Watch my conversation with Jeff Deist at Mises Institute about the challenges of monetary policy, the risks of demand-side policies and how Austrian economics can help deliver solutions to current challenges.
Category Archives: Interviews
Trade war? Emerging markets and eurozone. Moderation in optimism.
In this short video we remind that we are not living a trade war… but a negotiation. Continue reading Trade war? Emerging markets and eurozone. Moderation in optimism.
Turkish Lira Decline a ‘Symptom’ of EM Fiscal Imbalances (Bloomberg TV)
Watch the full video here.
In this interview we comment on the risks of emerging markets, rising imbalances, and a consensus bet on a weak US dollar and low rates that has led to large fiscal and, in some cases, trade deficits. Continue reading Turkish Lira Decline a ‘Symptom’ of EM Fiscal Imbalances (Bloomberg TV)
Escape from the Central Bank Trap (Seeking Alpha, Hedgeye)
The Fed, ECB and BOJ have collectively added more than $20 trillion worth of asset purchases globally since the onset of the Great Recession.
This endeavor has been fundamentally misguided from the start, says economist, author and Tressis CIO Daniel Lacalle.
Central bankers cannot print growth, Lacalle says.
Continue reading Escape from the Central Bank Trap (Seeking Alpha, Hedgeye)
