This week we're joined by Forward Guidance's Jack Farley! We begin by discussing our takes on the recent announcement concerning student loan forgiveness, before pivoting to what we predict will be heard at the Jackson Hole meeting.
After that we move into a discussion about energy prices in Europe, with Germany as a focal point. Jack then speaks on the state of China's real estate market. Finally we round out the episode with talks of the bad start to bonds this year and what the means for the rest of the year to come.
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.