Capital Flows
topic on 2 shows · 4 statements across 4 episodes
4 statements about Capital Flows, every show
U.S. hegemony as the primary global capital magnet is over
“A target-rich environment promoted by the fact that U.S. Hegemony in terms of being a magnet for capital is over.”
Haugaard: Capital Flows Into Emerging Markets Revolve Around Self-Fulfilling Expectations
“Financial markets are very powerful. Expectations can be self-fulfilling, and if you make the good policy choices, you can have a slow and steady catching up, and if you don't, it will be a bumpy ride, and you can have capital flows coming in and out in a very…”
Friedberg warns of a 2008-style global capital flow freeze
“I think I mentioned a while ago that dollars were kind of locked up in March and then I went to this conference and people were like, yeah, we're loosening up and making a plan again in July because the market was kind of turning back up and now equity markets…”
Baumgartner: Inflows to investment strategies simultaneously lower returns and increase risk
“I do think that edge goes away, and people figure things out, and money piles into strategies, and when capital flows in anywhere, it wrecks. Not just future returns, but the risks go up as well. So getting dinged twice, you're getting a lower expected return,…”