Bridgewater’s Dalio on Investment Outlook
Ray Dalio, founder & CIO of Bridgewater Associates, runs the world’s largest hedge fund with $89 billion under management, returning more for the fund’s investors last year than Google, Amazon, Yahoo and eBay combined.
In this CNBC interview, Dalio shares his view on the US dollar, world investment outlook, the ongoing great deleveraging and the great divergence between the developed vs. developing world.
John Silvia update on employment and inflation
John Silvia, chief economist at Wells Fargo (formerly at Wachovia), gives his update on employment and inflation outlook. John is a top macro forecaster, whom I often listen to.
Taylor rebuffs Bernanke
John Taylor thinks Bernanke misinterpreted his Taylor Rule on monetary policy…he's not happy about it. According to original Taylor Rule, the Fed should raise interest rate to 1%.
When you have a Fed that can change rule as they wish, you know more troubles are ahead.
Reinhart comments on Bernanke’s Fed
Vincent Reinhart discusses the Fed’s monetary policy outlook – Fed first need to unload its balance sheet before raising rates.