John Brynjolfsson on oil and Europe

Erin sits down with John Brynjolfsson – CIO of Armored Wolf. John tells us why North American oil frackers aren’t relenting on production and gives us his take on Canada, Australia, and a number of northern European countries having larger household debt than the US or UK at the peak of the credit bubble. On equities, he thinks the profit picture “troublesome” given the policy divergence between the Fed and other central banks.