We Study Billionaires - The Investor’s Podcast Network TIP173: Stock Market Melt-up with Richard Duncan (Business Podcast)
Jan 14, 2018
Richard Duncan, a macroeconomics expert with over 30 years of experience at the World Bank and IMF, shares deep insights into the bond market’s relationship with stock prices. He explains how rising bond yields could indicate a stock market high and discusses the Federal Reserve's actions, notably their billion-dollar balance sheet reduction. Duncan also unpacks the U.S. trade deficit's role in maintaining the dollar's dominance globally and speculates on the future of commodities, offering essential advice on avoiding confirmation bias for investors.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Understanding the Bond Yield Curve
01:57 • 12min
Currency Dynamics and Global Implications
13:28 • 7min
The Dynamics of Currency Valuation
20:55 • 15min
Assessing the Impact of Monetary Policy Through Historical Crises
35:30 • 5min
The Evolution of US Monetary Policy and Economic Trends
40:10 • 7min
Navigating Monetary Influence and Investment Psychology
47:26 • 8min