Single Best Idea with Tom Keene: Wei Li & Richard Clarida

Wei Li, an influential figure in investment research, joins Richard Clarida, a former Vice Chair of the Federal Reserve, to discuss pivotal market movements influenced by geopolitical events, including a crucial prisoner swap with Russia. They delve into China’s economic growth forecasts and bond yield fluctuations while providing insights into the fiscal landscape. The conversation also unpacks the nuances of monetary policy, contrasting the Federal Reserve's decisions with those of the Bank of England and highlighting historical dissent trends.