Interview with Bob Janjuah

Featuring Bob Janjuah

Bob Janjuah, Senior Independent Client Advisor at Nomura International Plc., reflects at the state of global demographics as we see deflationary technological developments, diminishing living standards, and increasing wealth inequality and overpopulation. Bob explains why he expects an upcoming credit default cycle, and gives his market outlook for 2016.

Published on
30 March, 2016
Topic
Financial System, US Economy, Macro
Duration
44 minutes
Asset class
Currencies, Bonds/Rates/Credit
Rating
19

Comments

  • TK

    Tanvi K.

    4 8 2016 18:42

    0       0

    Great interview, covered a whole range of issues and not just markets. Especially liked the bits about education

  • WM

    Will M.

    22 4 2016 14:20

    1       0

    The secret to free education is to ensure Universities don't become profit making entities & education isn't dumbed down & degrees are actually impractical, just to get people through the machine.

  • WM

    Will M.

    22 4 2016 14:16

    1       0

    Like Bob and Raoul the government gave me a grant to go to University. That gave me the life I have today. The business of education loans is impoverishing a whole generation paying off debts.

  • H"

    Hans ".

    17 4 2016 09:43

    1       0

    Absolutely brilliant discussion. It will keep me thinking for days.

  • gm

    g m.

    15 4 2016 16:44

    0       0

    This was great. More please!!!

  • IF

    Ian F.

    14 4 2016 17:07

    2       0

    I don't know who the hell is being interviewed, but this is the best I've seen Raoul in quite some time.

  • PJ

    Peter J.

    11 4 2016 19:32

    0       0

    Terrific interview, have agreed with Bob more than anyone else so far!!

  • SF

    Steven F.

    5 4 2016 22:09

    1       0

    BOB THE BEAR! love it - actually find him super compelling live, Bob you should start doing videos man!

  • F

    Floyd .

    4 4 2016 21:08

    2       2

    made a lot of sense right up to the point
    where he advocated for tuition free college educations...would just create more inefficiency in education and worthless degrees.

  • AE

    Aleksey E.

    4 4 2016 02:49

    2       0

    Abuse free education? Sounds good to me. My dad grew up in Soviet Russia on free ed & healthcare, did 2 PHDs in mathematical simulation & science & loved it. I cant afford to do a masters. Great Int.

  • AE

    Alex E.

    3 4 2016 21:16

    0       2

    Excellent interview, but disagree on more (higher) corp taxes and free Ed. Higher taxes drove the Corps overseas and folk do not value free ed. like buying a car 4 your son...he'll just abuse it...

  • GK

    Gene K.

    3 4 2016 19:54

    0       2

    Wow, he needs to get out of his Ivory Tower once in a while. Just as painful to listen to as Paul Krugmen. His concept of redistribution via Fed is unrealistic, people can say no via physical means

  • LT

    Luc T.

    3 4 2016 16:21

    2       0

    What are the unintended consequences of fiscul stimulus? More taxes, more capital controls, more monetary debasement?

  • GR

    Guido R.

    3 4 2016 15:06

    0       0

    Western ecnmies driving off-shoring and killing Bsness Dynmsm. This process can only be rversd by rolling back fisclity AND legislation in turn this means smaller government so likely a non starter...

  • GR

    Guido R.

    3 4 2016 15:03

    1       0

    Raoul... it seems to me that infrastructure spending without legislative and fiscal reform, could not save the US or EU economies... Years of aberrant legislation and fiscality have monopolized

  • SR

    Steve R.

    3 4 2016 09:59

    7       0

    Brilliant! Agree with comment re social media - its been the biggest distruction of productivity ever! A whole generation addicted to stupid FaceBook, Twitter and mobile phones - its just insane!

  • GJ

    Gareth J.

    1 4 2016 09:01

    9       0

    Without doubt, the smartest guy I've ever seen in a Fred Perry shirt.

  • rs

    richard s.

    1 4 2016 02:56

    4       2

    Easy access to student loans has resulted in a compounded increase of 9% per year in the price of university education over 40+ years.. Only professors and administrations have been the beneficiary

  • rs

    richard s.

    1 4 2016 02:54

    5       3

    I losr a lot of respect for Bob saying school should be free. That totally misses how really cheap money deranges an economy with malinvestment. Free costs more than sny one can imagine

  • AS

    Adam S.

    1 4 2016 00:01

    5       2

    Good overall inights and great to see Bob recognise that education is an investment not an expense

  • mj

    maria j.

    31 3 2016 23:54

    4       0

    excellent insights

  • TJ

    Terry J.

    31 3 2016 11:01

    3       2

    Fascinating economic insights and some excellent food for thought. Sadly Bob seems naiive when it comes to the political picture, and how the elite banks etc. control Congress regardless of who wins.

  • JD

    John D.

    31 3 2016 09:31

    6       0

    Brilliant Indeed... Great Conversation...

  • SD

    Stephen D.

    31 3 2016 05:05

    4       0

    Excellent analysis of why things are so challenging from two extremely bright men. But what are we custodians of wealth to do? Yes, hold some gold, fine. Anything esle?

  • TS

    Thomas S.

    31 3 2016 04:09

    9       0

    Let's hope for infrastructure fiscal stimulus, but I think military fiscal stimulus may be more likely

  • ww

    will w.

    31 3 2016 03:32

    4       0

    BUT- infrastructure paid w/ $$ we don't have solves NOTHING - it's STEALING from some poor saps (those who lack the clout to defend their (generally more meager) wealth)!

  • ww

    will w.

    31 3 2016 03:29

    1       0

    Brilliant, insightful, thought-provoking -Yes, absolutely! &, what to do w/ 'excess' Human Capital a big problem -not solvable by redistribution (of assets OR liabilities!) But --

  • BR

    Bill R.

    31 3 2016 01:25

    4       0

    I agree with everything that was discussed. The one area I don't agree with is infrastructure spending as the savior. Like everything else today this will not create as many jobs as one would hope.

  • KG

    Kurt G.

    31 3 2016 00:48

    5       0

    Love this, but US infrastructure stimulus is no cure. Monetary authorities caught in their own trap. If China didn't pull the world out with its geometric debt growth and stimulus, well... good luck!

  • DL

    Derek L.

    30 3 2016 23:50

    24       0

    Thought-provoking and depressing. Problem is I cant disagree with much of it. If the U.S. is the last hope of the world we had better start electing different leaders.

  • db

    don b.

    30 3 2016 23:33

    11       1

    Interesting high minded ideas, but the real reason people are pissed is the lying & cheating by the people who were hired to protect us. It's called "Deep Capture" of fairness by the crony capitalist.

  • HB

    Heini B.

    30 3 2016 20:31

    4       0

    Brilliant indeed. Also watched Charlie Rose November 15 1994 with Sir James Goldsmith on youtube. Fascinating stuff Thanks RV, you never disappoint.

  • JM

    Jay M.

    30 3 2016 16:26

    5       0

    Worked for Bob at HVB and with him at Nomura and always enjoyed client visits with him. Great point on current political leadership not strong enough to implement much needed policies.

  • CU

    Clay U.

    30 3 2016 16:21

    9       0

    Clear, concise, and as Raoul concluded, brilliant. Couldn't agree more with Bob's thesis and his expectations for the near future. Thanks RV!