V Questions with Bob Janjuah

Published on
September 14th, 2016
Duration
7 minutes

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17

V Questions with Bob Janjuah

V Questions ·
Featuring Bob Janjuah

Published on: September 14th, 2016 • Duration: 7 minutes

Renowned for correctly forecasting the 2007 credit crisis, Bob Janjuah, Independent Client Advisor, Nomura International, zeros in on the likely shape of the next cycle in ‘V Questions’.

Comments

  • GM
    Geordie M.
    24 September 2016 @ 12:28
    0 0
    Great stuff but this was too much like a teaser. Would love to hear more from Bob!
  • PM
    Paul M.
    22 September 2016 @ 04:04
    6 0
    really Milton, how could you wait 2.5 months to publish. Guys, it's ok to have 6 videos in one week, and only 3 some other weeks. what good is 2-3 month old info in this day/age??
  • DR
    David R.
    17 September 2016 @ 00:45
    1 0
    excellent
  • WK
    William K.
    16 September 2016 @ 00:57
    2 0
    Great new format
  • AH
    Andreas H.
    15 September 2016 @ 20:08
    5 3
    Coxey C, thank you! Folks, the pain trade must be up, no other way I get 20 Dislikes on a bullish comment ;-) Just look at the facts and pull a chart (I got one from 1954 until today) of earnings and the price of the S&P 500. Long here since Feb 2016! The moment RV starts to get bullish, I will be cash ;-)
  • AC
    Andrew C.
    15 September 2016 @ 14:30
    2 2
    Too right, Andreas. Markets are forward looking. Today's prices are a reflection of expectations of tomorrow. DJI & SP500 have beaten earnings expectations for many quarters now. Record amounts of cash sitting on the sidelines (http://www.cnbc.com/2016/07/13/investors-keep-record-cash-on-us-election-fears-ubs-executive.html) with no "weak hands" left in the market. Who's left to sell and drive prices lower? Where does all that cash go eventually?
  • FC
    FRED C.
    15 September 2016 @ 12:31
    20 0
    Love you guys but have to ask why the delay in the publish...two months later can we really feel good about his thoughts re long govt....and if we go back to july he was spot on......so milton help us out and i would suggest where an interview posits thoughts, trading ideas that are meaningful and current...pls publish quicker ...the more pensive discussions can wait for publication.........tks
  • JS
    John S.
    15 September 2016 @ 11:14
    0 0
    That should be wider interview with bob
  • JS
    John S.
    15 September 2016 @ 11:12
    0 0
    Very decisive can you do a longer more wider interview with Andreas
  • AC
    Andrew C.
    15 September 2016 @ 06:58
    0 1
    Too right, Andreas. Markets are forward looking. Today's prices is a reflection of expectations. DJI
  • TS
    Tim S.
    15 September 2016 @ 06:56
    1 0
    In fairness to Adreas H: In the transcript he mentions "... more fundamentally, what I didn't really appreciate was how much operational gearing there was within the corporate sector just after the crisis." FED, free money,wonks. Replace buybacks with "how much the lunatics have taken over the asylum"
  • AC
    Andrew C.
    15 September 2016 @ 06:56
    1 0
    Sorry, commenting via the App. Not sure whether it's me or the App.
  • AC
    Andrew C.
    15 September 2016 @ 06:55
    0 0
    DJI
  • AC
    Andrew C.
    15 September 2016 @ 06:53
    1 2
    Too right, Andreas. Markets are forward looking. Today's prices is a reflection of expectations. DJI
  • TS
    Tim S.
    15 September 2016 @ 06:33
    0 0
    Brilliant! "Please, sir, I want some more"
  • FM
    Fraser M.
    15 September 2016 @ 04:30
    2 3
    Great interviewee - lousy format. Sounded like the HR department's standard employee interview template.
  • NF
    Nat F.
    14 September 2016 @ 22:40
    3 0
    More Bob please
  • AH
    Andreas H.
    14 September 2016 @ 20:31
    1 30
    Buy Backs have not drove equities, earnings have!
  • GE
    GABI E.
    14 September 2016 @ 20:02
    3 0
    very interesting , I would like to hear more from him .
  • HJ
    Harry J.
    14 September 2016 @ 15:36
    1 0
    Excellent
  • MF
    Mohammad F.
    14 September 2016 @ 15:33
    7 2
    I take this interview as a mea culpa for the advice previously provided in equities. Short and not so sweet for those who listened last time....
  • GT
    Graham T.
    14 September 2016 @ 15:15
    4 0
    Interesting answers. Of course the most mispriced asset is Long Duration Fixed Income and this will result in a 1987-style blow off in Equities but talk's cheap, we shall see.
  • VP
    Vincent P.
    14 September 2016 @ 15:08
    4 2
    Bob's great and very objective. Really appreicate his humility at the end which speaks for many other closet pro's including yours truly. Bring 'em back for a longer sit down.
  • JM
    James M.
    14 September 2016 @ 13:51
    13 3
    Great and would like to hear more from him and what the fiscal policy of the next cycle looks like. One grumble; why wait two and a half months to publish?!
  • RE
    Rachel E.
    14 September 2016 @ 13:44
    4 1
    He is brilliant.
  • RE
    Rachel E.
    14 September 2016 @ 13:39
    7 0
    How about an hour interview w Bob.
  • MS
    Matt S.
    14 September 2016 @ 12:44
    7 0
    Love the short blasts of quality info - a nice filler to get through the week until full interviews at the weekend

Chapters

  1. 00:00:24
    Long/Short Trade
  2. 00:01:10
    Best Opportunities
  3. 00:02:10
    Market Mispricing
  4. 00:02:43
    Brexit Consequences
  5. 00:04:45
    Career Lessons