Tag Archives: QE2

George Soros on Financial Markets – Q&A

While this video is 5 years old, the content is still very relevant, and some of the implications and projections by George Soros have actually come true in last 5 years. The key point to note is that George Soros does not accept/agree with the Efficient Market Theory. While we can’t predict the future, it is possible to create scenarios and test them against the events as they unfold.

Open Society Foundations chairman and founder George Soros shares his latest thinking on economics and politics in a five-part lecture series recorded at Central European University, October 26-30, 2009. The lectures are the culmination of a lifetime of practical and philosophical reflection. Continue reading

European Debt Crisis Analysis

Here is an infomrative and detailed video with analysis of the European debt crisis, which is being handled by the ECB using LTRO (Long Term Repurchase Operation), which is similar to QE1 and QE2 done by the Federal Reserve Bank in the USA. The debt levels around the globe are unprecedented in peacetime. The odds of restructurings and/or defaults are higher than most believe. When does debt become unsustainable? The video shows the debt levels of numerous countries have reached “problem” levels. Since the bill coming due in the form of maturing bonds is so large, policymakers in Europe have no easy way out. “Solutions” may include printing money to create inflation or debt restructurings/defaults; or a combination of the two. Chris Ciovacco of Ciovacco Capital Management compares healthy markets to the current state of affairs. Which investments tend to perform well during deflation/defaults/restructurings? Which investments tend to perform well during periods of inflation/money printing by central banks? What is a back-door bazooka? Studies by Kyle Bass of Hayman Capital Management.

Commodities Are The Best Investment Today: Jim Rogers

23 Nov, 2010: Korea tension: Commodities are the thing to invest in, says Jim Rogers

In an interview with ET Now, Jim Rogers, Chairman, Rogers Holding, talks about the correction in global markets besides giving his views on commodities and India. Excerpts:

http://economictimes.indiatimes.com/thumb.cms?msid=6976432&width=300&resizemode=4Q1: Global markets are correcting and everyone is saying it is because of Korea. Would you endorse that thought?

First of all, global markets should be correcting about this time because they have been pretty strong recently and there is always some reason to correct. This time, it looks like it might be Korea. Whenever you have threat of war, usually everything goes down at first, then you have to figure out what to invest in after the initial collapse. In my view, the thing to invest in is commodities because if there is going to be war, it is always good for commodities and if there is no war, then commodities will rally like everything else. Continue reading