Lead-Lag Live cover image

Protecting Your Portfolio: David Hay and Michael Gayed Discuss Strategies Amid Quantitative Easing

Lead-Lag Live

00:00

The History of the Global Financial Crisis

Bubble 1.0 was obviously tech in the late 90s, pressed it in the first part of 2000. Bubble 2.0 was a direct function of bubble 1.0 because you had the Fed under tremendous pressure from particularly Paul Krugman and Pimco. So that pops and then to try to mitigate the aftershocks of bubble 2.0, then we, you know, fed launched the ocean liners. I call them QE1, QE2, QE3, and then unofficially QE4 in September 2019 during the repo crisis.

Play episode from 41:27
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app