EKIP– Expert Club for Economics and Politics A Different Opinion
0:24 – Start
0:45 – The US elections and their impact on the markets
09:15 – News of successful Covid-19 vaccine developments and market reaction
13:40 – Do markets remain overvalued?
20:00 – When will we see inflation? Is the threat of an inflationary crisis real?
28:40 – Where are pension systems around the world heading?
32:45 – How have economic forecasts changed since the escalation of the pandemic?
35:35 – Both “bad” and “good” news are interpreted positively by the markets
37:08 – What's happening to Bitcoin? Bitcoin as perhaps the most misunderstood investment asset.
46:24 – What's been happening with gold lately and what are the prospects for the metal going forward?
50:13 – Plans for the next episodes of the podcast in light of the Covid-19 situation
53:01 – What feedback do we need from you, the listeners?
Links:
These Are the World’s Best (and Worst) Pension Systems in 2020
Emotions cost investors dear, research finds
Time to Reset Expectations for World Economy With Virus Untamed
ECB to gobble up more debt next year than governments can sell
Banks postponed loans for 9 billion leva due to the corona crisis
Upside-Down Markets: Profits, Inflation and Equity Valuation in Fiscal Policy Regimes
JPMorgan says vaccine news could take the S&P 500 as high as 4,500 next year, or 24% from here
Could the bond market derail the stock market?
What happens when investors see people dumber than they are getting rich
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