Think Piece – Linley Davidson

Featuring Linley Davidson

Investment advisor Linley Davidson leads us through this week’s Think Piece on equation-testing the market, the supercycle event horizon, and waking up each morning asking, “Are we there yet?”

Published on
28 April, 2015
Topic
Investment Framework, Family office
Duration
13 minutes
Rating
71

Comments

  • ms

    mahesh s.

    13 5 2015 02:59

    0       0

    Great thoughtful interview. Love to hear more detailed version from him
    I do think SE Asia is the place for the next few decades or more - after the EVENT HAPPENING

  • WM

    William M.

    6 5 2015 00:21

    0       0

    I am on board with the super cycle comment & I liked the "event horizon" reference. Interview seemed vague & missing a layer of detail. Equation references led me to a -ve review for only 3rd time

  • TJ

    Terry J.

    5 5 2015 08:32

    1       1

    Refreshingly different and thought provoking perspective on life and markets.

  • CM

    Charlie M.

    2 5 2015 15:57

    5       0

    Although a little too much time in the abstract, I want to hear different global perspectives like this. I'm puzzled by all the downvotes - this is what RV is supposed to deliver.

  • JR

    Jon R.

    30 4 2015 06:59

    4       0

    It would have been nice if he had elaborated more on a number of points including the "super cycle".

  • BB

    Ben B.

    30 4 2015 02:24

    6       1

    Too generic. Not much gained watching this. "Event horizon" "My equation". not granular enough or actionable at all.

  • PH

    Philip H.

    29 4 2015 16:57

    0       0

    What the..........................?!

  • CC

    Christopher C.

    28 4 2015 15:20

    13       1

    What are the rules in uncharted territory? Axioms must reassert themselves or be redefined by new realities. Central Bankers are in a titanic battle against the primordial truth of basic math.