Comments
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BVFascinating how assets without intrinsic value like Gold can be a favorite investment vehicle. Could this be linked to the ancient mono-atomic Gold?
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JAPosition sizing. Could not agree more. The law of percentages wins every time, so make sure you are not fighting them.
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FJGood common sense analysis! Thanks.
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RRGrant is a standout in a group of Masterclass. The best of the best. I admire that he pulls it all off without an ounce of ego. Bravo.
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RBHe's spot on re politization of US fed. Whatever Obama wants, Obama gets He gets his legacy and we are screwed.
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MSHaha.. my comments was definately NOT ill intended! I laughed - what can be better? :) I too would like to say a big thank you for what you have done with RVTV. It keeps getting better by the day!
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AERobert is right! TTMYGH is one of the best newsletters you can buy...worth every penny. And, you also get a few laughs...Thank you, Grant. Your views always strike me as honest ones.
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DHWe may have to define the type of book recommendation from Grant.... Or we may end up with an esoteric tome from Ancient Greece or somewhere. So then we will need a copy of TTMYGH to go with it..:)
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DHGrant thanks for reminders. I have some work to do on position size. Yes, easy to get carried away. Appreciate opp to sift all RV ideas; Or too much in my own head. TTMYGM = Excellent Best wishes
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RAThanks again Grant. Knowing that you won't do it, I'll be glad to: "For more of Grant consider subscribing to his TTMYGH"......I have and think RV afficiados would be glad they did.
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RAI call it "poor man's hedging"; if you don't want to use Puts, shorts, and off setting positions with all the attendant costs, just take smaller positions! Right sizing, indeed.
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GWMartin... thank you. I can think of no higher compliment to be paid - both personally and in terms of RV. Tim, everybody has to pay their dues - even the Druckenmillers and Gundlachs of the world
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NPSame questions doesn't matter...its the perspective these guys get is very impressive...keep up the good work RV..!!!
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MBGrant, again your sincerity and integrity shines through. RV-TV is refreshingly 'no BS'. And I have diversified...into gold, silver, dirt, water and lead. Thanks.
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THOh of course and that is a great point, we are talking about world class investors here! Not some silly sod looking at charts in his bedroom hoping to make it, like me! :--)
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GWTim... Stan make a great case (and Jeff Gundlach made a similar one when I interviewed him recently) but I think the important thing is that those guys have EARNED the right to do that with OPM...
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THPosition sizing on the other hand... No one seems to know the right answer there, no consensus! Great interview, thanks Grant!
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THPoint re diversification is interesting, seems a 'consensus' view though. Not that I disagree with it, but Druckenmiller's leaked speech pretty much said the complete opposite.
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GTYes Grant, just cut my biggest losing position. its not just the truth that hurts. size isn't everything.
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TWThis would be a good time and place to say THANK YOU to you Grant ... and Raoul ... for what you've done with Real Vision. You've more than delivered.
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GWMorten... I had no part in setting the questions so they actually WERE all a surprise to me!!! I now know how well everybody else did :)
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JvWould be interesting if you guys added a book recommendation question to these V Questions series!
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MSGW's surprise being asked the exact same questions which he just put in front of others recently... #HollywoodWatchClosely :)