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10min chapter
Volatility Hedge Fund Manager Unpacks Derivatives Misconceptions | Benn Eifert
Forward Guidance
Debating Tariffs and Currency Valuation
This chapter critiques a previous paper on tariffs, analyzing the relationship between tariffs, currency devaluation, and the U.S. dollar's status as a reserve currency. The discussion highlights the complexities of trade impacts and the lack of empirical evidence for simplistic tariff assertions.
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