Simon Ogus – Part One

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

Simon Ogus – Part One

The Interview ·
Featuring Simon Ogus

Published on: April 3rd, 2015 • Duration: 47 minutes • Asset Class: Currencies, Equities, Bonds/Rates/Credit • Topic: Politics, Asia, History

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.

Comments

  • PJ
    Peter J.
    22 April 2016 @ 22:01
    It might be near a year old but well worth a listen, excellent interview
  • ml
    michael l.
    20 May 2015 @ 02:01
    Excellent piece. Insightful and thought provoking. Simon knows his history!
  • DE
    Donald E.
    28 April 2015 @ 13:17
    Great
  • CT
    Claudia T.
    16 April 2015 @ 20:22
    It was an absolute joy watching this!
  • LC
    Liliana C.
    15 April 2015 @ 05:01
    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 April 2015 @ 15:38
    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 April 2015 @ 03:28
    Fantastic! More please !!
  • PV
    Peter V.
    7 April 2015 @ 18:34
    Great content!
  • RF
    Richard F.
    7 April 2015 @ 13:21
    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. | Contributor
    7 April 2015 @ 01:44
    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 April 2015 @ 20:39
    Very insightful interview. corruption clean up as a lead in to taxation a new twist.
  • SD
    Stephen D. | Contributor
    6 April 2015 @ 01:06
    Are those books real Simon? Have you read them all?
  • CH
    Colin H.
    5 April 2015 @ 12:31
    This was educational. Superb.
  • GG
    Guillermo G.
    4 April 2015 @ 17:25
    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 April 2015 @ 10:57
    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 April 2015 @ 10:44
    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 April 2015 @ 02:31
    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 April 2015 @ 01:11
    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 April 2015 @ 23:46
    Excellent
  • NN
    Ninh N.
    3 April 2015 @ 22:09
    PhD in history, this is perfect in the sense of history does not repeat, but rhymes.

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