Episode 88
Mike Wilson: The Virtuous Circle of Excess Liquidity
Thoughts on the Market · Morgan Stanley
December 9, 20194m 11s
Audio is streamed directly from the publisher (pdst.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
On today's episode, Central banks seem likely to continue their balance sheet expansion into next year, driving lower volatility, more cash into equities… and some great expectations.