Garzarelli: Growth Makes Debt Payoff Challenging

The video discusses economic concerns, focusing on the dropping natural rate and its implications. It explores debt levels, particularly in the US corporate sector, and debates the role of central banks and QE in economic policy. The discussion also touches on investment trends, highlighting the irony of current market behaviors.

What are the potential challenges of the current debt buildup as mentioned in the text?

How do investors' strategies differ between bonds and equities according to the speaker?