AVM’s Founder and CIO, Ashvin Murthy, was invited back for a chat with Saxo Bank’s Macro Strategist, Kay Van-Petersen. They talked about markets, the Fed, fiscal policy and how AVM sees 2021 playing out.
How AVM Closed 2020
Transitioning Into a New Regime
Can Yields Head Even Higher in 2021?
Sector Rotation as Real Returns Rise
Unemployment & Inflation Trends
Fiscal Policy in 2021
The Fed is Playing a Good Game
Key Risks to a Smooth Reopening
A Period of US Exceptionalism
Click here to watch the full interview.