Top Traders Unplugged2 Nov 2022

GM27: Central Banks were Warned about their Failed Policies ft. William White

Today, we are joined by William White, Economist, Policy Advisor and Policy Maker who worked at the OECD, BIS & Bank of Canada, for a conversation on monetary policy and how it can negatively impact the economy. We discuss the unintended consequences of ultra-easy monetary policies, what has caused the current rebound in inflation and why we have gone from price stability to specific inflation rate targeting. We also discuss how Central Banks have handled inflation and supply shocks, both historically and recently, through monetary policies, how the current debt problem poses a threat to the economy and how it might be solved, the psychological perspective behind economical theory and why the financial conditions might have been too easy, financial and physical dominance and why they are not good for a non inflationary future. Lastly, we discuss the crisis from a European perspective, why the Dollar might not be stable in a future crisis and much more.

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Episode TimeStamps:

00:00 - Intro

03:12 - Introduction to William White

04:38 - Discussing White’s paper about monetary policies

10:32 - What has driven the inflation to this point?

23:05 - Inflation targeting - a great succes?

33:18 - Are we seeing the right policy?

40:33 - The debt problem

52:24 - Has central bank credibility been undermined?

58:18 - Seduced by their own billions

01:03:33 - A weaponization of the dollar

01:10:12 - What about Europe?

01:19:03 - White’s recommendations for aspiring economists

01:24:39 - Key takeaways from Niels

Resources discussed in this Episode:

LINK: William White website

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