V Questions with Bob Janjuah

Featuring Bob Janjuah

Renowned for correctly forecasting the 2007 credit crisis, Bob Janjuah, Independent Client Advisor, Nomura International, zeros in on the likely shape of the next cycle in ‘V Questions’.

Published on
14 September, 2016
Topic
Brexit, Fiscal Policy, Trading
Duration
7 minutes
Asset class
Equities, Bonds/Rates/Credit
Rating
17

Comments

  • GM

    Geordie M.

    24 9 2016 12:28

    0       0

    Great stuff but this was too much like a teaser. Would love to hear more from Bob!

  • PM

    Paul M.

    22 9 2016 04:04

    6       0

    really Milton, how could you wait 2.5 months to publish.
    Guys, it's ok to have 6 videos in one week, and only 3 some other weeks.
    what good is 2-3 month old info in this day/age??

  • DR

    David R.

    17 9 2016 00:45

    1       0

    excellent

  • WK

    William K.

    16 9 2016 00:57

    2       0

    Great new format

  • AH

    Andreas H.

    15 9 2016 20:08

    5       3

    Coxey C, thank you! Folks, the pain trade must be up, no other way I get 20 Dislikes on a bullish comment ;-) Just look at the facts and pull a chart (I got one from 1954 until today) of earnings and the price of the S&P 500. Long here since Feb 2016! The moment RV starts to get bullish, I will be cash ;-)

  • AC

    Andrew C.

    15 9 2016 14:30

    2       2

    Too right, Andreas. Markets are forward looking. Today's prices are a reflection of expectations of tomorrow. DJI & SP500 have beaten earnings expectations for many quarters now. Record amounts of cash sitting on the sidelines (http://www.cnbc.com/2016/07/13/investors-keep-record-cash-on-us-election-fears-ubs-executive.html) with no "weak hands" left in the market. Who's left to sell and drive prices lower? Where does all that cash go eventually?

  • FC

    FRED C.

    15 9 2016 12:31

    20       0

    Love you guys but have to ask why the delay in the publish...two months later can we really feel good about his thoughts re long govt....and if we go back to july he was spot on......so milton help us out and i would suggest where an interview posits thoughts, trading ideas that are meaningful and current...pls publish quicker ...the more pensive discussions can wait for publication.........tks

  • JS

    John S.

    15 9 2016 11:14

    0       0

    That should be wider interview with bob

  • JS

    John S.

    15 9 2016 11:12

    0       0

    Very decisive can you do a longer more wider interview with Andreas

  • AC

    Andrew C.

    15 9 2016 06:58

    0       1

    Too right, Andreas. Markets are forward looking. Today's prices is a reflection of expectations. DJI

  • T~

    Tshort63 ~.

    15 9 2016 06:56

    1       0

    In fairness to Adreas H: In the transcript he mentions "... more fundamentally, what I didn't really appreciate was how much operational gearing there was within the corporate sector just after the crisis." FED, free money,wonks. Replace buybacks with "how much the lunatics have taken over the asylum"

  • AC

    Andrew C.

    15 9 2016 06:56

    1       0

    Sorry, commenting via the App. Not sure whether it's me or the App.

  • AC

    Andrew C.

    15 9 2016 06:55

    0       0

    DJI

  • AC

    Andrew C.

    15 9 2016 06:53

    1       2

    Too right, Andreas. Markets are forward looking. Today's prices is a reflection of expectations. DJI

  • T~

    Tshort63 ~.

    15 9 2016 06:33

    0       0

    Brilliant! "Please, sir, I want some more"

  • FM

    Fraser M.

    15 9 2016 04:30

    2       3

    Great interviewee - lousy format. Sounded like the HR department's standard employee interview template.

  • NF

    Nat F.

    14 9 2016 22:40

    3       0

    More Bob please

  • AH

    Andreas H.

    14 9 2016 20:31

    1       30

    Buy Backs have not drove equities, earnings have!

  • GE

    GABI E.

    14 9 2016 20:02

    3       0

    very interesting , I would like to hear more from him .

  • HJ

    Harry J.

    14 9 2016 15:36

    1       0

    Excellent

  • SD

    Salvatore D.

    14 9 2016 15:33

    7       2

    I take this interview as a mea culpa for the advice previously provided in equities. Short and not so sweet for those who listened last time....

  • GT

    Graham T.

    14 9 2016 15:15

    4       0

    Interesting answers. Of course the most mispriced asset is Long Duration Fixed Income and this will result in a 1987-style blow off in Equities but talk's cheap, we shall see.

  • VP

    Vincent P.

    14 9 2016 15:08

    4       2

    Bob's great and very objective. Really appreicate his humility at the end which speaks for many other closet pro's including yours truly. Bring 'em back for a longer sit down.

  • JM

    James M.

    14 9 2016 13:51

    13       3

    Great and would like to hear more from him and what the fiscal policy of the next cycle looks like.

    One grumble; why wait two and a half months to publish?!

  • RE

    Rachel E.

    14 9 2016 13:44

    4       1

    He is brilliant.

  • RE

    Rachel E.

    14 9 2016 13:39

    7       0

    How about an hour interview w Bob.

  • MS

    Matt S.

    14 9 2016 12:44

    7       0

    Love the short blasts of quality info - a nice filler to get through the week until full interviews at the weekend