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Essential
•The Essential Conversation
Interview with Gerard Minack
Interview with Gerard Minack
Featuring Gerard Minack
Apr 15, 2016 • 44 minutes
Gerard Minack, Founder of Minack Advisors, discusses ways the market may react to future central bank decisions through defensive capital re-allocation, explains how the 8x GDP expansion in Australia's terms of trade & mining CAPEX "puts the U.S. housing bubble to shame", and shares a structural outlook on Australia, including weighing the risk/rewards of shorting housing & banks.
Show MoreThe Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.
More EpisodesThe Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.
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