Ben Davies – Part Two

Published on
June 12th, 2015
Duration
56 minutes

Ben Davies – Part Two

The Interview ·
Featuring Ben Davies

Published on: June 12th, 2015 • Duration: 56 minutes

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'.

Comments

  • MR
    Mark R.
    23 September 2016 @ 12:04
    very clever chap and nice entertaining interview. would enjoy seeing his updated views a year+ on...
  • JL
    J L.
    27 April 2016 @ 06:19
    actually one of the best fellas on rvtv well worth watching some good reasoning beyond absessionn
  • CD
    Colin D.
    23 June 2015 @ 07:01
    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 June 2015 @ 23:00
    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 June 2015 @ 04:28
    Funny to hear his story about his dad, it happed to my family in China as well.
  • WM
    Will M.
    13 June 2015 @ 18:52
    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 June 2015 @ 17:30
    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 June 2015 @ 12:08
    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 June 2015 @ 09:24
    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 June 2015 @ 04:16
    This conversation went well with the Saturday morning coffee. Thanks
  • sp
    shashwat p.
    13 June 2015 @ 04:15
    Convexity is a bitch - I am going to put that on a t-shirt.
  • CC
    Christopher C.
    12 June 2015 @ 20:09
    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 June 2015 @ 19:11
    I still like is conviction to the PM and the Comod space, that have real value! Nice one
  • TJ
    Terry J.
    12 June 2015 @ 18:18
    Excellent discussion with some invaluable insights on markets and life in general