Lead-Lag Live

A Deep Dive into Quantitative Easing and its Aftermath with Gary Brode


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Are you ready to crack the code of the financial world? Step into our exclusive conversation with Gary Brode of Deep Knowledge Investing, as we navigate through the labyrinth of government spending, its inflationary impact, and more. We challenge conventional wisdom as we closely scrutinize the repercussions of a decade-long policy of near-zero rates by the Fed, compounded by trillions spent on quantitative easing.

As we explore the intriguing world of finance, we cast an analytical eye over the rising US interest expense, the underlying effects of congressional overspending, and the potential consequences of higher rates on the government balance sheet. Our mission to unravel the complexities doesn’t stop there. We consider the possible return of negative real rates, delve into scenarios of a stealth default, and even ponder a similar predicament for the US as that of Japan's high debt-to-GDP situation.

Our episode culminates in a compelling discussion on the rising debt, the discipline demanded by bond vigilantes, and the economic consequences of hypothetical reductions in the FED's fund rate. We compare the fiscal landscapes of the US and Europe and suggest potential investment opportunities to navigate this era of consumer spending and low unemployment. Finally, don't miss our conversation on effective communication and strategy in investing, filled with invaluable insights from our guest expert, Gary Brode.

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Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. 

The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.

 Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.


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Lead-Lag LiveBy Michael A. Gayed, CFA

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