Interview with Tim Price

Featuring Tim Price

Tim Price, Manager of The VT Price Value Portfolio, discusses wealth preservation using allocation tactics in fixed income, opportunities in the Asian economies, and exploring structural solutions to the current debt-laden global economy.

Published on
11 January, 2016
Topic
US Dollar, Investment Framework, Monetary policy
Duration
40 minutes
Asset class
Currencies, Equities, Bonds/Rates/Credit
Rating
7

Comments

  • MS

    Mark S.

    7 2 2016 15:46

    6       0

    I would trade my four year Econ degree for four hours in a room with Grant and Tim.

  • MC

    Mike C.

    20 1 2016 21:03

    3       0

    I guess that explains Taleb's distaste for economists. Interesting story!

  • AE

    Alex E.

    19 1 2016 23:14

    0       0

    Tim touched on market cycles repeating. The up coming crash is #7. The Great Depression Crash in 29 was #7 as well. Both brought on by CB meddling....Go figure.

  • GH

    Gregory H.

    17 1 2016 01:03

    2       1

    To Tim's Point about Young Value Guys (of the Graham-Buffett-Pabrai mold) wanting to start a fund today, the only way I see is to start with your own capital and slowly build a track record (I'm 24).

  • RW

    Raymond W.

    16 1 2016 22:30

    7       0

    This helps confirm my ideas on global macro. Is there nobody you can interview who can put forth the other side of the argument that everything will be fine. Just trying to avoid confirmation bias.

  • TH

    Timo H.

    16 1 2016 08:29

    0       0

    Common sense stuff from the beginning to the end. Just brilliant!

  • JH

    Joseph H.

    15 1 2016 20:15

    1       0

    Excellent. Can we get Grant to interview Jim Grant?

  • MM

    Myles M.

    14 1 2016 18:09

    2       1

    Excellent. I thtink Tim works with Simon Black, doesn't he? Simon may also be an interesting guy to interview, with his ideas about diversification and flag-planting.

  • PV

    Peter V.

    13 1 2016 20:04

    3       1

    Grant, you found a gem with Tim. One of the best and most entertaining interviews yet. Thanks!

  • KS

    Kashyap S.

    13 1 2016 10:22

    5       0

    Excellent discussion. Can we have Mark Spitznagel on as well, for his perspective on Austrian economics and value investing?

  • RM

    Richard M.

    13 1 2016 00:43

    2       0

    Simply GREAT! This is what makes RealVision so valuable and so fascinating - thanks guys!

  • jS

    jurgen S.

    12 1 2016 10:39

    10       0

    Grant clearly its time to establish the Monson Opportunity Fund. The only way to become an investor is via RV. No advertising budget required. I'm in !!

  • EL

    Elizabeth L.

    11 1 2016 23:18

    4       2

    Brilliant Minds. Brilliant Discussion. Every thought a gem.

  • JS

    John S.

    11 1 2016 22:30

    3       2

    Another first rate discussion

  • DK

    Daniel K.

    11 1 2016 21:03

    9       1

    I love this guy! First time listening to him. Please invite him back.

  • dm

    douglas m.

    11 1 2016 20:57

    1       4

    It's nieve to think economic policy is purely about economics. 'Sound money' nations would risk being wiped out economically & militarily by enemy nations that can print money to fund advancement.

  • db

    don b.

    11 1 2016 19:24

    7       0

    Great job guys! I love the perspective that asset allocation has gone from being really hard, to next to impossible.

  • AI

    Ataraxy I.

    11 1 2016 17:28

    21       0

    "Let's look at gold as a type of bond instrument: zero coupon, irredeemable, no counter-party risk, no credit risk, issued by god. That's not a bad description." Brilliant!

  • FS

    Fred S.

    11 1 2016 17:22

    2       0

    @IDA I - there are MP3's available from the carousel. At the bottom of each presentation.

  • ii

    ida i.

    11 1 2016 16:35

    1       0

    I think it would be great to able to listen to these in MP3 format with an Ipod , you would have lots more subscribers I think

  • PG

    Perrin G.

    11 1 2016 16:31

    5       4

    Milt - good stuff - but takes valuable time - your market would expand with the availability of printable transcripts - I carry a folder to read at stoplights = Perrin

  • CB

    C B.

    11 1 2016 16:15

    16       0

    Excellent discussion. I could watch it a dozen times and still glean new insights. Best line from Grant: "no voluntary decisions have been made, nor will they be, because they bring on pain".

  • LP

    Lynn P.

    11 1 2016 16:03

    9       0

    Succinct summary of Austrian economics and the investment implications. Just began reading "Austrian School for Investors", a worthwhile read.