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asset prices

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Sep 20, 2021 by Luke Ellis · across every show →

Everything said about asset prices, oldest first

Sep 20, 2021 bearish
Prediction Not checkable as stated
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.”
Luke Ellis Sep 20, 2021 ▶ 52:08 Luke Ellis – The Man Behind The Man Group (Capital Allocators, EP.214)
Jul 11, 2022 bearish
Prediction Not checkable as stated
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.”
Rob Citrone Jul 11, 2022 ▶ 8:45 Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
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