UnderTheLens
TRANSCRIPTION: IN-DEPTH – THE PASSIVE ETF DYNAMO
TRANSCRIPTION: IN-DEPTH – THE PASSIVE ETF DYNAMO SLIDE 4 To understand the insanity we are presently witnessing, we need take a step back and consider just how institutional money like Pensions, Insurance Companies & Financial Intermediaries think. They like fixed income because it’s far less volatile and ostensibly less risky than equities, They hate […]
TRANSCRIPTION: IN-DEPTH – IS CENTRAL BANK TIGHTENING REALISTIC?
VIDEO TRANSCRIPTION: IN-DEPTH – IS CENTRAL BANK TIGHTENING REALISTIC? THE GREAT CONUNDRUM WHAT IS THE CONUNDRUM? The Federal Reserve has been very clear through its’ forward policy guidance that it will slowly increase the Fed Funds Rate. “Slow” however should more appropriately described here as at a “Glacial Pace”! Additionally the Fed plans to […]
TRANSCRIPTION: IN-DEPTH – THE COMING ‘NATIONALIZATION’ OF MARKETS
THE COMING ‘NATIONALIZATION’ OF MARKETS ‘NATIONALIZATION’ DURING THE NEXT FINANCIAL CRISIS The Choices in a Crisis By every measure the stock market is historically over-valued and long overdue for some sort of a correction. We have just experienced the third biggest and second longest central bank-sponsored bull market in history. Normally the more over extended markets become, the more serious the […]
VIDEO TRANSCRIPTION: IN-DEPTH – Where Financialization Will Lead Us
VIDEO TRANSCRIPTION: IN-DEPTH – Where Financialization Will Lead Us SLIDE 5 We have recently posted videos about Financialization of the US Economy. The first was last month’s UnderTheLens Report entitled ” Are Central Banks Caught in the First Globalization Trap?”. Though it didn’t specifically outline Financialization some of the points I would like to […]