Tian Talks

Tian Li
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  • Investing

A podcast about investing and global-macroeconomics

  1. 09/01/2023

    Commercial Bank can CREATE money?

    Central banks and commercial banks can both create "money". Although, they are different types of money, and have different impacts on the economy...

  2. 03/15/2023

    Tian Talks X Limestone Capital X Howard Marks - Fireside Chat

    A wonderful conversation with one of the greatest investors of all time - Howard Marks.

    Tian Talks X Limestone Capital X Howard Marks - Fireside Chat

  3. 11/16/2021

    Examining the Risks of Long-Term Inflation

    The consensus believes that inflation is transitory. To be above average, the investor must bet against the consensus, correctly. This video outlines some possible reasons why the consensus bet could be wrong.

    Examining the Risks of Long-Term Inflation

  4. 10/23/2021

    Expensive Homes and Shrinking Savings

    Will the high prices of homes, and other commodities become more permanent? If they do not, expect a market crash. If prices maintain, it is unlikely that incomes will keep up, though, rent will likely rise.

    Expensive Homes and Shrinking Savings

  5. 08/23/2021

    Investing in a Wartime Economy

    War is intrinsically bad for an economy. But large-scale wars seem more and more likely. So how do you position yourself during war?

  6. 08/02/2021

    Below Zero: The Fed's only choices

    Interest rates are low. So low that they cannot go much lower. This episode outlines where monetary policy and fiscal policy could be headed in the next recession.

  7. 07/13/2021

    Will Technology replace human Investing?

    Undoubtedly, Technology has boosted productivity in many fields. Much unskilled labor is being replaced by technology. But will active investing also be replaced by robots computers? https://www.oaktreecapital.com/docs/default-source/memos/investing-without-people.pdf

  8. 06/26/2021

    Today's Inflation is Meaningless

    Many today, now including the Fed, fear that inflation may not be so transitory. But today's inflation is not what should be feared. Tomorrow's monetary inflation is the real scare. I also go deeper into problems within the repo market.

See All (38)

About

A podcast about investing and global-macroeconomics

Information

  • Creator
    Tian Li
  • Years Active
    2021 - 2023
  • Episodes
    38
  • Rating
    Clean
  • Copyright
    © 642870
  • Show Website
    Tian Talks