policymakers
5 statements across 5 episodes · 3 bullish · 1 bearish · 5 people on the record · first statement Mar 18, 2020 by James Aitken · across every show →
Everything said about policymakers, oldest first
Mar 18, 2020 bearish
Aitken: Low Rates and Regulation Drove Unconstrained Shadow Banking Leverage
“The cool eye of financial history might conclude that by driving interest rates to ridiculously low levels, while simultaneously driving financial intermediation out of prudentially regulated banks, We or policymakers perhaps effectively uncapped leverage in t…”
Oct 26, 2020
Papic: Geopolitical analysis must focus on constraints rather than preferences
“Preferences are really not the starting point of analysis, because they're a derivative. They're subject to something else, and that's something else's constraints, because unlike preferences, Constraints are not optional.”
Aug 12, 2021 bullish
Jensen: Policymakers will accept inflation over a deflationary market crash
“I think policymakers are much more likely to take inflation than a deflationary crash at this point. And there's so much that can be done in society by distributing the wealth via those mechanisms. So I think you're likely to see that.”
Mar 20, 2023 positive
Compliance carbon policymakers explicitly designed markets to rely on investor price discovery
“On the compliance side, helping the policy makers achieve their objective of reducing emissions from their emitters by being part of that market and participating in that market, which is explicitly contemplated by the market design in order. They want investo…”