Our old pal Rob Kirby is back on his feet and ready to take on 2020. The year is off to a wild start and it's only going to get more crazy as things progress so please be sure to give this podcast a thorough listen this weekend.
To deal with the ongoing madness, you need as many trustworthy and objective sources of information as possible. You'll be able to find this at Kirby Analytics and I encourage you to check out all that Rob provides through his service: https://www.kirbyanalytics.com
As usual with these Thursday Conversations, we try to limit the discussion to three primary points. For this week, I ask Rob to address:
- the changes since we last spoke in August, specifically the REPO & Liquidity Crisis
- how The Fed will respond to growing economic and monetary pressures in 2020
- the reports of $21T in unaccounted U.S. government spending over the past two decades
But, as usual, this conversation is not limited to just the points above. So please be sure to carve out some time this weekend in order to give it a listen.
Thanks again to Rob for sharing his time and insights!