34 min
Dominique Dwor-Frecaut On The V-Shaped Recovery And Return Of Inflation Macro Hive Conversations With Bilal Hafeez
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- Investing
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 on macrohive.com.
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 on macrohive.com.
34 min