On today's edition of "Boiler Room," Alfonso Peccatiello walks through his most recent article on The Macro Compass titled “Wait: Is It 2001 Again?!”
This week, Alfonso draws parallels between the 2000 - 2001 period by looking at inflation, equities & bond market performance. As markets have caught many investors off guard this year, it’s important to look back throughout history to inform asset allocation. As Mark Twain famously said “History doesn’t repeat itself, but it often rhymes”. Just how similar is the 2000 - 2001 period compared to today? To find out, you’ll have to tune in!
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Referenced In The Show:
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Timestamps:
(00:00) Introduction
(02:45) Refreshing The Macro Framework
(07:16) The Monetary Policy Stance Remains VERY TIGHT
(10:06) The Powell Credibility Indicator
(11:06) Early 2001 Is Here, Again!
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Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.