Erik Norland and Harley Bassman on Fed Policy, Volatility, MMT and Inflation

Erik Norland and Harley Bassman on Fed Policy, Volatility, MMT and Inflation

Real Vision Live Replay : Erik Norland, executive director and senior economist at CME Group, joins Wall Street veteran Harley Bassman of The Convexity Maven to discuss the impact of Fed policy on volatility across a handful of assets since the pandemic and, more broadly, since the GFC. In addition to this discussion of potential unintended effects of Fed policy, they examine its failure to generate meaningful inflation in anything aside from financial assets. They also debate whether negative rates in the US are probable—or even possible—as well as why the dwindling monetary policy toolbox combined with political rhetoric seems to point towards MMT and a passing of the baton from monetary authorities to fiscal authorities at least as it relates to generating inflation. Recorded on December 16, 2020. Key Learnings: The Fed’s monetary policy has had measurable effects on markets, especially in terms of reducing volatility but has not been successful in generating inflation. The shift from monetary to fiscal policy could be what finally ushers in the period of inflation many have been predicting. For our Listeners : Protect your portfolio and join 130,000 members by signing up at masterworks.io with promo code REAL VISION today to skip the waitlist. See important information at masterworks.io/disclaimer Checkout Jordan Harbinger Show @ https://www.jordanharbinger.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

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The Chinese Mirage with Chris Balding

The Chinese Mirage with Chris Balding

Christopher Balding, associate professor at Fulbright University Vietnam, delves into the many layers of the Chinese economy with Mike Green of Thiel Macro. Balding and Green discuss the inconsistenci...

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WeWork, Amazon, Fannie Mae and Berkshire: Whitney Tilson’s Hedge Fund Odyssey

WeWork, Amazon, Fannie Mae and Berkshire: Whitney Tilson’s Hedge Fund Odyssey

Whitney Tilson details his transformation from momentum trader to an investor living by Warren Buffett’s advice that “it’s far better to buy a wonderful company at a fair price than a fair company at ...

20 Syys 20191h 7min

Barry Silbert Forecasts the Future of Crypto

Barry Silbert Forecasts the Future of Crypto

Barry Silbert is the founder and CEO of Digital Currency Group, a cryptocurrency investment trust that is now worth as much today as the whole asset class was five years ago. In this conversation with...

13 Syys 201949min

Are Unfunded Pensions Secretly Driving Markets? (With Brian Reynolds and Tyler Neville)

Are Unfunded Pensions Secretly Driving Markets? (With Brian Reynolds and Tyler Neville)

Brian Reynolds, former chief market strategist at Rosenblatt Securities, tells why unfunded pension liabilities are the real engine for the U.S. credit boom, and how this financial engineering has pro...

6 Syys 201941min

Bitcoin, Gold, and the Future of Macro Investing (Dan Tapiero with Raoul Pal)

Bitcoin, Gold, and the Future of Macro Investing (Dan Tapiero with Raoul Pal)

Bitcoin, Gold, and the Future of Macro Investing (Dan Tapiero with Raoul Pal) Learn more about your ad choices. Visit podcastchoices.com/adchoices

30 Elo 20191h 5min

Russell Clark - Devaluing the Chinese Renminbi

Russell Clark - Devaluing the Chinese Renminbi

Russell Clark of Horseman Capital warns that a Chinese currency shock could be the spark that burns down the entire global economy. In an hour-long conversation with Real Vision editor Roger Hirst, wh...

23 Elo 201937min

Real Vision Classics #5 - Josh Wolfe interviewed by Michael Green

Real Vision Classics #5 - Josh Wolfe interviewed by Michael Green

What will the future look like, and what will that future mean for businesses and investors? Michael Green of Thiel Macro sits down with Josh Wolfe of Lux Capital for an incredibly though-provoking co...

18 Tammi 20191h 21min

Real Vision Classics #4 - Raoul Pal interviewed by Dee Smith

Real Vision Classics #4 - Raoul Pal interviewed by Dee Smith

Social media power, the proliferation of artificial intelligence, and the destruction of the rules-based global order. How are these massive trends connected? Raoul Pal, CEO of Real Vision and the mi...

11 Tammi 20191h 14min

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