V Questions with Worth Wray

Featuring Worth Wray

Worth Wray, Chief Strategist at Mauldin Economics, takes his turn in answering Real Vision’s V Questions.

Published on
4 June, 2015
Topic
Crypto-currencies, US Economy, Monetary policy
Duration
16 minutes
Asset class
Crypto-currencies
Rating
33

Comments

  • AG

    Alex G.

    17 5 2017 00:32

    0       0

    Nailed the bitcoin trade

  • IF

    Ian F.

    17 12 2015 16:25

    1       0

    Going back to this now that we know the answer to the Fed rate hike, this guy looks brilliant. Spot on with inflation being structural rather than cyclical, and the Fed recognizing that.

  • SC

    Steven C.

    14 12 2015 17:03

    0       2

    This "superstar" got the September (!) Fed rate hike really wrong. To paraphrase the best Keynes' observation: The Fed can stay irrational longer than you can stay awake.

  • A1

    Animal 1.

    8 9 2015 20:55

    1       0

    Fantastic! Brilliant insight.

  • TW

    Thomas W.

    9 6 2015 20:08

    2       0

    And if the criminal Fed DOESN'T RAISE raise rates, if it's all bluff and bluster to prolong the con, you WON'T want to be short emerging markets or currencies

    Reduce uncertainty. End The Fed.

  • GP

    Greg P.

    7 6 2015 14:52

    0       0

    I am with Shashwat in spades.And if you are going to make predictions,make lots of them with no time frame attached.

  • WW

    Worth W.

    5 6 2015 16:09

    1       0

    Hey BM. The fact that Lagarde just publicly spoke out of turn suggests #Fed is more hawkish behind the scenes than markets realize. Drop me a line anytime on Twitter. @WorthWray

  • WW

    Worth W.

    5 6 2015 16:03

    12       0

    For the record, (1) I am definitely not a Keynesian, (2) USTs are still safe haven assets... for the time being, & (3) I think we can all agree that Real Vision is badass. Thanks to Raoul & Grant!

  • WW

    Worth W.

    5 6 2015 16:02

    4       0

    Thanks for your feedback, guys! Hope the interview was helpful.

  • BM

    B. M.

    5 6 2015 15:44

    2       0

    wonder if he would have said the same thing about interest rates if he had know of the IMF's comments on 6/4/15

  • sp

    shashwat p.

    5 6 2015 08:02

    5       2

    When smart people spout this kind of gobbledygook in response to the first question, you know that no one has a clue as to whats happening. End cognitive dissonance, end the FED already!!

  • RA

    Robert A.

    5 6 2015 00:46

    8       0

    Wow...Japan won't fight automation due to their work force restraint...they need to embrace it and will because it can be their savior....plus you get a stable society. Nice bit there Worth!

  • dd

    darrell d.

    4 6 2015 20:49

    3       0

    Don, I don't think he is a Keynesian. There was a hesitation on the long dated bonds ... It what he thinks will work for now.

  • db

    don b.

    4 6 2015 18:32

    4       1

    Gregory he is young and a Keynesian. i think Long Dated Treasuries could be a good short term play as well. But it is a U.S. Centric, bankers, Keynesian view in a world that is rejecting fiat & Keynes

  • JK

    Jon K.

    4 6 2015 18:24

    6       1

    I have a thesis of my own on destruction of price signals. I like this guy. True Austrian.

  • GH

    Gregory H.

    4 6 2015 16:41

    5       0

    Hey Don, not sure where the "Young Keynesian" comment came from... Being Long Long-Dated Treasuries is not crazy when you look at demographics and technologically induced income deflation in developed

  • db

    don b.

    4 6 2015 16:12

    3       2

    Young Keynesian who has never seen anything but Gibson's Paradox with it's risk free speculation for bond investors.

  • CC

    Christopher C.

    4 6 2015 15:50

    17       2

    Great Interview. Would love to see where this guy goes/does in the coming years/decades. I expect we may be looking at a future superstar.