Looking forward to the the conversation on CNBC's Squawk Box. Thanks for having me on the show. While many continue this morning to blame Federal Reserve Chair Powell's "highly uncertain" characterization of the economy for the selloff yesterday, it's hard to argue that this was a big surprise for markets. Instead, I suspect that it may be this markets' repeated need for more liquidity/credit measures to compensate for the economic realities that, unchecked, would lead to some notable capital impairments for investors around the world. #markets #economy #selloff #bonds #investing #cnbc #federalreserve #investors #equities #investmentmanagement #fed …see more