• 4 days ago
Diving deep into the true causes of the Great Recession, the financial crisis of the 2010s, renowned economists, investo | dG1fR2N6Q01KUGJ4dzQ
Transcript
00:00Yes, Lehman Brothers filed for bankruptcy, and sure, Merrill Lynch was sold for pennies
00:15on the dollar, and granted, insurance giant AIG is teetering on the brink, and the Dow
00:21plunged 500 points.
00:22I think the system basically is sound, I truly do.
00:25The most tempting, most prudent move for insurance company, bailout, the most prudent move is
00:47a bailout, bailout the insurance company.
00:51A sincere congratulations to everybody out there who pays taxes in the United States.
00:57We just bought an insurance company!
00:59Congratulations!
01:00I had to make the decision to use your money to bail them out.
01:07Well, the United States is in a recession, it's going to be the worst recession we've
01:10had in a long time, perhaps since the second world war, because the federal government
01:14keeps making mistakes, the central bank makes mistakes, the treasurer makes mistakes, everybody
01:20keeps making mistakes.
01:21So, well, then you get the argument, well, this is not a stimulus bill, this is a spending
01:25bill.
01:26What do you think a stimulus is?
01:31That's the whole point.
01:33No, seriously.
01:39That's the point.
01:41We got into our mess by spending too much money, running up too much debt, and printing
01:45too much money, and that's exactly what we're doing.
01:48We're printing money and running up debt.
01:50So you don't see any light between you and what Mr. Bernanke is doing?
01:55I think he's doing an excellent job.
01:58The fiscal policy has been unprecedented, the monetary policy has been unprecedented,
02:03and yet we've had the slowest recovery on record since World War II.
02:09And it took them four years, but they now have reflated the bubble to an even greater
02:14degree, the financial bubble, I mean, than it was in the fall of 2008.
02:19How about on Wall Street?
02:20How about stocks and bonds and art and Ferraris and farmland?
02:25Assets are up.
02:26The asset-holding portion of the community thinks it's great, right?
02:29You think it's great.
02:30It is not great.
02:31I don't think it's great.
02:32The Fed can't, the Fed can change how things look, it can't change what things are.
02:38So the trick is to find the appropriate moment when to begin to unwind this policy.
02:43And that's what we're going to do.
02:45When the Fed surprises everybody and does more QE, and people realize the box that we're
02:50in, that it's QE infinity, that there is no exit strategy, that exit is impossible, that
02:56it's ever larger doses of this monetary heroin, the bottom is going to drop out of the dollar.
03:02I hope they don't lose confidence in their government.
03:04I can see why there's skepticism, but it's the only government we got.
03:14Oh.
03:17Oh.
03:20Wow, wow, wow.
03:23Wow, wow, wow.

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