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Real Vision: Finance & Investing

The Interview - The Dawn of Chaos w/ Hugh Hendry and Luke Gromen

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.11.1K Ratings

🗓️ 16 August 2020

⏱️ 70 minutes

🧾️ Download transcript

Summary

The global economy had been running higher for over a decade, and the coronavirus has been a major speed bump. But what happens when central banks have replaced the airbag with a dagger? This is the very question that Hugh Hendry, founder and former CIO of Eclectica Asset Management, explores alongside Luke Gromen, president and founder of Forrest for the Trees. Hendry and Gromen explore the fate of the U.S. dollar through the lens of Charles Kindleberger's theory about "monetary hegemony."They analyze the various interest rates and current accounts of different countries and break down how these nations manage their exposure to commodity risk.  Sponsor Link - Keep Coming Back : http://keepcomingbackpodcast.com/ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:28.1

Te's and sees apply. Thank you very much real vision. I can't believe here we are and after my

0:47.6

debacle from the first time you've let me back and I have the great pleasure of inviting look I'm almost terrible I think I've called

0:55.9

you many different things all nice is Gromen Gromromen, Gromen.

1:03.0

Thank you very much.

1:04.4

I think as a little bit of background, I believe I was tweeting and you came in and offered an opinion and I was like, oh, who's this guy?

1:18.0

And I think what you wrote it was kind of going,

1:22.8

just kind of scratching my head a little bit.

1:25.1

And anyway, it was good because it provoked.

1:28.0

I think we had a bit of back and forward,

1:31.4

particularly on that tweet, we were pursuing the relative values, or

1:40.0

relative merits, I should say, between the Chinese currency and the dollar.

1:44.9

So here we are now because I had hesitated and I, yeah, I am this glass region dug when it comes to words and ideas and I never shut up.

1:56.0

I am going to shut up and you're going to say. I thought, gur! So I thought, no, no, no, let's

2:00.9

let's thrash it out.

...

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