George Goncalves on Macro Outlook. Fed Action, USD - including Shadow Banking & EuroDollar, Gold, and obviously Bonds. We talk about the current state of these markets and where they could go in the future. George has a wealth of information and shares with us his keen insight on these topics. You won't want to miss it. Recording date: January 2021
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Show Notes
0:00:00 Welcome and context
0:01:30 What is your background?
0:04:15 What is going on with Central Banks?
0:11:05 How the Fed can start unwinding the dept?
0:18:50 What is the endgame with the current debt levels?
0:23:41 What is your mid-term outlook for the US dollar?
0:28:50 The Euro - Dollar Banking
0:35:00 What is your long-term outlook for the US dollar?
0:37:45 What are your thoughts on gold?
0:42:35 What are your thoughts on bitcoin?
0:45:25 What are your thoughts on the bond market?
0:53:10 The bubbles on the current markets
0:57:30 How do you filter content on Twitter?
1:02:30 Where can people find out more about you?
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