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Keeping it Simple | Ep. 27: Vanilla, Chocolate or Grimace - What flavor is the Dollar Milkshake?

Keeping it Simple with Simplify Asset Management

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Navigating Currency Pegs and Dollar Milkshake Theory

This chapter explores the complexities of currency pegs, the risks associated with them during situations such as a dollar liquidity crisis, and the impact on currencies if pegs fail. It also delves into the dollar milkshake theory, discussing the potential effects of treasury bond collapses and the interplay between interest rates, treasury prices, and the strength of the dollar in different economic conditions.

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