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GM41: Global Macro Face Off ft. Cem Karsan & Alfonso Peccatiello

Top Traders Unplugged

CHAPTER

The Decline of the US Dollar

I agree with Drunkenmeller on his 10-year stagnation thesis for a lot of the same reasons. The trade, in my opinion, is actually to buy vol in that space. It has already increased significantly, as you've noted, but historically it's still not expensive. Broadly, I would believe we're in a structural inflationary place where if you do have, you continue to have the exorbitant privilege of the US dollar.

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