Charles Gave and Clash of the Titans – Trump vs. Yellen

In the first part of today’s Big Picture, Jim Puplava discusses the confrontation between Trump and Yellen on the horizon and how the investment community must navigate increasing fiscal stimulus while the Federal Reserve, most expect, will continue to raise interest rates and even possibly shrink its balance sheet. In the second part, we speak with Charles Gave of Gavekal Research to discuss his latest book, Stagnation or Bust?

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