My old friend Dean LeBaron got two of us to help him write an article late last year for a financial academic journal on how we got into this financial mess and, especially, to "goad discourse forward" on how to get out of it. The article proved to be too unconventional for the journal (among other things, they didn't like the fact that things like the Kondratiff Wave couldn't be described via a precise mathematical formula with lots of Greek Letters in it) but Kate Welling, who writes a widely-followed publication for professional investors (Welling@Weeden), picked up on it and recently interviewed the three of us. The result of that interview was a really neat (and very readable) piece in which we were much less statesmanlike (and, from Kate's prodding, were forced to venture more conclusions than the article, which was designed to "goad discourse", contained). The interview was published on January 23rd, and Kate has graciously given me permission to post the article here.
The original paper, "A Way Forward", is here.
To learn more about Welling@Weeden (a must-read for every investment professional!), go here.
And to learn more about me and Walter Deemer's Market Strategies & Insights, go here.
-- Walter Deemer