GM38: Debt, Stagnation and Policy Responses ft. Barry Eichengreen
发布时间 2023-04-05 05:30:00 来源
摘要
Join us for a thought-provoking conversation with Professor Barry Eichengreen, Professor of Economic and Political Science at University of California, Berkeley as we discuss what we can learn from economic history in the current volatile global macro environment. We discuss the uses and misuses of history and look at what history tells us about the policy response to the current strains in the banking system. We delve into Professor Eichengreen’s work on the long term outlook for the US dollar, the exorbitant privilege that the dollar’s reserve status bestows on the US and whether the Euro and the Chinese Renminbi are becoming credible alternatives to the dollar. We also discuss if rising public sector and private sector debt levels sustainable and whether the global economy has fully emerged from the period of secular stagnation which characterised the last decade.----------EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.Learn more about the Trend Barometer here.Send your questions to [email protected] please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Follow Barry on Twitter.Episode TimeStamps: 03:19 - Introduction to Barry Eichengreen 08:17 - A potential misuse of history 11:26 - A lesson forgotten? 14:25 - Are things starting to break? 16:49 - A lesson learned 18:44 - Should we be concerned? 22:19 - Are crises inevitable? 24:32 - Is the dollar under threat? 30:10 - The need for safe assets 36:02 - The state of the Euro 39:39 - Making alliances 43:17 - A change in...
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