Dr. John - I liked the video. I thought it was the right length and provided an excellent high level summary of how inflation will drive a reweighting of real assets versus financial assets in investors portfolios. As far as attire goes, I actually think you don't have to wear a suit and in fact I think a dress shirt (sans tie) would be appropriate. The other thing that you may want to consider including in your video is how investors can make the move towards real assets. That is to say, how should they actually and practically increase their exposure to real assets. Should the enter into a real estate partnership, should they buy single family homes to rent, buy commodity futures etc. Great stuff though. Thank you for sharing.
Amazing job distilling some sophisticated ideas into digestible videos.
These are reminiscent of the old Milton Friedman stuff—which have stood the test of time and have had impact on the world for decades!
The suit and tie work.
Consider keeping the length under four minutes. I wouldn’t cut content—just split into Part A and Part B. It might be good to experiment to see if that drives more views.
More captions would be good. The ones that are there nicely punctuate your remarks.
I'm grateful for your contribution to public knowledge.
I think this was an excellent video and I learned from it.
I like your professional appearance. There is nothing casual about what is happening today.
One indicator that I observe: A long-time investment maxim is that it pays to watch the stock transactions of company insiders, for they are in the best position to know the future earnings prospects of their company’s. Indeed, academic studies have confirmed that extremes of insider buying or selling are a useful leading indicator of share prices. Various services exist that provide such data to sophisticated investors.
It is that monitoring insider transactions have proven to be a valuable part of an investor’s toolkit that the spike over the last two years of selling by the very largest insider stockholders is worthy of note.
It is of particular interest that the most intense selling by the largest (and presumably the most knowledgeable) investors has coincided with the massive growth of small new retail investors (presumably the least knowledgeable) using RobinHood and similar trading apps. Are we already witnessing a massive transfer of investment risk between the two groups and movement by the super wealthy into real assets?
While an investment strategy should not hinge on a single data point or indicator, unusual levels of insider transactions have historically preceded market turning points. In 2021 the number of public company officers selling at least $100 million+ has absolutely exploded. Almost double that of 2020 and three times that of 2019! It is worth noting that insider selling by smaller stockholders has also increased during 2020-21.
Extremes of market and/or investor behavior is always worthy of attention, and the current conspicuous selling by the largest company insiders is absolutely an example.
What I don’t understand is how the Fed would be able to continue it’s hawkish position if they see bond markets start acting abnormally. For example, what if the repo market begins to not work correctly again? How could they continue? And what happens to these bond markets when these super wealthy all sell bonds/stocks/equities and begin moving into real assets?
I’m still just learning and perhaps not asking the right questions but I do appreciate your writings and now your videos.
Enjoyed the video very much. I would like to hear more about realestate in general in relation to the current market and how over priced everything seems. I recall in a previous report you shared you felt property in the urban areas that would of been abandoned due to COVID would provide a good opportunity. I never really saw any dip personally to take advantage of this. Should one wait for looming price drops in your opinion.
Another subject that is very difficult to understand is how everyone is harping about interest rates going higher but what is truly higher ? 2% . That’s nothing relative to historical measures but most importantly how high can they truly go with all the debt the government and zombie companies hold? What is too high interest rates in current times ?
I think keep it casual and no need for the suite and tie, as everyone has changed to a work at home environment and are casual ourselves. Comfort breeds creativity.
John. I did enjoy this seven minute clip. In my opinion you have one especially valuable asset beside your financial knowledge. You 'look' the part! Perhaps those thousands of previous presentations and interviews have led to engendering a confidence. I also agree with you that less time will result in better acceptance. Lastly I suggest you employ a 'hook'. A 'hook' is something that a viewer easily recalls. Since you are looking to produce multiple video's simple 'hook's can be a different appearance for each new video. Open collar, different shirt or jacket types, dramatic background change even if in the same room or location et cettera. Please continue your measured talking because too often speed can kill absorption. Your Friend, Mike
Dr. John - I liked the video. I thought it was the right length and provided an excellent high level summary of how inflation will drive a reweighting of real assets versus financial assets in investors portfolios. As far as attire goes, I actually think you don't have to wear a suit and in fact I think a dress shirt (sans tie) would be appropriate. The other thing that you may want to consider including in your video is how investors can make the move towards real assets. That is to say, how should they actually and practically increase their exposure to real assets. Should the enter into a real estate partnership, should they buy single family homes to rent, buy commodity futures etc. Great stuff though. Thank you for sharing.
Amazing job distilling some sophisticated ideas into digestible videos.
These are reminiscent of the old Milton Friedman stuff—which have stood the test of time and have had impact on the world for decades!
The suit and tie work.
Consider keeping the length under four minutes. I wouldn’t cut content—just split into Part A and Part B. It might be good to experiment to see if that drives more views.
More captions would be good. The ones that are there nicely punctuate your remarks.
I'm grateful for your contribution to public knowledge.
I think this was an excellent video and I learned from it.
I like your professional appearance. There is nothing casual about what is happening today.
One indicator that I observe: A long-time investment maxim is that it pays to watch the stock transactions of company insiders, for they are in the best position to know the future earnings prospects of their company’s. Indeed, academic studies have confirmed that extremes of insider buying or selling are a useful leading indicator of share prices. Various services exist that provide such data to sophisticated investors.
It is that monitoring insider transactions have proven to be a valuable part of an investor’s toolkit that the spike over the last two years of selling by the very largest insider stockholders is worthy of note.
It is of particular interest that the most intense selling by the largest (and presumably the most knowledgeable) investors has coincided with the massive growth of small new retail investors (presumably the least knowledgeable) using RobinHood and similar trading apps. Are we already witnessing a massive transfer of investment risk between the two groups and movement by the super wealthy into real assets?
While an investment strategy should not hinge on a single data point or indicator, unusual levels of insider transactions have historically preceded market turning points. In 2021 the number of public company officers selling at least $100 million+ has absolutely exploded. Almost double that of 2020 and three times that of 2019! It is worth noting that insider selling by smaller stockholders has also increased during 2020-21.
Extremes of market and/or investor behavior is always worthy of attention, and the current conspicuous selling by the largest company insiders is absolutely an example.
What I don’t understand is how the Fed would be able to continue it’s hawkish position if they see bond markets start acting abnormally. For example, what if the repo market begins to not work correctly again? How could they continue? And what happens to these bond markets when these super wealthy all sell bonds/stocks/equities and begin moving into real assets?
I’m still just learning and perhaps not asking the right questions but I do appreciate your writings and now your videos.
Enjoyed the video very much. I would like to hear more about realestate in general in relation to the current market and how over priced everything seems. I recall in a previous report you shared you felt property in the urban areas that would of been abandoned due to COVID would provide a good opportunity. I never really saw any dip personally to take advantage of this. Should one wait for looming price drops in your opinion.
Another subject that is very difficult to understand is how everyone is harping about interest rates going higher but what is truly higher ? 2% . That’s nothing relative to historical measures but most importantly how high can they truly go with all the debt the government and zombie companies hold? What is too high interest rates in current times ?
I think keep it casual and no need for the suite and tie, as everyone has changed to a work at home environment and are casual ourselves. Comfort breeds creativity.
Sean
John. I did enjoy this seven minute clip. In my opinion you have one especially valuable asset beside your financial knowledge. You 'look' the part! Perhaps those thousands of previous presentations and interviews have led to engendering a confidence. I also agree with you that less time will result in better acceptance. Lastly I suggest you employ a 'hook'. A 'hook' is something that a viewer easily recalls. Since you are looking to produce multiple video's simple 'hook's can be a different appearance for each new video. Open collar, different shirt or jacket types, dramatic background change even if in the same room or location et cettera. Please continue your measured talking because too often speed can kill absorption. Your Friend, Mike