Gerard Minack

Gerard Minack, an independent macro analyst at Minack Advisors, dives into the complexities of US debt versus other nations, highlighting why America's situation is particularly precarious. He warns that rising debt levels are on an unsustainable path and that bond vigilantes will likely intervene soon. The discussion also contrasts valuations of US assets with those globally, predicting a convergence, while intriguing insights on Japan's economic resilience and the implications of AI on the market provide a multi-faceted view of current financial landscapes.