In the first installment of what will become a regular feature on The Boock Report, today’s podcast looks at today’s FOMC decision, what got us here (ZIRP) and the rate of change of interest rates versus a fairly soft economy. I also discuss what it means for various asset classes, particularly equity valuations. I also preview the upcoming BOE decisions.
Recent TV Appearances
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: