Video: Introspection – 2010 vs. now

Every once and a while you have to go back and see how your views have held up. Good traders do this as a matter of course. Economists, well, not so much.

This interview, with @aarontask from July 2010, covers economic views ranging from QE to fiscal austerity, to deleveraging, growth and comparisons to Japan.

Bottom line: I underestimated the psychological impact of QE2, but the rest holds up okay. If you are vapid enough to be interested in my economic babblings, this is as good as any tour d’horizon of the economic mechanics I work from.

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