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The Investor Podcast – Macro Thoughts

I was on The Investor Podcast this past weekend with the very awesome Stig Brodersen and Preston Psyh. We covered a lot of ground in this one including:

  • The implication of negative interest rates for banks and bank customers
  • Why quantitative easing doesn’t work in the current environment
  • Why focus should be fiscal policy rather than monetary policy
  • Why central banks works as a clearing house with the intention to avoid bank runs
  • How a currency becomes worthy of reserve currency status
  • If the low interest rates implies a new normal for expected stock market returns

Link here.  I hope you enjoy!