Alex Gurevich: Dominant USD, Historical Fed Tightening Cycles, Cheap Treasuries, China Debt Unwind, and More
Macro Voices - Un podcast de Hedge Fund Manager Erik Townsend - Les jeudis
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Erik Townsend and Aaron Chan welcome Alex Gurevich to MacroVoices. Erik and Alex discuss market reaction to latest FOMC policy decision, importance of placing current Fed actions in the context of historical rate-hiking cycles, egregiously cheap valuations on 10-year Treasury Notes, gold's positive risk-reward and return expectations in the coming years, China's $30 trillion private debt unwind and history of imperial collapse, and much more.
