Investing in the Post-Monetary Era

Since the Global Financial Crisis in 2008, the Fed and other central bankers have spent most of their monetary ammunition, but near-zero interest rates and >$14 Trillion in global Quantitative Easing have failed to deliver sustainable economic growth. Inflation remains generally below desired levels around the world, and productivity growth is conspicuously absent in many advanced economies.

Global debt burdens have risen dramatically, in effect reducing potential sources of future consumer spending and business investment.

The "golden age" of monetary policy (1980-2019) has ended, leaving us in what might be called the "Post-Monetary Era" where investment returns are likely to be subpar relative to recent experience, implying that wealthy families must now reconsider how they frame goals & objectives and manage the family balance sheet.

Investing in the Post-Monetary Era - Planned Podcasts

  • Mar 2020: The Golden Age of Monetary Policy - Part 1, 2 & 3
  • Jun 2020: The Post-Monetary Era - Part 1, 2 & 3
  • Sep 2020: Re-framing Family Goals & Objectives - Part 1, 2 & 3
  • Dec 2020: Understanding the Whole Family Balance Sheet - Part 1, 2 & 3
  • Mar 2021: Portfolio Management in the New Era - Part 1, 2 & 3


Please subscribe to Eton's podcast for information on how best to prepare for this new era.

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Thinking About Investor Goals in the Post-Monetary Era

The Golden Age of Monetary Policy (1980-2019) has ended and the Post-Monetary Era has begun.

The unique market environment which we are calling the “Post-Monetary Era” presents many challenges for investors, suggesting that investors should focus on defining, quantifying, and prioritizing their goals in order to maximize their probability of financial success. This podcast suggests that investors view their goals as “self-imposed liabilities” and organize their investment portfolios accordingly to fund those.

Featuring:

  • Speaker: Jack Parham - Chief Investment Advisor, Eton Advisors Group
  • Host: Greg Dixon - Marketing Consultant, Eton Advisors Group

Is this the New, New Normal for Investors?

The Golden Age of Monetary Policy (1980-2019) has ended and the Post-Monetary Era has begun.

Having become accustomed to the “new normal" of Quantitative Easing, ultra-low interest rates, and Fed-suppressed market volatility, investors must now learn to live with a “new, new normal" as the Federal Reserve's COVID-19 response reset market conditions and expectations. This podcasts describes 7 important facts about the current market environment, all relevant to investment decision-making.

Featuring:

  • Speaker: Jack Parham - Chief Investment Advisor, Eton Advisors Group
  • Host: Greg Dixon - Marketing Consultant, Eton Advisors Group

Investing in the Post-Monetary Era —COVID Special

The Golden Age of Monetary Policy (1980-2019) has ended and the Post-Monetary Era has begun.

This episode explores the consequences of the COVID pandemic's dramatic impacts on the economy and financial markets.

Featuring:

  • Speaker: Jack Parham - Chief Investment Advisor, Eton Advisors Group
  • Host: Greg Dixon - Marketing Consultant, Eton Advisors Group

The Golden Age of Monetary Policy - Part 3

The Golden Age of Monetary Policy (1980-2019) has ended and the Post-Monetary Era has begun.

This podcast looks at the final stage of the Golden Era when returns to stock and bond investors have been strong but economic growth has been sluggish.

Featuring:

  • Speaker: Jack Parham - Chief Investment Advisor, Eton Advisors Group
  • Host: Greg Dixon - Marketing Consultant, Eton Advisors Group

The Golden Age of Monetary Policy - Part 2

The Golden Age of Monetary Policy (1980-2019) has ended and the Post-Monetary Era has begun.

This podcast looks at how monetary policy-making evolved to deal with economic and financial issues throughout the period.

Featuring:

  • Speaker: Jack Parham - Chief Investment Advisor, Eton Advisors Group
  • Host: Greg Dixon - Marketing Consultant, Eton Advisors Group

The Golden Age of Monetary Policy - Part 1

The Golden Age of Monetary Policy (1980-2019) has ended and the Post-Monetary Era has begun.

This podcast looks at when and why the Golden Age of Monetary Policy began.

Featuring:

Speaker: Jack Parham - Chief Investment Advisor, Eton Advisors Group

Host: Greg Dixon - Marketing Consultant, Eton Advisors Group