Dr. Pippa Malmgren – Think Piece

Featuring Dr. Pippa Malmgren

Dr. Pippa Malmgren, founder of DRPM Group, founder of H Robotics, features in this week’s Think Piece discussing how the next round of QE could come as defense spending, how US banks are being saddled with government debt, and outlining the capital controls that are feasible in a NIRP environment.

Published on
15 February, 2016
Topic
Monetary policy, Global Investment, Financial System
Duration
20 minutes
Asset class
Commodities, Bonds/Rates/Credit, Equities
Rating
13

Comments

  • AG

    Alexander G.

    15 3 2016 12:57

    0       0

    Why would defense spending (=war) be the only option? Why not do something benefitting domestic & suffering population? Why is having free education an extreme position (in Europe = free)?

  • AG

    Alexander G.

    15 3 2016 12:55

    0       0

    C'mon, Hitler's book was only republished because copyright had expired.
    How can you smilingly talk about a nuclear strike on Sweden and contemplate investment opportunities at the same time?

  • MM

    MZ M.

    5 3 2016 04:58

    1       0

    Hi Pippa - sent you email thru info@drpmgroup.com "Contact" link RE: book Geopolitics for Investors and the mention of a U2 Spy plane in Section 6. Statecraft and National I hope you received it.

  • TB

    Thomas B.

    29 2 2016 16:42

    0       0

    I am from Germany. Don't worry too much about the reprinting of Hitler's "Mein Kampf". It's a commented version by some scientists no right winger is interested in.

  • FS

    Fred S.

    28 2 2016 15:05

    1       1

    @ALEX go back in the archives. Pippa has 1.5 hr interview, and she's the interviewer in a few spots as well. Well worth your time to go back and view those!!

  • AE

    Alex E.

    28 2 2016 05:38

    1       0

    Dammit, Grant! 20 minutes, REALLY???? I could listen to this woman for hours...maybe a 1 hour interview next time?

  • DS

    David S.

    25 2 2016 20:29

    0       1

    Nice person, random thoughts. Central banks know they cannot save the world. Throwing darts and name dropping will promote speaking tours, but will not help the situation.

  • ca

    cyavash a.

    20 2 2016 14:57

    2       1

    I'm sorry, but what hard evidence is there that government(s) are actively pursuing a policy of expropriation because they're broke?

  • SL

    Sandy L.

    20 2 2016 07:20

    2       5

    Derivative thinking, unoriginal and contrived. Tell me one thing, that either Hendry, Crispin Odey, Chanos, Bass or Raoul havent said 5years ago

  • PB

    Peter B.

    20 2 2016 00:57

    3       1

    She couldn't be more spot on with fish. Cargill's been on a massive fish farmery buying spree last 12 months.

  • DF

    Dominic F.

    20 2 2016 00:42

    1       1

    Thanks Pippa.
    Great insights and beautifully articulated.

  • KF

    Kiana F.

    19 2 2016 10:07

    0       0

    The only thing I have to add is that the price of fish, might not stay up with the introduction of GMO farmed salmon or 'frankenfish" into the market in the coming years.

  • SD

    Stephen D.

    19 2 2016 09:00

    2       0

    Pippa is incredibly smart and engaging.
    Here in Asia I can assure her the post cold war arms race is on. And fear of China is driving it. History suggests the multiplier effect on arms is low.

  • RA

    Robert A.

    19 2 2016 01:22

    2       0

    Once again in Pippa's Parlour where she seems to enjoy telling us her views as much we enjoy hearing them! Enthusiasm can be contagious.

  • BH

    Brian H.

    17 2 2016 23:31

    4       0

    Wow. One of my favorites this far.

  • MS

    Mark S.

    17 2 2016 17:59

    5       1

    Thanks, Pippa! I especially appreciate your view of Fed-think and their lack of knowledge of markets. Scary!

  • sh

    simon h.

    17 2 2016 17:57

    3       0

    Brilliant - dead right
    simon

  • MM

    Mark M.

    17 2 2016 14:14

    1       0

    I have not seen it yet, but I know ill like it.

  • PM

    Pippa M.

    17 2 2016 06:02

    10       0

    Thanks everybody. I adore Real Vision TV! I put up a boatload of #newcoldwar + Fed stuff on @DrPippaM. Come say hi!

  • DL

    Derek L.

    17 2 2016 00:08

    1       0

    Coherent and insightful. Another thought-provoking interview Pippa.
    I enjoyed it.

  • JS

    John S.

    16 2 2016 20:52

    1       0

    Always a delight to listen to Pippa's thoughts on the world.

  • pk

    philip k.

    16 2 2016 20:13

    1       1

    I tend to agree with what she says, especially on our bozzo younger generation who don't read books or history any longer

  • JV

    James V.

    16 2 2016 13:24

    5       0

    Wow! A 20 minute tour de force.

  • CH

    Colin H.

    16 2 2016 10:51

    0       0

    I figured escalation was on the horizon. Went long Raytheon after the French attacks.
    Also scroll down to the chart of commodity price, quite telling
    http://www.hussmanfunds.com/wmc/wmc110314.htm

  • IC

    Iain C.

    16 2 2016 07:18

    2       0

    Pippa as always points out a couple of issues where reality is the opposite of what everybody thinks.

  • sp

    shashwat p.

    16 2 2016 05:53

    5       0

    Q for Pippa: What upheavals in the markets would prove to you that the FED has lost control? What would it take to convince the FED that it has lost control? Because that is the point of no return...

  • sp

    shashwat p.

    16 2 2016 05:48

    5       0

    Her articulation of the FED psychology and motivation is completely buzz-words free and simply amazing.

  • ZJ

    Zach J.

    16 2 2016 01:54

    1       2

    Great interview but on Cruz a miss - he just controlled opp whose rise facilitated by bushies same as Rubio. Just read art of the deal & have whole new view of trump - expect a landslide in general.

  • CD

    Charles D.

    16 2 2016 00:34

    5       0

    Haha...Think piece....indeed!...brilliant.

  • KH

    Katrina H.

    15 2 2016 23:08

    8       0

    More Pippa please!

  • SB

    Stewart B.

    15 2 2016 21:37

    6       0

    Great discussion. I like the fast paced approach. Valuable thoughts on the need for the State to expropriate, the war machine, academic Central Banks not wanting to understand risk. A good watch.

  • Nb

    Nathaniel b.

    15 2 2016 20:01

    5       0

    Does anyone knows a couple of stocks/ETF/ETN to play the protein theme and the militarization in China?

  • LA

    Linda A.

    15 2 2016 19:18

    5       0

    Love u Dr. Pippa! What happened to capitalism in the US?Keynesian economics is dangerous - doesn't produce jpbs or revive the economy. It only reflates assets & deflates if no economic growth.

  • DH

    Dale H.

    15 2 2016 19:14

    2       0

    Pippa. Great points. Enjoyed your presentation. Reversal of history, defence spend, these signs are as bad, worse, than the insanity of the Fed et al. Am thankful for my stream/bush NZ, birdsong calm

  • JB

    Jim B.

    15 2 2016 17:50

    16       0

    Sorry Don, socialism is worse because it "legitimizes" cronyism. What we have today doesn't resemble actual capitalism at all. Malmgren's insights are original. Excellent interview!

  • db

    don b.

    15 2 2016 17:33

    1       14

    Socialism may be better than crony/dirty/deepcapture capitalism which is what we have now.

  • CC

    Chris C.

    15 2 2016 17:04

    17       0

    One of Ms Malgren's best interviews. Interesting take on Russian and Chinese view that Hillary is worse outcome militarily than Trump or Cruz. That is not something I've heard anywhere else!

  • DD

    Derek D.

    15 2 2016 16:48

    2       1

    Fantastic piece. I one push-back I have is with Cruz. He certainly is perceived as anti-establishment, but that’s because the establishment wants it that way. Sadly voters will fall for it a la Bern.

  • ss

    sid s.

    15 2 2016 16:39

    3       2

    again Pippa just as intelligent as beautiful.

  • RM

    Robert M.

    15 2 2016 16:20

    0       0

    Wouldn't negative rates take money out of the system?

  • RM

    Robert M.

    15 2 2016 16:03

    1       0

    Emil thanks for the articles

  • AN

    Adam N.

    15 2 2016 15:55

    7       0

    Wow so nice to see someone so articulate and engaging airing all of my dirty laundry. Voicing my concerns which I often shy away from talking about w/friends. Negative rates are very bad!!

  • EK

    Emil K.

    15 2 2016 15:18

    9       0

    "CoCo" may result in a NSFW result. So here is CoCos as per The Telegraph (http://goo.gl/r3sQoU) The Economist (http://goo.gl/V9e77W) and Bloomberg (http://goo.gl/asoQZH).

  • FS

    Fred S.

    15 2 2016 15:06

    4       0

    Excellent presentation of this view. I fear Pippa is spot on re militaristic outcomes. One question: what are "co-co's" ?

  • CC

    Christopher C.

    15 2 2016 14:52

    32       0

    Great information wrapped in a rational, logical, and humourous package. Pippa proves wisdom and the ability for laconic expression of complex subjects is gender agnostic. Well done Pippa!