#44: Julian Brigden On The Fed's 'Impossible Trinity'
Superinvestors and the Art of Worldly Wisdom
The Impossible Trinity: How to Keep Asset Prices Alive
I'm very much in the camp and what I'm hearing from my buddies, thanks, but medley buddies in DC is we will get something through. It's a separate infrastructure bill, some sort of bipartisan thing followed up by something bigger. The thing with tax increases delayed for a couple of years, so you do get net stimulus. But Democrats want to win the election, so they can't allow this thing to go cold turkey. My bet is the problem is we're at this point, Jesse, with these asset prices to such high levels. We can't sustain a level of interest rates which is sufficiently high to naturally clear our debt levels.
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