There is Vaccine Reflation & Fiscal Reflation: Jon Turek

The video discusses the economic crosswinds and the concept of reflation trade, focusing on the impacts of vaccine and fiscal policies. It explores the potential for economic recovery, hysteresis, and fiscal expansion, with insights into global recovery, particularly in Asia. The discussion also covers the post-crisis economic environment and the implications of fiscal policies on the economy.

What role does the text suggest that household balance sheets will play in the recovery?

How does the text characterize the recovery dynamics in Asia compared to the US?

What concerns are raised about the political will to spend money post-crisis?