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Podcast: Notes on the Week Ahead
Episode: The Investment Implications of the Wealth Surge
Description: I have a habit, or so my wife tells me, of staring intently, for minutes at a time, into an open refrigerator, in search of one particular item. When she can no longer stand it, or when the binging of the refrigerator alarm informs the world that its contents are now thawing, she gently asks me what I am looking for and points it out, sitting, as it always is, right in front of my nose.
I had a similar feeling of sheepish embarrassment last week, when I reflected on the impact of the extraordinary surge in...