Some economic numbers today look pretty good, so is there a case for bearishness? At the same time, aren’t Austrian-influenced investors always bearish? We sort it all out in today’s episode.
About the Guest
Kevin Duffy is a principal of Bearing Asset Management, which he co-founded in 2002.
Article Mentioned
“Mortgage Market Socialism,” by Christopher Mayer
Related Guest Articles
“The Bear Crying Wolf”
“Mr. Mozilo Goes to Washington”
“It’s a Mad, Mad, Mad, Mad World”
Related Article by Tom
“The Good News They’re Not Telling You”
Related Episode
Ep. 577 Where Should You Put Your Money? The Answer May Surprise You (Mark Skousen)
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