We were honored to have Mickey Levy, Author and Economist, and Lawrence H. Summers, Former U.S. Secretary of the Treasury, speaking at this year's #LIFTAZ Conference. Their keynote "Fed Watching: Interest Rates, Inflation, and the Economy" moderated by Conor O'Callaghan, provided such valuable insight into the current economic landscape. Thank you to all who joined us at this year's event! #LIFTAZ #ArizonaFundManagers #LarrySummers #MickeyLevy #InterestRates #TheFed #EconomicLandscape #EconomicInsights
Arizona Fund Manager Association’s Post
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At Eamon Capital, we concur with John Paulson, founder of Paulson & Co, that what few are talking about is the record deficit spending by the U.S. government. History has shown a strong correlation between U.S. macroeconomic strength and excess fiscal spending. We believe this is a major factor contributing to the lofty valuations in the U.S. market. https://lnkd.in/eQVnVG_q
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