Podcast #12: Until they break something…
Short and concise analysis on concepts or recent events in the financial markets from the ASG Capital Team. https://www.youtube.com/watch?v=wzTEGDRbHms Transcript: In 2022, certain analysts expected the Federal Reserve to tighten financial conditions until they broke something. In its efforts to engineer some kind of credit constraint after years of financial hubris. It was unlikely a […]
Podcast #11: Cutting Markets Down to Size
Short and concise analysis on concepts or recent events in the financial markets from the ASG Capital Team. Transcript: In a prior podcast entitled Beware of a Change in Sentiment, we outlined the possibility of investor exuberance while inflation remained elevated. We explained at the time how this would most probably be contained by a […]
Podcast #10: 1970s Comparison
Short and concise analysis on concepts or recent events in the financial markets from the ASG Capital Team. https://youtu.be/q1gheNYPMPM Transcript: We are hearing here and there referenced the 1970s to justify further monetary repression. The protagonists of this narrative should know better than making such comparisons. For some of them have lived through this period, […]
Podcast #9: Is Inflation a Necessary Evil?
Short and concise analysis on concepts or recent events in the financial markets from the ASG Capital Team. https://youtu.be/2qGgWqGZa8s Transcript: This podcast asks the question if inflation is a necessary evil. Since the beginning of organized monetary systems, inflation has been with us. At times it’s been caused by a temporary mismatch between demand and […]
Podcast #8: Be Aware of a Change in Sentiment
Short and concise analysis on concepts or recent events in the financial markets from the ASG Capital Team. Transcript: This podcast is entitled Be aware of a change in sentiment. 2022 was a very poor year for the performance of many assets. Some of the drawdowns range from severe to historic. January 2023 kicks off […]
Podcast #7: Fat Cats and Starving Dogs
Short and concise analysis on concepts or recent events in the financial markets from the ASG Capital Team. Transcript: The topic of today is about fat cats and starving dogs. Fat cats is a term to describe the rich and powerful. Starving dogs are aspiring to be fat cats, but are far from getting there. […]
Podcast #6: Europe’s Future
Short and concise analysis on concepts or recent events in the financial markets from the ASG Capital Team. Transcript: The topic of today is a general outlook on Europe’s future. During the 1960s, the United Kingdom went from having it so good under Harold Wilson to being the sick man of Europe at the end […]
Podcast #5: FOMC Meeting
The ASG Podcast is a short and concise analysis on concepts or recent events in the financial markets from the ASG Capital Team.
Podcast #4: Potential Recession Coming
Short and concise analysis on concepts or recent events in the financial markets from the ASG Capital Team. Transcript: The topic of today, December 2022, is about the possibility of a US recession coming to us in the coming year. A recession or slowing economic activity is usually represented by a reduction in aggregate demand […]
Podcast #3: Long term bonds
The ASG Podcast is a short and concise analysis on concepts or recent events in the financial markets from the ASG Capital Team.