Debate on Global Imbalances/Capital Restrictions/Income Distribution
an Our reaction to an intriguing debate held by the Jain Family Institute (twitter thread link below). Moreover, we do not think the idea of endogenous money or...
Month: August 2020
Contemplating Investment Regimes (Part 1)
Introduction – Investment Regimes With regards to the current investment regime (a period we define as one which spans from post-GFC till now), market narrative...