Brynjolfsson, Brodsky on managing tail risk & financial repression
The latest Greek plans to fix the debt problems include budget surplus targets, scaled-back privatization, and a promise to pay the €17 billion it owes to creditors this year. Erin weighs in. Macro investor Paul Brodsky tells us where financial repression is leading central banks and explains what kinds of strategies you can devise to get around it. Armored Wolf CIO John Brynjolfsson tells how to protect your portfolio from tail risk due to adverse outcomes regarding Greece negotiations and gives us his take on if this will be resolved without a default or even Grexit. And in The Big Deal, Erin and Edward Harrison talk about Asia benefiting from the decline in commodity and oil prices, but the debt profile is not pristine.
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