Simon White – Think Piece

Featuring Simon White

Simon White, Managing Editor of Variant Perception, discusses the use of leading indicators in strategically investing around probable outcomes. Simon walks us through the specific indicators he likes to use, examines what he sees as a choice between two evils in China, and points out some opportunities he sees in emerging markets, commodities, and India.

Published on
18 August, 2015
Topic
Global Investment, Global Outlook, Macro
Duration
32 minutes
Asset class
Commodities, Bonds/Rates/Credit, Equities
Rating
26

Comments

  • AG

    Alexander G.

    30 9 2015 09:26

    1       0

    Good call on China and global debt. Horrible on Emerging Markets and Commodities. I challenge the notion M1 gives you any insight. M1 growth hit zero in 2005, peaked April'09 and Oct'11.

  • SJ

    Suzanne J.

    27 8 2015 06:36

    0       0

    Happy to listen to more of Simon White. Analysis with method gives confident opinion. Again the confluence of opinion adds strength to the global warning bells. Excellent again.

  • WE

    William E.

    23 8 2015 13:47

    1       0

    Enjoyed the last half better than first half; agree that first half could have used some graphics.

  • AA

    A A.

    22 8 2015 20:22

    3       0

    Would have been good if the framework and some of the comments were supported with charts of the leading economic indicators; mentions yield curve steepening??when and where??

  • DS

    David S.

    22 8 2015 08:46

    2       0

    Agree with the positive comments, but my idea for a really simple approach is the 17-year Kondratieff winter, postponed from 2001 to 2008. Buy gold. Maybe. (Grin)

  • PD

    Philip D.

    21 8 2015 00:37

    0       0

    Hmm...the voice in video stopped at 15:15...Anyone else have a similar issue with this video. Checked my system settings all seems fine.

  • SB

    Stewart B.

    19 8 2015 20:52

    3       0

    Some good ideas and insights, esp on hallmarks of market tops and repeating the mistakes of '08. Is the yield curve really steepening!?

  • MM

    Milly M.

    18 8 2015 21:48

    0       0

    Methodological part was excellent. Interesting framework to say the least. For the charts and evidence delving into the blog section of the VP site might be a good place to start.

  • GT

    Graham T.

    18 8 2015 17:46

    20       0

    shame he didn't back up his arguments with some of his charts and show us the evidence, even historical calls that his firm made. some sweeping statements, not sure, but the China call was timely

  • PH

    Philip H.

    18 8 2015 15:47

    4       0

    Methodical, analytical and excellent