Talk about a bad trade - going up against the Mother Teresa of macro fin twit on @RealVision I'm talking about @LynAldenContact Maybe its the London weather, I miss St Barts already, but what a bunch of whiners over on the comments page at RV. Get real guys, this is macro!
Let me explain the set-up. We wanted to offer a glimpse of how the real world operates. Hedge fund managers responsible for billions of $s are typically alpha types, time pressed and egocentric. Presenting your best idea to that bunch is a tortuous task - a swim or drown affair.
Lyn is a disciplined investment analyst. She's cultivated a cautious and scholarly reputation. Good on her! Her challenge was to present to me as though I was one of those big swinging managers. I played it for real. I played it hard. I don't crave your love; I'm a sociopath...
We don't allocate time evenly in this game. You scrap for it. It's not a question of who talks louder but rather originality, animation or skin-in-the-game. If you say something that I disagree with then I'm coming straight back at you with my refrain. I don't take hostages
I've become quite frustrated with Zoom calls and bluetooth headsets were it is difficult to demonstrate this atmosphere. It's way too civilised and nothing like how I remember it. I disagree with the defenders of mercantilism like @LukeGromen and Lyn. But hey! it makes a market
I'm a deep thinker and typically have multiple conversations and computations raging inside my head constantly. My delivery tends to be somewhat chaotic as a result. Fools underestimate me. And I don't play it safe. I swing for the fences...but I'm not your nanny or your teacher.
The whole business of guessing the future should not come cloaked in respectability. The pitch book, the charts, the data...the pretence of certainty...they guarantee nothing except mediocrity in this game. There's a method to my madness. Be kooky not safe, reject conventional.
Anyway I wanted to offer my edited transcript. Typically incomprehensible this is not. Shorn of all the ifs buts and maybes I believe you might learn something here. But those seeking data? Remember China doesn't disclose! China analysis is a leap of faith and hence my disdain
It feels odd to share a dropbox file on twitter but here goes dropbox.com/s/yxxdd18qdf7w…
Of course the video will be available over on my YouTube channel in 2 weeks for those of you yet to subscribe to @RealVision and I hope you all caught up with me and Raoul and yet more negative vibes
Enjoy...
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