secular stagnation

2 statements across 1 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Jun 25, 2018 by James Aitken · across every show →

Everything said about secular stagnation, oldest first

Jun 25, 2018 negative

Insight

Secular Stagnation Is a Policy Choice, Not an Inevitable Reality

“Secular stagnation is a euphemism for policy failure, meaning that secular stagnation is a choice.”

James Aitken Jun 25, 2018 ▶ 1:08:21 James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)

Jun 25, 2018 bearish

Opinion

Assuming Long-Term Rates Can Only Fall Is Global Markets' Biggest Risk

“I think the number one risk is the assumption that long-term interest rates can only go down. That's the number one risk. That underpins, I think, Nearly every major asset allocation around the world. The assumption that we are perpetually mired in some sort o…”

James Aitken Jun 25, 2018 ▶ 1:08:04 James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)

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secular stagnation

Everything said about secular stagnation, oldest first

Turn any episode into a week of clips.