Tech Meets Macro in Bubble World

Featuring Fred Hickey

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.

Published on
18 September, 2015
Topic
Monetary policy, Career, Technology
Duration
41 minutes
Asset class
Equities
Rating
23

Comments

  • bb

    buck b.

    29 7 2016 04:09

    0       0

    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 4 2016 02:25

    2       0

    Just came back to watch again, this is my favorite RVTV piece, invaluable to a novice.

  • FC

    Fred C.

    27 10 2015 17:59

    1       0

    The interviewer is excellent also.

  • FC

    Fred C.

    27 10 2015 17:59

    2       0

    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 10 2015 10:23

    0       0

    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 10 2015 23:00

    0       1

    I can not activate or get to play???

  • IK

    Ian K.

    26 9 2015 16:10

    0       0

    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 9 2015 20:52

    0       0

    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 9 2015 06:21

    2       0

    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 9 2015 14:15

    2       0

    Fred is great to listen to. Please release part 2 quickly. Keep up the good work Grant!

  • VB

    Vincent B.

    21 9 2015 02:35

    1       3

    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 9 2015 01:53

    1       0

    A clear vision of the Fed stuff up in motion. Facing facts. Excellent commentary and looking forward to Part 2.

  • KS

    Kathleen S.

    20 9 2015 00:47

    1       0

    One of the best interviews, I love this guy - tells it the way it is, great interview Grant!!!!!!

  • SS

    Stewart S.

    19 9 2015 20:32

    3       0

    an excellent understanding of how the real world works

  • CD

    Charles D.

    19 9 2015 17:26

    1       0

    Gold...Bitcoin.

  • mc

    mark c.

    19 9 2015 02:56

    11       0

    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 9 2015 01:08

    3       0

    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 9 2015 23:40

    0       0

    "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 9 2015 22:48

    3       0

    I can hardly wait for part 2.

  • MM

    Milly M.

    18 9 2015 21:18

    2       1

    VITAL & SOBERING
    DEMANDED TO BE SEEN
    ☆☆☆☆☆

  • DL

    Derek L.

    18 9 2015 21:16

    4       0

    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 9 2015 21:05

    3       0

    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 9 2015 20:00

    4       0

    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 9 2015 19:21

    13       34

    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 9 2015 18:19

    13       0

    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 9 2015 17:12

    8       0

    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?