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GM22: Investing through a Fourth Turning ft. Niels Kaastrup-Larsen & Cem Karsan

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Sinopse

Today, Cem Karsan and I reflect on previous conversations with guests on the Global Macro series and how they have developed us as investors. We also discuss the historical framework of the Fed and their role and power in the economy, how 40 years of monetary policy and technological revolution have caused historic inequality and how recessions have been handled throughout history. Additionally, we address the consequences of ultra low interest rates and high inflation and why we might see a loss of credibility in the Fed going forward, the importance of finding an edge in your investment strategy. Lastly, we discuss the strength of the dollar, how investors should position themselves in the wake of a Fourth Turning and much more. ---- ---- Follow Niels on https://twitter.com/toptraderslive (Twitter), https://www.linkedin.com/in/nielskaastruplarsen (LinkedIn), https://www.youtube.com/user/toptraderslive (YouTube) or via the https://www.toptradersunplugged.com/ (TTU website). IT’s TRUE ? – most CIO’s read