Very interesting video here from Tom Keene at Bloomberg regarding the green shoot that is falling LIBOR. Keene points out that the dramatic decline might be due to the feared liquidity trap.
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.