In this lengthy episode, we dabble into the JASTA legislation and how it could impact capital markets. I bring up Southeast Asian infrastructure. We talk about Finland joining the negative interest rate club. There is chatter about avoiding banking stocks. We also chat about Silicon Beach.
1:00 JASTA Legislation and What Could Happen Next?
7:40 SE Asian Infrastructure
11:40 Finland Joins the Negative Interest Rate Club
14:00 Avoiding Bank Stocks
18:50 UK Trade Secretary – Open For Business
20:45 Real Estate and Silicon Beach