Gerard Minack — “Buy the Rumor, Sell the Fact”

Published on
June 8th, 2020
Duration
71 minutes

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45

Gerard Minack — “Buy the Rumor, Sell the Fact”

The Interview ·
Featuring Gerard Minack

Published on: June 8th, 2020 • Duration: 71 minutes

Gerard Minack, director of Minack Advisors, joins Real Vision CEO, Raoul Pal, for a wide-ranging discussion on the future of rates, corporate earnings, and inflation. The pair analyzes the growth prospects for economies around the world, ranging from Europe to China to the U.S., and identify patterns within equity, debt, and currency markets. Minack shares his thoughts on credit quality, negative interest rates, and debt monetization as he looks forward to see the opportunities that lie ahead on the macro horizon. The pair also analyzes the Australian housing market and discusses risks such as heightening geopolitical tensions and the prospect of a second wave of COVID-19. Filmed on June 3, 2020.

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Transcript

Chapters

  1. 00:01:47
    An Enormous Swathe of Risk
  2. 00:06:15
    Mario Draghi's Warning on Fiscal Debt Burdens
  3. 00:08:55
    Central Banks Papering Over The Cracks
  4. 00:13:58
    Disinflation and Rates
  5. 00:17:12
    Thoughts on Credit Quality
  6. 00:21:30
    Other Risks: Geopolitical Tensions and a Second Wave of COVID-19
  7. 00:25:04
    Negative Interest Rates and Debt Monetization
  8. 00:30:31
    Thoughts on Europe and the Euro
  9. 00:48:46
    China and Hong Kong
  10. 00:57:20
    Corporate Earnings and Business Consolidation
  11. 01:01:26
    Closing Thoughts: Gold in a Post MMT World