Following a speech last week by FOMC member Christopher Waller, Andreas Steno Larsen presents what he calls the “Waller Rule,” which suggests that QT will either need to slow or pause if USD reserves become equal to 10-11% of U.S. GDP. He then breaks down why this potential scenario might be bad news for risk assets in the second half of 2023. Recorded on January 24, 2023. Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices">podcastchoices.com/adchoices</a>

Following a speech last week by FOMC member Christopher Waller, Andreas Steno Larsen presents what he calls the “Waller Rule,” which suggests that QT will either need to slow or pause if USD reserves become equal to 10-11% of U.S. GDP. He then breaks down why this potential scenario might be bad news for risk assets in the second half of 2023. Recorded on January 24, 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Following a speech last week by FOMC member Christopher Waller, Andreas Steno Larsen presents what he calls the “Waller Rule,” which suggests that QT will either need to slow or pause if USD reserves become equal to 10-11% of U.S. GDP. He then breaks down why this potential scenario might be bad news for risk assets in the second half of 2023. Recorded on January 24, 2023. Learn more about your ad choices. Visit <a href="https://podcastchoices.com/adchoices" rel="noopener noreferrer">podcastchoices.com/adchoices</a>

Why You Shouldn't Get Too Comfortable Holding Risk Assets

Welcome to the Real Vision Podcast, your go-to source for cutting-edge insights and expert analysis in the world of finance and investing.
Our mission is to arm you with the knowledge, tools, and network you need to succeed on your financial journey.
In each episode, we bring you in-depth interviews with the brightest minds in finance, including top investors, analysts, and industry leaders, to help you navigate the complexities of the global economy and make informed investment decisions.
Join us as we explore market trends, investment strategies, and the forces shaping the financial landscape.
Whether you're a seasoned investor or just starting, Real Vision is here to empower you with the information you need to achieve your financial goals.
Subscribe today and access the best curated knowledge for FREE.

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Welcome to the Real Vision Podcast, your go-to source for cutting-edge insights and expert analysis in the world of finance and investing. Our mission is to arm you with the knowledge, tools, and network you need to succeed on your financial journey. In each episode, we bring you in-depth interviews with the brightest minds in finance, including top investors, analysts, and industry leaders, to help you navigate the complexities of the global economy and make informed investment decisions. Join us as we explore market trends, investment strategies, and the forces shaping the financial landscape. Whether you're a seasoned investor or just starting, Real Vision is here to empower you with the information you need to achieve your financial goals. Subscribe today and access the best curated knowledge for FREE.

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Why You Shouldn't Get Too Comfortable Holding Risk Assets

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