Comments
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SA 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?
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GTPermanent destruction of velocity of money is exactly the same argument of Lacy Hunt and his long term call for buying US 30Y bonds
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PBThanks, an adult conversation that frames well the macroeconomic landscape and investment struggle we face today.
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FSI liked the discussion of macro strategy going forward in a disinflationary environment with a focus on trend following.
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JHglad to hear the discussion tease apart "good" deflation from "bad." also the short clarification about the role of gold in a deflationary environment.
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TLvery interesting, the format is great for these guys.