Mark Yusko: Short Dollar, Long Deutsche Bank, China eCommerce, Oil, and More
Macro Voices - Podcast tekijän mukaan Hedge Fund Manager Erik Townsend - Torstaisin
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Erik Townsend and Aaron Chan welcome Mark Yusko to MacroVoices. Erik and Mark discuss bearish outlook for and reserve status deterioration of U.S. dollar, the "Everything Bubble" and similarities to 2000, misplaced comparisons between Deutsche Bank and Lehman Brothers, exciting trends and generational opportunities in China retail and eCommerce, dangerous paradigm of buying stocks for yield and bonds for capital appreciation, and much more.
