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[00:02:29] – What is Upside Down Markets

[00:05:44] – Overview on monetary easing and the fed’s role in the markets

[00:09:42] – Why fiscal policy is such an important lever and the impact it has on the economy

[00:15:07] – The impact of stimulus on public companies’ fundamentals

[00:19:25] – The mix of assets in the market due to stimulus

[00:22:13] – What made 1929 so different to how we are reacting today

[00:26:14] – Negative concerns: too much money in the system and the risk of inflation

[00:32:43] – Will the pendulum swing back to labor and higher wages

[00:37:23] – How these changes could impact specific companies or sectors differently

[00:41:34] – How he is applying all of this to his personal investment philosophy

[00:44:25] – Biggest risks still out there

[00:49:51] – Most interesting gap in his knowledge putting together this piece