Nick Maroutsos, co-founder of Kapstream Capital discusses the reality of Chinese rate hikes and the issues in Greece. He says China is unlikely to raise rates in the near future and also discusses the potential of a Greek bailout. Like us, he says this is a “pandora’s box” for the markets and that you can’t grow your way out of a debt crisis. We’re walking a slippery slope with the continuing bailout mentality….
Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.
He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.