Tech Meets Macro in Bubble World

Published on
September 18th, 2015
Topic
Career, Monetary policy, Technology
Duration
41 minutes
Asset class
Equities

Tech Meets Macro in Bubble World

The Interview ·
Featuring Fred Hickey

Published on: September 18th, 2015 • Duration: 41 minutes • Asset Class: Equities • Topic: Career, Monetary policy, Technology

Fred Hickey, founder and writer of The High Tech Strategist, speaks to Real Vision in Part One of a fascinating discussion on the macro forces affecting the world of technology. Fred highlights prices inflated by QE, the burgeoning bubbles in various industries, and the importance of conducting rigorous research in order to find true value in a world rife with rumours.

Comments

  • bb
    buck b.
    29 July 2016 @ 04:09
    His gold mining trade really worked out. Good for him as it was a lonely trade when he stuck to his conviction. Congrats Fred!
  • BM
    Barry M.
    22 April 2016 @ 02:25
    Just came back to watch again, this is my favorite RVTV piece, invaluable to a novice.
  • FC
    Fred C.
    27 October 2015 @ 17:59
    The interviewer is excellent also.
  • FC
    Fred C.
    27 October 2015 @ 17:59
    Fred is the best! Central planning by Governments have not only issued trillions in debt but also usurped their formerly independent Central Banks to buy their debt and print trillions in paper money
  • Rd
    Rheece d.
    16 October 2015 @ 10:23
    This guy gets it. The Fed with their Keynesian socialist economics and Jekyll island narrative. They need to go. Then maybe we can get back to a true efficient market.
  • BW
    Bill W.
    8 October 2015 @ 23:00
    I can not activate or get to play???
  • IK
    Ian K.
    26 September 2015 @ 16:10
    Other possible explanations of PC slowdown: http://www.fudzilla.com/news/processors/38852-intel-slowed-pc-sales-to-increase-skylake-s-price INTC may dip further but it is overhauling memory tech too.
  • RB
    Roy B.
    23 September 2015 @ 20:52
    Trust a New Englander tho get it right. Another "don't trust the Feds" advocate. Do I sense a theme here?
  • LC
    Liliana C.
    23 September 2015 @ 06:21
    Wow Grant! For me this was the interview of the year ! This man is succinct beyond anyone in tech and even macro and you are a gifted interviewer. Any chance you interview Burbank so he gets succint?
  • CD
    Colin D.
    22 September 2015 @ 14:15
    Fred is great to listen to. Please release part 2 quickly. Keep up the good work Grant!
  • VB
    Vincent B.
    21 September 2015 @ 02:35
    Seems to miss the fundamental bull market in technology Regardless of monetary policy Internet and smartphone seem to be backbone of new economy
  • SJ
    Suzanne J.
    21 September 2015 @ 01:53
    A clear vision of the Fed stuff up in motion. Facing facts. Excellent commentary and looking forward to Part 2.
  • KS
    Kathleen S.
    20 September 2015 @ 00:47
    One of the best interviews, I love this guy - tells it the way it is, great interview Grant!!!!!!
  • SS
    Stewart S.
    19 September 2015 @ 20:32
    an excellent understanding of how the real world works
  • CD
    Charles D.
    19 September 2015 @ 17:26
    Gold...Bitcoin.
  • mc
    mark c.
    19 September 2015 @ 02:56
    Nice interview Fred. Really like the way he is playing the market just getting on with dealing with what is, not paralysed by how he thinks it should be.
  • CD
    Charles D.
    19 September 2015 @ 01:08
    Agree...anarchists within...jihadists with nuclear ambitions...and a Federal Reserve that can't find the light switch....what a mess!
  • GG
    Guillermo G.
    18 September 2015 @ 23:40
    "The Economy", the result of people´s interactions through massive purchase/selling of goods/services guided by innovation, price discovery and complexity. CB´s actions erase it by decree. Yeh,right!
  • PS
    Patrick S.
    18 September 2015 @ 22:48
    I can hardly wait for part 2.
  • MM
    Milly M.
    18 September 2015 @ 21:18
    VITAL & SOBERING DEMANDED TO BE SEEN ☆☆☆☆☆
  • DL
    Derek L.
    18 September 2015 @ 21:16
    Wow, great stuff from Fred. Scary though. How do you invest in a market with OE/Fed-induced price distortion? Cant wait for part 2.
  • LK
    Lisa K.
    18 September 2015 @ 21:05
    Subsriber for his newsletter for more than 4 years. His details on tech stocks numbers are outstanding. But unfortunately it is not to buy them. He has recently been a big adovocate of gold stocks.
  • KD
    Ken D.
    18 September 2015 @ 20:00
    Terrific interview. iFred not only gets into the nuts and bolts of what's happening in technology but keeps a weather eye out for what the Fed is doing, since it's Fed activity that moves stock prices
  • Rv
    Roderick v.
    18 September 2015 @ 19:21
    Every interview is telling the same story. I'd rather hear the tech guy talk about technology trends instead of monetary policy.
  • DH
    Dale H.
    18 September 2015 @ 18:19
    At 5.10 am Saturday in NZ. I'm awake watching Fred! And it's worth it! I love his story, enthusiasm and tactical ability. I could have watched much more. Can't wait for part 2, don't say this lightly
  • BC
    Brent C.
    18 September 2015 @ 17:12
    great interview... I question whether qe will have the same impact on equity prices if we are already in a recession. qe3 witnessed commod prev correlations break. qe4 equities?

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