Passive Investing, Inflation and the Bifurcated Economy with Mike Green
Excess Returns
Analysis of Economic Landscape and Impact of Policy Decisions
This chapter delves into the disparity between the positive image portrayed to policymakers and the actual economic challenges like rising bankruptcies and defaults in various sectors. It also discusses the Fed's interest rate policy, inflation trends, and the impact of factors like population growth and government deficits on economic dynamics. Furthermore, the chapter explores the concept of a bifurcated economy, questions the focus on the Federal Reserve's actions, and analyzes the likely impact of the election on the markets based on past examples.
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