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Transcript
Chapters
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The Background of an Economist, Macro Modeler and Forecaster
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The Macro Environment Challenges
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Credit Makes the World Go Round! What Does Growth Look Like?
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The Long Shadow of Covid
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The China Story: Will China Provide the Growth Story?
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The Defacto Nationalization of Credit
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The State As the Driver of Credit
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The Corporate Sector Benefiting from State Expansion
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The Big Lie
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Inflation As a Multi-Year Phenomenon
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What Happens When Promises Are Not Met?
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Reducing the Pace of Fiscal Stimulus: The New Hawkish Stance
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More Inflation or Less Inflation in 2022?
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The New World of Volatility
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Real Estate As a Hedge Against Inflation
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Financial Repression & Equities
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Betting on the Fed Not Always Possible
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Could a New Economic Environment Mean Trouble for FANG Stocks?
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Anticipating Economic Policies