Last week, I joined Daniel Lacalle to discuss why markets are mistaken in pricing in a “massive” economic expansion. The discussion covers a lot of ground including:
- Are we in an economic expansion or a recovery? Why those are different.
- Corporate taxes and the impacts on the market.
- Current valuations.
- The debt, deficits, and impacts on economic growth.
- Why socialism doesn’t work.
We unpack many of the mainstream myths on narratives driving markets and why outcomes will be no different than in the past.
Length: 00:46:32
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