I was watching Bloomberg the other night, smartest guest I've heard on CNBC & Bloomberg in a while...the whole thing is good, but play at 0:55 and makes another good point at 3:50...analyst says that even though the monetary easing around the world is pumping the markets....the economic problems going on around the world in the real economy, ie low growth/high unemployment/low wage growth, it will at some point cause a geopolitical shock in many areas around the world (likely Europe & Asia)...
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