Great interview here with Julia Coronado of BNP. She elaborates on commercial real estate and the long-term problems it will cause. She also sees 11% unemployment before all is said and done. And perhaps most worrisome, she sees 275K in payroll losses tomorrow.
Mr. Roche is the Founder and Chief Investment Officer of Discipline Funds.Discipline Funds is a low fee financial advisory firm with a focus on helping people be more disciplined with their finances.
He is also the author of Pragmatic Capitalism: What Every Investor Needs to Understand About Money and Finance, Understanding the Modern Monetary System and Understanding Modern Portfolio Construction.