E34 w/George Robertson: Unprecedented stimulus; 6000 SPX target
Update: 2024-01-26
Description
My guest today is George Robertson, who comes on for a second time to follow up on the ideas he shared with us three months ago. After closing in on 5000 SPX, much like he predicted, the question now is; what next?
George takes a simple idea, the unprecedented amount of fiscal stimulus, and uses this to develop a robust and complex investment thesis.
Today, we talked about GDP, fiscal stimulus, the Fed, monetary policy, politics and the role of the US and US dollar. George is incredibly knowledgeable and a must-follow in the investment space:
Follow George:
https://twitter.com/BickerinBrattle
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https://twitter.com/JamesCFoord
https://www.youtube.com/@thepragmaticinvestor
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit jamesfoord.substack.com/subscribe
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