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.
Podcast #2: Cash management
The ASG Podcast is a short and concise analysis on concepts or recent events in the financial markets from the ASG Capital Team.
Podcast #1: Floaters and why they have become attractive
The ASG Podcast is a short and concise analysis on concepts or recent events in the financial markets from the ASG Capital Team.
Is Deflation coming..?
Before addressing the likelihood of deflation, one must look at some of the main driving forces behind inflation to analyze if these are sustainable over the long run. Professor Milton Friedman described inflation as a ‘monetary phenomenon’. The more money is being created in an economic system, the greater the likelihood of an inflationary outcome. […]