Thread: Mish: Municipal and state defaults/bankruptcy Audio

2011-01-08

Mish Interview on Frisby's Bulls & Bears

Mish was interviewed on Friday by Dominic Frisby on Frisby's Bulls and Bears.

You can either listen on the embedded player below, or download the MP3 file. http://commoditywatch.podbean.com/mf/we ... sh2011.mp3

He discussed his investments ideas and broader economics themes for 2011, including:

•Municipal and state defaults/bankruptcy

•The Irish "bailout"

•Italy being a bigger problem than Spain, and is currently off the radar

•Real Estate: bursting in Australia, and about to burst in Canada, but doesn't comment about the UK because he doesn't know enough about it. "Australia is in a particularly nasty spot", says Mish

•China overheats, has an unemployment problem bigger than the US

•Continuous strengthening of the dollar

•Market sentiment and the extreme bullishness it has reached, both in equities and commodities

•He also discusses Japan, which he likes here, even though the Japanese currency can blow up at any point! So you need to hedge your currency exposure.

I would agree on everything, but Japan. The Yen being at a historical high, and equities markets having rebounded, I'm not sure it's going to be a good investment in USD terms. But I might be wrong.

You can either listen on the embedded player below, or download the MP3 file. http://commoditywatch.podbean.com/mf/we ... sh2011.mp3

http://realitylenses.blogspot.com/2011/ ... bears.html

Predictions For 2011, Part V: with Mike ‘Mish’ Shedlock

Posted by commoditywatch on January 6th, 2011



Mike ‘Mish’ Shedlock joins us to outline his thoughts on 2011, which he first writes about in his post, Ten Economic And Investment Themes For 2011.
http://globaleconomicanalysis.blogspot. ... s-for.html

But in this interview we get a bonus 11th theme .

Audio: http://commoditywatch.podbean.com/mf/we ... sh2011.mp3

Mish is one of the - if not the - best economic blogger out there, a voice of sanity in all the madness. This is an excellent interview dealing in facts and fundamentals. The interview lasts an hour and gets better and better as it goes along ...

Mish’s Blog - Global Economic Analysis http://globaleconomicanalysis.blogspot.com/

http://commoditywatch.podbean.com/2011/ ... -shedlock/