Published on: October 9th, 2019 • Duration: 44 minutes
Sassan Ghahramani, CEO of SGH Macro Advisors, sits down with Macro Insiders’ Julian Brigden to explore the major issues facing the global economy — from central banks to trade wars — and provide a prediction for the macroeconomic endgame. Breaking down the recent moves by the ECB to the Fed, Ghahramani argues that central banks around the world have passed the point of diminishing returns for their monetary policy playbooks. He shares his views on the true impact of trade war between the U.S. and China - comparing the conflict to the Cold War. Looking at the 2020 election and a potential Elizabeth Warren presidency, Brigden and Ghahramani present the potential consequences for corporate debt, the business cycle, and fiscal policy. Filmed on October 4, 2019 in New York.
