Fantastic analysis, as always. Might I suggest that "transitory hyperinflation" is already here. It's just not reflected in the CPI which is specific designed to understate actual inflation in consumer prices.
The only sound EM market I can think off is Eastern Europe. Western values, EU driven economic and legal reforms, free economy and high skilled workers. Eastern Europe population is around 300 millions.
James Grant interview today And Margret VITRINO interview s We're outstanding.thank God 🙏 these were held in Cloud ☁️ NASDAQ IS finally cracking and these 3# Soothsayers we're dead on ... great show
Uranium, check It is going to be huge. the real squeeze. If you like check small companies like GTI RESOURCES, 92 ENERGY, ENERGY METALS. But all is Rising now, do your research... This is going to be more huge than people think
👍👍👍👍. Supply and demand for stocks is one of the topics I would love for Rob to cover.... If investors continue to be bullish on technology stocks, tech stocks will continue to go up or remain steady... All the big tech companies continue to see revenue growth, EBIT growth, operating cash flow growth, and free cash flow growth....
The elephant in the room his Humean argument, as it is called in logic. That is, he presumes the future will be like the past: the rates of return will be like that past given these starting points with P/E's, but the future has no necessary connection to the past and is subject to difference forces as the world uniquely evolves. So do not put faith in his estimates of future returns; they are educated guesses, but still guesses for which there is no estimable probability; it is unknown and unknowable, not a matter for quantification, really, since that is misleading precision, artificial, at base, given the unknown risks, seductive and misleading numbers.
Outstanding guest. Thanks for having him and Consuela, you are a great interviewer.
I appreciate this show every week. Let's see everybody's different views
I love this show. Thank you Consuelo Mack and Rob Arnott.
I'm not one to act impulsively, but Mr Arnott has outlined some viable alternatives to what is shaping up to be a rather uncertain US economy/market!
I just listened to this again and I'm glad I did!
My favorite channel on youtube !
Arnott = investment royalty...
Q: Are day traders the smartest investors?
A: No, they 'are not'.
Cheap doesn’t mean quality. Sometimes you got to pay more for quality things. Low can go lower.
I think the key word is "probabilities"!
@@freeroamer9146 Agreed. We have been hearing similar rhetoric for the past few years. He may be right this time. I will stay diversified for now.
Fantastic analysis, as always. Might I suggest that "transitory hyperinflation" is already here. It's just not reflected in the CPI which is specific designed to understate actual inflation in consumer prices.
Thank you. Great program.
The only sound EM market I can think off is Eastern Europe. Western values, EU driven economic and legal reforms, free economy and high skilled workers. Eastern Europe population is around 300 millions.
James Grant interview today And Margret VITRINO interview s
We're outstanding.thank God 🙏 these were held in Cloud ☁️ NASDAQ IS
finally cracking and these 3#
Soothsayers we're dead on ... great show
Uranium, check It is going to be huge. the real squeeze.
If you like check small companies like GTI RESOURCES, 92 ENERGY, ENERGY METALS. But all is Rising now, do your research...
This is going to be more huge than people think
Yeah, this sector has been on fire!
How if he buys a desk does his book value go up?Doesnt he have to pay for it?
👍👍👍👍. Supply and demand for stocks is one of the topics I would love for Rob to cover.... If investors continue to be bullish on technology stocks, tech stocks will continue to go up or remain steady... All the big tech companies continue to see revenue growth, EBIT growth, operating cash flow growth, and free cash flow growth....
Until interest rates rise. Tech is very sensitive to higher interest rates.
@@george6977 nope..... They are cash cows...
I liked your video. Take a look at the bullish case for KHC Kraft Heinz.
Great interview, thanks.
Thanks for sharing!
Good
Failed to discuss risk of emerging markets and international markets. They are not so stable and can quickly change there.
Yes, i keep a few shares of emerging markets to look at when a expert says “emerging markets”.
Just looked, not good.
The elephant in the room his Humean argument, as it is called in logic. That is, he presumes the future will be like the past: the rates of return will be like that past given these starting points with P/E's, but the future has no necessary connection to the past and is subject to difference forces as the world uniquely evolves. So do not put faith in his estimates of future returns; they are educated guesses, but still guesses for which there is no estimable probability; it is unknown and unknowable, not a matter for quantification, really, since that is misleading precision, artificial, at base, given the unknown risks, seductive and misleading numbers.
" I love U.S. assets when they are cheap. They're not".
Was an interesting talk until his staggering ignorance on inflation.
I enjoyed the interview and the information. But for gods sake can this guy talk any freaking slower!! God dam!!