2018_08_22 — “The Wrestling Match”

The Wrestling Match

  1. If we are overshooting all our economic targets, we should not have easy money
  2. Easy money feeds a rising tide more than growth, and it’s done that globally; pushed up asset prices of stocks, bonds, crypto currencies, real estate, and private equity
  3. The Fed is trying to counteract monetary stimulus with fiscal drag
  4. Prepare for next downturn so that in a recession or emergency, they could lower interest rates enough to have a positive effect

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Avid traveler and art fan, also Partner & Chief Investment Officer @Running Point Capital, a multifamily office and ultra high-net-worth money-management firm

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Michael Ashley Schulman

Michael Ashley Schulman

Avid traveler and art fan, also Partner & Chief Investment Officer @Running Point Capital, a multifamily office and ultra high-net-worth money-management firm

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