Michael E. Lewitt

Featuring Michael E. Lewitt

Michael E. Lewitt, The Credit Strategist, returns to Real Vision for a perspective-heavy interview exploring the stock market’s blinders to anything except overt tightening, the effects of a flattening yield curve in high-yield markets, and a damning accusation of the SEC.

Published on
27 March, 2015
Topic
Energy Commodities, Global Investment, Global Outlook
Duration
49 minutes
Asset class
Commodities, Currencies
Rating
5

Comments

  • IH

    Iain H.

    3 3 2018 01:30

    0       0

    Love to see him back again. SOON!

  • WH

    Winnie H.

    11 5 2016 17:01

    2       0

    He's really good. Can we get him back soon? Would like to know his thoughts now, especially regarding the timing of the next recession.

  • MA

    Melanie A.

    12 12 2015 22:37

    1       0

    Brilliant. Would love to see an update especially with the continued/recent oil & energy sector moves and high yield HFs suspending redemptions etc.

  • EB

    ELIZABETH B.

    22 11 2015 18:36

    0       0

    Make Michael Lewitt a regular guest.

  • DF

    Dave F.

    19 4 2015 03:15

    3       0

    Bravo - fantastic information & thought provoking. Could and do spend hours with these interviews.

  • EL

    Elizabeth L.

    9 4 2015 20:13

    3       0

    Would like to see the conversation style interview by Raoul with Michael as a regular feature minimum quarter frequency or more often would be even better.

  • LV

    Luís V.

    7 4 2015 20:43

    1       0

    "Common sense versus the professors", nice way to put it and answer to the ones calling him a bear. Where did I hear reference to a "phd standard"?
    Cheers, LV

  • DP

    David P.

    4 4 2015 20:06

    4       0

    Excellent interview. Interesting how many of these sharp minds tend to arrive at the same conclusions. RealVision is a ticket to a conference with all the smartest people but no travel required!!

  • WM

    Will M.

    4 4 2015 15:27

    1       0

    Simply an awesome discussion. Michael talks easily and clearly about the credit, stock and bond situation and the mess its in. Great interview,

  • BL

    Bruce L.

    2 4 2015 20:15

    1       0

    Dead on about gap risk in credit securities. Going to be epic fail. Excellent conversation.

  • EA

    Evan A.

    1 4 2015 20:04

    1       0

    First video I've watched and I already feel like I can justify the annual subscription

  • LP

    Lynn P.

    28 3 2015 21:59

    5       0

    Nicely complements John Mauldin's Thoughts from the Frontline this week.
    Clear consensus is to be the provider of capital. Only question is "when"?, which is unanswerable, of course.

  • BD

    Barry D.

    28 3 2015 15:57

    3       0

    thanks for the heads up on it's better to short the S&P vs the HYG

  • DK

    Damian K.

    28 3 2015 14:08

    2       0

    Great insights and clarity of thought

  • TJ

    Terry J.

    28 3 2015 13:20

    4       0

    Simply brilliant and so insightful.

  • TL

    T L.

    28 3 2015 11:53

    9       0

    he's great. more please

  • N.

    Nikolai ..

    28 3 2015 10:12

    2       0

    Really interesting, but I want to know what specifically the bears think has to change for the current situation to reset/normalise/etc.

  • ml

    michael l.

    28 3 2015 02:28

    19       0

    Excellent and eye opening. Market illiquidity risk...just another reason why we may never see the Fed taking more than a token step or two toward normalizing monetary policy.

  • db

    don b.

    28 3 2015 01:20

    0       9

    Keynesian

  • JS

    John S.

    27 3 2015 23:52

    6       0

    Superb

  • TQ

    Tom Q.

    27 3 2015 22:28

    10       0

    Exemplary - a powerful no-BS conversation that strips off the blinders.

  • NN

    Ninh N.

    27 3 2015 21:43

    8       0

    awesome content. Echoes many of the other interviews but from different viewpoints ie currency, debt markets, equities, fundamental, economic and technical basis other interviewees.

  • GT

    Graham T.

    27 3 2015 18:04

    3       0

    Charles Mackay will add another 20 pages.

  • VB

    Vincent B.

    27 3 2015 17:30

    5       0

    He's theman