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!
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