I had another interesting discussion with Michael Surkan of The Optimistic Bear on Friday. Among issues touched upon were the last week's stock market performance in the face of primarily positive economic numbers; foreign currency issues and their effects on globalization; emerging markets and whether their outperformance is genuine; the positive nature of various malinvestment liquidations; nanotechnology; the effectiveness of fiscal and monetary stimulus and quite a bit more. Interested readers may wish to have a listen:
Thanks again to Michael for having me on the show.
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