EPISODE · Aug 16, 2020 · 1H 11M
The Interview - The Dawn of Chaos w/ Hugh Hendry and Luke Gromen
from Real Vision: Finance & Investing · host Real Vision Podcast Network
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. Sponsor Link - Keep Coming Back : http://keepcomingbackpodcast.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
What this episode covers
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. Sponsor Link - Keep Coming Back : http://keepcomingbackpodcast.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices
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The Interview - The Dawn of Chaos w/ Hugh Hendry and Luke Gromen
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