SLP432 James Lavish The Great Debt Spiral
Stephan Livera Podcast
00:00
The Dollar Milkshake Theory, Brent Johnson, Centiago Capital
There is a school of thought among some macro commentators, where they argue central banks don't really matter. I'm curious to your view, do you agree disagree with that view because it kind of runs counter to this idea that the central banks are in charge? There's no doubt about it that there's a interest rate parity issue between central banks. The Bank of Japan has diverged from the US Fed, right? They're doubling down on QE and they're holding their rates at a certain percentage.
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