Interview: Inflation, Liquidity, China Evergrande

Posted October 30, 2021

I recently had a very good conversation with Buck Joffrey for the Wealth Formula Podcast.

I highly recommend you listen to it.

Topics include:

• The many reasons inflation will not remain high.

• Why the Liquidity Tsunami that has driven asset prices sharply higher over the last year is about to end.

• The Wealth to Income Ratio is far above all previous peaks, and why this should worry investors.

• The main reason the Fed is likely to announce next week that it will begin tapering Quantitative Easing.

• How significant a threat does Evergrande, the beleaguered Chinese property developer with US$300 billion of debt, pose to the global financial system and the global economy.

I hope you will listen to this interview now.

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Click HERE to listen to this Wealth Formula Podcast interview now.  (The interview begins at the 9-minute mark.)

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