MARTIN LÜSCHER does a useful Q&A with Jeff Gundlach at Finanz and Wirtschaft:
Central banks are easing, and stocks have reached a record high. But that doesn’t mean that everything is okay. Jeffrey Gundlach sees big trouble ahead. The CEO of the investment firm DoubleLine is worried about the development of corporate debt. But also the levels of government debt and the US equity markets are not sustainable. According to Gundlach, investors have to brace for significant disruptions.
They need to position themselves for the next global downturn because it will lead to substantial changes in the markets.
