John Stepek talks to Jim Mellon ahead of the MoneyWeek Wealth Summit to get his views on some of the hottest topics in finance today.
MMT is coming, the US dollar is here to stay, and “value” investing is dead: an interview with Dylan Grice
John Stepek talks to Dylan Grice about everything from inflation, MMT and he US dollar to the Bull market in “duration” and the future of the financial system.
Current conditions in the US don’t call for negative interest rates. But that doesn’t rule them out, says Howard Marks, founder of Oaktree Capital Management.
John Stepek talks to Dylan Grice, co-founder of Calderwood Capital, about inflation, duration and the “death” of value.
Bill Gross – the billionaire co-founder of giant asset manager Pimco, is worried about the effect long-term low interest rates are having on the markets.
We’ve endured plenty of recessions before. But the problem this time is that central banks don’t have much room to cut interest rates, says Gervais Williams.
Robert Shiller, the Yale economics professor and winner of the Nobel Memorial prize, believes “stories” can affect economics.
The US Federal Reserve isn’t expecting a recession. But the, it never does, says David Rosenberg of Gluskin Sheff. Even when one is just around the corner.
In economic and political terms, today’s environment has a lot in common with the late 1930s, warns Ray Dalio, founder and co-chief investment officer of Bridgewater Associates, the world’s biggest hedge fund.
Can firms maintain their currently high levels of profits against this backdrop? Lord Rothschild is sceptical.
Distressed debt investor and author Howard Marks thinks US stocks have further to run.