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Kevin Muir: The Fiscal Flood Driving Global Reflation
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Governments around the world have opened the fiscal floodgates, and it’s rewriting the rules of investing. In this revealing conversation, Kevin Muir, author of The MacroTourist newsletter, joins Maggie Lake to explain how massive government spending and a global reflation are transforming markets in ways most investors don’t yet see.
Muir breaks down:
Why the age of monetary policy is over, and how fiscal dominance now drives growth and inflation.
The global…
The skinny
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