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So essentially after an hour of listening, you can sum it up as- the biggest of banks have all turned to stone with regards to liquidity; while in the mean time, a very few minority that fill in the gaps can effectively play both sides of the coin and continuously make money without much downside risk. Can tell the financial genius contained in this guys' head, kudos to him for taking advantage of the dystopian system of rewarding the borrowers and punishing the savers we all now live in....
Brad Pankow more debt is the system but where does this end . The dollar is long in the tooth . 48 years as the world’s currency, all have only lasted 40 to 50 years .
Great interview. But couldn't concentrate because I kept hearing the Beverly Hills Cop line, "We aren't falling for the banana in the tailpipe trick again!"
Right, right, right, mmn hm, right. "Effectively it's like two drunken sailers holding each other up". Market is overvalued and flooded with cheap money.
Isn't even the magnitude of the liquidity or debt that's the matter; that's the beauty. Interestingly, a mad lefty hatter like M. Blyth is correct. It's the "real-correlative absence" that's the problem. And all that I myself can add is that "Yes, but the _propensity_ to take out debt _is the same_ as the credulity to blindly trust institutions _is the same_ as the wrong ideas and inability to generate and maintain productive fundamentals _is the same as..."_ It's a very daunting double-bind or Dead Man's Switch sort of problem; effectively it means we have to both solve the financial levering and _also_ get the arseholes and bad ideas that keep generating unsustainability out at the very and exact same time. We need to _both_ apply Steve Keen's solution _and_ confiscate assets and line some people up against a wall. Just doing the one, or doing them in bad sync, will likely make the other blow up in our faces.
Thank you so much for this conversation. I have learnt so much from watching this and appreciate the candid chat from two very knowledgeable experts. Much appreciated.
Combine Mr. Zwirn's statement about no price discovery in credit markets with Michael Burry's warnings about price discovery having been negated in or removed from equity markets ....
"There is a lot of reasons why.."???????????? "There ARE a lot of reasons why..." Why do so many Americans butcher the English language?! Subject verb agreement is what you are supposed to learn in primary school. Ugh........
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No more waiting for the content to make it here weeks or even months after it was shot and no missing out on insights and information that move markets. Better yet.... No advertisements! Join today!
I rarely watch for free. You have too many unknown, nobodies for anyone to pay, plus you focus on quantity.......not quality.
This man must be one of the most well spoken in Finance. Great Interview.
Very interesting gentlemen. Thanks Real Vision.
So essentially after an hour of listening, you can sum it up as- the biggest of banks have all turned to stone with regards to liquidity; while in the mean time, a very few minority that fill in the gaps can effectively play both sides of the coin and continuously make money without much downside risk. Can tell the financial genius contained in this guys' head, kudos to him for taking advantage of the dystopian system of rewarding the borrowers and punishing the savers we all now live in....
Brad Pankow more debt is the system but where does this end . The dollar is long in the tooth . 48 years as the world’s currency, all have only lasted 40 to 50 years .
ANOTHER BRILLIANT INTERVIEW. THANK YOU REAL VISION !!
Great interview. But couldn't concentrate because I kept hearing the Beverly Hills Cop line, "We aren't falling for the banana in the tailpipe trick again!"
Right, right, right, mmn hm, right. "Effectively it's like two drunken sailers holding each other up". Market is overvalued and flooded with cheap money.
Isn't even the magnitude of the liquidity or debt that's the matter; that's the beauty. Interestingly, a mad lefty hatter like M. Blyth is correct. It's the "real-correlative absence" that's the problem. And all that I myself can add is that "Yes, but the _propensity_ to take out debt _is the same_ as the credulity to blindly trust institutions _is the same_ as the wrong ideas and inability to generate and maintain productive fundamentals _is the same as..."_
It's a very daunting double-bind or Dead Man's Switch sort of problem; effectively it means we have to both solve the financial levering and _also_ get the arseholes and bad ideas that keep generating unsustainability out at the very and exact same time. We need to _both_ apply Steve Keen's solution _and_ confiscate assets and line some people up against a wall. Just doing the one, or doing them in bad sync, will likely make the other blow up in our faces.
Daniel Zwirn looks so much like Dr Joseph Mercola it's freaky. Both have fascinating insights. Mercola into health, Zwirn into investment.
long put short call spread ? what does it mean being short a call spread ...
Very informative! Thank you! Please get Dr. Richard Werner on podcast.
there is no mispicing if there's bailouts negative intrests and qe
Thank you so much for this conversation.
I have learnt so much from watching this and appreciate the candid chat from two very knowledgeable experts.
Much appreciated.
the market can stay irrational longer than you can stay insolvent
@Ken Semotiuk *Your. You're welcome!
Solvent* 👍😁
Combine Mr. Zwirn's statement about no price discovery in credit markets
with
Michael Burry's warnings about price discovery having been negated in or removed from equity markets ....
Sanjeev Sharma can you reference this comment from burry? Article or interview? Very interesting statements when juxtaposed
Excellent use of 'Soup to Nuts'.
No more fundamental or technical analysis - the only one left is FED analysis.
at the end of the day
LOL
Short vol.2.0?
41:03 didn’t age well
you should do a follow up interview to see where we are now. this was just before the scam.
The dollar’s life is long in the tooth. 48 years as world currency. All haven’t lasted more than 50 years as the leading currency.
Hiking shoes for a finance interview? HAHAH.
instead of checking him out...…. give a listening to the interview a try
Near end of cycle? Near end of insanity
Token sounds like a cross between Chef & Mr Mackey.... m'kay!
Too much gibberish blahs blahs, would prefer short consise sessions of extremely potent issues like the crisis America is headed!
not alarmist enough for ya?
This dude knew about covid
"There is a lot of reasons why.."???????????? "There ARE a lot of reasons why..." Why do so many Americans butcher the English language?! Subject verb agreement is what you are supposed to learn in primary school. Ugh........