The Evolution of US Monetary Policy and Economic Trends

This chapter examines the significant growth of household net worth in the US since 2009, alongside the influence of global factors on a deflationary economic environment. It further explores the Federal Reserve's changing role in monetary policy and its effects on the dollar and commodity prices.

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On today’s show, we bring back a guest that often yields some of the biggest praise from our listeners. His name is Richard Duncan and this is the third time we’ve had him on the show. Richard comes with a wealth of knowledge and over 30 years of experience working for organizations like the World Bank, the IMF, large cap asset management companies, and many more. He’s the author of three incredible books that discuss macro economics and how the world of finance functions in a fiat world.

During today’s discussion we’re going to talk about the bond market and how it’s yield is potentially creating an environment for the stock market to go even higher. Richard outlines some interesting points about how central banks are going to act in 2018 and what that means for overall market movements. So with that, let’s roll.

IN THIS EPISODE, YOU’LL LEARN:

Why and how the bond yield curve can signal a stock market high.
Why the FED is shrinking its balance sheet with 1 trillion dollars.
Why US’s trade deficit is the reason why the US dollar is the world’s most dominant currency.
Where commodities are heading in 2018.
Ask The Investors: How do I avoid confirmation bias?

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Richard Duncan’s Macro Economics site “Macro Watch.” Use the Coupon code “History” to get 50% of your annual subscription.
Richard Duncan’s book, The Dollar Crisis – Read reviews here.
Richard Duncan’s book, The New Depression – Read reviews here.

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