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DISCUSSION THREAD: Episode 35 - Mark Yusko

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2 years 1 month ago #1 by amkc
Our past two guests have been dollar bearish and I wanted to ask Erik is he's been converted to the other side of this dollar trade. Mark's Deutsche Bank views were also really interesting - where do you guys stand on this?

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2 years 1 month ago #2 by 11redfish11
Replied by 11redfish11 on topic DISCUSSION THREAD: Episode 35 - Mark Yusko
Your podcast is extraordinarily Excellent, both form Erik's input and the quality of the guests.
I agree with Mark on DB. He is an excellent and compelling speaker . BUT-from a quick review of his website- his hedge and etf fund results are poor.
(It seems) Almost any Vanguard active or passive fund in a similar universe would seem to be a better choice.
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2 years 1 month ago #3 by Bryn
I have to say this must be my favorite MV podcast so far, Mark covered such a wide range of topics whilst demonstrating a depth of knowledge in those topics as well.
Congratulations Erik & Aaron on your ongoing, professional, interesting & informative interviews.
Fantastic quality, conducted in an amicable, respectful manner.
Thank you!

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2 years 1 month ago #4 by ErikTownsend
Replied by ErikTownsend on topic DISCUSSION THREAD: Episode 35 - Mark Yusko
Thanks for the kind words, @Bryn. Put your seatbelt on... The next couple weeks should be really great interviews coming up!
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2 years 1 month ago - 2 years 1 month ago #5 by Palace
Replied by Palace on topic DISCUSSION THREAD: Episode 35 - Mark Yusko
I think his "bullishness" for Asia is not grounded in reality. Where is the cheap energy necessary to propel the growth going to come from?
Mark seems to believe that solar can replace oil and thanks to the demographics, Asia will just keep "growing". To me that means ZERO understanding of the connections between energy and the economy, how oil stands at the root of the global energy network and also the concept of EROEI, especially in the context of "renewable" energy, which by the way, we would not be able to maintain without the higher EROEI of oil.
Last edit: 2 years 1 month ago by Palace.

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2 years 1 month ago - 2 years 1 month ago #6 by ErikTownsend
Replied by ErikTownsend on topic DISCUSSION THREAD: Episode 35 - Mark Yusko
Excellent points, @Palace.

Personally, I think Mark is an excellent guest and I respect him highly. But I'm the first to admit that there are plenty of areas where we disagree rather strongly. Hence his own comment that if we agreed on everything, having both of us talk would be redundant.

I generally try NOT to debate a guest - I'd rather give them a platform to express their own views and allow the audience to process it critically. But I must admit to having been tempted when he said we are 'only six doublings away from Solar eclipsing oil'. In that same light, we're only one or two profound holy miracles away from cold fusion replacing everything so that limitless energy abounds for all of humanity. The odds of those six doublings happening in 12 years as Mark alluded seem similar (to me, at least) to one of those profound holy miracles happening, but I'll be delighted if I'm proven wrong...

Best,
Erik
Last edit: 2 years 1 month ago by ErikTownsend.

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2 years 4 weeks ago #7 by Dante
Replied by Dante on topic DISCUSSION THREAD: Episode 35 - Mark Yusko
Eric
First - I thought it was a very good interview. I like to here everyone's view and analysis. I enjoyed it very much.

However I must agree with you on the solar statement.
I believe our guest was mixing his "Laws"
Swanson's Law does not state anything about solar output doubling every 2 years - it states the "cost" of PV drops 20% for every doubling of shipped volume.
en.wikipedia.org/wiki/Swanson%27s_law

I think he was mixing this with Moore's Law to form "Yusko Law"?
Moore's Law states that the number of transistor on a circuit doubles every 2 years.
en.wikipedia.org/wiki/Moore%27s_law

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MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants. MACRO VOICES, its producers, and hosts Erik Townsend and Nathan Egger shall NOT be liable for losses resulting from investment decisions based on information or viewpoints presented on MACRO VOICES.

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