CPR: Confusing Perception With Reality

Featuring Grant Williams

In this engaging and insightful presentation given at the Strategic Investment Conference in San Diego earlier this year, Grant Williams discusses our perception versus the reality in China and Japan.
China’s notorious shadow banking sector & the fog surrounding official statistics come into focus and the results of Abenomics are laid bare for all to see.

Published on
5 December, 2014
Topic
China, Macro
Duration
28 minutes
Asset class
Bonds/Rates/Credit
Rating
4

Comments

  • MA

    Melanie A.

    6 9 2015 22:10

    0       0

    LOL. Fantastic. Like this presentation style too - more please!

  • BW

    Bruce W.

    20 12 2014 11:44

    5       0

    Really bright guy and an excellent presenter all with great dry wit-

  • jc

    jeff c.

    18 12 2014 04:25

    0       0

    Real Vision far exceeds expectations.
    X-beard makes you look 20 years younger....grow it back, the chinese respect age.

    Jeffinoregon

  • MS

    Michiel S.

    14 12 2014 00:07

    6       1

    grantastic

  • PH

    Philip H.

    11 12 2014 17:48

    0       0

    "nanakorobi yaoki" fall over seven times get up eight or nine or ten. Looks like the land of the rising sun is going to take it right up the Shinzoabe! Not a portmanteau....

  • RJ

    Russ J.

    11 12 2014 11:15

    1       0

    Great as always, and good god what a difference a shave makes!

  • GW

    Grant W.

    11 12 2014 08:52

    0       0

    Ryan - Apple Keynote. Like Powerpoint only really good!

    Ken, me! What can I say? I'm a nerd. Russia is a whole separate ball of wax and definitely one for another time all on its own

  • KC

    Ken C.

    9 12 2014 20:44

    4       0

    Who did those slides! I can't wait to hear Grant's thesis on Russia. Maybe it will be offered as a separate presentation.

  • sm

    stephane m.

    8 12 2014 18:47

    1       0

    You're a real story teller Grant!! Great stuff :-)

  • pd

    preston d.

    8 12 2014 17:22

    2       0

    Superbly researched and presented, Grant looks great, and is truly very funny.

  • BJ

    Brent J.

    8 12 2014 16:45

    3       0

    Few people can tell a story as entertaining and educational as Grant. Good stuff.

  • RS

    Ryan S.

    8 12 2014 00:08

    0       0

    Great presentation. What Program were your slides made in Grant?

  • AC

    Andrew C.

    7 12 2014 21:09

    2       0

    Always love the time and effort Grant puts into his presentations.

  • CP

    Charlie P.

    7 12 2014 19:21

    1       0

    Always fantastic!

  • NS

    Nico S.

    7 12 2014 14:49

    2       0

    These type of insights are EXACTLY why RV TV will be a huge success. Keep up the great work...

  • CC

    Christopher C.

    7 12 2014 01:47

    3       0

    Its like waiting for Godot. Except this time he shows up.

  • AB

    Anna B.

    6 12 2014 17:14

    8       0

    Loved it...want more!

  • JG

    James G.

    6 12 2014 01:37

    2       0

    Grant will never be a central bank Bowspirit...the idea is to lie not to point at the emperor exposed Bowspirit and laugh

  • TL

    T L.

    6 12 2014 00:20

    0       0

    lol!
    the S&P/Yen carry is still on. USDJPY calls are in place and DXJ runs but when will be the time to go long JGBD?