Ep. 13: Dominique Dwor-Frecaut On The V-shaped Recovery And Return Of Inflation

In this episode, I talk with Dominique Dwor-Frecaut. She’s an accomplished macro thinker that has worked at leading hedge fund Bridgewater, the NY Fed and the IMF. She’s also been an early advocate for a V-shaped recovery. We covered lots on the podcast including:

1. Why a V-shaped recovery is likely
2. The panic pandemic
3. How productivity could jump after COVID
4. What could see inflation rise
5. How income inequality is distorting the economy
6. The coming backlash against monopolies
7. Why expansion of central bank balance sheets is not a problem
8. China’s new assertiveness
9. The possible demise of the Hong Kong Dollar
10. Germany saves Europe
11. View on equities

You can find most of Dominique’s views here.

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(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)