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Podcast: The Dividend Cafe
Episode: The Risk that Meets the Moment
Description: Link to Dividend Cafe: https://bahnsen.co/3jErUVn
I wrote last week about the multi-year (and indeed, multi-decade) beliefs we have about macroeconomic conditions. In a nutshell, I made the case that we face a form of “Japanification” where the diminishing return of fiscal and monetary efforts to goose our economy from the impact high debt has had on its growth leads to yet more debt and also less growth, all as part of a feedback loop.
I wrote the week before about the uncertainty of what will happen in the economy this year and pres...