On today's episode of "On the Margin", Ben Hunt Author of Epsilon Theory and Mike Green Chief Strategist at Simplify Asset Management join the show for a discussion around one of Ben's recent articles "Hollow Men, Hollow Markets, Hollow World".
Ben and Mike compare household net worth and GDP which substantially diverged post 1990 when Alan Greenspan was Federal Reserve Chairman. Post Greenspan saw Ben Bernanke, Janet Yellen and Jerome Powell take the role of Chair of the Federal Reserve.
Ben highlights that "emergency government action always becomes permanent government policy". Just how has the era of QE influenced inflation, the U.S economy & wealth inequality. To find out, you'll have to tune in!
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Referenced In The Show:
Hollow Men, Hollow Markets, Hollow World: https://www.epsilontheory.com/hollow-men-hollow-markets-hollow-world-2/
The Three-Body Problem: https://www.epsilontheory.com/three-body-problem/
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Timestamps:
00:00 Introduction
00:38 Hollow Men, Hollow Markets, Hollow World
14:57 Central Bank Hubris
22:38 Searching For Simple Solutions To Complex Issues
31:38 Gresham's Law Of Information
45:47 The End Of A Regime
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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