We're at a Big Macro Turning Point
Real Vision: Finance & Investing
00:00
The Future of Fiscal Policy
I think we're in a world where fiscal policy is going to be much more activist than it was before. We saw that with the energy crisis, we're seeing it with defense spending. So you know, coming out of this sort of cold war, we have this appetite for sort of securing strategic commodities and semi-conductors. For the first time since the Second World War, governments are taking a very different approach. And that is the end of neoliberalism,. which basically defined that super cycle after 1980 has gone.
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