Episode description

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

https://www.thirdway.org/report/glut-the-u-s-economy-and-the-american-worker-in-the-age-of-oversupply

*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*

https://www.mercatus.org/bridge/podcasts/02032020/marc-lavoie-canadian-central-bank-policy-real-time-payments-and-post

David’s Twitter: @DavidBeckworth

David’s blog: http://macromarketmusings.blogspot.com/