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March 19, 2023The US Must Inflate Or Die. AIA Weekly 3-18-231 hour 15 minutesPlayThings are breaking due to rates being too high.In the past, every time we had a financial crisis the FED always went back to the playbook of papering over the problem.Are we closer to the end of the tightening cycle or the beginning? What asset classes benefit from a cycle of excess liquidity?...moreShareView all episodesBy John Polomny4.81717 ratingsMarch 19, 2023The US Must Inflate Or Die. AIA Weekly 3-18-231 hour 15 minutesPlayThings are breaking due to rates being too high.In the past, every time we had a financial crisis the FED always went back to the playbook of papering over the problem.Are we closer to the end of the tightening cycle or the beginning? What asset classes benefit from a cycle of excess liquidity?...more
Things are breaking due to rates being too high.In the past, every time we had a financial crisis the FED always went back to the playbook of papering over the problem.Are we closer to the end of the tightening cycle or the beginning? What asset classes benefit from a cycle of excess liquidity?
March 19, 2023The US Must Inflate Or Die. AIA Weekly 3-18-231 hour 15 minutesPlayThings are breaking due to rates being too high.In the past, every time we had a financial crisis the FED always went back to the playbook of papering over the problem.Are we closer to the end of the tightening cycle or the beginning? What asset classes benefit from a cycle of excess liquidity?...more
Things are breaking due to rates being too high.In the past, every time we had a financial crisis the FED always went back to the playbook of papering over the problem.Are we closer to the end of the tightening cycle or the beginning? What asset classes benefit from a cycle of excess liquidity?