Podcast on the challenges participants are facing today
The food fight between the President and the Fed Chair could result in too much easing, and the expansion of valuations beyond sustainable levels. The other food fight: leveraged loan issuers vs buyers. Issuers are winning this fight hands down due.
Michael discusses how short covering, rather than real money, has driven the fastest recovery on record following a bear market, and looks ahead at slowing earnings growth.
Armageddonists and the portfolio cost of fear, 2010-2019
Michael discusses this year���s Eye on the Market Energy paper. Topics include the unattainable objectives of the Green New Deal, an overview of the world���s de-carbonization challenges, Germany���s energy transition and Trump���s War on Science.
In today���s special issue Eye on the Market, Michael takes a close look at the question of rising committed and unspent capital in private equity, and implications for investors.
In this month���s podcast, Michael looks at the midterms: GOP gains in the Senate, an historic loss in the House given economic and market conditions, and what it means for investors.
Michael recaps the self-inflicted wounds of the Section 301 tariffs, and recaps his meetings in DC with a group of Congressmen to discuss debt, deficits and financial markets.
Michael went on a search for Democratic Socialism in the real world, and ended up halfway around the globe from where he began.