Published on: March 1st, 2017 • Duration: 44 minutes
Luke Gromen, founder of FFTT, maps a wide range of data sources to identify economic bottlenecks and potential sources of excess returns. The movements around global FX reserves are significant, pointing to what Luke thinks will be the biggest mean reversion in 70 years. His wide ranging discussion with Michael Green spans the implications for the US dollar and China’s ultimate ambition to print yuan for oil. Filmed on February 9, 2017 in New York.