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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 Future of Credit Guidance

I think also we would probably have to take offline the value of shifting further into a supply side orientation economically. But I do completely agree that credit guidance is likely to be or what did you call it directed credit? It's like window co-entered. There are ways that they could direct fiscal expansion into investment. That's quite feasible. The whole budget is being soaked up on things like social security spending, unemployment, defense, these mandatory spending items and there's little room for this discretionary spending.

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