Jonathan Tepper: The Sea of Excess Liquidity which fueled the rally will soon dry up!
Macro Voices - Un podcast de Hedge Fund Manager Erik Townsend - Les jeudis
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Erik Townsend welcomes Jonathan Tepper to MacroVoices. Erik and Jonathan discuss the excess liquidity generated by central bank policy and the impact to equities, emerging markets and commodity prices. Jonathan gives further insights on inflation risks and the real end game and runaway inflation. They further discuss the 35-year secular bull market in sovereign bonds and the yield curve. With further comments on Australia, Brazil, China and Japan.
