In the first Big Picture topic this week, “The Razor’s Edge”, Jim discusses where the economy sits now, between recovery and relapsing into a recession, and with the Fed between tightening or more easing. Jim delves into the “recovery” since 2009, and why growth rates are still so low despite massive amounts of money printing and government spending. Jim and John also look at what an investor should do in this environment, with the economy perched on a razor’s edge. The next topic on the Big Picture is “The Next Bubble; It’s Not Where You Think”. Over the years, Jim and John have covered the tech bubble, which burst in 2000 and the real estate bubble, leading to the financial crisis of 2008. Well, now they have a new bubble to analyze, the student loan bubble.
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