Richard Koo: How Excessive Corporate Debt Could Thwart Future Economic Growth
Real Vision: Finance & Investing27 Mars 2021

Richard Koo: How Excessive Corporate Debt Could Thwart Future Economic Growth

Richard Koo, chief economist at Nomura Research Institute, returns to Real Vision to update his framework on how key economic variables such cash, liquidity, savings, and debt have been impacted by the global recession. In this interview with Real Vision managing editor Ed Harrison, Koo applies to the current situation his noted theory of a "balance sheet recession" in which liquidity is ample, but the private sector nevertheless remains focused on paying down debt. Koo and Harrison analyze the interplay between the economic shutdown and economic growth. Lastly, Koo shares his views about quantitative easing, negative interest rates, central bank digital currencies, and ongoing efforts by central banks to stem the damage wreaked by the pandemic. Recorded on January 29, 2021 Key learnings: Koo thinks that the unprecedented interventions of central banks were necessary to meet the once-in-a-lifetime crisis of COVID-19. Like many, Koo expects that economic growth will pick up once pent-up demand is unleashed. However, after this spurt of economic activity, Koo thinks that the overhang of debt could cause a significant balance sheet recession that is contractionary and deflationary. For our Listeners : Checkout skillshare.com and learn a new skill. You can use a unique promo link skillshare.com/realvision 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

Avsnitt(2070)

Global Equities Lift, Eurozone Weakness, and Crypto’s Santa Hopes: PALvatar Market Recap, November 27 2025

Global Equities Lift, Eurozone Weakness, and Crypto’s Santa Hopes: PALvatar Market Recap, November 27 2025

🔥 *The Future of Finance is HERE: Join the waitlist* https://rvtv.io/3IQ5Bs6 ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and cr...

27 Nov 20256min

Trading the Markets: November 26, 2025 | Kris Bullock and Bijan Maleki

Trading the Markets: November 26, 2025 | Kris Bullock and Bijan Maleki

Real Vision's Kris Bullock and Bijan Maleki are back to break down the charts and highlight their favorite Real Vision trade ideas before taking questions from the audience. Tune in every Wednesday at...

26 Nov 202535min

Fed Cut Hopes, Weak US Data, Alphabet’s Surge, and BOJ Signals: PALvatar Market Recap, November 26 2025

Fed Cut Hopes, Weak US Data, Alphabet’s Surge, and BOJ Signals: PALvatar Market Recap, November 26 2025

🔥 *The Future of Finance is HERE: Join the waitlist* https://rvtv.io/3IQ5Bs6 ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and cr...

26 Nov 20255min

Fed Cut Odds Rise, Tech Rebounds, and Crypto Headlines: PALvatar Market Recap, November 25 2025

Fed Cut Odds Rise, Tech Rebounds, and Crypto Headlines: PALvatar Market Recap, November 25 2025

🔥 *The Future of Finance is HERE: Join the waitlist* https://rvtv.io/3IQ5Bs6 ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and cr...

25 Nov 20255min

Macro Mondays: November 24, 2025 | Andreas Steno Larsen and Mikkel Rosenvold

Macro Mondays: November 24, 2025 | Andreas Steno Larsen and Mikkel Rosenvold

🔥 *Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them*. Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host Mikkel R...

24 Nov 202534min

Fed Rate Cut Odds, Russia-Ukraine Talks, and Bitcoin Volatility: PALvatar Market Recap, November 24 2025

Fed Rate Cut Odds, Russia-Ukraine Talks, and Bitcoin Volatility: PALvatar Market Recap, November 24 2025

🔥 *The Future of Finance is HERE: Join the waitlist* https://rvtv.io/3IQ5Bs6 ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and cr...

24 Nov 20255min

Bitcoin Tanks — Where Is the Bottom? | REKT Vision (November 21, 2025)

Bitcoin Tanks — Where Is the Bottom? | REKT Vision (November 21, 2025)

🔥 *Join the waitlist: https://rvtv.io/3IQ5Bs6* This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Spencer, CEO of Orange Cap Games & Spencer V...

21 Nov 20251h 5min

Market Reversal, Hot Payrolls, Yen Intervention & Crypto Turmoil: PALvatar Market Recap, November 21 2025

Market Reversal, Hot Payrolls, Yen Intervention & Crypto Turmoil: PALvatar Market Recap, November 21 2025

🔥 *The Future of Finance is HERE: Join the waitlist* https://rvtv.io/3IQ5Bs6 ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and cr...

21 Nov 20256min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
uppgang-och-fall
rss-inga-dumma-fragor-om-pengar
rss-borsens-finest
avanzapodden
svd-tech-brief
rss-kort-lang-analyspodden-fran-di
bathina-en-podcast
fill-or-kill
montrosepodden
24fragor
borsmorgon
dynastin
rss-dagen-med-di
market-makers
tabberaset
kapitalet-en-podd-om-ekonomi