Published on: September 10th, 2020 • Duration: 58 minutes
Real Vision CEO and co-founder, Raoul Pal, joins Jon Turek, author of Cheap Convexity, to discuss the rapidly evolving macro environment – born out of the Fed’s new policy framework – and an ever-weakening U.S. dollar. With the Fed shifting toward average inflation targeting and long-term accommodative policy, Pal and Turek consider whether this will spur on the recovery the Fed is aiming for, how fiscal policy may be required to assume a greater role in economic recoveries by becoming more aggressive, and how this sets the stage for a new, emerging FX paradigm. To view some of Turek’s charts, click here: https://rvtv.io/3hjHb6o
