Monetary Policy

topic on 1 show · 2 statements across 2 episodes

Capital Allocators

2 statements about Monetary Policy, every show

Aitken: Central banks cannot identify restrictive policy until they have overtightened
“You have no idea what sufficiently restrictive monetary policy is until you are beyond it. That's the tricky thing. And if the Fed is genuine about risk management with regards to inflation, the Fed is incentivized to overdo it.”
James Aitken Jul 10, 2023 ▶ 44:35 James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
CAPITAL ALLOCATORS Prediction Not checkable as stated
Jensen: Central banks will continue making cash an unattractive asset
“And I think we're very far from that scenario today. I think they're going to continue to make cash a terrible asset and drive up The real economy through that process.”
Greg Jensen Aug 12, 2021 ▶ 47:00 Greg Jensen – Bridgewater Associates (Manager Meetings, EP.06)

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