The InvestSense Podcast

Maybe It's Not 2000 All Over Again, It's Still 1999


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Join InvestSense Director Jonathan Ramsay and Andrew Hunt of Hunt Economics in this podcast as they discuss:
The Fed successfully averted a liquidity crunch over Christmas but have they inadvertently set-off a liquidity boom?
What could cause a sharp reduction in liquidity? Will it seep out of the US? Will it ultimately lead to inflation?
With hindsight people accused Greenspan of doing too much to support asset prices but has this Fed taken it to another level?
Has the role of markets fundamentally shifted from allocating capital to distributing wealth?
What does this mean for asset allocation and relative performance of different regions. Spoiler alert: Through the lens of valuation the InvestSense portfolio management team still beg to differ…a bit.
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