Discussion on the Yield Curve and Safe Asset Shortage

In a long career as an economist and trader, Mark Dow has seen almost everything. With one eye always on the narratives and behavioral elements that drive price, his commentary is an ideal complement to our own research. In a far-reaching conversation, we discuss his process, how it has evolved over the years, his always-insightful analysis of monetary policy frameworks past and present and the best opportunities Mark sees in markets in the weeks and months ahead. Mark is always Tweeting his thoughts @behavioralmacro and @mark_dow, be sure to check him out there.

See omnystudio.com/listener for privacy information.