This week on the podcast! I talk to Professor Tim Duy (Fed Watch blog, University of Oregon) about the failure to get a new stimulus bill. Then my friend Joe Terranova (Virtus Investment Partners) joins me to talk markets, valuations, inflation and why there’s too much money chasing too few investments given the $90 trillion in global liquidity sloshing around.
You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!
And be sure to leave a rating and review – they go a long way!
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