Austrian Theory, Banking, Central banks, China, Commodities, Credit, Energy, Equities, Europe, Federal Reserve, Fixed Income, Forex, Gold, Japan, Macro, Money, Oil, USA, Yield Curve
Once through with feeling
Some readers may be interested in putting a voice – and even a face – to the author. Below are links to three recent audio-visual publications in which I discuss US & Chinese macro as well as the interrelations between the three great asset classes of stocks, bonds, an commodities. Following on is a wider sampling of my views.
Asset Allocation: Everything’s Relative
Chinese Credit: Who’s paying for that?
If that has not entirely sated your appetite, next is a trio of recent appearances with Jeremy Naylor of IG Live, starting with one at the end of last year:-
10 Years on and still it hasn’t sunk in
20 Years of BoE ‘independence’: Mission Creep and Hubris
[That last earned me a quick interview on BBC World News on the same topic which sadly I am not allowed to post]A few from the past year,courtesy of Jeff, Karen , Steve and Lousia at CNBC Squawk Box:-
For all the noise, oil is a range trade
Brexit: Turn the UK into Switzerland
Post Brexit: Carney driving capital flight to the airport in a limo
China stretching the limits of credit creation
Germany in the wake of Merkel’s setback
And, finally, a more philosophical discussion with the estimable Tim Price on Tip TV:-
An Austrian in Bloomsbury Wonderland
