Himmelberg de Goldman ve 'fuerte' crecimiento en 2018

The transcript discusses the uncertainty in economic policy and its impact on markets, highlighting the role of figures like Gary Cohn. It explores market volatility, particularly the VIX, and the lack of drama in macro data. The speaker is reluctantly bullish on equities due to high valuations but sees strong growth prospects for 2018. Concerns about flash crashes and their potential impact on markets are raised. The discussion also covers quantitative tightening, its psychological effects on markets, and the belief in QE's role in asset price rallies.

In what way does the speaker relate quantitative tightening to market psychology?

What implications does the withdrawal of quantitative easing have on market beliefs?