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[REPLAY] James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
Capital Allocators – Inside the Institutional Investment Industry
The Importance of Liquidity
The U.S. Federal Reserve is trying to balance interest rates and liquidity in the global financial system, says James Bovino. He asks: What are people not talking about that you think's really interesting? And what's the answer to that question today? India. It's a big place; it's a complicated place,. It's a bureaucratic place. It's not going away. In the not too distant future, it'll have more people in China. We know that why is nobody talking about the Mumbai-Mumbai industrial corridor? I'm ashamed to admit it was not until I had lunch with a great friend who lives on the same street as their DMIC office. But
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