Jeffrey Snider: Dollar bulls don’t understand why they are right
Macro Voices - Un pódcast de Hedge Fund Manager Erik Townsend - Jueves
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Erik Townsend welcomes back Jeffrey Snider to MacroVoices. Erik and Jeffrey look at Eurodollars and the Eurodollar shortage. They discuss the real drivers of the US Dollar bull market and the flaws in the reflation trade narrative. The discuss the connection between Eurodollars and gold and the impact of QE on Eurodollar system.