slides that Michael was presenting.
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TSBrilliant analysis, clear well articulated process. Thoroughly enjoyed this
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JBBest bull-ish riposte yet. Great analysis of the technicals. The first interview to challenge my bearish outlook.
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HMExcellent discussion!! Please keep Michael as a regular. He is clear and concise.
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MMVery hard to believe.
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GFOne of the things I really like about RV is that all sides of an issue are available. There are a lot of bears among the recent interviews, and I also tend toward that view, but I really like to listen to someone who clearly articulates an opposing view and cites his evidence. I try to position myself so I don't get hurt too bad either way if my views are wrong, and presentations like this one help me to stay humble. To quote Bill Bonner, "Sometimes right, sometimes wrong, but always in doubt."
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RCIs there a way to download the graphs used in the interviews?
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DSExcellent presentation. I like Mr. Merl's short question technique. DLS
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JLFirst class presentation! You are also on the same page as Hedgeye.
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HCThe Next Mark Zandy!!
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AAMr Kantrowitz have to be on RV every week for the way he structure his thesis and the process he is using! Clearly one of the best interviews chart wise. Really hope to see him more often
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BDwell done and great interview - thank you!
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GDOvervalued utilties and reits, treasuries, no thanks... I stick to my big moat, dividend yielding and still deeply undervalued (long term) cyclicals, If it drops, I load up the truck !
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AASimply awesome. Excellent data and analysis.
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NSawesome original research data filled interview... one of the best that I have seen on RV. he should be a regular for sure
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dhThis was one of the best time I've spent on RV, and I try to watch daily. Please bring him back when he's able. Thanks for this
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JKI'm not sure monetary policy is enough... slowdown may continue.
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ISBrilliant! Brig him back every month please!!!
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RYVery clear message with VVG charts!
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GCGreat interview! Highly informative.
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DRWhere's the transcript? TQ.
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JHTRUMP acronym is funny, but serves well as an investing mnemonic at this point in the cycle.