A monetary reset is underway, according to John Butler, Investment Director of Southbank Research and Matthew Piepenburg, Partner of Von Greyerz AG. This is what it means for the world of investing.
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*This video was recorded on March 26, 2024
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0:00 - Intro
2:05 - Monetary reset
10:00- Debt/deficit vs. markets
16:26 - Market valuations
18:35 - Hyperinflation
27:26 - Monetary policy
33:24 - Record treasury issuance
38:30 - Long-term interest rates
41:48 - Gold
52:55 - Southbank Research
53:39 - Von Greyerz AG
#investing #economy #economics
