Michael E. Lewitt

Published on
March 27th, 2015
Duration
49 minutes

Michael E. Lewitt

The Interview ·
Featuring Michael E. Lewitt

Published on: March 27th, 2015 • Duration: 49 minutes

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.

Comments

  • IH
    Iain H.
    3 March 2018 @ 01:30
    Love to see him back again. SOON!
  • WH
    Winnie H.
    11 May 2016 @ 17:01
    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 December 2015 @ 22:37
    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 November 2015 @ 18:36
    Make Michael Lewitt a regular guest.
  • DF
    Dave F.
    19 April 2015 @ 03:15
    Bravo - fantastic information & thought provoking. Could and do spend hours with these interviews.
  • EL
    Elizabeth L.
    9 April 2015 @ 20:13
    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 April 2015 @ 20:43
    "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 April 2015 @ 20:06
    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 April 2015 @ 15:27
    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 April 2015 @ 20:15
    Dead on about gap risk in credit securities. Going to be epic fail. Excellent conversation.
  • EA
    Evan A.
    1 April 2015 @ 20:04
    First video I've watched and I already feel like I can justify the annual subscription
  • LP
    Lynn P.
    28 March 2015 @ 21:59
    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 March 2015 @ 15:57
    thanks for the heads up on it's better to short the S&P vs the HYG
  • DK
    Damian K.
    28 March 2015 @ 14:08
    Great insights and clarity of thought
  • TJ
    Terry J.
    28 March 2015 @ 13:20
    Simply brilliant and so insightful.
  • TL
    T L.
    28 March 2015 @ 11:53
    he's great. more please
  • N.
    Nikolai ..
    28 March 2015 @ 10:12
    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 March 2015 @ 02:28
    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 March 2015 @ 01:20
    Keynesian
  • JS
    John S.
    27 March 2015 @ 23:52
    Superb
  • TQ
    Tom Q.
    27 March 2015 @ 22:28
    Exemplary - a powerful no-BS conversation that strips off the blinders.
  • NN
    Ninh N.
    27 March 2015 @ 21:43
    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 March 2015 @ 18:04
    Charles Mackay will add another 20 pages.
  • VB
    Vincent B.
    27 March 2015 @ 17:30
    He's theman