Feb 7, 2022
Dan Alpert is an investment banker and a founding Managing Partner of Westwood Capital. He also regularly writes and speaks on big macro-structural issues. Dan joins David on Macro Musings to discuss recent macroeconomic events. Specifically, Dan and David discuss a post-Keynesian account of the global safe asset shortage, the impact of the US policy response to COVID-19, whether inflation will remain a problem heading into 2022, what’s driving the ‘Great Resignation’, whether capital assets are overvalued, and much more.
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Transcript for the episode can be found here.
Dan’s Twitter: @DanielAlpert
Dan’s Westwood Capital profile: http://www.westwoodcapital.com/ourpeople/daniel-alpert/
Related Links:
*The Age of Oversupply: Overcoming the Greatest Challenge to the Global Economy* by Dan Alpert
https://www.penguinrandomhouse.com/books/312886/the-age-of-oversupply-by-daniel-alpert/
*Glut, The US Economy and American Worker In The Age Of Oversupply* by Dan Alpert
*Inflation In The 21st Century* by Dan Alpert
https://scholarship.law.cornell.edu/facpub/1740/
*The Way Forward: Moving from the Post-Bubble, Post-Bust Economy to Renewed Growth and Competitiveness* by Dan Alpert, Robert C. Hockett, and Nouriel Roubini
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=1987139
*Marc Lavoie on Canadian Central Bank Policy, Real-time Payments, and the Post-Keynesian Tradition*
David’s Twitter: @DavidBeckworth
David’s blog: http://macromarketmusings.blogspot.com/