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Transcript
Chapters
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Big Investment Themes for 2021
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Unique Ways to Gain Exposure to Long Vol
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Problems with "Fed Printer Goes Brrr" Ideologies and the Inflation Narrative
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Narrative Driven Markets
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Will the Rotation Trade Continue in 2021?
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US vs. Non-US Assets in 2021
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What About China?
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Fiscal Policy, Janet Yellen, and the New Administration
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Can Progressive Policies Like $15 Minimum Wage Empower Labor and Generate Inflation?
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The Biggest Changes that Won't Revert
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"Mike Green in Conversation" in 2021
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Who is the Anti Mike Green Who You Look to Challenge Your Views?
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Summary and Takeaways