For a variety of reasons, not just officials who can't, but markets don't seem to be pricing

improperly the inflationary effects of these policies or the inflationary effects of the fiscal policy.

And so I think by a year from now, the Fed's going to be raising rates was a very high-level

confidence.

Imagine spending an hour with the world's greatest traders.

Imagine learning from their experiences, their successes,

and their failures. Imagine no more. Welcome to Top Traders Unplugged, the place where you can learn

from the best hedge fund managers in the world so you can take your manager due diligence

or investment career to the next level. Before we begin today's conversation, remember to keep two things in mind.

All the discussion we'll have about investment performance is about the past,

and past performance does not guarantee or even infer anything about future performance.

Also understand that there's a significant risk of financial loss with all investment strategies,

and you need to

request and understand the specific risks from the investment manager about their product

before you make investment decisions.

Here's your host, veteran hedge fund manager, Nealz Kostrup Larson.

Welcome and welcome back to another conversation in our series of episodes that focuses on markets and investing from a global macro perspective.

This is a series that I not only find incredibly interesting as well as intellectually challenging, but also very important given where we are in the global economy and the geopolitical cycle. We want to dig deep into the minds of some of the most prominent

experts to help us better understand what this new global macro-driven world may look like.

We want to explore their perspectives on a host of game-changing issues and hopefully dig

out nuances in their work through meaningful conversations. Please enjoy today's episode, hosted by Alan Dunn.

Thanks for that introduction deals. Today I'm joined by Adam Posen. Adam is president of the

...