Why You Shouldn't Get Too Comfortable Holding Risk Assets...

What this episode covers

Following a speech last week by FOMC member Christopher Waller, Andreas Steno Larsen presents what he calls the “Waller Rule,” which suggests that QT will either need to slow or pause if USD reserves become equal to 10-11% of U.S. GDP. He then breaks down why this potential scenario might be bad news for risk assets in the second half of 2023. Recorded on January 24, 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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How long is this episode of Real Vision: Finance & Investing?

This episode is 24 minutes long.

When was this Real Vision: Finance & Investing episode published?

This episode was published on February 11, 2023.

What is this episode about?

Following a speech last week by FOMC member Christopher Waller, Andreas Steno Larsen presents what he calls the “Waller Rule,” which suggests that QT will either need to slow or pause if USD reserves become equal to 10-11% of U.S. GDP. He then...

Can I download this Real Vision: Finance & Investing episode?

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