Dan Zwirn, Arena Investors - A Stoic Approach to Investing | #382
The Meb Faber Show - Better Investing
The Future of Opportunity in the Global Economy
I would say Japan showed us that you could have bad monetary policy for an extended period of time and kind of muddle your way through for years. But when you combine that with really poor fiscal policy, and you create inflation, which we have now, you're in a real tough position. And I think we are more at risk of that than we have been in a long, long time since the late 60s and how they created the 70s. We want to do things that stay right in our box in terms of risk for word that don't have access to those big and easy dollars.
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