Comments
-
SWA challenge I have is that the answer is always for authorities to 'do more'. Demand has collapsed it seems so how does more interference help this?
-
GTPermanent destruction of velocity of money is exactly the same argument of Lacy Hunt and his long term call for buying US 30Y bonds
-
PBThanks, an adult conversation that frames well the macroeconomic landscape and investment struggle we face today.
-
FSI liked the discussion of macro strategy going forward in a disinflationary environment with a focus on trend following.
-
JHglad to hear the discussion tease apart "good" deflation from "bad." also the short clarification about the role of gold in a deflationary environment.
-
TLvery interesting, the format is great for these guys.