Ben Davies – Part Two

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

Ben Davies – Part Two

The Interview ·
Featuring Ben Davies

Published on: June 12th, 2015 • Duration: 56 minutes • Asset Class: Equities, Currencies • Topic: Gold, Monetary policy, Housing Market

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...
  • EF
    E F.
    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

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