The Walt Weekly Podcast
In Part 1 of this insightful interview, Paul Musson, a seasoned investor and author, discusses the intricacies of the equity markets, the impact of central bank policies, and the future of the US dollar. He shares his expertise on how monetary policy influences asset prices, wealth inequality, and the risks facing investors today. Keywords Investing, Equity Markets, Central Bank Policy, Wealth Inequality, US Dollar, Market Risks, Financial Education About Paul: Paul Musson was a professional investor for 25 years managing over $10 billion in assets. Most of his time was spent with Mackenzie Investments in Toronto. Today, he runs his own investment consulting firm called Paddington Capital Management and he has a free weekly blog called Paulitical Economy which discusses things that are going on in the world but in very easy to understand terms: pauliticaleconomy.com. His book, Capital Offence: Why Some Benefit at Your Expense was published in 2025 and is also available on Audible. The goal in writing the book was to educate people with respect to how an economy really works and thus empower people to demand positive change from our policymakers. His hobbies/pastimes include birding, cycling and soccer. He is also a steam train enthusiast. Paul is married and has three daughters. He has lived in the Toronto area since 1990. Resources: Paul Musson's Blog - https://paulmusson.com/blog Capital Events: Why Some Benefit at Your Expense (Book) - https://www.amazon.com/Capital-Events-Benefit-Your-Expense/dp/XXXXXX Federal Reserve System - https://www.federalreserve.gov US Treasury Bonds - https://home.treasury.gov/policy-issues/financing-the-government/debt-management Gold as a Hedge - https://www.gold.org Historical Economic Texts - https://www.econlib.org
30 episodios
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