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Macro Thoughts, Part Deux

Here’s the second part of my Boom/Bust interview from last week.  I discuss:

  • Why QE isn’t likely to cause high inflation.
  • Why the biggest risk of QE is the market’s response to various myths and misunderstandings.
  • Why the buyback and dividend trend likely means we’re in the latter stages of the market cycle.
  • Why the decline in the budget deficit is a sign of improved private sector health.
  • Why the weak link in the recovery is the struggling middle class and stagnant wages.

I come in at about the 15 minute mark if you want to watch:


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