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Ben Melkman, the founder of Light Sky Macro Hedge Fund, was recently interviewed on Bloomberg and he talked about the world economy and his expectations for asset returns. He expects the Covid-19 pandemic will usher in a world of permanently low-interest rates, huge deficits, sluggish growth, resurgent inflation, and declining U.S. power and influence. He also foresees “glory days” ahead for macro traders. You can find the show notes below.
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