Ben Davies – Part Two

Featuring Ben Davies

Ben Davies, founder of Hinde Capital, dives deeper into the continuing evolution of markets in an era of central bank dominance. In the second of this fascinating two-part interview, Davies discusses Greece and the EU, the plight of the consumer in the 21st century, and expands upon the idea of certain markets being ‘trend ready’.

Published on
12 June, 2015
Topic
Monetary policy, Housing Market, Gold
Duration
56 minutes
Asset class
Currencies, Equities
Rating
17

Comments

  • MR

    Mark R.

    23 9 2016 12:04

    1       0

    very clever chap and nice entertaining interview. would enjoy seeing his updated views a year+ on...

  • EF

    E F.

    27 4 2016 06:19

    1       0

    actually one of the best fellas on rvtv well worth watching some good reasoning beyond absessionn

  • CD

    Colin D.

    23 6 2015 07:01

    1       1

    Great insight and thoughts. Could have done with editing out the UK election comments though given they were wrong and posted on RV well after it

  • PL

    Peter L.

    15 6 2015 23:00

    0       0

    Australian property boom is limited to Sydney, and especially those suburbs where the Chinese are buying at any price. Feels like a recession here, and thus an interest rate dilemma for Glenn Stevens.

  • JO

    Jennifer O.

    14 6 2015 04:28

    1       0

    Funny to hear his story about his dad, it happed to my family in China as well.

  • WM

    William M.

    13 6 2015 18:52

    2       0

    Good discussion indeed. Be great for RV to try to get these interviews on line a little quicker. Comments on the election and minority government risks were clearly wrong along with other pollsters.

  • CC

    Charles C.

    13 6 2015 17:30

    5       0

    Both parts are fascinating. The most useful takeaway for me is Davies' advice to "focus on the process" and not the outcome.

  • jS

    jurgen S.

    13 6 2015 12:08

    1       0

    Great discussion, especially the Australian piece. Let's hope Glenn Stevens resists lowering rates any further. An interesting 6 months ahead!

  • DE

    Donald E.

    13 6 2015 09:24

    0       0

    I don't think you can short French bonds unless you have a long to hedge. Repos / Banks appetite to help is ZERO (for good reason) same with Italy / Portugal...very hard if not impossible to execute

  • sp

    shashwat p.

    13 6 2015 04:16

    1       0

    This conversation went well with the Saturday morning coffee. Thanks

  • sp

    shashwat p.

    13 6 2015 04:15

    14       0

    Convexity is a bitch - I am going to put that on a t-shirt.

  • CC

    Christopher C.

    12 6 2015 20:09

    13       0

    The joy of living in fantasy monetary policy land is indescribable. It is like riding a rollercoaster car up the first big hill not knowing how far the drop will be or if the track is complete.

  • PW

    Phil W.

    12 6 2015 19:11

    0       0

    I still like is conviction to the PM and the Comod space, that have real value!

    Nice one

  • TJ

    Terry J.

    12 6 2015 18:18

    4       0

    Excellent discussion with some invaluable insights on markets and life in general