Grant Williams: Supply Is Now the Dominant Factor in the Global Oil Price
US Economy doing well in an election year, propped up by Fed monetary stimulus
Jim is pleased to welcome back Grant Williams, Portfolio and Strategy Advisor for Vulpes Investment Management in Singapore and writer of the popular (and free) investment blog 'Things That Make You Go Hmmm...' This week Jim and Grant discuss oil, interest rates and China. Grant is watching the bond market closely, and says when the bubble finally pops, nothing will be able to stop it.
Vulpes Investment Management in Singapore is a hedge fund running $200 million of largely partners' capital across multiple strategies. Grant has 26 years of experience in finance on the Asian, Australian, European and US markets and has held senior positions at several international investment houses.