BlackRock's Rieder Says World Is Moving More From Monetary to Fiscal Policy

The transcript discusses the shift from monetary to fiscal policy, highlighting the central banks' past influence on investments and the current market reactions. It emphasizes the increased focus on fiscal policy, including Treasury auctions and deficit spending, and the challenges posed by economic stimulus, such as inflation and rising interest rates.

What factors have influenced the investment outlook in recent years according to the text?

How has the equity market reacted since the speaker started talking?

What does the speaker suggest about the importance of the 'dot' in investment decisions?

What are the implications of the current fiscal policies mentioned in the text?

According to the speaker, what are the potential consequences of increased spending and stimulus?