Episode Details
| Title | Central Bank Independence |
|---|---|
| Date | 8/13/2019 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $FISCALPOLICY - There's a need for more active and visible fiscal policy leadership from presidents, as there has been an over-reliance on central banks since the financial crisis.
- “The relative invisibility of both Presidents Obama and Bush too is extraordinary. I'm not making a partisan point that applied first to Bush and then to Obama. They weren't out there in front explaining what was being done in the way that President of what of what was done.” - Paul (8:52)
- 🟢 $INFLATION - 🔒
Bearish:
- 🔻 $CENTRALBANKS - 🔒
- 🔻 $BONDMARKET - 🔒
- 🔻 $USD - 🔒