11 Comments
User's avatar
PF's avatar

Is there a way to share a transcript?

Erik's avatar

Hi. I added a transcript if you go to the post on www.ywr.world. Pls let me know if that works.

PF's avatar

Thanks it works!

Market Hitchhiker's avatar

A lot more bulls out there as of today, still a brilliant interview though. Thank you!

Wissam's avatar

Can you get Marvin Barth for you next video interview? Linkedin profile: https://www.linkedin.com/in/marvin-barth/?originalSubdomain=uk ... He is a wonderful thinker and the he way invests is out of the box thinking.

Erik's avatar

OK. I sent him a message on LinkedIn.

Erik's avatar

And he’s from California and lives in London.

Mack BT's avatar

Is David’s an institutional service only? Definitely would like to see more of his work.

Erik's avatar

Let me ask. Maybe it would be good to get updates from David periodically.

Mack BT's avatar

Thanks- I agree. I feel like his work (and yours as well) is an important counter to what seems to be a flood of macro doom voices writing these days.

Erik's avatar

Yes. Agreed. It’s all the same.