Liquidity injections and zero interest rate policies disguise risk and may give a false sense of security. Continue reading Economic Data Weakens, Markets Soar. Are We Repeating 2008?
In this conversation with Keith McCullough we discuss key trends in global macroeconomics as well as monetary policy and market signals. Continue reading Why Central Banks May Trigger The Next Crisis. (Hedgeye Interview)
In this interview at CNBC we discuss the slowdown in China. Continue reading Chinese slowdown has nothing to do with trade wars
In this short interview at IG TV we discuss the outlook for the US economy: Continue reading US Economy Outlook and Jobs Report Implications