Nice interview here with Glassman who is a senior economist at JP Morgan. He takes the other side of the trade from myself. He is quite confident that the economy is rebounding sharply. It’s always important to keep track of what the other side is thinking. It’s a big audio file so give it a few minutes to load:
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.
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