Some readers may be interested in putting a voice – and even a face – to the author. Below are links to three recent audio-visual publications in which I discuss US & Chinese macro as well as the interrelations between the three great asset classes of stocks, bonds, an commodities. Following on is a wider sampling of my views.
Asset Allocation: Everything’s Relative
Chinese Credit: Who’s paying for that?
If that has not entirely sated your appetite, next is a trio of recent appearances with Jeremy Naylor of IG Live, starting with one at the end of last year:-
10 Years on and still it hasn’t sunk in
20 Years of BoE ‘independence’: Mission Creep and Hubris
[That last earned me a quick interview on BBC World News on the same topic which sadly I am not allowed to post]
A few from the past year,courtesy of Jeff, Karen , Steve and Lousia at CNBC Squawk Box:-
For all the noise, oil is a range trade
Brexit: Turn the UK into Switzerland
Post Brexit: Carney driving capital flight to the airport in a limo
China stretching the limits of credit creation
Germany in the wake of Merkel’s setback
And, finally, a more philosophical discussion with the estimable Tim Price on Tip TV:-
An Austrian in Bloomsbury Wonderland