Catalyst Funds
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Strategy Shares
This is “ReSolve’s Riffs” – live on Youtube every Friday afternoon to debate the most relevant investment topics of the day.
For the last 12 years, the Fed and other major central banks have exerted overwhelming influence and power over investors’ behavior and capital markets. Since the pandemic began, governments have been forced to step up and unleash a fiscal tsunami to help ailing economies during the deepest recession in living memory. To make sense of this convoluted macroeconomic environment, we invited Jeff Weniger (WisdomTree) for a wide-ranging conversation that included:
- Birthrates in western countries and their impact on growth
- Fiscal and monetary policies
- The power of narrative in driving animal spirits
- Inflation and the velocity of money
- Mega cap stocks and other market distortions
We also discussed how families have adapted to shelter-in-place measures and the implications on the jobs and housing markets. Jeff shared data and multiple anecdotes, which made this both highly informative and very entertaining.
