Forward Guidance cover image

The Bear Market Has Only Just Begun | Ted Oakley

Forward Guidance

00:00

How Do You Think About the Money Supply?

A, ted, this is geting a little in the weeds, but how do you think about the money supply? Their different monetary aggregates, m zero, m one, m two. And all of them have their advantages and disadvantages. It kind of gives the federal eserve too much credibility, because it shows that m two increased a huge amount during 20 20 and 20 21. But your quantitative easying is not. A, no, it's on something we some from an investment standpoint. We look at it, we don't see what's going on with it, but it's not what we spend a lot of time.

Transcript
Play full episode

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