
Entrepreneur, Investor, and Philosopher
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#Global #liquidity driven by #monetary #policies of key #central #banks lead #economic #cycle. Typically four year cadence. (Source: Financial Times)
recast:farcaster://casts/0xf9dab77c6e0457729754fcc649ba8f8a478ae8543cba5e8ff91b1559f7559370
#US #government taking on incremental #federal #debt (#Treasury #bond) to prop up #GDP growth and compensate for #demography and lower #labor #participation in the #workforce. (Source: Globla Macro Investor / Realvision)