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Transcript
Chapters
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Today's Biggest Macro Themes
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Gold: The Play for Inflation or Deflation
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The Probability of a Global Currency Crisis and the Unique Dynamics of the Norwegian Krone
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U.S. Outlook
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FX: The Best Trade Moving Forward
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COVID, Solvency, and the Dollar Debt Question
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The Dollar Endgame and the Euro as a Dollar Alternative
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The End of U.S. Outperformance and EURUSD Outlook