Talk Your Book: The Bubble Will Get Bigger

Today’s Talk Your Book is brought to you by State Street Investment Management:

• See here for more information on State Street Investment Management

On today’s show, we discuss:

• The effects of monetary easing and a permanent fiscal deficit on risk assets
•  At what point does the deficit start to matter
• The risk of rising long-term rates driven by increasing sovereign debt
• Why the labor market may be performing better than anticipated, and the risk that the Fed could be cutting too aggressively
• An unusual phenomenon in the labor market, with both labor supply and demand slowing
• How to diversify out of the Magnificent Seven

Listen here:

https://podcasts.thecompoundnews.com/show/animalspirits/

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