Likely vaccines give a clearer view of inflation and future policy constraints

 

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Join InvestSense Director Jonathan Ramsay and Andrew Hunt of Hunt Economics in this podcast as they discuss:

  • A 40 year regime shift already underway?

  • What will happen if we have more printing of money, an economic recovery AND that money then circulates more freely than in 2010?

  • What can Jay Powell and the US Fed do about this, and when?

  • Time to go long equities and short duration or could the traditional year-end liquidity drought still throw a spanner in the works ?

 
PodcastsJonathan Ramsay