A Credit Cycle That Hasn’t Cycled (Guest: Dario Perkins)
The Market Huddle
Reevaluating Monetary Policy in a Changing Economy
This chapter explores the complexities of monetary policy and interest rates, examining their unexpected effects on the economy and the shifts towards fiscal strategies. The speakers discuss historical parallels and current challenges, including supply shocks and the resilience of bond markets. They emphasize the need for a balanced investment approach, highlighting the limitations of traditional monetary tools and advocating for a more dynamic economic environment.
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