59 min listen
The Interview - The Dawn of Chaos w/ Hugh Hendry and Luke Gromen
The Interview - The Dawn of Chaos w/ Hugh Hendry and Luke Gromen
ratings:
Length:
71 minutes
Released:
Aug 16, 2020
Format:
Podcast episode
Description
The global economy had been running higher for over a decade, and the coronavirus has been a major speed bump. But what happens when central banks have replaced the airbag with a dagger? This is the very question that Hugh Hendry, founder and former CIO of Eclectica Asset Management, explores alongside Luke Gromen, president and founder of Forrest for the Trees. Hendry and Gromen explore the fate of the U.S. dollar through the lens of Charles Kindleberger's theory about "monetary hegemony."They analyze the various interest rates and current accounts of different countries and break down how these nations manage their exposure to commodity risk.
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Learn more about your ad choices. Visit megaphone.fm/adchoices
Released:
Aug 16, 2020
Format:
Podcast episode
Titles in the series (100)
Adventures in Finance 16 - Having Reservations: US Restaurant Revenues Signal Recession Risk: What if restaurant sales could predict the next recession? According to Paul Westra, Senior Research Analyst at Stifel, decades of restaurant sales data accurately predicted the last two US recessions, and the next one might be the biggest one yet. In... by Real Vision Daily Briefing: Finance & Investing