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Transcript
Chapters
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New Lockdowns in China
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Covid Shock or Currency Shock?
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Effects on Interest Rates
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Explaining Moves in the Chinese Currency
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Collateral Effects of CNY Dropping
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Jens' Outlook on Equities
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Long Term Outlook on Inflation
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Views on the Bond Market
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How Should You Be Trading Around War
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Energy Impacts
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Investing in a Pivot from Russian Energy