David Bouckley

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

David Bouckley

The Interview ·
Featuring David Bouckley

Published on: January 23rd, 2015 • Duration: 50 minutes • Asset Class: Currencies, Commodities • Topic: Monetary policy, Investment Framework

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.

Comments

  • SH
    Stephen H.
    12 February 2019 @ 10:34
    Well done articulating your perspective David. Great takeaways about the life of a contrarian investor, the importance of hiring a professional to support your long term investment objectives and if you are able to take the long term perspective and don't use leverage.
  • RM
    Richard M.
    2 August 2015 @ 16:37
    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 January 2015 @ 17:52
    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 January 2015 @ 04:47
    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. | Founder
    27 January 2015 @ 13:48
    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 January 2015 @ 15:53
    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 January 2015 @ 04:31
    audio hard to understand
  • JS
    John S.
    23 January 2015 @ 22:01
    The culmination to an informative and entertaining week on Real Vision

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