Follow Niels on Twitter, LinkedIn and YouTube.
Follow Alan on Twitter.
Follow Barry on Twitter.
IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here.
And you can get a free copy of my latest book "The Many Flavors of Trend Following" here.
Learn more about the Trend Barometer here.
And please share this episode with a like-minded friend and leave an honest rating & review on iTunes or Spotify so more people can discover the podcast.
Episode TimeStamps:
03:19 - Introduction to Barry Eichengreen
08:17 - A potential misuse of history
11:26 - A lesson forgotten?
14:25 - Are things starting to break?
16:49 - A lesson learned
18:44 - Should we be concerned?
22:19 - Are crises inevitable?
24:32 - Is the dollar under threat?
30:10 - The need for safe assets
36:02 - The state of the Euro
39:39 - Making alliances
43:17 - A change in approach
45:18 - The "right" amount of debt
49:21 - A systemic problem
51:25 - Dealing with the debt burden
54:09 - Secular stagnation
55:48 - UK guilt yield levels
57:10 - Concerns for private sector debt
58:24 - Debt in the emerging world
01:00:45 - How and where to learn more?