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GM41: Global Macro Face Off ft. Cem Karsan & Alfonso Peccatiello
Top Traders Unplugged
The Dollar and the Global Stage
Gemini: Stanley Druckenmiller is telling us that he's in the hard landing camp, but is short the dollar. He believes currency trends may be like you do as well and will last for two to three years. The change on the global stage, I mean, we're seeing things happening where China is kind of taking center stage. Gemini: What happens to the dollar during a recession? It depends from which shape the recession takes. But there are other dirty shirts in the laundry basket that doesn't necessarily mean that the dollar is going to take the full brunt.
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