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EssentialThe Essential Conversation

Inflation Risk Amid a Scramble for Yield

Featuring Kevin Muir

Oct 29, 2019 • 50 minutes

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Essential

The Essential Conversation

Inflation Risk Amid a Scramble for Yield

Kevin Muir argues that the declining efficacy of monetary policy will force governments to run-up even larger budget deficits.

Featuring Kevin Muir

Oct 29, 2019 • 50 minutes

Is fiscal stimulus on the horizon? Kevin Muir, market strategist at East West Investment Management and author of "The Macro Tourist," argues that the declining efficacy of monetary policy will force governments to run-up even larger budget deficits. In the face of central bank impotence, he predicts that politicians across the political spectrum will turn to Modern Monetary Theory, or MMT, to avert a disaster. Muir suggests that this flood of spending poses serious inflation risks and that a monetary "day-of-reckoning" is forthcoming, but not imminent. He argues that this trend makes negative yielding sovereign debt highly imprudent — particularly in Europe, where he sees a "sovereign debt bubble." Filmed on October 4th, 2019 in Toronto. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

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The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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