Excellent!

@ Kreso B. I understand where you are coming from on a couple of your views (e.g. Real Estate which I believe is exposed to a reduction in liquidity and credit) however but your comment that the "This meme that people don't understand gold is laughable.." feels way out of whack. The vast majority of people don't own any gold and the majority of funds and investment plans don't own any gold either from what I read in analyst commentary and from personal contacts. The vast majority align gold with inflation defense. Only a portion of investment planners and the public view gold as a deflation hedge as well. In essence gold is a crisis hedge and most RVT viewers get that big time.

Long format please! The newbies should check out his old interview, and read his book. Remains one of my Favs on RVTV

Great to see his honesty & candor come through whether its the overpriced government bonds (the elephant in the room) or his unsureness on commodities (with the exception of gold)

Its amazing to se common sence today. I like

I found his articulation of cultural distinctions at the micro and macro level helpful. I frequently have an un-observed American bias and can falsely believe that people who arrive at "my" conclusion in a global world will behave like me without regard for how their culture is unique. They may see "x" as the best move for them (and might be right) while I see "y" as the obvious choice. Both could win, both could lose and one may be correct..

I enjoyed this keep V questions coming.

I like how he said govt bonds wont be the catalyst even though they're the cause. It reminds me of Michael Burry's vanderbilt presentation when he said " i don't think a treasury auction is just going to fail" (im paraphrasing)

The guy is a joke. He doesn't understand bond dynamics. (Government will buy them all, including his precious Goldman Sachs.) Real estate is not safe, its price is a function of equities, which are more secure. This meme that people don't understand gold is laughable... It's the easiest understood commodity, and its price is determined on the free market. If he thinks it's the best investment, buy it all, and good luck, dear fellow. People think with stomach, and all the poor will vote Hillary... No more GS, please.

Supercalifragilisticexpialidocious! Actionable ideas with a time horizon. That's what I am talking about! Thank you.

Excellent. Really like this V-Questions format. Focus and straight to the point.

Good to see V-Questions back. Diego gave us explanations of his answers as opposed to short answers some have given in the past. The explanations are best as they give us more insight into the responders thinking. I found this interview quite helpful in considering my portfolio. Thank you Diego.

Diego is right that Gold is misunderstood and shrugged off as an inflation hedge at the time of deflation. Yet how many government bonds could it possibly accomodate?