Description

This episode of the Invest it Best podcast I speak with David Cassidy, Head of Investment Strategy at WILSONS. We discuss the following;

• The data points that demonstrate that that the pent up demand is there and ready to go when economies and borders re-open
• What occurred overseas when economies reopened overseas
• What is entailed when central banks taper
• Risks to tapering, including a potential 'taper tantrum'
• How the CPI figure of inflation is derived
• What long term bond yields can tell us the direction of interest rates in the future
• Modern Monetary Theory (MMT)

David's research on QE, Tapering and Zero Cash Rates discussed in the episode can be found here

https://www.wilsonsadvisory.com.au/news/qe-tapering-and-zero-cash-rates-a-2022-roa

To stay up to date with WILSONS on LinkedIn

The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.

 WILSONS Financial Services Guide (FSG) can be found here