Comments
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AGNailed the bitcoin trade
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IFGoing back to this now that we know the answer to the Fed rate hike, this guy looks brilliant. Spot on with inflation being structural rather than cyclical, and the Fed recognizing that.
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SCThis "superstar" got the September (!) Fed rate hike really wrong. To paraphrase the best Keynes' observation: The Fed can stay irrational longer than you can stay awake.
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A1Fantastic! Brilliant insight.
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TWAnd if the criminal Fed DOESN'T RAISE raise rates, if it's all bluff and bluster to prolong the con, you WON'T want to be short emerging markets or currencies Reduce uncertainty. End The Fed.
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GPI am with Shashwat in spades.And if you are going to make predictions,make lots of them with no time frame attached.
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WWHey BM. The fact that Lagarde just publicly spoke out of turn suggests #Fed is more hawkish behind the scenes than markets realize. Drop me a line anytime on Twitter. @WorthWray
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WWFor the record, (1) I am definitely not a Keynesian, (2) USTs are still safe haven assets... for the time being, & (3) I think we can all agree that Real Vision is badass. Thanks to Raoul & Grant!
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WWThanks for your feedback, guys! Hope the interview was helpful.
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BMwonder if he would have said the same thing about interest rates if he had know of the IMF's comments on 6/4/15
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spWhen smart people spout this kind of gobbledygook in response to the first question, you know that no one has a clue as to whats happening. End cognitive dissonance, end the FED already!!
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RAWow...Japan won't fight automation due to their work force restraint...they need to embrace it and will because it can be their savior....plus you get a stable society. Nice bit there Worth!
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ddDon, I don't think he is a Keynesian. There was a hesitation on the long dated bonds ... It what he thinks will work for now.
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dbGregory he is young and a Keynesian. i think Long Dated Treasuries could be a good short term play as well. But it is a U.S. Centric, bankers, Keynesian view in a world that is rejecting fiat & Keynes
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JKI have a thesis of my own on destruction of price signals. I like this guy. True Austrian.
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GHHey Don, not sure where the "Young Keynesian" comment came from... Being Long Long-Dated Treasuries is not crazy when you look at demographics and technologically induced income deflation in developed
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dbYoung Keynesian who has never seen anything but Gibson's Paradox with it's risk free speculation for bond investors.
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CCGreat Interview. Would love to see where this guy goes/does in the coming years/decades. I expect we may be looking at a future superstar.