Liaquat Ahamed

speaker

238 appearances 1 recordings 1 series first heard Jul 2026 last heard 27 Jul

Liaquat Ahamed’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Merryn Talks Money · Are We Repeating the Biggest Mistake of 1873? · 27 Jul 2026 podcast

And that's what you had in the 1870s.

I think there's some truth to that, that the QE period led to rising asset prices.

So if you were wealthy and you owned something, you did very well.

But if you didn't own something, you felt aggrieved.

So how this comes to an end, I haven't a clue.

What do central bankers do?

We've now got a period where you've got rising inflation.

Do they tighten if that causes a disruption in the equity market?

Does that spook them?

There are all sorts of questions you can raise.

I think the one thing that makes the current period really scary is the size of the equity market relative to the rest of the economy.

The U.S.

equity market, if you take public and private equities, you're talking about something that is 300% of GDP.

So GDP is $30 trillion in the U.S.

Public and private equities are $90 trillion.

A minor stumble in the equity market could cause massive disruptions in spending.

Fixed income.

Yeah.

Bonds are due for their turn.

Okay.

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