Between 12. 00 and 18000000000. 00. Hes saying his liquid portfolio, which is probably a lot less than that. So hes put 10 percent of his portfolio in there and the rest, the other 90 percent. He says he hasnt gold and silver miners, all the dominoes are fine for now we, weve pitched ricardo him because actually when we visited with his dad hugo in 2012, when we were traveling down to athens in greece to try to get the country to get out of their financial problems using a silver standard. I was adamantly pitching hugo about because i mentioned it to his dad. We mentioned to his dad again and 2015 when we did the interview and he mentioned the big coin standard safety of a most is book. And of course we were the ones who told safety and most about because it is right there. You know, we pitch them out because we knew it was in the 100. 00 or so and initially like ray deleo, he scoffed at it like even Michael Saylor micro strategy. Initially. They scoff at it, but then they take, you ta
Extremely important. People with the nature of the vaccine is coming up next. Stay with us. I am max kaiser. This is the kaiser report. Wow. So much to get to lets get to it with the stakes. Well, max, you know the last episode we were mocking ray dahlia. Oh, hes the, i guess he looks over the Biggest Hedge Fund in the world, bridgewater associates, of connecticut. And he was just saying, bitcoin, well, now they have financed raid alya says he might be missing something about bitcoin. This is the learning curve of bitcoin. People dismiss it and then they notice the people around them getting rich, like in this case, Paul Tudor Jones, whos also in connecticut stand up and druckenmiller, who was hugely Successful Hedge Fund guy. And they have to put away their biases and they have to take another look at it. And then once you really like it, because i like great value now is doing for the very 1st time. It really distressed about a fan for years without actually looking at it. And once y
Theres a live lookin well monditor that for you. The president elect announcing his team today we expect to hear from joe biden at the bottom of the hour and his fed chair nominee, janet yellen josh, i mentioned the dow, best month since 87, russell, best month ever, energy best month since april, industrials best month since 09. Theres a lot of momentum coming into december. Yeah. Look, i think a lot of people are saying this and i actually agree with it and i hate to go along with conventional wisdom but right now it seems as though the biggest risk is that everyones already bullish and there arent that many people left to buy. If you go on like financial social media, you find owl the bears. In real life people are in, regardless of what they might be saying publicly. Right now thats probably the big risk, that things are a little bit too good. You have a great setup with earnings growing, the vaccine being distributed. In london theyll give it out as soon as monday i i dont think w
Dus good Tuesday Morning i spoke with aws ceo exclusively last night covering a wide range of topics. Youll hear about all hour including Data Warehousing and the emergence of snowflake in that space which by the way runs on aws heres what jasy said about whether there is room enough for snowflake and aws sorry, snowflake competitor from aws red shift in the market. I think its unquestionable that theres room for both snowflake and red shift to be very successful and grow to be very, you know, a lot larger than both of them are today. We launched redshift back in 2012 and it was the first Data Warehouse built for the cloud and continues to be the largest Data Warehouse in the cloud. And, you know, snowflake built a Data Warehousing offering as well that is also strong offering and largely runs on top of aws we work just as hard for snowflake in trying to make it easy for people to use redshift. From our perspective, if customers want to run on snowflake for their Data Warehouse on top
I turn to you first, laura set the scene first. How does the market look to you . What are you focusing on its really, really an interesting time in the markets right now. You have this dichotomy where were seeing some strength in the markets. I think were a little off today but youre seeing some read through or look through in the market to say, hey, were going to see optimism on the other side however the economy hasnt quite caught up yet to the markets i think we are going to need and we need to focus on making sure that the legislature realized we still need stimulus, we need the consumer thats twothirds of this economy back in full swing. Not getting it. Not right now what does that mean if i tell you were not getting it, were not getting it any time soon. Soon is relative as well, right . Theres a lot of levers that can be pulled here i think that were getting things together and, you know, i wish we could get it during december at some point youre right, it does not look like it