Comments
Transcript
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DSWith Federal debt levels massively increasing and tax cuts used for corporate buybacks, the Laffer curve simply does not work and should be relegated to the dust bin. DLS
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srThere is no shortage of financial assets as one person financial assets is another person liability ! I would agree that people feel compelled to buy equities due to negative yielding assets, although this thinking is pervasive and this bull market is based on that premise alone, the singular most greatest example of 'this time is different' in history. Th
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RHBang on Mr. Grant. Just how is stimulation supposed to work when the demographics +/= marketplace is shrinking? EU doing it for what 10 years? Hello!! Japan same. No one watching? How's it working for them, this oxygen tube of QE? The policy makers really think they can save the economy putting band-aids on when widdle boy faw down. They are absolutely retarded. They should hope to be dead when this castle gets stormed. Have a great day; A. Citizen
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SUBrill 😀
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KAHe makes a compelling argument for upside between now and election --a well known phenom. The end is near, it seems, but in the meantime, money can be made. I liked his provocative thoughts.
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CHHe's a BTFDer.
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jgThis guy is living in a dream world.
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JWWow you need to get an hour long interview of Ken. Superb interviewee 👍🏻
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NLIt seems that every time I hear about negative yielding debt around the globe, its a much larger amount. What’s the number that really matters? This is the first time I’ve heard a two as the the first digit.
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TSEveryone (including mainstream media) is asking for more fiscal stimulus and at the same time, we say gov't debt is all time high (so what are they are borrowing for lol). The fact is that structurally, we need changes in our political/social/economic systems to solve real world issues.
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soExtrapolating the past few years into the future. This would have been a good interview 5-6 years ago.
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JKDeflation. Wages stagnating. Negative yielding debt. Cats eating dogs.
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TBThis is uncharted territory, in a world of negative yields, it seems those equities with the most debt loads will earn more profits by going even further into debt, this is mind boggling.
Chapters
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What are the basic conditions of the global capital economy?
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What do you expect to happen in the 'real economy'?
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What happens to asset prices, goods and services in a recession?
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What happens to stocks and bonds in an economic slowing?
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What's your view on a profits recession and equities?
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What do you make of European monetary policy?
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What do policy differences mean for the dollar?
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What tools do central banks have at their disposal?
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When do we see fiscal policy taking over?
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Are you concerned we could see another credit crisis?
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What one asset does your analysis tell you to avoid?