Interview with Dr. Simon Ogus

Featuring Dr. Simon Ogus

Real Vision favorite and old Asian hand Simon Ogus, Founder of DSGAsia, returns with incisive on-the-ground insight into the market outlook of Japan, Hong Kong, and China – and it’s not all bad news.

Published on
23 September, 2016
Topic
Politics, Macro, Asia
Duration
48 minutes
Asset class
Equities
Rating
13

Comments

  • JH

    John H.

    3 10 2016 23:39

    0       0

    Excellent interview.

  • JM

    James M.

    26 9 2016 19:19

    1       1

    The "Bouncer" or should I say the self proclaimed "Policeman" of the world. Seems a little naive to me to suggest that the USA has some stabilizing effect in the South China sea or the former soviet/ Russian borders. Would we accept China/Russia patrolling openly and aggressively off the coast of California or New York. Would we accept the rapid escalation of the militarization of Cuba as we facilitate that process for Abe(Oh wait a minute we didn't?) funded by China or Russia. IMO Abe is pursuing a typical western neocon agenda as the rest of the neocon puppet regimes do. Seems to me this is very destabilizing for the world and forces a Russia/China alliance ever more likely and the greater threat of global conflict. Not to mention the destruction of the USA economy and tax payer via the military industrial complex and all the other corporate criminals of the bank controlled plutocrats. The USA military is most definitely to be feared, China and Russia are well aware of its continued aggressive stance and seem to me to be preparing for a conflict as best they can, as their military is by no means even remotely capable of opposing the USA, unless they use nuclear weaponry. If we ever needed a sensible executive/congress in the greatest empire the world has ever seen it is now. Unfortunately we have the choice of a criminal or a fraudster. You choose who is which!

  • PP

    Peter P.

    25 9 2016 21:42

    0       0

    Spectacular interview - worth the RV subscription price.

  • WM

    William M.

    25 9 2016 20:43

    3       0

    Very good indeed. An interview full of wit and interesting commentary on the asian country interrelationships and their own convoluted history. Great follow on to the first interview. Thanks Raoul and Simon!

  • MB

    Matthias B.

    25 9 2016 19:12

    1       0

    "smart beta is dumb alpha.." too good. love it. and gave me many more subtle macro hints to ponder. great stuff RP, GW & team!

  • bs

    bernard s.

    25 9 2016 11:15

    5       0

    i feel so much smarter after watching this

  • CG

    Colin G.

    25 9 2016 09:08

    9       0

    Why do we watch RV? Nowhere else do we get content like this. Informed and critical thinking which enlightens, provokes or (at best) does both. Getting a glimpse of how the smart players in the markets see the world and manage their affairs rings bells of humility and caution. And hope of intellectual contagion. Learning much and much appreciated.

  • JM

    Jason M.

    25 9 2016 03:13

    25       1

    For you younger viewers, please realize how priveledged you are to get access to this kind of interview. Even just 5-10 years ago you, you had to learn all of this stuff the hard way - no matter who you were. It takes decades of uncomfortable, delayed flights, badly translated, slow-motion meetings...and a lot more...to speak like this. And that's even if you happen to have a senior job with great access in Asia...

  • DR

    Daniel R.

    24 9 2016 18:37

    7       0

    Fantastic and hilarious. One of the best

  • T~

    Tshort63 ~.

    24 9 2016 06:28

    11       0

    Another great interview. I found his insight fascinating across the financial and geopolitical factors. Love the sense of humor too and the f-bomb and people being relaxed. Great work.

  • RP

    Ron P.

    24 9 2016 05:34

    4       3

    A bit taken back by the "Italian banker comment"

  • SL

    Stuart L.

    24 9 2016 00:16

    4       0

    Excellent interview. Very informative on various macro and micro levels and gave me a better understanding of the historical animosity between nations in the region and the role of the US as a referee. Thanks

  • DV

    Daniel V.

    23 9 2016 23:00

    4       0

    Can we hear more people talking about whats going in India please.

  • WS

    William S.

    23 9 2016 21:23

    3       0

    Very enlightening interview. Simon confirms many of my own suspicions regarding the tenuous political equilibrium in the SE Asia area, and given that we are now witnessing the dénoument of the American Empire, along with its capacity to decisively project power (soft and hard), it's not difficult to envision how long-buried, never-resolved resentments in this part of the world could very easily rise to the surface over the course of the next few years -- particularly in the context of a global financial system meltdown.

  • MC

    Mike C.

    23 9 2016 17:16

    6       0

    Always interesting to hear the boots on the ground interpretation from ground level, rather than data points from afar!!

  • GS

    Gunnar S.

    23 9 2016 16:12

    6       0

    I am half way trough, and must say i am really impressed ! One of the best i have seen on real vision bare none. I am laughing and wowing all the time. Thanks !

  • MS

    Matt S.

    23 9 2016 15:40

    5       0

    I could listen to Simon all day - lots of knowledge on Asia, put together effortlessly - easy to digest. Weekly slot please!

  • MS

    Matt S.

    23 9 2016 15:40

    2       0

    I could listen to Simon all day - lots of knowledge on Asia, put together effortlessly - easy to digest. Weekly slot please!

  • JM

    James M.

    23 9 2016 13:00

    8       0

    Interesting to hear 2 views on Asia in quick succession (Dr. Jim Walker earlier this week). Their views on how the US is perceived in the region are very different. Good interviews RV thanks.

  • MB

    Michael B.

    23 9 2016 12:01

    6       0

    A really interesting viewpoint of emerging markets. I look forward to next years interview

  • CC

    Christopher C.

    23 9 2016 12:01

    57       1

    Great interview. Well done! Does anyone else feel a wave of exhilaration/relief when you hear folks here on Real Vision cut through the political correctness crap and bloomberg/CNBC bobble head/echo chamber babel?