Asset Prices
topic on 5 shows · 6 statements across 6 episodes
American Optimist 
Capital Allocators 
All-In 
TBPN 
20VC
6 statements about Asset Prices, every show
Warsh: Quantitative easing impacts the economy primarily through asset prices, not lending
“Easing is fundamentally different than cutting interest rates, in that it appears to be working through fundamentally different transmission channels. No longer credit channels and lending channels appear to be the dominant way in which it impacts the economy.…”
Chamath: Deflating asset prices reduces consumer spending and depresses inflation
“If you deflate asset prices, you also deflate inflation.”
Baker: Global Economy Had Prolonged Unconstrained Balance Sheet Growth
“So from my perspective, you know, we've had a very long period of almost unconstrained balance sheet growth the world over, right? Debt, money, asset prices spending associated with that.”
Citrone: $3 Trillion Liquidity Drain Will Hit Asset Prices Significantly
“As we take three trillion out, it has to have a significant impact on asset prices in my view, and we haven't even started.”
Ellis: The End of Current Macro Regime Will Be Extremely Messy
“And personally, I think when it ends, it will be extremely messy. It's got to happen one day because you can't just keep increasing government debt and all other debt and Having no return on capital and have asset prices go up every day.”