By George Goncalves 22-08-2019

Thoughts From Camp Kotok 2019: China, MMT, And Lower/NIRP Rates

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I recently had the pleasure of spending time chatting and fishing with market participants and other big-picture thinkers at the annual Camp Kotok (CK) event held at Leen’s Lodge in Grand Lake Stream, Maine.

CK is an invitation only event operated under the Chatham House Rule – so whilst we can’t publish names and sources, we’re free to discuss the information and viewpoints shared. Although conversations ranged widely from markets to politics, the three main areas of focus for the event revolved around all things China, modern monetary theory (MMT), and the prospect of low rates for longer. So here is what I learned at CK...

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