This week’s podcast looks at the latest moves from central banks, what is to come and what it means for assets in a slow growth environment We’re seeing tightening and tapering across the globe. How will that effect current earnings estimates with equities near all time highs? I also check in on emerging markets and more.
Recent TV Appearances
Yra Harris And Peter Boockvar On The “Pottery Barn” Global Bond Market And The Insanity Of Central Bank Policies
I recently sat down with Brien Lundin and Fergus Hodgson of Gold Newsletter. We discussed The Federal Reserve’s unprecedented monetary expansion for the past decade, negative real interest rates, and what an unwind of the policy means for the economy and markets. I think you will enjoy it. Have a listen here: