Enclosed please find the transcript of Incrementum AG fantastic Q3 Advisory Board meeting, discussing the “Complacency Bubble” that we are currently in. Their special guest this quarter was Simon Mikhailovich. Simon is a contrarian investor and entrepreneur.
During the call they discussed
- How the Fed has already created hyperinflation.
- How the US might have to enter a new arms race.
- Why a market crash is not the biggest risk to the US economy and what is the biggest risk actually?
- Why US rates will go lower, and why European rates will become even more negative.
- Read the PDF of the Advisory Board Transcript here