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ReSolveRiffs with Michael Howell on Liquidity & its Multi-Dimensional Impacts on Markets and the Economy

Resolve Riffs Investment Podcast

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The Dynamic of Central Bank Balance Sheet Expansion Over the Next Decade

Michael Bociurkiw: The motivation for central bank balance sheet expansion and ultra low interest rate policy in the past decade was to incentivize private sector credit. It seems like what you're suggesting is that over the next decade, the balance sheet expansion is going to be to a much larger degree motivated by needing to finance government spending. What we need is more supply in order to get the world economy or more particularly the western economy by allowed.

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