Fred Hickey – Part Two

Published on
September 25th, 2015
Topic
Investment Framework, Technology, Gold
Duration
59 minutes
Asset class
Equities

Fred Hickey – Part Two

The Interview ·
Featuring Fred Hickey

Published on: September 25th, 2015 • Duration: 59 minutes • Asset Class: Equities • Topic: Investment Framework, Technology, Gold

In Part Two of this riveting conversation, founder and writer of The High Tech Strategist Fred Hickey continues his discussion with Real Vision, exploring the smartphone market with insights into Apple and their supply-chain 'Apple Dumplings', how he approaches fairly assessing the value of unicorns, and why he, a life-long tech investor, is suddenly very interested in gold.

Comments

  • mm
    mark m.
    22 December 2016 @ 18:23
    at 15:30 remaining, he is talking about usdcad, but the overlaid chart is usdcny. oops.
  • DH
    Dale H.
    20 June 2016 @ 04:57
    Thought I would do something interesting for an hour this afternoon, so I watched this again. Love Fred's enthusiasm and deep understanding/research. Would be great to have Fred on again about now (June 20, 16). There is so much happening now that I would love to hear him talk about - and predict from here. Thanks for having Fred on RV. Great interviewing Grant.
  • BE
    Baha E.
    29 April 2016 @ 00:07
    Yes, there is an overbought market but I think in, in general, he is underestimating the big data story. Just because it is not tangible doesn't mean it is not valuable.
  • PJ
    Peter J.
    29 March 2016 @ 16:33
    Great interview!!, jeez can Fred Hickey talk though, I forgot Grant was there for about 30 minutes
  • LA
    Linda A.
    15 January 2016 @ 19:25
    Thanks Fred, I too learned quickly with covering shorts quickly with momentum stocks. Love your common sense! Grant, u are a great interviewer!
  • RA
    Ricardo A.
    26 November 2015 @ 22:30
    Very very smart guy, impressive how he knows all the numbers and % by heart.
  • CC
    Christopher C.
    28 October 2015 @ 00:27
    The apple dumplings ride again (into a glass wall) Kudos sir. http://www.zerohedge.com/news/2015-10-27/apple-beats-sales-and-eps-misses-iphone-ipads-sales-china-slows-down-quarter-charts
  • DM
    Dennis M.
    25 October 2015 @ 18:17
    Excellent content. Fred is outstanding. Much to think about from this piece. Realvision is one of the best ideas and one of my best investments. Keep up the excellent work!
  • AA
    Ali A.
    20 October 2015 @ 10:52
    Wish he'd stick to Tech
  • Rd
    Rheece d.
    16 October 2015 @ 14:02
    Fantastic interview. Fred Hickey explains things in such a digestible manner. Really insightful and some excellent trade ideas to think about.
  • JA
    John A.
    15 October 2015 @ 03:08
    "The exports penalty box." Brilliant!
  • PT
    Peter T.
    11 October 2015 @ 04:21
    Apple Dumplings
  • LC
    Liliana C.
    6 October 2015 @ 06:06
    Grant, I adore you! Thanks for asking the g $$d questions!
  • DM
    Daniel M.
    2 October 2015 @ 06:01
    Well both bearish broad indices.
  • DM
    Daniel M.
    2 October 2015 @ 06:01
    ( cont) They both seem bearish short term, intermediate term on everything.
  • DM
    Daniel M.
    2 October 2015 @ 06:00
    IMHO people mistake Burbank/hickey being tech bull vs bear. Burbank was talking great growth areas AFTER this liquidity event -so long term. Hickey is more a value guy & never touched on "after".
  • KT
    Kevin T.
    1 October 2015 @ 17:33
    Loved it. Agree on panels. Barry Ritholz's thoughts on gold vs... everyone else? Maybe Raoul backs him up with some strong dollar talk? Grant sometimes plays devils advocate, like that.
  • sp
    shashwat p.
    30 September 2015 @ 05:56
    what a contrast this is with john burbank..
  • SJ
    Suzanne J.
    29 September 2015 @ 02:22
    I am sooo pleased I subscribed to RVTV. That was sensational. Thank you Fred Hickey for you passion and willingness to share. Great interview, Grant.
  • TM
    The-First-James M.
    28 September 2015 @ 12:03
    Just giving my tuppence worth on Joshua's point that for Gold to make a bottom, the Gold Bugs need to have been killed. How does a 75 - 95% in the Gold miners since 2011 equate to NOT being killed?!
  • KS
    Kashyap S.
    28 September 2015 @ 09:02
    Surprised he mentioned GG and AEM but not the royalty companies like FNV and OR. Great interview. As an amateur dabbling in the gold miner space, this corroboration is a huge confidence-booster for me
  • fc
    frank c.
    27 September 2015 @ 21:01
    Brilliant! Thank you!!
  • sa
    santosh a.
    27 September 2015 @ 19:15
    Great interview. I like Fred's straightforward thinking and communication style. I hope Grant will interview him at least once a year.
  • SS
    Stewart S.
    27 September 2015 @ 18:06
    excellent understanding on how to make money
  • tW
    tgwtom W.
    27 September 2015 @ 16:27
    Loved it.
  • LS
    Lorenz S.
    27 September 2015 @ 09:17
    Absolutely brilliant interview! I second Miguel's point. Would like to see contrarian matchups.
  • MR
    MIGUEL R.
    27 September 2015 @ 05:25
    what RV is desperately missing is a panel discussion, it would be fascinating to watch Fred Hickey (bearish) talk tech with John Burbank (bullish) . instead of interview, a dialectic
  • AD
    Anthony D.
    27 September 2015 @ 02:45
    Fred's summary of the state of monetary affairs is so eloquent. His passion is founded in the fundamental data which he commands at his finger tips. Even Bill Fleckenstein never said it better.
  • GW
    Grant W. | Founder
    27 September 2015 @ 02:07
    CORRECTION: Fred's newsletter is both brilliant AND available to new subscribers. For subscription inquiries please email Kathy at: thehightechstrategist@yahoo.com I promise you'll be glad you did!!
  • RA
    Robert A.
    26 September 2015 @ 17:02
    For Graham, To maximize return indeed "pick one", but for the rest of us scaredy cats what's wrong with the old Harry Browne "part Gold and part US Dollar" as no one knows the final chapter yet?
  • DP
    David P.
    26 September 2015 @ 16:03
    From one New Hampshire guy to another: thank you, Fred Hickey, for an outstanding interview--so much practical wisdom and common sense. You have given us long-suffering gold bulls reason to live!
  • MC
    Mike C.
    26 September 2015 @ 14:26
    Being a technical trader, I certainly find it difficult to understand the many conflicting data points. No dis respect to Fred but there are far too many assumptions regarding WHY things should occur.
  • GT
    Graham T.
    26 September 2015 @ 13:08
    I want to believe I just don't see how the Dollar and Gold can both be King. Either you believe in fiat currencies or you don't. One or the other, not both.
  • TH
    Timo H.
    26 September 2015 @ 08:01
    One can't really think and communicate clearer than Fred does.
  • JZ
    Joshua Z.
    26 September 2015 @ 04:39
    I agree with Fred's analysis regarding gold. Gold will likely surpass the old high and end in a bubble. Before that happens, the gold bugs and preppers need to get killed. Then we will have a bottom.
  • JZ
    Joshua Z.
    26 September 2015 @ 04:29
    Grant did a great job in this interview. He asked questions but gave Fred the room to go about his thoughts. Fred was very insightful. More guests should give trade ideas like Fred.
  • DL
    Derek L.
    25 September 2015 @ 23:15
    Been a follower of Fred's for several years now. One of the best and clearest investment minds we amateurs have access too. I'm betting that his thinking will soon be validated.
  • jd
    john d.
    25 September 2015 @ 21:34
    Hi Guys - any people interested in looking into gold miners should look at the massive # of webcast company presentations from the just ended Denver Gold Forum this week. All online now. Cheers John
  • SS
    Sam S.
    25 September 2015 @ 21:28
    Excellent------I love his passion and straight forward approach. Brings back memories of my days with Motorola. Newsletter website address? All the best.
  • WM
    William M.
    25 September 2015 @ 20:23
    AEM and GG. by his criteria, NGD - 80% Canada worth considering too. Good interview!
  • AS
    Alexander S.
    25 September 2015 @ 19:37
    Great one! Did anyone get the ticker of the goldminers?
  • BL
    Bruce L.
    25 September 2015 @ 19:24
    I am standing and applauding.
  • TW
    Thomas W.
    25 September 2015 @ 19:13
    This may have been the best RV interview ever and that's saying something, given the great number of superb interviews to date. Fred Hickey is everything you'd want in an analyst. Remarkable.
  • lb
    larry b.
    25 September 2015 @ 18:46
    his newsletter is great but hearing him is even better. between him and fleckenstein worth the price of the subscription. please get them both back on regular basis.
  • WM
    Will M.
    25 September 2015 @ 18:39
    Great interview, as good an analysis as i have heard elsewhere. gave us some great tips for a gamble in the casino called Wall St. Great stuff RV and Grant W.
  • KD
    Ken D.
    25 September 2015 @ 18:16
    Wonderful interview!
  • JC
    Joseph C.
    25 September 2015 @ 18:03
    great interview. wish we could have heard his opinion on digital currencies, namely bitcoin.
  • TJ
    Terry J.
    25 September 2015 @ 17:37
    Invaluable insights not just on tech companies but gold and gold miners too. To have the privilege of hearing Hickey and Burbank in the same week is awesome!
  • DK
    Daniel K.
    25 September 2015 @ 17:30
    Is High-Tech Strategist still available for new people? I am interested in subscribing.
  • db
    don b.
    25 September 2015 @ 17:29
    Great interview Grant, one of the best so far. I like the fact that Fred is a long term guy and recognizes that success is a long term proposition. It takes character & patience to accumulate wealth.
  • CD
    Colin D.
    25 September 2015 @ 16:55
    I had been watching out for this. Like Fred and his thinking so much so that I am now a subscriber to the High-Tech Strategist. Thanks RV - another great interview. I hope people heed his warnings

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