The Macro Trading Floor

Ben Melkman: Expecting A U.S Dollar Decline

Sep 4, 2022
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Episode notes
1
Introduction
00:00 • 3min
2
Inflation in Europe Has Surprised on the Upside
03:22 • 3min
3
Europe Isn't Going to Look Any Any Better, Right?
06:27 • 2min
4
Is the New Government Going to Be So Loudly Public Against Europe?
08:24 • 2min
5
Andres A, a Dear Old Friend and a New Friend
10:01 • 3min
6
Inflation and Hyper Specialization
13:16 • 2min
7
Inflation and the Stimulus
15:43 • 5min
8
Central Banks in the Context of Higher Inflation
20:58 • 3min
9
How to Maximize the Effect for a Given Rate Incease?
23:29 • 5min
10
Is Two % of the Magic Number?
28:32 • 5min
11
The Us Owns More Dollar Denominated Assets Than Foreigners Own of Us Assets
33:03 • 2min
12
Is the Equity Market Out Performance Going Back?
35:30 • 2min
13
The Macro Trading Floor - Is the Fed Too Hawkish?
37:43 • 3min
14
I Think We'll See a Lot of Higher Commodity Prices in General
40:39 • 6min
15
A Light Sky, Maro Pen Trade Idea and Macro Idea
46:27 • 4min
16
Is Ben Malcman Shorting the Dollar?
50:03 • 2min
17
How to Time Cross Currents
52:23 • 3min
18
The Dollar Isn't Going to Zero
55:03 • 3min