Money and Finance
- Dylan Grice: Witch Hunts, Inflation Fears, And Why I’m Bearish In 2013
For someone who started his remarks proposing to “kill all the economists,” Dylan Grice can wax surprisingly sentimental, with a fresh, human take on monetary policy that leads him to some worrisome conclusions. Making a case for gold, cash, and other...
- Ft Alphaville’s Christmas Podcast: Dylan Grice
Found via The Big Picture. David Keohane and Izabella Kaminska are joined for FT Alphaville’s Christmas podcast by Dylan Grice, until recently part of Société Générale’s global strategy team, to discuss the economy in 2013, robots, patents, inflation...
- John Mauldin's Outside The Box - Popular Delusions: The Bull Case For Safe Havens
For Grice’s previous piece, see HERE. A month ago in Outside the Box, Dylan Grice made the case for the need for safe havens, due to expansive monetary policy. But what is a safe haven anymore? In today’s piece, a follow-up to last month’s, Dylan...
- Socgen's Dylan Grice Thinks These 5 Books Are Must Reads
We're hugefans of Societe Generale's Dylan Grice. So when we got a hold of his"rainy day reading" list we just had to share it with you. ...
- Is China's Housing Bubble About To Burst?
In China, house prices in most cities have fallen as government policies aimed at cooling the property market start to take effect, prompting fears from some economists that the house price bubble is bursting. Martin Patience reports from Beijing where...
Money and Finance
Dylan Grice Slams Richard Koo's Ideas Of Balance Sheet Recessions, Liquidity Traps, And Debt Deflations
Societe Generale analyst Dylan Grice has attacked the idea of the balance sheet recession, pioneered by Richard Koo, suggesting that it's a sham.
Grice notes that the balance sheet recession episode that Japan has encountered is only one blip in history, and may not represent the "base rate" for what is likely after the collapse of a credit bubble. The "base rate," for Grice, is the underlying likelihood of something based upon statistical analysis. It ignores specific additional details, if they are deemed irrelevant.
As such, the "base rate" of a prolonged deflationary crisis is actually quite low.
- Dylan Grice: Witch Hunts, Inflation Fears, And Why I’m Bearish In 2013
For someone who started his remarks proposing to “kill all the economists,” Dylan Grice can wax surprisingly sentimental, with a fresh, human take on monetary policy that leads him to some worrisome conclusions. Making a case for gold, cash, and other...
- Ft Alphaville’s Christmas Podcast: Dylan Grice
Found via The Big Picture. David Keohane and Izabella Kaminska are joined for FT Alphaville’s Christmas podcast by Dylan Grice, until recently part of Société Générale’s global strategy team, to discuss the economy in 2013, robots, patents, inflation...
- John Mauldin's Outside The Box - Popular Delusions: The Bull Case For Safe Havens
For Grice’s previous piece, see HERE. A month ago in Outside the Box, Dylan Grice made the case for the need for safe havens, due to expansive monetary policy. But what is a safe haven anymore? In today’s piece, a follow-up to last month’s, Dylan...
- Socgen's Dylan Grice Thinks These 5 Books Are Must Reads
We're hugefans of Societe Generale's Dylan Grice. So when we got a hold of his"rainy day reading" list we just had to share it with you. ...
- Is China's Housing Bubble About To Burst?
In China, house prices in most cities have fallen as government policies aimed at cooling the property market start to take effect, prompting fears from some economists that the house price bubble is bursting. Martin Patience reports from Beijing where...