January Returns; RBA QE 1.0, 2.0, 3,0 and 4.0; WWIII; House Bubble No...
In this punchy episode of the Complexity Premia podcast, we discuss a range of important developments, including:
- Our portfolio performance in January 2021 across a range of strategies;
- The RBA’s successful QE 1.0 program;
- Our forecasts for the RBA’s QE 2.0 program, which were validated in February;
- Why the RBA’s cash rate should be -3% to -4%, which will necessitate QE 3.0 and QE 4.0;
- The Reddit Rambo’s retail revolution, which is positive, not negative, for equities;
- The risk of WWIII erupting over Taiwan; and
- Why QE will not blow a housing bubble, as many absurdly claim.
You can listen on:
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