Mark Dow – Horizon

Featuring Mark Dow

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.

Published on
3 November, 2015
Topic
Emerging markets, Hard Commodities, Global Investment
Duration
34 minutes
Asset class
Currencies, Equities, Commodities
Rating
35

Comments

  • MS

    Matt S.

    9 1 2017 18:06

    0       0

    wish i understood even 20% of what he was talking about

  • TB

    Tim B.

    25 11 2015 16:11

    2       0

    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 11 2015 06:48

    0       0

    Sooo good to watch such great content, great lighting and no moronic presenter. Thanks everyone at RealVisionTV

  • CB

    C B.

    18 11 2015 19:30

    2       0

    Very nice to have some EM specific commentary. More on this please.

  • cd

    christine d.

    8 11 2015 20:56

    0       4

    Too much verbiage relative to a couple of useful insights

  • LC

    Liliana C.

    8 11 2015 05:28

    3       3

    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 11 2015 02:47

    0       0

    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 11 2015 19:58

    2       0

    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 11 2015 19:37

    0       0

    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 11 2015 18:54

    4       0

    Moar please.

  • DR

    Daniel R.

    7 11 2015 16:58

    3       0

    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 11 2015 13:41

    1       0

    Extremely insightful. Exposing the clich├ęs always intriguing!

  • PW

    Phil W.

    6 11 2015 20:16

    9       0

    His comment on US Consumer has deleveraged...............Hmmmmm!. not to sure on that one.

  • HS

    Hubert S.

    5 11 2015 17:40

    1       0

    Very good and interesting..
    Why not double the time? It felt somewhat rushed.

  • CH

    Colin H.

    4 11 2015 01:11

    4       0

    This guy is fantastic. I read every article where he is quoted on the internet. Outstanding!!

  • RM

    Richard M.

    3 11 2015 23:38

    7       0

    Very interesting. Really liked his discussion of "flows" and "scale". Most enlightening!

  • RF

    Richard F.

    3 11 2015 18:01

    19       1

    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 11 2015 17:39

    7       0

    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 11 2015 15:46

    9       0

    Very interesting commentary, but I think he's had too many cups of coffee. :)