Mark Dow – Horizon

Published on
November 3rd, 2015
Topic
Global Investment, Hard Commodities, Emerging markets
Duration
34 minutes
Asset class
Currencies, Commodities, Equities

Mark Dow – Horizon

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Featuring Mark Dow

Published on: November 3rd, 2015 • Duration: 34 minutes • Asset Class: Currencies, Commodities, Equities • Topic: Global Investment, Hard Commodities, Emerging markets

Mark Dow, founder of Dow Global Advisors, brings a fresh perspective on emerging markets in Horizon, discussing factors behind why the "apocalyptic" EM carry trade may be overstated, debating the correlation between emerging markets growth and commodity exports, and explaining why currency valuation is not the perfect proxy for EM economy health.

Comments

  • MS
    Matt S.
    9 January 2017 @ 18:06
    wish i understood even 20% of what he was talking about
  • TB
    Tim B.
    25 November 2015 @ 16:11
    Mark gets the second order logic that most tourists don't. His thinking is both elegant in its nuance as well as its articulation. Top chap and top guest.
  • DF
    Dominic F.
    20 November 2015 @ 06:48
    Sooo good to watch such great content, great lighting and no moronic presenter. Thanks everyone at RealVisionTV
  • CB
    C B.
    18 November 2015 @ 19:30
    Very nice to have some EM specific commentary. More on this please.
  • cd
    chris d.
    8 November 2015 @ 20:56
    Too much verbiage relative to a couple of useful insights
  • LC
    Liliana C.
    8 November 2015 @ 05:28
    He points out that credit boom was main driver of growth in EM, but doesn't emphasize the fact that its dollar denominated debt that has to be repaid converting weaker currency due to slower growth.
  • ww
    will w.
    8 November 2015 @ 02:47
    Agreed his insights R way beyond ordinary; wouldn't want to miss 'em. But 'spread' between his milieu's zeitgeist, incl their attendant policy prescripts, and 'Austrian' teachings is MOST depressing!
  • JW
    John W.
    7 November 2015 @ 19:58
    clearly brilliant and probably manic (they are fellow travellers after all) but worth EVERYONES time- you may not trust this guys decisions but his insight exceptional, unique
  • VK
    Vinay K.
    7 November 2015 @ 19:37
    just a translational impact? transaction impact has just begun to be felt -- look at CAT, FAST or any industrial bellwether -- strong dollar is hollowing out the US industrial base
  • SS
    Scuba S.
    7 November 2015 @ 18:54
    Moar please.
  • DR
    Daniel R.
    7 November 2015 @ 16:58
    This is a fantastic think piece, and as often is the case on RVTV I find myself feeling truly schooled. His nuanced analysis of debt, EM and policy is very compelling.
  • RC
    Ronan C.
    7 November 2015 @ 13:41
    Extremely insightful. Exposing the clich├ęs always intriguing!
  • PW
    Phil W.
    6 November 2015 @ 20:16
    His comment on US Consumer has deleveraged...............Hmmmmm!. not to sure on that one.
  • HS
    Hubert S.
    5 November 2015 @ 17:40
    Very good and interesting.. Why not double the time? It felt somewhat rushed.
  • CH
    Colin H.
    4 November 2015 @ 01:11
    This guy is fantastic. I read every article where he is quoted on the internet. Outstanding!!
  • RM
    Richard M.
    3 November 2015 @ 23:38
    Very interesting. Really liked his discussion of "flows" and "scale". Most enlightening!
  • RF
    Richard F.
    3 November 2015 @ 18:01
    Mark was the best RVTV speaker on the current state of the global markets. He gave insightful pragmatic insights without falling into the binary cliche"s about strong dollar or no strong dollar. Great
  • DM
    Daniel M.
    3 November 2015 @ 17:39
    I have been struck by how the debate has been so binary. Austerity/reform vs spending/infrastructure. Very little talk about how important sequencing is as well as what you spend on. dow the 1st.
  • PT
    Philip T.
    3 November 2015 @ 15:46
    Very interesting commentary, but I think he's had too many cups of coffee. :)

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