9 - Reflation: American Dream or Political Nightmare?
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Manage episode 178230012 series 1428315
Deconstruct the Trump Reflation Trade as unsightly political realities emerge from the shadows. In 'Things I Got Wrong', David Hay, CIO of Evergreen Gavekal, confesses to underestimating central bank firepower and the usefulness of extreme market sentiment readings.
39 episodes