S5 E5 Torsten Slok, Chief International Economist – Deutsche Bank Securities Inc, The Sherman Show


Manage episode 228845744 series 1503595
By Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio streamed directly from their servers.

Jeffrey Sherman, deputy chief investment officer of DoubleLine, and portfolio manager Samuel Lau welcome to The Sherman Show podcast Torsten Slok, chief international economist at Deutsche Bank Securities, Inc. Among their topics are the mirage of Modern Monetary Theory (a mere postulate, not a theory, according to Mr. Sherman, untestable per Mr. Slok), the danger of misreading into Japan’s fiscal and monetary experiments a precedent for the U.S. and the relative impacts of Federal Reserve balance sheet reduction and Trump tax cuts on the supply of Treasuries. And they discuss voodoo economics and magic policy.

Guest Speaker Bio

42 episodes available. A new episode about every 21 days averaging 44 mins duration .