Jesse Livermore – Upside Down Markets – Understanding Fiscal and Monetary Policy – [Invest Like the Best, EP.194]

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( 37:23)– How these modifications might impact particular companies or sectors differently.

( 32:43)– Will the pendulum swing back to labor and greater wages.

( 49:51)– Most intriguing space in his knowledge assembling this piece.

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( 19:25)– The mix of properties in the market due to stimulus.

Show Notes.

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For more episodes go to InvestorFieldGuide.com/ podcast..

( 9:42)– Why fiscal policy is such an important lever and the impact it has on the economy.

( 5:44)– Overview on monetary easing and the feds function in the markets.

( 15:07)– The impact of stimulus on public companies basics.

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( 41:34)– How he is using all of this to his personal investment approach.

Ive worked with Jesse as part of our research study partners program at OShaughnessy Asset Management for years now. He did that just recently on the subject of what he calls “upside down markets,” which is the topic of this conversation. We look for to respond to the basic question: versus a terrible economic backdrop, how can the stock market be near all-time highs? Jesse explains in detail the impact that financial policy has actually had on the market and might have in the future. Please enjoy this master class in upside down markets.

This episode of Invest Like The Best is sponsored by Canalyst. Canalyst is the leading location for public company data and analysis..

( 22:13)– What made 1929 so different to how we are responding today.

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( 44:25)– Biggest threats still out there.

He did that recently on the topic of what he calls “upside down markets,” which is the topic of this discussion. Jesse explains in detail the effect that fiscal policy has actually had on the market and may have in the future. Please enjoy this master class in upside down markets.

( 2:29)– (First concern)– What is Upside Down Markets.

( 26:14)– Negative concerns: excessive cash in the system and the threat of inflation.