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: 1. Why a V-shaped recovery is likely 2. What could see inflation rise 3. How income inequality is distorting the economy 4. The coming backlash against monopolies 5. Why expansion of central bank balance sheets is not a problem 6. The possible demise of the HKD