Comments
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myDude should be able to afford shirts and jackets that fit him. Also, let's hear from the guy's friends rather than him. Kind of annoying.
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MCWell thought out trade idea and something quite different from what we usually see. Obviously all the negative comments are killing it with their own ideas if they think this one was not worth listening to. BTW if you decide on whether a video is good or bad based on your liking for the person, you are missing out.
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VSMike has a lot of confidence but where’s the beef ? Nothing i learned to make any money? His pick is a 50/50 bet it seems?
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ABA short term trade - maybe. But risk of a blow up is plenty high cf Feb 2018 VIRT up 80% real quick.
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CMCould have been much shorter, cut the "look how many people I know and I'm doing all these things I can't talk about". RV they can't all be perfect you have set such a high standard.
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NCWorst interview I have seen in my 2 years at RV, arrogant and very little substance behind views. Do not get this guy back
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JMHe said it best himself, "there is no catalyst" - I get his view, but then I thought voice broking at IBDs in Govies was going to die 20 years ago and I was wrong. One commentator here stated correctly that during the next crisis, this business will come back again, cause the Algos get shut off. No trade structure, no catalyst.
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EFMmmm... definitely seen a shift to passive and maybe he’s right for nearer a 4 month timeframe. I think though that come the next meltdown we see the shift back to active. So, I think he’s right short-term but wrong long-term.
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JQThis Guy sucks. Volume and Volatility will come back with Debt crisis coming in 2019. Think the democrats approve debt increase for trump. Haha
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ROMichael's belief that XBD will continue to fall is consistent with his thesis that passive investing will continue for the foreseeable future, but if markets become unstable again and Macro investing regains popularity then his short XBD recommendation would likely fail. I don't see any added value in this trade over just being long the major US indexes.
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WPSeems like Michael only knows a lot of smart people. RV should get those people to share their views and not some guy "parroting" someone else's view.
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CTlove this guy
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DSAs an aside, I still think that the administration is using tariffs in lieu of border taxes to generate much needed revenue. Today they are looking at tariffs on Japanese cars per an article in CNBC. This is surprising since many Japanese cars are made in the US and Japan does not have tariffs on auto imports. I do not know content of Japanese imports by country. It is possible there is a lot of Chinese content in Japanese cars. Maybe the administration is trying to help Ford and GM. I hope that someone is really looking at this closely to make sure we do not start a trade war with Japan also. Does anyone know a good objective source on this? DLS
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DSInformation comes in many forms and style. If there are nuggets, it is up to the listener to gain from the conversation. There is solid information here, just said in a different style. Trade background sounds good, but $300 sounds high. I still would like to know portfolio percentage, sizing, scaling, skin in the game, recommendation to clients, etc. to get a feel for the seriousness of the trade. DLS
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NGYou might not like the guy's style (he is not everyone's cup of tea) but he has given you by far the best trading idea of this whole series.
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MGNot sure why you folk are so negative on this interview. I completely agree with Michaels outlook on dealer spreads, industry changes and opportunities going forward in private equity/HF space. Don’t hate the messenger if you’re not clued into the what. Thank you RV please bring Michael on more often.
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SSI really enjoyed his rapid fire mind working at hyper speed responses, but unless one plays in his world, hard to put the narrative together. Maybe in the future he might be willing to explain his macro view with a step down discussion for better understanding. I do wish to hear and understand a lot more.