In this wide-ranging conversation, The Jackass and I discuss:
- the U.S. election results
- the roiling global markets post-election
- what the turmoil in the currency markets may suggest
- how changes in global interest rates will impact the global economy and markets
- the impact higher rates are having on hyper-levered balance sheets
- AND MUCH, MUCH MORE.
Enjoy and Happy Thanksgiving to all!
Download Podcast (Right Click + ‘Save As’)