My Best Interview
For anyone who is interested in understanding my views on the global economic crisis, this is the video I would recommend watching, if I could only recommend one. In it,
Watch Q2 Macro Watch Preview: Treacherous Mar…
To watch a 6-minute overview of Macro Watch: Second Quarter 2014, click on the link at the bottom of this blog. But first, an announcement: Today I am offering the
Macro Watch Q2 2014 Is Ready To Watch
Macro Watch: Second Quarter 2014 has been uploaded and is now ready to watch. This quarter, there are seven videos, beginning with one warning investors that the stock market may
The Liquidity Gauge
Central bank forward guidance and communication are all fine and good, but it is liquidity that moves the markets. When liquidity is plentiful asset prices tend to rise and when
CNBC Asia Squawk Box Interview
This morning I spoke with Martin Soong on CNBC Asia Squawk Box. We discussed the fundamental weakness of the US economy, the approaching shift in liquidity, the prospects for assets
The CNBC India Interview: Why QE Won’t …
I was in Mumbai to speak at the CFA Institute’s India Investment Conference last week. While there, I was interviewed by CNBC India. I explained why I believe that Quantitative
Watch MACRO WATCH on YouTube
Macro Watch First Quarter 2014 is now uploaded and ready to watch. It explains how the Fed’s new “Taper Schedule” is likely to impact Liquidity and Asset Prices on a
Macro Watch First Quarter 2014 Has Been Uploa…
The new issue of Macro Watch is ready to watch. Its theme is that Quantitative Easing is unlikely to end in 2014. Contents: 1. Introduction 2. Economic Overview, With a
The McAlvany Weekly Commentary Interview
I had a very interesting conversation with David McAlvany for The McAlvany Weekly Commentary recently. We discussed: • The Fed’s serial bubble blowing strategy • The role liquidity plays in
THE TAPER: Recalibrating Liquidity
The “Taper” has begun. It’s important to understand why. On December 18th, the Fed announced that it will begin to taper the amount of fiat money it creates each month
