Simon Ogus – Part One

Featuring Simon Ogus

In the first of another landmark two-part interview, Simon Ogus, Founder and CEO of DSGAsia Limited, deconstructs the politics, history, and sentiment of the Asian continent and zeroes in on Chinese geopolitical strategy, the contentious family history of Shinzo Abe, and the five paths out of debt.

Published on
3 April, 2015
Topic
Asia, Politics, History
Duration
47 minutes
Asset class
Currencies, Equities, Bonds/Rates/Credit
Rating
5

Comments

  • PJ

    Peter J.

    22 4 2016 22:01

    1       0

    It might be near a year old but well worth a listen, excellent interview

  • ml

    michael l.

    20 5 2015 02:01

    0       0

    Excellent piece. Insightful and thought provoking. Simon knows his history!

  • DE

    Donald E.

    28 4 2015 13:17

    1       0

    Great

  • CT

    Claudia T.

    16 4 2015 20:22

    1       0

    It was an absolute joy watching this!

  • LC

    Liliana C.

    15 4 2015 05:01

    1       0

    Enlightening indeed! I second comments about a counterbalance to others like Simon Hunt , phenomenal historical perspective and ilogical thesis. Thank you!

  • FP

    FAZALHUSEIN P.

    12 4 2015 15:38

    2       0

    Hi Simon
    You packed in more information in 46 minutes then i could absorb... i mean on the other end, i dont have words to describe how insightful your session was....

  • sp

    shashwat p.

    10 4 2015 03:28

    2       0

    Fantastic! More please !!

  • PV

    Peter V.

    7 4 2015 18:34

    2       0

    Great content!

  • RF

    Richard F.

    7 4 2015 13:21

    1       0

    It's interviews like this that makes Real Vision stand out. Very well reasoned analysis from Simon, who clearly knows his'shit' Makes a nice counter-piece to the other recent China interview.

  • SO

    Simon O.

    7 4 2015 01:44

    27       1

    Simon Ogus here. Thanks for watching. Happy to respond to questions at simon@dsgasia.com. In short I do read a lot (no friends) and I speak more about Japan and markets in Part II

  • BL

    Bruce L.

    6 4 2015 20:39

    3       0

    Very insightful interview. corruption clean up as a lead in to taxation a new twist.

  • SD

    Stephen D.

    6 4 2015 01:06

    2       2

    Are those books real Simon? Have you read them all?

  • CH

    Colin H.

    5 4 2015 12:31

    5       0

    This was educational. Superb.

  • GG

    Guillermo G.

    4 4 2015 17:25

    6       0

    An absolute yewel of an interview. Simon does have a firm footing about Asian history and broad knowledge of world markets (specially Asian). A masterpiece indeed.

  • JS

    John S.

    4 4 2015 10:57

    5       0

    Graham - Bass is expressing his view of Japan through the currency. Me too as a long term resident of Japan. Short Yen, long gold. Japan is screwed. You have to live here to appreciate how screwed

  • GT

    Graham T.

    4 4 2015 10:44

    3       0

    Outstanding!! The combination of history and practical investment unintended consequences. Re Jaapn I wonder what Kyle Bass thinks now about the JGB trade.

  • JW

    J W.

    4 4 2015 02:31

    8       0

    Brilliant perspective on China's heterogeneity, and how the history of Japanese and Korean leadership fit within a macro context: wish he explained a bit why he was long Japanese stocks since 2012...

  • CC

    Christopher C.

    4 4 2015 01:11

    10       0

    In my own view I have seen China as a monolithic cohesive force. I knew this was not correct but had no cohesive information to challenge. The sense of history also does much to illuminate. TY!

  • JS

    John S.

    3 4 2015 23:46

    5       0

    Excellent

  • NN

    Ninh N.

    3 4 2015 22:09

    3       0

    PhD in history, this is perfect in the sense of history does not repeat, but rhymes.