David Bouckley

Featuring David Bouckley

David Bouckley, author of the Bull and Bear Breakdown, speaks on contrarian investing in a world of short-termism, walking through commodities, precious metals, and Bitcoin – even water. Connectivity, currency wars, and the deflationary scenario with China – Bouckley takes us on a whirlwind tour of the world today, and the investment opportunities of a contrarian tomorrow.

Published on
23 January, 2015
Topic
Investment Framework, Monetary policy
Duration
50 minutes
Asset class
Commodities, Currencies
Rating
14

Comments

  • RM

    Richard M.

    2 8 2015 16:37

    1       0

    Great interview - please have him on again! Really appreciate hearing this kind of conversation (and getting more of an "eastern" perspective).

  • KT

    Kevin T.

    29 1 2015 17:52

    0       0

    Fascinating. Ultimately health care / pensions cant be sustained. Does that mean higher taxes & broken promises? Probably. But my bet is currency deval is big part of answer - a health care actuary

  • RO

    Robert O.

    28 1 2015 04:47

    2       0

    It would be nice to update the contrarian conversation after the last two weeks of events: SNB move, QE in Europe, Greece election, and the continued move in the US dollar index and oil.

  • GW

    Grant W.

    27 1 2015 13:48

    3       0

    Ali, I think they started out that way out of necessity but soon realised that they were all in the same boat so opted to present a united front. That is now a thing of the past for sure. Dangerous

  • AA

    Ali A.

    24 1 2015 15:53

    0       3

    Grant - I don't think central banks were ever purposefully "coordinated", they coincidentally all cut rates at the same time for self-serving purposes

  • WE

    William E.

    24 1 2015 04:31

    4       2

    audio hard to understand

  • JS

    John S.

    23 1 2015 22:01

    8       0

    The culmination to an informative and entertaining week on Real Vision