Aaron Boesky, CEO at Marco Polo Pure Asset Management says the conventional wisdom is wrong about high rates and lower equity prices – at least in China. Boesky says rate hikes were a leading indicator of the last multi-year bull market in Chinese stocks and believes that this time could be the same. He cites the following chart:
Full video is attached:
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.