Interview with Marcus Ashworth

Featuring Marcus Ashworth

With only 18 days until the UK referendum, we sit down with independent global analyst Marcus Ashworth to get his take on the knock-on effects in the UK, Europe and globally of a possible Brexit. Marcus questions the fundamental stability of the EU and discusses the policy divergence amongst the continent’s largest economic powers.

Published on
5 June, 2016
Topic
Monetary policy, Macro, Brexit
Duration
43 minutes
Asset class
Equities, Currencies, Bonds/Rates/Credit
Rating
69

Comments

  • SD

    Salvatore D.

    23 6 2016 04:33

    0       0

    Really enjoyed this interview... very sincere.

  • MT

    Mike T.

    14 6 2016 18:30

    0       0

    23 june

  • RP

    Raoul P.

    14 6 2016 02:10

    0       0

    Marcus really has an enormous breadth of knowledge and handles Grants hard line questioning very well indeed. Really interesting.

  • MZ

    Mike Z.

    13 6 2016 21:15

    0       0

    WOW! I disliked Marcus' monologues, (oops) but this discussion was out of this world. Excellent market insight to help create a macro gut feel for price action trading currencies. Marcus, your awesome. Thank-you Thank-you Thank-you

  • MC

    Michael C.

    13 6 2016 06:50

    0       0

    Excellent discussion. Equity the least dirty shirt. What a ringing endorsement.

  • SL

    Stephen L.

    12 6 2016 18:50

    1       0

    This was a fantastic interview. I'm a big fan of Marcus and would love to see him back with his monologues. Though I'm going to continue to stay short ... the rest can keep hugging their benchmarks, closing their eyes and avoid looking down!

  • DH

    Dale H.

    8 6 2016 04:33

    3       0

    Well, I'm for freedom and being able to vote politicians out and to also to vote for certain policies of a particular party. I can't see why anyone wants to have unelected people deciding on policy etc. Luckily my ancestors went off to the colonies. Interesting discussion from both. I like it better when there is an interview with Marcus. I agree with this :https://www.brexitthemovie.com

  • PR

    Peter R.

    7 6 2016 22:09

    3       0

    Marcus, a brilliant summary of the issues and options around the UK and Europe issues. I agree with you that this is not the time to leave the EU, it will probably collapse at some time in the future and we can pick up something from the ashes with some like minded countries. Your insights on Japan and China were really helpful.
    Grant made a great sparring partner for a challenging debate.

  • NL

    Nikita L.

    7 6 2016 21:15

    5       1

    Very interesting point of view, thanks Marcus and Grant. It would be awesome to have someone like Marcus doing weekly Musings like you did before. Always nice to hear a summary of what happened last week and highlights of what is coming this week. Thanks Again :)

  • PH

    Philip H.

    7 6 2016 13:50

    2       0

    If bull markets climb walls of worry then this thing has a long way go. The doom and gloom voices were lone wolves in 2000 and 2007. Lots of very smart people hate these equity and bond markets so we need to hear from a clinical psychologist to better understand what's going on.

  • WM

    William M.

    7 6 2016 02:40

    6       0

    Enjoyable discussion. Marcus and Grant clearly have more of a difference of opinion than meets the eye. I still remain amazed that so many smart folks see things ambling on and on with so much financial disfunction out there. Perhaps I just need to chill out and not fight the Fed.

  • DS

    David S.

    6 6 2016 21:54

    1       0

    Grant, you are not a Cassandra as many people do believe that you will be proven to be correct. Greek prophecies ,however, were often ambiguous. You may be right and gold still goes down. Hope not.

  • DS

    David S.

    6 6 2016 21:38

    0       0

    Good interview. With so many problems in the world, it is best not to predict the future. It is possible many people have gone to the mattress by buying US$s and their national currency. At least they will have cash in their currency hedged with US$ to pay the rent.

  • jd

    john d.

    6 6 2016 21:22

    1       0

    Great fast paced debate of lots of points.

  • DT

    Douglas T.

    6 6 2016 20:42

    8       0

    You lead him right to edge of the abyss with his toes hanging over the edge, and he still can't admit it's it. I am amzed at similar denial of several of Grant's interviewees.

  • ps

    phil s.

    6 6 2016 20:38

    8       0

    Clear, level headed discussion on the investment landscape. Eventually the Europeans will blow themselves up, because they can't create a true union. enjoyed it a lot.

  • RF

    Richard F.

    6 6 2016 18:37

    4       7

    Fantastic clarity and honest assessments. I believe he is correct about Brexit - why be the enemy of the peace? They will destroy them selves anyway.

  • KS

    Kathleen S.

    6 6 2016 18:14

    25       0

    OMG - Arguments for leaving - you are no longer a sovereign nation - you have unelected officials in Brussels making decisions on trade and they do it in secret. Great Britain needs to leave and the EU is afraid that if GB goes there goes France, Spain, Italy, etc.. Real Vision you need to have Bernard Connolly on to talk about his book "The Rotten Heart of Europe" - he saw all this 20 years ago and knows it better than anyone.

  • AH

    Andrew H.

    6 6 2016 16:36

    2       2

    I struggle with Grant's opinion of what happens if the US equity mkt sells off. In this liquidity environment, where will all of that money go? Neg IR bonds? It wouldn't stay there long in my opinion.

  • ML

    Matthew L.

    6 6 2016 16:11

    1       2

    Meh

  • GR

    Gregory R.

    6 6 2016 15:24

    8       1

    He is actually for Brexit but wants to ‘kick the can.’ Doesn’t want GB blamed for fall of the EU which he admits will happen anyway. Yeiks! His expediency clashes with logic.