Founder Jens Nordvig joined Raoul Pal and Real Vison for a deep dive into the global macro outlook. They talked:
– COVID end-game
– Fiscal policy trends and bond market dynamics
– New US policy initiatives (tax coordination etc)
– Potential for ‘New Bretton Woods’ for FX
– FX views (dollar, tourism effects, analogies, lack of taper tantrum, US current account)
You can see the in depth 53 minute interview here. However, it is behind Real Vision’s paywall.