11 Comments
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PF's avatar

Is there a way to share a transcript?

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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.

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PF's avatar

Thanks it works!

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The Market Hitchhiker's avatar

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

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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.

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Erik's avatar

OK. I sent him a message on LinkedIn.

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Erik's avatar

And he’s from California and lives in London.

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Mack BT's avatar

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

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Erik's avatar

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

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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.

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Erik's avatar

Yes. Agreed. It’s all the same.

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