monetary policy

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Aug 12, 2021 by Greg Jensen · across every show →

Everything said about monetary policy, oldest first

Aug 12, 2021 bearish
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)
Jul 10, 2023 neutral
Insight
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)
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